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ENS compared with RUN: revenue, margins and what each company keeps, and the suppliers and customers both name
ENS
EnerSys
Change
Mkt cap
Revenue
Revenue
RUN
Sunrun Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
ENS
EnerSys
vs
RUN
Sunrun Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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ENS
EnerSys
Change
159.30
▼
−0.42%
· post 168.04
· delayed
Mkt cap
$5.8B
Revenue
$936M
Q1 FY27
Revenue
$3.8B
FY26
RUN
Sunrun Inc.
Change
8.69
▲
+5.27%
· post 8.73
· delayed
After hours
Nov 3 '26
delayed
Mkt cap
$2.0B
Revenue
$870M
Q2 FY26
Revenue
$3.0B
FY25
vs
Compare
After hours
Nov 3 '26
delayed
ENS
EnerSys
vs
RUN
Sunrun Inc.
159.30
▼
−0.42%
post 168.04
delayed
Price
8.69
▲
+5.27%
post 8.73
delayed
$5.8B
Mkt cap
$2.0B
Q1 FY27
$936M
Revenue
$870M
Q2 FY26
FY26
$3.8B
Revenue
$3.0B
FY25
Change
Change
ENS
159.30
▼
−0.42%
vs
RUN
8.69
▲
+5.27%
After hours
Nov 3 '26
delayed
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
RUN: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ENS
3
—
Germany
unlisted
customer
—
United Kingdom
unlisted
customer
—
United States of America
unlisted
customer
Shared
0
No shared counterparties.
Only RUN
1
—
Horizon Solar Power
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
ENS, solid
RUN, dashed