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Side-by-side financial comparison of Kontoor Brands, Inc. (KTB) and Sunrun Inc. (RUN). Click either name above to swap in a different company.
Sunrun Inc. is the larger business by last-quarter revenue ($1.2B vs $853.2M, roughly 1.4× Kontoor Brands, Inc.). Sunrun Inc. runs the higher net margin — 8.9% vs 4.3%, a 4.6% gap on every dollar of revenue. On growth, Sunrun Inc. posted the faster year-over-year revenue change (123.5% vs 27.3%). Over the past eight quarters, Sunrun Inc.'s revenue compounded faster (59.0% CAGR vs 14.2%).
Kontoor Brands is an American clothing company. It was a spin off from the VF Corporation in May 2019, and markets clothing under the Lee, Wrangler and Helly Hansen brand names.
Sunrun Inc. is an American provider of photovoltaic systems and battery energy storage products, primarily for residential customers. The company was established in 2007 and is headquartered in San Francisco, California.
KTB vs RUN — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $853.2M | $1.2B |
| Net Profit | $36.9M | $103.6M |
| Gross Margin | 41.3% | — |
| Operating Margin | 7.5% | 8.4% |
| Net Margin | 4.3% | 8.9% |
| Revenue YoY | 27.3% | 123.5% |
| Net Profit YoY | -47.6% | 103.7% |
| EPS (diluted) | $0.66 | $0.38 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $1.2B | ||
| Q3 25 | $853.2M | $724.6M | ||
| Q2 25 | $658.3M | $569.3M | ||
| Q1 25 | $622.9M | $504.3M | ||
| Q4 24 | $699.3M | $518.5M | ||
| Q3 24 | $670.2M | $537.2M | ||
| Q2 24 | $606.9M | $523.9M | ||
| Q1 24 | $631.2M | $458.2M |
| Q4 25 | — | $103.6M | ||
| Q3 25 | $36.9M | $16.6M | ||
| Q2 25 | $73.9M | $279.8M | ||
| Q1 25 | $42.9M | $50.0M | ||
| Q4 24 | $64.0M | $-2.8B | ||
| Q3 24 | $70.5M | $-83.8M | ||
| Q2 24 | $51.8M | $139.1M | ||
| Q1 24 | $59.5M | $-87.8M |
| Q4 25 | — | — | ||
| Q3 25 | 41.3% | — | ||
| Q2 25 | 46.3% | — | ||
| Q1 25 | 47.5% | — | ||
| Q4 24 | 43.7% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.7% | — | ||
| Q1 24 | 45.2% | — |
| Q4 25 | — | 8.4% | ||
| Q3 25 | 7.5% | 0.5% | ||
| Q2 25 | 11.9% | -19.7% | ||
| Q1 25 | 11.8% | -22.8% | ||
| Q4 24 | 12.1% | -628.0% | ||
| Q3 24 | 14.7% | -23.8% | ||
| Q2 24 | 12.4% | -24.4% | ||
| Q1 24 | 13.4% | -40.0% |
| Q4 25 | — | 8.9% | ||
| Q3 25 | 4.3% | 2.3% | ||
| Q2 25 | 11.2% | 49.1% | ||
| Q1 25 | 6.9% | 9.9% | ||
| Q4 24 | 9.1% | -542.7% | ||
| Q3 24 | 10.5% | -15.6% | ||
| Q2 24 | 8.5% | 26.5% | ||
| Q1 24 | 9.4% | -19.2% |
| Q4 25 | — | $0.38 | ||
| Q3 25 | $0.66 | $0.06 | ||
| Q2 25 | $1.32 | $1.07 | ||
| Q1 25 | $0.76 | $0.20 | ||
| Q4 24 | $1.13 | $-12.59 | ||
| Q3 24 | $1.26 | $-0.37 | ||
| Q2 24 | $0.92 | $0.55 | ||
| Q1 24 | $1.05 | $-0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $82.4M | — |
| Total DebtLower is stronger | $1.3B | $14.7B |
| Stockholders' EquityBook value | $529.6M | $3.1B |
| Total Assets | $2.9B | $22.6B |
| Debt / EquityLower = less leverage | 2.53× | 4.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $82.4M | — | ||
| Q2 25 | $107.5M | — | ||
| Q1 25 | $356.7M | — | ||
| Q4 24 | $334.1M | — | ||
| Q3 24 | $269.4M | — | ||
| Q2 24 | $224.3M | — | ||
| Q1 24 | $215.1M | — |
| Q4 25 | — | $14.7B | ||
| Q3 25 | $1.3B | $14.6B | ||
| Q2 25 | $1.4B | $14.0B | ||
| Q1 25 | $735.6M | $13.6B | ||
| Q4 24 | $740.3M | $12.9B | ||
| Q3 24 | $745.0M | $12.5B | ||
| Q2 24 | $749.7M | $12.0B | ||
| Q1 24 | $779.2M | $11.1B |
| Q4 25 | — | $3.1B | ||
| Q3 25 | $529.6M | $3.0B | ||
| Q2 25 | $498.3M | $2.9B | ||
| Q1 25 | $426.7M | $2.6B | ||
| Q4 24 | $400.1M | $2.6B | ||
| Q3 24 | $356.9M | $5.3B | ||
| Q2 24 | $367.2M | $5.4B | ||
| Q1 24 | $387.2M | $5.2B |
| Q4 25 | — | $22.6B | ||
| Q3 25 | $2.9B | $22.2B | ||
| Q2 25 | $2.7B | $21.2B | ||
| Q1 25 | $1.7B | $20.4B | ||
| Q4 24 | $1.7B | $19.9B | ||
| Q3 24 | $1.7B | $22.1B | ||
| Q2 24 | $1.6B | $21.4B | ||
| Q1 24 | $1.7B | $20.8B |
| Q4 25 | — | 4.69× | ||
| Q3 25 | 2.53× | 4.90× | ||
| Q2 25 | 2.74× | 4.80× | ||
| Q1 25 | 1.72× | 5.19× | ||
| Q4 24 | 1.85× | 5.05× | ||
| Q3 24 | 2.09× | 2.36× | ||
| Q2 24 | 2.04× | 2.23× | ||
| Q1 24 | 2.01× | 2.15× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $64.1M | $96.9M |
| Free Cash FlowOCF − Capex | $55.8M | — |
| FCF MarginFCF / Revenue | 6.5% | — |
| Capex IntensityCapex / Revenue | 1.0% | — |
| Cash ConversionOCF / Net Profit | 1.74× | 0.94× |
| TTM Free Cash FlowTrailing 4 quarters | $228.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $96.9M | ||
| Q3 25 | $64.1M | $-121.5M | ||
| Q2 25 | $25.7M | $-292.7M | ||
| Q1 25 | $77.6M | $-104.2M | ||
| Q4 24 | $82.0M | $-258.4M | ||
| Q3 24 | $133.6M | $-156.2M | ||
| Q2 24 | $96.2M | $-208.5M | ||
| Q1 24 | $56.5M | $-143.1M |
| Q4 25 | — | — | ||
| Q3 25 | $55.8M | — | ||
| Q2 25 | $22.4M | — | ||
| Q1 25 | $74.9M | — | ||
| Q4 24 | $75.0M | — | ||
| Q3 24 | $129.9M | $-156.4M | ||
| Q2 24 | $92.6M | — | ||
| Q1 24 | $52.0M | — |
| Q4 25 | — | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 19.4% | -29.1% | ||
| Q2 24 | 15.3% | — | ||
| Q1 24 | 8.2% | — |
| Q4 25 | — | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | 0.0% | ||
| Q2 24 | 0.6% | — | ||
| Q1 24 | 0.7% | — |
| Q4 25 | — | 0.94× | ||
| Q3 25 | 1.74× | -7.33× | ||
| Q2 25 | 0.35× | -1.05× | ||
| Q1 25 | 1.81× | -2.08× | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 1.86× | -1.50× | ||
| Q1 24 | 0.95× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
RUN
| Products | $692.3M | 60% |
| Customer Agreements | $435.2M | 38% |
| Manufactured Product Other | $56.7M | 5% |
| Incentives | $31.3M | 3% |