SEI
Solaris Energy Infrastructure, Inc.43.61
+0.05+0.12%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
3.13BP/E (TTM)
46.39Basic EPS (TTM)
0.94Dividend Yield
0.01%Recent Filings
8-K
8-K
Brock joins as Co-CEO
Solaris Energy Infrastructure appointed Amanda M. Brock as Co-Chief Executive Officer and Board director, effective October 16, 2025, to serve alongside William A. Zartler. Brock brings deep expertise in water, power, and energy infrastructure from leading Aris Water Solutions and prior roles at Water Standard and Azurix. This duo aims to scale operations amid surging power demand. Compensation terms remain under negotiation.
8-K
Credit amendment enables debt issuance
Solaris Energy Infrastructure amended its revolving credit facility on October 6, 2025, to allow issuance of convertible debt and derivatives, easing potential financing for growth. The company also disclosed an opportunity to buy 80 MW of immediately available turbine capacity, boosting total on-order capacity to 500 MW by late 2026. This positions Solaris to accelerate power solutions expansion amid rising demand.
10-Q
Q2 FY2025 results
Solaris Energy Infrastructure's Q2 FY2025 results showed revenue surging 102% y/y to $149.3M, driven by the new Power Solutions segment's $75.6M debut amid data center demand, while Logistics dipped slightly to $73.7M on flat activity but higher last-mile volumes. Operating income climbed 200% y/y to $35.6M with gross margins expanding to 24% from 16%, reflecting Power's high-margin leasing; diluted EPS held steady at $0.30 on 37.8M shares, reconciling to net income of $11.4M attributable to Class A shareholders. Cash from operations hit $49.9M YTD, funding $330M in capex mostly for Power fleet growth, offset by $227M debt draws and $86M Stateline equity infusion; total debt rose to $397M including $155M convertible notes due 2030, with $139M cash and $56M revolver availability. Stateline JV closed April 2025 with $86M non-cash assets for 50.1% stake, recognizing no goodwill but adding $72M term debt. Yet competition in oilfield logistics lingers as a risk.
8-K
Solaris boosts Q2 revenue, guidance
Solaris Energy Infrastructure reported Q2 2025 revenue of $149 million, up 18% from Q1, fueled by Power Solutions' 53% revenue surge to $76 million on 600 MW average capacity. Adjusted EBITDA hit $61 million, a 29% sequential gain, while Logistics dipped amid lower oil prices. The company raised Q3 and Q4 guidance to $58-63 million each, closed $155 million in convertible notes, and approved a $0.12/share dividend. Power growth accelerates, but JV non-controlling interests dilute full benefits.
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