Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc.

50.55
USD
-7.09
(-12.30%)
1.25EPS
75.09P/E
5.05BMarket Cap
Feb 24Next Earn
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.41
1.8
5.56
7.68
8.02
3.56
5.17
10.17
9.87
10.89
14.86
- -
Basic EPS, GAAP
- -
- -
-0.34
1.65
1.73
-1.01
-0.03
0.67
0.82
0.55
0.72
- -
Free Cash Flow per Basic Share
-2.54
-0.64
-5.55
-1.74
2.65
1.36
-0.1
-0.43
0.84
-4.49
-10.46
- -
Dividend per Share
- -
- -
2.13
0.18
0.64
0.66
0.44
0.44
0.47
0.51
0.52
0.37
Book Value per Share
6.36
6.73
5.96
7.35
8.58
6.95
6.52
6.82
7.11
9.36
10.63
- -
Tangible Book Value per Share
5.14
5.5
4.78
6.54
7.89
6.4
6.03
6.36
6.64
4.74
7.52
- -
Basic Weighted Avg Shares
10
10
12
26
30
29
31
31
30
29
42
56
Sales/Revenue/Turnover
14
18
67
197
242
103
159
320
293
313
622
- -
Operating Margin (%)
-8.54
15.76
37.78
50.35
44.66
-11.72
-0.24
13.06
17.52
14.49
21.76
- -
Depreciation Expense
2
4
7
18
27
27
27
30
36
47
84
- -
Net Income, GAAP
- -
- -
-4
42
52
-29
-1
21
24
16
30
- -
Effective Tax Rate (%)
- -
1.51
69.67
13.1
15.78
- -
- -
18.89
16.78
21.68
20.08
- -
Profit Margin (%)
- -
- -
-6.19
21.52
21.52
-28.49
-0.55
6.61
8.31
5.05
4.85
- -
Working Capital
8
7
67
45
97
62
52
33
30
185
320
- -
LT Debt
- -
3
- -
13
8
8
7
18
44
317
1,071
- -
Total Equity
67
71
254
341
410
315
298
317
316
667
827
- -
Return on Invested Capital (%)
- -
3.92
4.68
28.22
23.31
- -
- -
10.4
11.62
6.03
7.44
- -
Return on Capital (%)
- -
-3.91
-13.99
-0.25
3.67
- -
- -
2.86
3.64
1.93
1.65
- -
Return on Common Equity (%)
- -
- -
-4.52
27.21
22.5
-12.62
-0.43
10.1
11.54
5.63
6.56
- -

Capital Structure

USD

•

in mil. unless spec.
Mar'26
Jun'26
Sep'26
ST Debt
325
17
- -
LT Borrowings
1,277
2,480
- -
LT Finance Leases
16
17
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
58
63
64
Market Capitalization
3,297
5,054
4,540

Working Capital

USD

•

in mil. unless spec.
Mar'26
Jun'26
Sep'26
Total Current Assets
521
1,069
- -
Cash, Cash Equivalents & STI
344
824
- -
Accounts Receivable, Net
148
210
- -
Inventories
18
25
- -
Total Current Liabilities
468
259
- -
Payables & Accruals
105
207
- -
ST Debt
325
17
- -
Deferred Revenue
29
18
- -

Growth Rates

USD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
42.91%
27.15%
24.08%
Free Cash Flow
6.2%
-89.63%
239.13%
Net Income, GAAP
- -
-512.75%
90.85%
Sales/Revenue/Turnover
70.95%
50.55%
98.73%
Total Cash Common Dividend
- -
5.45%
49.03%

Quarterly Revenue

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
68
74
75
96
313
2025
126
149
167
180
622
2026
196
219
- -
- -
- -

Quarterly Earnings Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.15
0.22
-0.03
0.21
0.55
2025
0.15
0.32
0.33
-0.03
0.72
2026
0.41
0.35
- -
- -
- -

Quarterly Dividends Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.13
0.13
0.13
0.12
0.51
2025
0.13
0.13
0.13
0.13
0.52
2026
0.13
0.13
- -
- -
- -

Company Description

CEO
William A. Zartler
Full Time Employees
468
Sector
Industrial services
Industry
Oilfield services/Equipment
Address
9651 Katy Freeway Houston TX United States 77024
IPO Date
May 12, 2017
Business
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for distributed power generation and management of raw materials used in oil and natural gas well completions primarily in the United States. The company operates through Solaris Power Solutions and Solaris Logistics Solutions segments; Solaris Power Solutions offers configurable all-electric natural gas-powered mobile turbines, ancillary equipment including generators, transformers, power distribution systems and load banks, and turnkey power-as-a-service solutions for primary, bridge and backup power needs serving data centers, energy, exploration and production, oilfield services, and commercial and industrial customers; Solaris Logistics Solutions designs and manufactures specialized automated equipment such as fluid management systems, wet sand solutions, and integrated wellsite systems, while providing field technician support, last mile and mobilization logistics services, and software solutions including the Solaris software suite to oil and natural gas operators and suppliers. Founded in 2014 and headquartered in Houston, Texas, the company targets oil and gas, data centers, utilities, healthcare, hospitality, and other industrial sectors with operations focused in the United States. In recent developments, Solaris changed its name from Solaris Oilfield Infrastructure, Inc. in September 2024 to reflect its expanded energy focus; acquired Mobile Energy Rentals in July 2024 for $200 million to scale its distributed power infrastructure with an initial 153 megawatt fleet growing to 478 megawatts by late 2025 and access new end-markets; announced the acquisition of HVMVLV LLC in August 2025, adding specialty electrical control, distribution, and voltage regulation capabilities to enhance turnkey power solutions for complex loads; secured a long-term contract and joint venture for at least 500 megawatts to power a new data center over six years; and placed orders for additional 16.5-megawatt gas-fired turbines totaling 145 megawatts to expand its pro forma operated power fleet toward 1,400 megawatts by mid-2027.

Company News

  • Solaris Q3 Earnings Call Highlights Power Deals and Raised Outlook

  • Solaris Energy Infrastructure, Inc. (SEI) Q3 2026 Earnings Call Transcript

  • Solaris Energy Infrastructure, Inc. (SEI) Beats Q3 Earnings and Revenue Estimates

  • SEI CEO Ryan Hicke on AI, Private Markets & Why SEI Is the ‘Railroad Tracks'”

  • Solaris Energy Infrastructure Announces Third Quarter 2026 Results, Additional Power Contracts and Increased Guidance

  • Solaris Energy Q3 Earnings Preview: Another Beat Likely?

  • SEI: 3 Key Takeaways for Long-Term Investors

  • Solaris Energy Infrastructure, Inc. (SEI) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

  • SEI Launches SEI Charitable Fund, Bringing Charitable Giving To Advisor and Client Wealth Experience

  • Will Solaris Energy Infrastructure, Inc. (SEI) Beat Estimates Again in Its Next Earnings Report?

  • SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle

  • SEI Reports Third-Quarter 2026 Financial Results

  • Solaris Energy Infrastructure, Inc. (SEI) – What Are Investment Firms Saying About This Stock?

  • Solaris Rides the AI Boom as Risks Mount

  • SEI Appoints Kristie Edling-Day as Chief Information Officer

  • Should You Buy Solaris Energy Infrastructure, Inc. (SEI) After Golden Cross?

  • Solaris Energy Infrastructure Schedules Third Quarter 2026 Results Conference Call

  • 11 Stocks Most Likely to See a Short Squeeze Rally

  • Solaris Energy Infrastructure's Zartler on building power capacity

  • Wall Street Analysts See a 26.29% Upside in Solaris Energy Infrastructure, Inc. (SEI): Can the Stock Really Move This High?