Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc.

SEI
Solaris Energy Infrastructure, Inc.US flagNew York Stock Exchange
55.00
USD
+1.83
- -
3.37BMarket Cap
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
14.9
Basic EPS, GAAP
- -
- -
-0.34
1.65
1.73
-1.01
-0.03
0.67
0.82
0.55
0.72
1.07
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
-14.23
Dividend per Share
- -
- -
2.13
0.18
0.64
0.66
0.44
0.44
0.47
0.51
0.52
0.52
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
14.72
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
11.87
Basic Weighted Avg Shares
10
10
12
26
30
29
31
31
30
29
42
51
Sales/Revenue/Turnover
14
18
67
197
242
103
159
320
293
313
622
762
Operating Margin (%)
-8.54
15.76
37.78
50.35
44.66
-11.72
-0.24
13.06
17.52
14.49
21.76
24.25
Depreciation Expense
2
4
7
18
27
27
27
30
36
47
84
110
Net Income, GAAP
- -
- -
-4
42
52
-29
-1
21
24
16
30
55
Effective Tax Rate (%)
- -
1.51
69.67
13.1
15.78
- -
- -
18.89
16.78
21.68
20.08
24.15
Profit Margin (%)
- -
- -
-6.19
21.52
21.52
-28.49
-0.55
6.61
8.31
5.05
4.85
7.19
Working Capital
8
7
67
45
97
62
52
33
30
185
320
810
LT Debt
- -
3
- -
13
8
8
7
18
44
317
1,071
2,497
Total Equity
67
71
254
341
410
315
298
317
316
667
827
1,161
Return on Invested Capital (%)
- -
3.92
4.68
28.22
23.31
- -
- -
10.4
11.96
5.18
7.44
5.6
Return on Capital (%)
- -
-3.91
-13.99
-0.25
3.67
- -
- -
2.86
3.64
1.93
1.65
2.25
Return on Common Equity (%)
- -
- -
-4.52
27.21
22.5
-12.62
-0.43
10.1
11.54
5.63
6.56
8.43

Capital Structure

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
8
325
17
LT Borrowings
1,060
1,277
2,480
LT Finance Leases
10
16
17
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
53
58
61
Market Capitalization
2,440
3,297
4,931

Working Capital

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
483
521
1,069
Cash, Cash Equivalents & STI
353
344
824
Accounts Receivable, Net
103
148
210
Inventories
14
18
25
Total Current Liabilities
163
468
259
Payables & Accruals
130
105
207
ST Debt
8
325
17
Deferred Revenue
6
29
18

Growth Rates

FRC

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

FRC

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

FRC

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

FRC

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
Energy
Industry
Oil & Gas Equipment & Services
Address
9651 Katy Freeway Houston TX United States of America 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

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  • Solaris Energy Infrastructure, Inc. $SEI Shares Bought by California State Teachers Retirement System

  • Solaris Energy Infrastructure Q2 Earnings Call Highlights

  • Solaris Energy Infrastructure, Inc. (SEI) Reports Q2 Earnings: What Key Metrics Have to Say

  • Record Quarter Pushes SEI Shares Higher

  • Solaris Energy Infrastructure, Inc. (SEI) Q2 2026 Earnings Call Transcript

  • SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure

  • Solaris Energy Infrastructure, Inc. (SEI) Q2 Earnings and Revenues Top Estimates

  • Compared to Estimates, Solaris Energy Infrastructure, Inc. (SEI) Q2 Earnings: A Look at Key Metrics

  • Solaris Energy Infrastructure Announces Second Quarter 2026 Results and Continued Expansion of Power Contract Scope and Business Capabilities, and Raises Guidance

  • WTW Investments and SEI Partner to Expand Private Markets Solutions for Defined Contribution Plans