Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc.

SEI
Solaris Energy Infrastructure, Inc.US flagNew York Stock Exchange
61.62
USD
+0.51
- -
3.78BMarket Cap
Solaris Energy Infrastructure, Inc.
SEI
(New York Stock Exchange)

Recent

price

61.62

P/E

ratio

- -

div

yld

- -

ROIC.AI

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
1.41
1.8
5.56
7.68
8.02
3.56
5.17
10.17
9.87
10.89
14.86
14.9
Revenue per Share
- -
- -
-0.34
1.65
1.73
-1.01
-0.03
0.67
0.82
0.55
0.72
1.07
Basic EPS, GAAP
-2.54
-0.64
-5.55
-1.74
2.65
1.36
-0.1
-0.43
0.84
-4.49
-10.46
-14.23
Free Cash Flow per Basic Share
- -
- -
2.13
0.18
0.64
0.66
0.44
0.44
0.47
0.51
0.52
0.52
Dividend per Share
6.36
6.73
5.96
7.35
8.58
6.95
6.52
6.82
7.11
9.36
10.63
14.36
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
11.58
Tangible Book Value per Share
10
10
12
26
30
29
31
31
30
29
42
51
Basic Weighted Avg Shares
14
18
67
197
242
103
159
320
293
313
622
762
Sales/Revenue/Turnover
-8.54
15.76
37.78
50.35
44.66
-11.72
-0.24
13.06
17.52
14.49
21.76
24.25
Operating Margin (%)
2
4
7
18
27
27
27
30
36
47
84
110
Depreciation Expense
- -
- -
-4
42
52
-29
-1
21
24
16
30
55
Net Income, GAAP
- -
1.51
69.67
13.1
15.78
- -
- -
18.89
16.78
21.68
20.08
24.15
Effective Tax Rate (%)
- -
- -
-6.19
21.52
21.52
-28.49
-0.55
6.61
8.31
5.05
4.85
7.19
Profit Margin (%)
8
7
67
45
97
62
52
33
30
185
320
810
Working Capital
- -
3
- -
13
8
8
7
18
44
317
1,071
2,497
LT Debt
67
71
254
341
410
315
298
317
316
667
827
1,161
Total Equity
- -
3.92
4.68
28.22
23.31
- -
- -
10.4
11.96
5.18
7.44
5.6
Return on Invested Capital (%)
- -
-3.91
-13.99
-0.25
3.67
- -
- -
2.86
3.64
1.93
1.65
2.25
Return on Capital (%)
- -
- -
-4.52
27.21
22.5
-12.62
-0.43
10.1
11.54
5.63
6.56
8.43
Return on Common Equity (%)

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
63
Market Capitalization
2,440
3,297
5,054

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
- -
- -
- -
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

  • SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets

  • A Solaris Energy Director Buys Nearly 8,000 Company Shares Worth Over $500,000

  • Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum

  • Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance

  • Solaris Energy Expands Power Infrastructure With Omega Deal

  • Solaris Energy Infrastructure Acquires Omega, Adding Specialized EPC Capabilities to Its Power Infrastructure Offering

  • SEI Investments: Alternatives Drive Platform Growth

  • ETF Prime: Crypto ETF State of the Union & SEI's ETF Expansion

  • Is SEI Worth Buying as Growth Accelerates but Valuation Stays High?

  • Why We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

  • Solaris Energy Q2 Earnings Beat Estimates on Power Solutions Growth

  • SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

  • Solaris Energy Infrastructure, Inc. $SEI Shares Sold by Assenagon Asset Management S.A.

  • Deployable Energy Welcomes Strategic Investment and Commercialization Collaboration with Solaris Energy Infrastructure

  • 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