Inferra AI / Company / SEI
Solaris Energy Infrastructure, Inc.
SEI · Industrials
Last earnings Sep 22, 2026
Key results
Revenuequarter
$149 million
Second Quarter 2025 Summary Results and Key Updates Revenue and Profitability o Revenue of $149 million increased 18% sequentially from first quarter 2025 due to activity growth within the Solaris Power Solutions segment.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Revenue Second quarter 2025 revenue of $76 million increased 53% sequentially from first quarter 2025, in-line with growth in average megawatts earning revenue.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Revenue Second quarter 2025 revenue of $74 million decreased 4% from first quarter 2025, in-line with activity.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
AI analysis
Q2 2025 · reported Jul 24, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance · company-stated
No guidance located in the held release
“Adjusted EBITDA and is expected to contribute more than 90%”
Capital allocation
o Consolidated total debt was $535 million as of June 30, 2025.
Event summary
Solaris Energy Infrastructure Announces Second Quarter 2025 Results, Updated Earnings Guidance and Continued Shareholder Returns
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
o Consolidated total debt was $535 million as of June 30, 2025.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
After subtracting the portion of debt and cash attributable to Solaris 49.9% non-controlling interest partner in Stateline JV, debt and cash attributable to Solaris were $500 million and $119 million, respectively.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Shareholder Returns Approved third quarter 2025 dividend of $0.12 per share on July 23, 2025, to be paid on September 26, 2025, to holders of record as of September 16, 2025, which, once paid, will represent Solaris 28 th consecutive dividend.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
com for more detail on activity and financial guidance, including expected 2025 and 2026 estimated capital expenditures by quarter.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
3) The Company s unvested restricted shares of common stock are participating securities because they entitle the holders to non-forfeitable rights to dividends until the awards vest or are forfeited.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
(3) Represents costs incurred to establish the Stateline JV, including legal fees related to debt amendments to incorporate provisions for the joint venture.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Strategy & priorities
CEO Commentary Solaris delivered another quarter of strong results as we continue to execute on our strategy of growing our Power Solutions segment while generating substantial free cash flow in our Logistics Solutions segment, commented Bill Zartler, Solaris Chairman and Chief Executive Officer.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
This segment primarily leases equipment to data center and energy customers and is focused on continuing to grow its services with these customers as well as across multiple commercial and industrial end-markets.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Our forward-looking statements include statements about our business strategy, our industry, our future profitability, our expected capital expenditures and the impact of such expenditures on our performance, management changes, current and potential future long-term contracts, the costs of being a publicly traded corporation, our capital programs and our future business and financial performance.
SEC original ↗Solaris Energy Infrastructure, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
Because forward-looking statements relate to the future, by their nature, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict.
SEC original ↗Solaris Energy Infrastructure, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Legal Proceedings 45 Item 1A.
SEC original ↗Solaris Energy Infrastructure, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Exhibits 46 SIGNATURES 48 i Table of Contents CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this Quarterly Report ) includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the Securities Act ), and Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act ), which involve risks, uncertainties and assumptions.
SEC original ↗Solaris Energy Infrastructure, Inc. — 10-Q Quarterly report10-QAug 6, 2026
In addition, our forward-looking statements address the various risks and uncertainties associated with extraordinary market environments and the expected impact on our businesses, results of operations, and earnings.
SEC original ↗Solaris Energy Infrastructure, Inc. — 10-Q Quarterly report10-QAug 6, 2026
You should also understand that it is not possible to predict or identify all such factors and should not consider the following list to be a complete statement of all potential risks and uncertainties.
SEC original ↗Solaris Energy Infrastructure, Inc. — 10-Q Quarterly report10-QAug 6, 2026
-Iran conflict, which could each affect the stability and continued recovery of oil and gas markets; uncertainty regarding methods by which the growing demand for power generation will be met in both the short and long term; the success of Stateline (as defined in Note 2.
SEC original ↗Solaris Energy Infrastructure, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documentsEarnings releases
11 documentsPresentations
0 documentsNo presentations for Solaris Energy Infrastructure, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Solaris Energy Infrastructure, Inc. are held in this edition of the library.
Mentioned by
12 companiesOther tracked companies whose held documents mention Solaris Energy Infrastructure, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“eriod results included positive contributions from… …382 — Net income attributable to SEI Investments Company $164,204 $154,900 $542,804 $425,420 Basic earnings per common share $1.33 $1.20 $4.35 $3.26 Shares used to calculate basic earni”
“…modest outflows, primarily in Institutional. • SEI completed the first and largest close of the Stratos acquisition for $440.8 million during the quarter, funded entirely with balance sheet cash. Acquiring S”
“7 Intangible assets amortization & impairments (B)… …382 Net income attributable to SEI Investments Company $168,258 $164,204 $538,403 $542,804 Basic earnings per common share $1.42 $1.33 $4.48 $4.35 Shares used to calculate basic earni”
“or a description and reconciliation of non-GAAP measures Earnings per share SEI Earnings PresentationQ3 2026 Core operating performance drove results: Revenue growth, margin expansion,… …per share SEI Earnings PresentationQ3 2026 Core o”
“ible assets amortization & impairments (B) 7,057… …6,182 — Net income attributable to SEI Investments Company $195,658 $227,083 $370,145 $378,600 Basic earnings per common share $1.63 $1.82 $3.06 $3.02 Shares used to calculate basic earni”
“or a description and reconciliation of non-GAAP measures Earnings per share SEI Earnings PresentationQ2 2026 Core operating performance drove results: Mid-teens revenue growth,… …$43M, following a record $67M in Q1, reinforcing the brea”
“91seic_dividendx5272.htm PRESS RELEASE exh991seic_dividendx5272 © 2026 SEI® 1 Investor Contact: …”
“his standard eliminates the presumption that the primary… …— Net income attributable to SEI Investments Company $ 164,204 $ 154,900 $ 542,804 $ 425,420 Basic earnings per common share $ 1.33 $ 1.20 $ 4.35 $ 3.26 Shares used to compute basic e”
Packaging Corporation of America (PKG)
“or a description and reconciliation of non-GAAP measures Earnings per share SEI Earnings PresentationQ1 2026 All businesses contributed to EPS growth year-over-year driven by … …increases comparability quarter to quarter. (D) This non-G”
“tization & impairments… …non-controlling interests 2,300 — Net income attributable to SEI Investments Company $174,487 $151,517 Basic earnings per common share $1.43 $1.20 Shares used to calculate basic earnings per share 121,659… …Income”
“% Combined dividend and share repurchases % of free cash flow 2017 to 2022 2022 to today “SEI 2025 to 2030” Double- digit… …Total net sales events 2025 46% Avg. annual total shareholder return 2022 to 2025 Continued momentum Earnings per share Net sa”
“TransDigm's continued strong performance as well as to include the recent acquisitions of SEI Industries, the CPI Electron Device Business and Raptor Scientific. Quarter-to-Date Results… …adjusted diluted earnings per share as adjusted net income div”
See also the earnings calendar for every tracked company’s next earnings date.