Solaris Energy Infrastructure, Inc.

SEI

$54.72

+2.92%

2026-09-04 10:31:20 EDT+$1.55

Energy

Oil & Gas Equipment & Services

NYSE

Active Trading

Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known ...

Price Action of SEI

$54.72

+2.92%+$1.55

High—

Low—

52W High-36.5%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Headquartered in Houston, Texas, Solaris Energy Infrastructure, Inc. (NYSE: SEI) was founded in 2014 and previously known as Solaris Oilfield Infrastructure, Inc. until September 2024. The company serves the U.S. energy sector, providing specialized equipment and services for exploration and production companies and oilfield service providers. Its core business involves ...Headquartered in Houston, Texas, Solaris Energy Infrastructure, Inc. (NYSE: SEI) was founded in 2014 and previously known as Solaris Oilfield Infrastructure, Inc. until September 2024. The company serves the U.S. energy sector, providing specialized equipment and services for exploration and production companies and oilfield service providers. Its core business involves the design and manufacturing of mobile equipment for proppant handling and well completion, including transloading facilities and railcar logistics. Additionally, Solaris develops proprietary technology like Railtronix inventory management software and all-electric equipment to automate low-pressure stages of well completion. With a focus on innovation, the company aims to enhance efficiency and reduce environmental impact in oilfield operations. As of recent data, Solaris has a market capitalization around $3.55 billion, with 468 employees, and trades on the NYSE. The leadership team, led by founder, chairman, and co-CEO Bill Zartler, brings decades of industry experience. Financially, the company reports strong revenue per share and a gross profit margin of about 34%, though it has faced some challenges with free cash flow. Solaris continues to expand its offerings in power generation and distribution, positioning itself as a key partner in the energy transition.ExpandCollapse

Founded

2014

Employees

468

CEO

William A. Zartler

Full Name

Solaris Energy Infrastructure, Inc.

Sector

Energy

Industry

Oil & Gas Equipment & Services

ROE

7.85%

Market Cap

$3.60B

Current Ratio

4.12

WACC

8.23%

ROIC

2.80%

Contact Information

https://www.solaris-energy.com

281 501 3070

9651 Katy Freeway, Houston, TX 77024

Key Metrics of SEI

Snapshot

Latest / TTM · 6 periods

Market Cap

$3.60B

ROCE

4.7%

EV / EBITDA

20.57x

-2.2% YoY

FCF Yield

-21.7%

+1.1% YoY

Cash Conversion Cycle

-14.4d

Current Ratio

4.12

Quick take

TTM —

No major risk flags in selected headline metrics.

Financial Highlights of SEI

Profitability trend

Latest / TTM · 6 periods

Gross Margin

40.7%

Net Margin

7.2%

P/E Ratio

53.61x

n/a

Debt / Equity

2.79

n/a

Current Ratio

4.12

Dividend Yield

0.9%

Understanding

TTM —

High debt to equity

Calendar of SEI

Upcoming

Sep 15, 2026In 11 days
Ex-dividend date
$0.48 per share
Sep 25, 2026In 21 days
Dividend payment
$0.48 per share
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $1.06 · Revenue $863.41M · 6 analysts
Dec 31, 2027
FY2027 · Estimated annual results
Est. EPS $1.93 · Revenue $1.30B · 7 analysts

Recent history

Aug 6, 2026
Q2 FY2026 · Results reported
EPS $0.26 · Revenue $219.40M
View filing
May 1, 2026
Q1 FY2026 · Results reported
EPS $0.32 · Revenue $196.24M
View filing
Feb 27, 2026
FY2025 · Annual results
EPS $0.66 · Revenue $622.21M
View filing
Nov 6, 2025
Q3 FY2025 · Results reported
EPS $0.31 · Revenue $166.84M
View filing
Aug 1, 2025
Q2 FY2025 · Results reported
EPS $0.30 · Revenue $149.33M
View filing
Mar 31, 2025
Q1 FY2025 · Results reported
EPS $0.14 · Revenue $126.33M

Financial Statements of SEI

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$622.2M	+98.7%	+11.8%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$30.2M	+90.8%	-4.4%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+45.9%	+77.4%	+55.3%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+21.8%	+29.0%	-0.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+4.8%	-4.0%	-14.5%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$-437.7M	-239.1%	-15.5%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	-70.3%	-70.6%	-3.3%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	191.2%	+106.7%	+34.6%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	2.96x	-22.8%	+270.6%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$2.1B	+90.9%	+40.6%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	0.66 vs 1.11	-40.5%	0.26 vs 1.17	-77.9%
Revenue Surprise	$622.2M vs $608.2M	+2.3%	$219.4M vs $466.1M	-52.9%

Insider Transactions of SEI

Acquisitions (A)

Since May 12, 2026

Disposals (D)

Since May 12, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 23, 2026	Giesinger Edgar R. JR.	director	Class A Common Stock	A	3,246	—
Aug 23, 2026	Keenan W Howard JR	director	Class A Common Stock	A	2,989	—
Aug 23, 2026	Argo Laurie H	director	Class A Common Stock	A	3,331	—
Aug 23, 2026	TEAGUE AJ	director	Class A Common Stock	A	3,075	—
Aug 23, 2026	BURKE JAMES R	director	Class A Common Stock	A	3,075	—

Earnings Call Transcript of SEI

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good morning, and welcome to the Solaris Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that this event is being recorded. I would now like to turn the conference over to Yvonne Fletcher, Senior Vice President of Finance and Investor Relations. Please go ahead, ma'am. Yvonne Fletcher: Thank you, operator. Good morning, and welcome to the Solaris Second Quarter 2026 Earnings Conference Call. Joining us today are our Chairman and Co-CEO, Bill Zartler; our Co-CEO and Director, Amanda Brock; our President, Kyle Ramachandran; and our CFO, Steve Tompsett. Before we begin, I'd like to remind you that some of the statements we will make today are forward-looking and reflect a number of known and unknown risks. Please refer to our press release issued yesterday, along with other recent public filings with the Securities and Exchange Commission that outline those risks. I would like to point out that our earnings release and today's conference call will contain discussion of non-GAAP financial measures. The presentation of this additional information should not be considered in isolation or as a substitute for results prepared in accordance with GAAP. Reconciliations to comparable GAAP measures are available in our earnings release, which is posted in the News section on our website. Additionally, we encourage you to refer to our earnings supplement slide deck, which was published last night on the Investor Relations section of our website under Events and Presentations. I'll now turn the call over to our Chairman and Co-CEO, Bill Zartler. William Zartler: Thank you, Yvonne, and thank you, everyone, for joining us this morning. The second quarter was a record-setting quarter for Solaris and a further step along the significant growth path that is ahead of us. We are executing our strategy at all levels, including operationally, commercially and strategically. We continue to provide dedicated power at scale to 2 data centers consistently achieving high reliability, and we are under construction at 2 other data center locations, one of which will energize in September. This track record of performance has resulted in the execution of long-term contracts with 3 leading investment-grade technology companies. Two of those contracts were executed in the last 6 months, and this quarter, we've already expanded the scope of both, in addition to a third expansion of a contract with one of our large energy customers. These additions and increased contract scope translate directly into improved earnings and cash flow visibility, which is why we believe there is a significant disconnect between current public market valuations and the fundamentals, performance and positive outlook for our company. We expect the cash flow generated from our current contracts well exceeds our enterprise value today before including any additional cash flow from assets on order that are not yet contracted. We have transformed Solaris into a …

Leadership Team of SEI

12 executives

Name	Title	Compensation	Gender	Year Born	Status
William A. Zartler	Co-CEO, Founder & Chairman	USD 1,296,000	Male	1965	Active
Kyle S. Ramachandran	President & Head of Power Solutions	USD 881,000	Male	1985	Active
Christopher Powell	Chief Legal Officer & Corporate Secretary	USD 752,250	Male	1975	Active
Cynthia Durrett	Chief Administrative Officer & Director	USD 693,500	Female	1965	Active
Amanda Brock	Co-CEO & Director	USD 278,692	Female	1961	Active
Stephan E. Tompsett	CFO & Principal Financial Officer	—	Male	1977	Active
Zachary Neal	Senior Vice President of Commercial & Power Solutions	—	Male	—	Active
D. Dylan Van Brunt	Executive Vice President of Power Solutions Operation	—	Male	1985	Active
Yvonne L. Fletcher	Senior Vice President of Finance & Investor Relations	—	Female	—	Active
Brendan Gilbert	Executive VP & GM of Logistics Solutions	—	Male	—	Active
C. Ross Bartley	Executive Vice President of Power Solutions	—	Male	—	Active
Greg Garcia	Executive Vice President of Commercial & Logistics Solutions	—	Male	—	Active

Recent News of SEI

Zacks Investment Research7/23/2026Neutral

SEI Investments Beats on Q2 Earnings as Revenues & AUM Rise Y/Y

SEIC tops Q2 earnings estimates as revenues, AUM and AUA climb y/y despite higher expenses.

MarketBeat7/22/2026Neutral

SEI Investments Q2 Earnings Call Highlights

SEI Investments NASDAQ: SEIC reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share.

PRNewsWire7/22/2026Neutral

SEI Reports Second-Quarter 2026 Financial Results

OAKS, Pa., July 22, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the second quarter 2026. Relative to the second quarter 2025, EPS declined by 11%, and revenue and operating income grew by 15% and 33%, respectively, with operating margin increasing to 31%.

PRNewsWire7/14/2026Neutral

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)

Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution OAKS, Pa., July 14, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the launch of the SEI QiM U.S. Equity Factor Allocation Active ETF (NASDAQ:SEUS), an actively managed core U.S. equity solution that brings SEI's established U.S. Equity Factor Allocation strategy to the ETF market.

Seeking Alpha7/12/2026Neutral

SEI: Buy Before The S&P 600 Flows Arrive

Solaris Energy Infrastructure remains a Buy, with a new price target of $97, driven by Power Solutions' transformation and robust contracted growth. Inclusion in the S&P SmallCap 600 will create a significant technical demand shock, enhance liquidity, and attract new institutional investors. SEI's 2.2GW of long-term contracted capacity with major tech customers underpins EBITDA growth from $244M (2025) to $646M (2027), compressing valuation multiples.

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Solaris Energy Infrastructure, Inc.