Solaris Energy Infrastructure, Inc. (SEI) Form 8-K — Aug 5, 2026

$SEIForm 8-KItems 2.02, 9.01Filed Aug 5, 2026, 4:17 PM ET0001628280-26-053383Original filing

Solaris Energy Infrastructure reported second quarter 2026 revenue of approximately $219 million, up 12% sequentially, with net income of $25 million ($0.26 per diluted Class A share) and Adjusted EBITDA of approximately $108 million, up 30% sequentially. Growth was the headline: the company expanded three long-term contracts expected to add more than $100 million of annual Adjusted EBITDA, including scaling the February 2026 Hatchbo agreement to a full turnkey ~660 MW power plant with a tenor of up to 18 years, while a microgrid energy customer grew contracted capacity from 60 MW to approximately 80 MW and extended its term from 4 to 6 years.

Key figures

Eps: $0.26 diluted Class A GAAP EPS ($0.34 basic); $0.39 adjusted pro forma fully diluted EPS
Revenue: $219.4 million (Q2 2026)
Guidance: Q3 2026 Adjusted EBITDA raised to $90-105 million from $80-95 million; Q4 2026 Adjusted EBITDA established at $100-120 million
Net Income: $25.2 million net income ($20.5 million attributable to Solaris)
Total Debt: $2.32 billion attributable to Solaris ($2.49 billion consolidated including $882.7 million convertible notes)
Debt Amount: $1.3 billion inaugural senior unsecured notes plus new undrawn $650 million credit facility ($2.0 billion total growth financing)
Revenue Yoy: Q2 2025 revenue was $149.3 million per the statements of operations (~47% implied YoY increase)
Cash Position: $824.1 million cash and cash equivalents at June 30, 2026; approximately $1.4 billion available liquidity
Credit ratings: S&P BB-, Moody's Ba3, Fitch BB
Q2 total capex: $491.8 million
Adjusted ebitda: $108.3 million, +30% sequentially
Logistics ebitda: $24.8 million, +7% sequentially
Hatchbo expansion: ~660 MW turnkey power plant, tenor extended to up to 18 years (10-year base + 8-year extension)
Logistics revenue: $61.1 million, -10% sequentially
Dividend per share: $0.12 (Q3 2026, 32nd consecutive dividend)
Avg earning capacity: ~950 MW, up 4% from ~910 MW in Q1 2026
Gaap diluted eps yoy: $0.26 vs $0.30
Power solutions ebitda: $96.4 million, +34% sequentially
Power solutions revenue: $158.3 million, +23% sequentially
Sequential revenue growth: +12%
Diluted weighted avg shares: 78,979K in Q2 2026 vs 37,818K in Q2 2025
Loss on debt extinguishment: $14.8 million in Q2 2026
Microgrid customer expansion: capacity 60 MW to ~80 MW, tenor 4 to 6 years
New contracted annual ebitda: >$100 million from three expanded long-term contracts
Adjusted ebitda attributable to solaris: $110.8 million

Price after filing

1 day: 0.0%7 days: +6.7%30 days: -8.2%

Close on the filing date to close N calendar days later (from $57.92). Historical, not a forecast.

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