Solaris Energy Infrastructure, Inc. (SEI) Form 8-K — Nov 4, 2026
Solaris Energy Infrastructure (NYSE: SEI) reported Q3 2026 revenue of approximately $341 million, up 55% sequentially, with net income of $39 million ($0.42 diluted) and Adjusted EBITDA of approximately $136 million, up 26% quarter-over-quarter. The company signed its largest power contract to date — a 15-year, ~900 MW agreement with an investment-grade industrial and technology customer — its third long-term investment-grade contract this year, bringing total capacity under long-term contracts to 3.2 GW. Management raised Q4 2026 Adjusted EBITDA guidance to $165-185 million and Q1 2027 guidance to $220-260 million, and expects 2027 Adjusted EBITDA to more than double 2026.
Key figures
- Eps
- 0.42
- Revenue
- 341089000
- Guidance
- Q4 2026 Adjusted EBITDA raised to $165-185 million (from $145-180 million); Q1 2027 Adjusted EBITDA raised to $220-260 million (from $200-240 million); 2027 Adjusted EBITDA expected to more than double 2026
- Net Income
- 39284000
- Total Debt
- 2398179000
- Revenue Yoy
- 54% vs Q3 2025 revenue of $219.4 million
- Cash Position
- 493194000
- Gross Proceeds
- 1250000000
- New contract term
- 15 years with option for additional 15 years
- Dividend per share
- 0.12
- Adjusted ebitda q3 2026
- 136132000
- New contract capacity mw
- 900
- Segment logistics revenue
- 56878000
- Long term contract capacity
- 3.2 GW
- Adjusted proforma net income
- 42970000
- Adjusted proforma eps diluted
- 0.45
- Segment power solutions revenue
- 284211000
- Adjusted ebitda sequential growth
- 26%
- Proforma generation capacity 2029
- approximately 3.5 GW
- Revolving credit facility capacity
- 850000000
AI analysis
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