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Solaris Energy Infrastructure

SEI

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control, and distribution, alongside raw material management for energy well completions.

Market cap
$2.9B+116%
Revenue$692.1M+86.3%
Net income$47.9M+185%
Free cash flow-$583.8M-124%
EPS (diluted)$1.07+114%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 5, 2026 (In 6 days)
Revenue estimate$208.0M
EPS estimate$0.31

Financials

Q1 2026

Income statement

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Revenue$196.2M+55.3%
Operating income$50.6M+129%
Net income$21.4M+303%
EPS (diluted)$0.32+129%

Balance sheet

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Cash & equivalents$344.5M+1,960%
Total debt$736.4M+124%
Total equity$781.1M+116%
Total assets$3.0B+165%

Cash flow

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Operating cash flow$79.0M+207%
CapEx$343.4M+138%
Free cash flow-$264.3M-123%

Valuation & ratios

Valuation

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Market cap$2.9B+116%
Enterprise value$3.29B+154%
P/E60.5×-0.1×
P/S4.2×+1.1×

Profitability

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Operating margin23.7%+6.2pp
Net margin6.9%+2.4pp
FCF margin-84.4%+21.1pp

Returns & leverage

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Return on equity8.4%+2.4pp
Debt / equity0.9×0.0×
Current ratio1.1×-0.6×

Segments

By segment

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Solaris Power Solutions$128.5M+161%
Solaris Logistics Solutions$67.7M-12.1%

Competitors

Profile

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control, and distribution, alongside raw material management for energy well completions. The company serves critical infrastructure needs in the data center, energy, and industrial sectors by offering on-demand power and specialized logistics equipment. Its value proposition centers on delivering high-reliability, off-grid power solutions and efficient field logistics through proprietary technology and technical expertise.

Competitive position

A leading provider of large-scale, integrated behind-the-meter power solutions and patent-protected logistics technology for the energy sector.

GeographiesUnited States
Customer segmentsHyperscale Data Centers, Energy Producers, Industrial Enterprises
Business modelEquipment Rental, Manufacturing, Service-based Logistics
SuppliersDistributed power generation equipment manufacturers, Third-party trucking and transportation providers, Raw material suppliers for manufacturing
CustomersGlobal technology companies, AI computing providers, Major E&P operators, Oilfield service providers
Listed2017
Employees338.0
CEOWilliam A. Zartler
SectorEnergy
FilingsSEC EDGAR

Questions, answered.

What is Solaris Energy Infrastructure's market cap?
Solaris Energy Infrastructure (SEI) has a market capitalization of $2.9B and trades on XNYS.
What is Solaris Energy Infrastructure's revenue and profitability?
Solaris Energy Infrastructure generated $692.1M in trailing twelve-month revenue with net income of $47.9M, representing a net margin of 6.9%. Gross margin stands at 39.4%, with free cash flow of -$583.8M. These figures are based on the Q1 2026 filing.
Who are Solaris Energy Infrastructure's competitors?
Solaris Energy Infrastructure's key competitors include Liberty Energy, United Rentals, Shoals Technologies Group, Inc. Class A Common Stock, and others. These companies compete in similar markets and product categories.
Who does Solaris Energy Infrastructure partner with?
Solaris Energy Infrastructure's notable partners include Aggreko.
What subsidiaries does Solaris Energy Infrastructure have?
Solaris Energy Infrastructure's subsidiaries include Mobile Energy Rentals, LLC, Stateline Power, LLC.
Where is Solaris Energy Infrastructure headquartered?
Solaris Energy Infrastructure is headquartered in United States of America and employs approximately 338 people. It has been publicly traded since 2017.