Solaris Energy Infrastructure SEI Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Solaris Logistics Solutions | $67.7M-11.0% | $76.1M+22.9% | $61.9M-16.0% | $73.7M-4.3% | $77M+23.4% | |
| Solaris Power Solutions | $128.5M+24.0% | $103.6M-1.2% | $104.9M+38.8% | $75.6M+53.3% | $49.3M+45.4% | |
| Segment Reporting, Other Segment Item, Amount by Business | ||||||
| Solaris Logistics Solutions | $1.6M-40.7% | $2.7M-6.9% | $2.9M-3.3% | $3M+36.4% | $2.2M-21.4% | |
| Solaris Power Solutions | $4.3M-6.5% | $4.6M-52.6% | $9.7M+169% | $3.6M+112% | $1.7M+41.7% | |
| Total segment Adjusted EBITDA by Business | ||||||
| Solaris Logistics Solutions | $23.2M+1.8% | $22.8M+31.0% | $17.4M-23.3% | $22.7M-12.7% | $26M+36.1% | |
| Solaris Power Solutions | $71.9M+34.6% | $53.4M-8.1% | $58.1M+27.1% | $45.7M+43.3% | $31.9M+34.6% | |
| Consolidated assets by Business | ||||||
| Solaris Logistics Solutions | $356.3M+1.9% | $349.6M+0.4% | $348.3M-5.1% | $366.9M-1.5% | $372.3M+0.2% | |
| Solaris Power Solutions | $2.26B+68.8% | $1.34B+26.8% | $1.06B+12.0% | $944.8M+39.4% | $677.8M+24.8% | |
| Costs and Expenses by Business | ||||||
| Solaris Logistics Solutions | $44.5M-16.5% | $53.3M+19.8% | $44.5M-12.7% | $51M0.0% | $51M+17.8% | |
| Solaris Power Solutions | $56.6M+12.7% | $50.2M+7.3% | $46.8M+56.5% | $29.9M+71.8% | $17.4M+70.6% | |
| Equipment rental by Business | ||||||
| Solaris Logistics Solutions | $0— | —— | —— | —— | $0— | |
| Solaris Power Solutions | $31.1M-5.5% | $32.9M+22.8% | $26.8M+53.1% | $17.5M+101% | $8.7M+85.1% | |
| Labor cost by Business | ||||||
| Solaris Logistics Solutions | $14.3M+24.3% | $11.5M-0.9% | $11.6M0.0% | $11.6M-0.9% | $11.7M+9.3% | |
| Solaris Power Solutions | $9.8M+2.1% | $9.6M+41.2% | $6.8M+44.7% | $4.7M+80.8% | $2.6M-7.1% | |
| CapEx by Business | ||||||
| Solaris Logistics Solutions | $100K-94.4% | $1.8M+20.0% | $1.5M0.0% | $1.5M-31.8% | $2.2M+15.8% | |
| Solaris Power Solutions | $343.3M+35.9% | $252.6M+313% | $61.2M-66.6% | $183.5M+29.2% | $142M+13.9% | |
| Trucking and mobilizations by Business | ||||||
| Solaris Logistics Solutions | $24.4M-30.7% | $35.2M+32.3% | $26.6M-19.1% | $32.9M-4.9% | $34.6M+32.1% | |
| Solaris Power Solutions | $6M— | —— | —— | —— | $700K— | |
| Repairs and maintenance by Business | ||||||
| Solaris Logistics Solutions | $4.2M+7.7% | $3.9M+14.7% | $3.4M-2.9% | $3.5M+40.0% | $2.5M-30.6% | |
| Solaris Power Solutions | $5.4M+74.2% | $3.1M-11.4% | $3.5M-14.6% | $4.1M+10.8% | $3.7M+147% | |
| Revenue by Product | ||||||
| Leasing revenue | $105.4M+24.7% | $84.5M+2.5% | $82.4M+33.1% | $61.9M+58.3% | $39.1M+23.3% | |
| Service revenue | $90.8M-4.6% | $95.2M+12.8% | $84.4M-3.4% | $87.4M+0.2% | $87.2M+35.0% | |
| Concentration risk (as a percent) by Product | ||||||
| One Supplier | 74%+50.0pp | 24%-9.0pp | 33%-9.0pp | 42%-18.0pp | 60%+38.0pp | |
| Two Suppliers | 17%— | —— | 23%— | —— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Solaris Energy Infrastructure break its business down?
- Solaris Energy Infrastructure (SEI) reports revenue by business across 2 parts — Solaris Logistics Solutions and Solaris Power Solutions. Each is extracted from the segment footnotes and tracked over time.
- Where does Solaris Energy Infrastructure's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Solaris Energy Infrastructure's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.