Solaris Energy Infrastructure SEI Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Solaris Logistics Solutions | $279.4M-3.2% | $288.7M+5.0% | $275M-3.0% | $283.4M-0.1% | $283.6M+3.3% | |
| Solaris Power Solutions | $412.6M+23.8% | $333.4M+26.4% | $263.7M+61.3% | $163.5M— | —— | |
| Segment Reporting, Other Segment Item, Amount by Business | ||||||
| Solaris Logistics Solutions | $10.2M-5.6% | $10.8M-0.9% | $10.9M+1.9% | $10.7M+72.6% | $6.2M-45.6% | |
| Solaris Power Solutions | $22.2M+13.3% | $19.6M+21.0% | $16.2M+131% | $7M— | —— | |
| Total segment Adjusted EBITDA by Business | ||||||
| Solaris Logistics Solutions | $86.1M-3.1% | $88.9M+4.3% | $85.2M-7.6% | $92.2M-5.6% | $97.7M+0.1% | |
| Solaris Power Solutions | $229.1M+21.2% | $189.1M+18.6% | $159.4M+52.7% | $104.4M— | —— | |
| Consolidated assets by Business | ||||||
| Solaris Logistics Solutions | $1.42B-1.1% | $1.44B-1.5% | $1.46B-2.2% | $1.49B— | —— | |
| Solaris Power Solutions | $5.61B+39.4% | $4.02B+24.8% | $3.22B+26.0% | $2.56B— | —— | |
| Costs and Expenses by Business | ||||||
| Solaris Logistics Solutions | $193.3M-3.3% | $199.8M+5.3% | $189.8M-0.7% | $191.2M+2.9% | $185.9M+5.1% | |
| Solaris Power Solutions | $183.5M+27.2% | $144.3M+38.4% | $104.3M+76.5% | $59.1M— | —— | |
| Equipment rental by Business | ||||||
| Solaris Power Solutions | $108.3M+26.1% | $85.9M+48.9% | $57.7M+82.6% | $31.6M— | —— | |
| Labor cost by Business | ||||||
| Solaris Logistics Solutions | $49M+5.6% | $46.4M+1.8% | $45.6M-1.3% | $46.2M-4.7% | $48.5M+1.5% | |
| Solaris Power Solutions | $30.9M+30.4% | $23.7M+40.2% | $16.9M+64.1% | $10.3M— | —— | |
| CapEx by Business | ||||||
| Solaris Logistics Solutions | $4.9M-30.0% | $7M-1.4% | $7.1M-2.7% | $7.3M+14.1% | $6.4M-13.5% | |
| Solaris Power Solutions | $840.6M+31.5% | $639.3M+25.0% | $511.4M+1.0% | $506.2M— | —— | |
| Trucking and mobilizations by Business | ||||||
| Solaris Logistics Solutions | $119.1M-7.9% | $129.3M+7.5% | $120.3M-0.2% | $120.6M+2.7% | $117.4M+14.1% | |
| Repairs and maintenance by Business | ||||||
| Solaris Logistics Solutions | $15M+12.8% | $13.3M+2.3% | $13M-5.1% | $13.7M-0.7% | $13.8M-6.8% | |
| Solaris Power Solutions | $16.1M+11.8% | $14.4M+12.5% | $12.8M+34.7% | $9.5M— | —— | |
| Revenue by Product | ||||||
| Leasing revenue | $334.2M+24.7% | $267.9M+24.5% | $215.1M+56.6% | $137.4M— | —— | |
| Service revenue | $357.8M+1.0% | $354.2M+9.5% | $323.6M+4.6% | $309.5M+4.6% | $296M+7.0% | |
| Concentration risk (as a percent) by Product | ||||||
| One Supplier | 173%+14.0pp | 159%+2.0pp | 157%+5.0pp | 152%+24.0pp | 128%+50.0pp |
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.