Solaris Energy Infrastructure SEI Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Solaris Logistics Solutions | $67.7M-12.1% | $76.1M+22.0% | $61.9M-11.9% | $73.7M-0.3% | $77M+13.4% | |
| Solaris Power Solutions | $128.5M+161% | $103.6M+206% | $104.9M+2,132% | $75.6M— | $49.3M— | |
| Segment Reporting, Other Segment Item, Amount by Business | ||||||
| Solaris Logistics Solutions | $1.6M-27.3% | $2.7M-3.6% | $2.9M+7.4% | $3M+300% | $2.2M-70.3% | |
| Solaris Power Solutions | $4.3M+153% | $4.6M+283% | $9.7M+1,840% | $3.6M— | $1.7M— | |
| Total segment Adjusted EBITDA by Business | ||||||
| Solaris Logistics Solutions | $23.2M-10.8% | $22.8M+19.4% | $17.4M-28.7% | $22.7M-19.5% | $26M+0.4% | |
| Solaris Power Solutions | $71.9M+125% | $53.4M+125% | $58.1M+1,774% | $45.7M— | $31.9M— | |
| Consolidated assets by Business | ||||||
| Solaris Logistics Solutions | $356.3M-4.3% | $349.6M-5.9% | $348.3M-8.7% | $366.9M— | $372.3M— | |
| Solaris Power Solutions | $2.26B+234% | $1.34B+147% | $1.06B+170% | $944.8M— | $677.8M— | |
| Costs and Expenses by Business | ||||||
| Solaris Logistics Solutions | $44.5M-12.7% | $53.3M+23.1% | $44.5M-3.1% | $51M+11.6% | $51M+21.4% | |
| Solaris Power Solutions | $56.6M+225% | $50.2M+392% | $46.8M+2,825% | $29.9M— | $17.4M— | |
| Equipment rental by Business | ||||||
| Solaris Logistics Solutions | $0— | —— | —— | —— | $0— | |
| Solaris Power Solutions | $31.1M+257% | $32.9M+600% | $26.8M+3,729% | $17.5M— | $8.7M— | |
| Labor cost by Business | ||||||
| Solaris Logistics Solutions | $14.3M+22.2% | $11.5M+7.5% | $11.6M-4.9% | $11.6M-16.5% | $11.7M+6.4% | |
| Solaris Power Solutions | $9.8M+277% | $9.6M+243% | $6.8M+3,300% | $4.7M— | $2.6M— | |
| CapEx by Business | ||||||
| Solaris Logistics Solutions | $100K-95.5% | $1.8M-5.3% | $1.5M-11.8% | $1.5M+150% | $2.2M-31.3% | |
| Solaris Power Solutions | $343.3M+142% | $252.6M+103% | $61.2M+9.3% | $183.5M— | $142M— | |
| Trucking and mobilizations by Business | ||||||
| Solaris Logistics Solutions | $24.4M-29.5% | $35.2M+34.4% | $26.6M-1.1% | $32.9M+10.8% | $34.6M+72.1% | |
| Solaris Power Solutions | $6M+757% | —— | —— | —— | $700K— | |
| Repairs and maintenance by Business | ||||||
| Solaris Logistics Solutions | $4.2M+68.0% | $3.9M+8.3% | $3.4M-17.1% | $3.5M-2.8% | $2.5M-28.6% | |
| Solaris Power Solutions | $5.4M+45.9% | $3.1M+107% | $3.5M+1,650% | $4.1M— | $3.7M— | |
| Revenue by Product | ||||||
| Leasing revenue | $105.4M+170% | $84.5M+167% | $82.4M+1,653% | $61.9M— | $39.1M— | |
| Service revenue | $90.8M+4.1% | $95.2M+47.4% | $84.4M+20.1% | $87.4M+18.3% | $87.2M+28.4% | |
| Concentration risk (as a percent) by Product | ||||||
| One Supplier | 74%+14.0pp | 24%+2.0pp | 33%+5.0pp | 42%+24.0pp | 60%+50.0pp | |
| Two Suppliers | 17%— | —— | 23%0.0pp | —— | —— |
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.
