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-1.5% | $288.7M+5.2% | $275M-0.1% | $283.4M+3.1% | $283.6M— | |
| Solaris Power Solutions | $412.6M— | $333.4M— | $263.7M— | $163.5M— | —— | |
| Segment Reporting, Other Segment Item, Amount by Business | ||||||
| Solaris Logistics Solutions | $10.2M+64.5% | $10.8M-5.3% | $10.9M-10.8% | $10.7M-18.6% | $6.2M-66.1% | |
| Solaris Power Solutions | $22.2M— | $19.6M— | $16.2M— | $7M— | —— | |
| Total segment Adjusted EBITDA by Business | ||||||
| Solaris Logistics Solutions | $86.1M-11.9% | $88.9M-8.9% | $85.2M-18.8% | $92.2M-14.6% | $97.7M— | |
| Solaris Power Solutions | $229.1M— | $189.1M— | $159.4M— | $104.4M— | —— | |
| Consolidated assets by Business | ||||||
| Solaris Logistics Solutions | $1.42B— | $1.44B— | $1.46B— | $1.49B— | —— | |
| Solaris Power Solutions | $5.61B— | $4.02B— | $3.22B— | $2.56B— | —— | |
| Costs and Expenses by Business | ||||||
| Solaris Logistics Solutions | $193.3M+4.0% | $199.8M+12.9% | $189.8M+6.6% | $191.2M+8.3% | $185.9M+6.0% | |
| Solaris Power Solutions | $183.5M— | $144.3M— | $104.3M— | $59.1M— | —— | |
| Equipment rental by Business | ||||||
| Solaris Power Solutions | $108.3M— | $85.9M— | $57.7M— | $31.6M— | —— | |
| Labor cost by Business | ||||||
| Solaris Logistics Solutions | $49M+1.0% | $46.4M-2.9% | $45.6M-7.1% | $46.2M-5.4% | $48.5M+3.4% | |
| Solaris Power Solutions | $30.9M— | $23.7M— | $16.9M— | $10.3M— | —— | |
| CapEx by Business | ||||||
| Solaris Logistics Solutions | $4.9M-23.4% | $7M-5.4% | $7.1M-44.5% | $7.3M-73.6% | $6.4M— | |
| Solaris Power Solutions | $840.6M— | $639.3M— | $511.4M— | $506.2M— | —— | |
| Trucking and mobilizations by Business | ||||||
| Solaris Logistics Solutions | $119.1M+1.4% | $129.3M+25.7% | $120.3M+19.4% | $120.6M+23.2% | $117.4M+27.3% | |
| Repairs and maintenance by Business | ||||||
| Solaris Logistics Solutions | $15M+8.7% | $13.3M-10.1% | $13M-18.8% | $13.7M-18.0% | $13.8M-22.9% | |
| Solaris Power Solutions | $16.1M— | $14.4M— | $12.8M— | $9.5M— | —— | |
| Revenue by Product | ||||||
| Leasing revenue | $334.2M— | $267.9M— | $215.1M— | $137.4M— | —— | |
| Service revenue | $357.8M+20.9% | $354.2M+28.0% | $323.6M+17.5% | $309.5M+12.6% | $296M— | |
| Concentration risk (as a percent) by Product | ||||||
| One Supplier | 173%+45.0pp | 159%+81.0pp | 157%+94.0pp | 152%+106pp | 128%+85.0pp |
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.