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Solaris Energy Infrastructure SEI Leasing revenue — Revenue

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Other financials

Income statement

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Revenue$219.4M+46.9%
Gross profit$28.1M+1.9%
Operating income$56.5M+58.9%
Net income$20.5M+71.4%
EPS (diluted)$0.26-13.3%

Balance sheet

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Cash & equivalents$894.8M+544%
Total debt$1.6B+5,441%
Total equity$902.0M+126%
Total assets$4.2B+186%

Cash flow

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Operating cash flow$186.5M+671%
CapEx$491.8M+166%
Free cash flow-$305.4M-89.7%

Valuation

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Market cap$3.49B+147%
Enterprise value$4.23B+225%
P/E61.9×-0.7×
P/S4.6×+1.4×

Profitability

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Gross margin39.4%+2.4pp
Operating margin24.3%+4.4pp
Net margin7.4%+2.4pp
FCF margin-95.5%-2.8pp

Returns & leverage

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Return on equity8.7%+1.2pp
Debt / equity1.8×+1.7×
Current ratio4.1×+1.0×

Where this comes from

Reported directly by Solaris Energy Infrastructure in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Solaris Energy Infrastructure’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:18 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-054349
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Solaris Power Solutions
Leasing revenue$105.7$61.9$211.0$101.0
Service revenue52.613.775.824.0
Solaris Logistics Solutions
Service revenue61.173.7128.8150.7
Total revenue$219.4$149.3$415.6$275.7

Item 1. Financial Statements (Unaudited)

FAQ

What is Solaris Energy Infrastructure's leasing revenue — revenue?
Solaris Energy Infrastructure (SEI) reported leasing revenue — revenue of $105.7M in Q2 2026.
How has Solaris Energy Infrastructure's leasing revenue — revenue changed year-over-year?
Solaris Energy Infrastructure's leasing revenue — revenue increased by 70.8% year-over-year, from $61.9M to $105.7M.
What does leasing revenue — revenue mean?
This metric represents the total gross revenue generated from the rental or leasing of equipment and infrastructure assets to oil and gas operators. It reflects the company's ability to monetize its capital-intensive hardware and field solutions through recurring lease agreements rather than direct sales. This revenue stream is a key indicator of asset utilization rates and the company's expansion into service-based business models within the energy sector.

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