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Solaris Energy Infrastructure SEI Solaris Power Solutions — Equipment rental

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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 sei:EquipmentRentalExpense.

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, 2026 / Solaris Power SolutionsThree Months Ended June 30, 2026 / Solaris Logistics SolutionsSix Months Ended June 30, 2026 / Solaris Power SolutionsSix Months Ended June 30, 2026 / Solaris Logistics Solutions
Labor cost$13.5$16.1$23.3$30.4
Repairs and maintenance6.02.111.46.3
Equipment rental (1)21.352.4
Trucking and mobilizations (2)15.913.821.938.2
Other segment items (3)5.24.39.55.9
Total segment expenses$61.9$36.3$118.5$80.8
Three Months EndedJune 30, 2025Six Months EndedJune 30, 2025
Solaris Power SolutionsSolaris Logistics SolutionsSolaris Power SolutionsSolaris Logistics Solutions

Item 1. Financial Statements (Unaudited)

FAQ

What is Solaris Energy Infrastructure's solaris power solutions — equipment rental?
Solaris Energy Infrastructure (SEI) reported solaris power solutions — equipment rental of $21.3M in Q2 2026.
How has Solaris Energy Infrastructure's solaris power solutions — equipment rental changed year-over-year?
Solaris Energy Infrastructure's solaris power solutions — equipment rental increased by 21.7% year-over-year, from $17.5M to $21.3M.
What does solaris power solutions — equipment rental mean?
Represents the expenses associated with leasing third-party equipment required to fulfill service contracts within the Solaris Power Solutions segment. This metric highlights the segment's reliance on external assets versus owned capacity to meet operational demand.

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