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Solaris Energy Infrastructure, Inc. (SEI)
:SEI
US Market
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Solaris Energy Infrastructure (SEI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 24, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.33
Last Year’s EPS
0.19
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 03, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a largely positive outlook with significant achievements in revenue growth and strategic expansions in the Power Solutions segment. However, challenges remain in the Logistics Solutions segment and supply chain constraints.
Company Guidance
During Solaris Energy Infrastructure's Third Quarter 2025 Earnings Conference Call, the company provided updated guidance reflecting a robust growth trajectory. Solaris achieved record levels of quarterly revenue and profit, with Power Solutions contributing over 60% of revenue and more than 75% of segment-level adjusted EBITDA. The company operated approximately 760 megawatts during the third quarter, a significant increase from 150 megawatts a year ago. Looking forward, Solaris expects to have a pro forma generation capacity of approximately 2,200 megawatts by early 2028, up from a previous plan of 1,700 megawatts by the first half of 2027. Capital expenditures for 500 megawatts of new capacity total approximately $450 million. Solaris raised $748 million through senior convertible notes to fund these expansions, expecting to save $45 million in interest and amortization over the next four quarters. The fourth quarter adjusted EBITDA guidance was raised to $65 million to $70 million, with a forecast of $70 million to $75 million for the first quarter of 2026. The company also highlighted strategic milestones, including the acquisition of HVMVLV to enhance its power solutions offerings, and emphasized its commitment to delivering strong returns on invested capital while capitalizing on the growing demand for its power services.
Record Quarterly Revenue and Profit
Solaris achieved record levels of quarterly revenue and profit, demonstrating strong execution and significant progress in growth.
Expansion of Power Solutions Capacity
Solaris operated approximately 760 megawatts during the third quarter, up from approximately 150 megawatts a year ago, and secured additional capacity to reach approximately 2,200 megawatts by early 2028.
Strong Performance in Power Solutions
Power Solutions contributed more than 60% of revenue and over 3/4 of segment-level adjusted EBITDA, with adjusted EBITDA growing 12% from the prior quarter and increasing more than 3x compared to the same quarter last year.
Strategic Acquisition
Acquired HVMVLV, a provider of specialty voltage distribution and regulation equipment, strengthening Solaris' power solutions offering and expanding capabilities and customer base.
Significant Capital Raised
Raised approximately $748 million in the form of senior convertible notes to pay off existing term loan, providing financial and operational flexibility for future growth.

Solaris Energy Infrastructure (SEI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SEI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 24, 2026
2025 (Q4)
0.33 / -
0.19
Nov 03, 2025
2025 (Q3)
0.36 / 0.31
-0.04875.00% (+0.35)
Jul 23, 2025
2025 (Q2)
0.22 / 0.30
0.250.00% (+0.10)
Apr 28, 2025
2025 (Q1)
0.14 / 0.14
0.140.00% (0.00)
Feb 21, 2025
2024 (Q4)
0.14 / 0.19
0.1435.71% (+0.05)
Nov 04, 2024
2024 (Q3)
0.05 / -0.04
0.16-125.00% (-0.20)
Aug 08, 2024
2024 (Q2)
0.12 / 0.20
0.24-16.67% (-0.04)
Apr 25, 2024
2024 (Q1)
0.14 / 0.14
0.23-39.13% (-0.09)
Feb 26, 2024
2023 (Q4)
0.18 / 0.14
0.15-6.67% (>-0.01)
Oct 26, 2023
2023 (Q3)
0.24 / 0.16
0.22-27.27% (-0.06)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SEI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 03, 2025
$53.97$53.71-0.48%
Jul 23, 2025
$29.30$33.71+15.05%
Apr 28, 2025
$20.40$21.01+2.99%
Feb 21, 2025
$28.94$35.47+22.56%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Solaris Energy Infrastructure, Inc. (SEI) report earnings?
Solaris Energy Infrastructure, Inc. (SEI) is schdueled to report earning on Feb 24, 2026, Before Open (Confirmed).
    What is Solaris Energy Infrastructure, Inc. (SEI) earnings time?
    Solaris Energy Infrastructure, Inc. (SEI) earnings time is at Feb 24, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SEI EPS forecast?
          SEI EPS forecast for the fiscal quarter 2025 (Q4) is 0.33.
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