The earnings call revealed strong performance in the Power Solutions segment, with significant revenue and EBITDA growth, successful joint venture formation, and technological advancements. However, these positives are somewhat tempered by a decline in the Logistics Solutions segment and an anticipated flattening of overall EBITDA growth in the coming quarters.

Company Guidance -

Q3 2025

During the Solaris Energy Infrastructure, Inc. Second Quarter 2025 Earnings Conference Call, guidance was provided indicating a robust performance and future outlook. The company achieved a total revenue of $149 million, an 18% increase from the prior quarter, driven by the Power Solutions segment. Adjusted EBITDA rose by 29% to $61 million, with Power Solutions contributing 67% and expected to exceed 80% of total segment adjusted EBITDA after deploying their on-order fleet. Solaris formed a joint venture, Stateline Power, LLC, to operate approximately 900 megawatts. They also successfully raised $155 million through senior convertible notes and secured a $550 million loan facility for the JV. Guidance for the third and fourth quarters of 2025 suggests an adjusted EBITDA range of $58 million to $63 million, supported by continued growth in Power Solutions and a moderated decline in Logistics Solutions due to oil price softness.

Significant Growth in Power Solutions

Solaris' Power Solutions segment saw a greater than 50% revenue increase, reaching approximately 600 megawatts of capacity, with a 43% increase in segment adjusted EBITDA from the first quarter.

Joint Venture Success

Formation of Stateline Power, LLC, a 50.1% Solaris-owned joint venture, to co-own and operate approximately 900 megawatts at a single site.

Revenue and EBITDA Growth

Total revenue for Solaris was $149 million, an 18% increase from the prior quarter. Adjusted EBITDA was $61 million, a 29% increase from the prior quarter.

Advancements in Technology and Operations

Engineering modifications made to Selective Catalytic Reduction systems enhanced mobility and reduced downtime. Development of 'Solaris Pulse' app for remote monitoring of power generation.

Strong Financial Position

Raised $155 million via 4.75% senior convertible notes and secured a $550 million senior secured loan facility for the joint venture.

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

Daily Earnings Calendar >

SEI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	0.29 / -	-0.04	―	―	―
Jul 23, 2025	2025 (Q2)	0.22 / 0.30	0.2	50.00% (+0.10)
Apr 28, 2025	2025 (Q1)	0.14 / 0.14	0.14	0.00% (0.00)	―
Feb 21, 2025	2024 (Q4)	0.14 / 0.19	0.14	35.71% (+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)	―
Jul 27, 2023	2023 (Q2)	0.23 / 0.24	0.16	50.00% (+0.08)	―

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
Jul 23, 2025	$29.41	$33.84	+15.06%
Apr 28, 2025	$20.48	$21.09	+2.98%
Feb 21, 2025	$29.05	$35.60	+22.55%
Nov 04, 2024	$13.44	$13.82	+2.83%

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 (SEI) report earnings?

Solaris Energy Infrastructure (SEI) is schdueled to report earning on Nov 03, 2025, Before Open (Confirmed).

What is Solaris Energy Infrastructure (SEI) earnings time?

Solaris Energy Infrastructure (SEI) earnings time is at Nov 03, 2025, 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 (Q3) is 0.29.

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