Solaris Energy Infrastructure, Inc. (SEI)
NYSE:SEI
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.37Last Year’s EPS
0.3Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes strong commercial momentum, material sequential and year-over-year profitability gains, sizeable recent contract wins and strategic acquisitions that expand capacity to ~3.1 GW. Management raised near-term guidance and outlined a path to much larger pro forma adjusted EBITDA driven by integrated "molecule-to-electron" projects. Offsetting risks include supply chain and lead-time constraints, the need for significant additional capital, contract timing variability and customer concentration. Overall, the narrative is growth-oriented and confident but acknowledges meaningful operational and financing execution risks going forward.Company Guidance
Revenue and Adjusted EBITDA Growth
Generated revenue of $196 million and adjusted EBITDA of $84 million in Q1 2026, representing a 22% sequential increase and a 79% year-over-year increase in adjusted EBITDA.
Power Solutions Operational Momentum
Operated more than 900 megawatts during the quarter; Power Solutions adjusted EBITDA rose to $72 million, an increase of more than 30% sequentially.
Contracting and Customer Wins
Secured over 2 gigawatts of long-term contracted capacity with three leading technology customers (contract terms of 10–15 years); more than half of that capacity was contracted in the last two months. Recent deal includes a >600 MW agreement with an investment-grade tech company (10-year initial term with a 5-year extension option) with energization expected to begin ramping in late 2026.
Expansion of Owned Generation Capacity
Closed two strategic transactions adding ~900 MW of natural gas turbine capacity (400 MW from Genco Power Solutions between 2026–2028, ~500 MW via 30 turbine delivery slots between 2027–2029), expanding secured generation capacity over 40% to approximately 3.1 GW.
Logistics Segment Strength and Cash Generation
Logistics averaged 104 fully utilized systems and delivered segment adjusted EBITDA of ~$23 million (a ~2% increase versus Q4 2025). Management noted demand for top fill equipment exceeds deployable supply and that the business generates strong cash that is being reinvested.
Near-Term Guidance and Long-Term Earnings Visibility
Raised Q2 adjusted EBITDA guidance by 10% to $83–$93 million and provided initial Q3 guidance of $80–$95 million. Management highlighted over 2 GW of contracted capacity that provides multi-year line of sight into earnings and cash flow (10–15 year customer commitments).
Capital and Liquidity Actions
Closed a $300 million credit facility that was upsized to allow up to $200 million in additional borrowings, providing meaningful near-term liquidity while evaluating funding alternatives for more than $1 billion of identified capital to deploy in 2026–2027.
Long-Term Upside from Integrated "Molecule-to-Electron" Strategy
Company is expanding scope into balance of plant, distribution, storage and last-mile gas delivery; management believes fully integrated projects can add incremental EBITDA (historical uplift guidance of ~20%–50%) and presented a pro forma scenario where 3,100 MW delivered and operating could drive adjusted EBITDA well in excess of $1 billion annually.
SEI Earnings History
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 |
|---|---|---|---|
Apr 27, 2026 | $70.63 | $74.44 | +5.39% |
Feb 24, 2026 | $53.33 | $55.09 | +3.29% |
Nov 03, 2025 | $53.72 | $53.46 | -0.48% |
Jul 23, 2025 | $29.16 | $33.56 | +15.07% |
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 Jul 29, 2026, Before Open (Confirmed).
What is Solaris Energy Infrastructure, Inc. (SEI) earnings time?
Solaris Energy Infrastructure, Inc. (SEI) earnings time is at Jul 29, 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 2026 (Q2) is 0.37.