The earnings call reflects a strong performance in the Power Solutions segment, driving overall financial growth. However, the decline in the Logistics Solutions segment and dependence on third-party capacity are notable challenges. While the company's innovative solutions and strategic joint ventures present opportunities, flat future EBITDA guidance suggests cautious optimism.

Company Guidance

During the second quarter of 2025, Solaris Energy Infrastructure, Inc. reported robust financial and operational performance. The company generated $149 million in total revenue, marking an 18% increase from the previous quarter, largely driven by growth in the Power Solutions segment. The adjusted EBITDA for the quarter was $61 million, a significant 29% rise from the prior quarter, with Power Solutions contributing 67% to the total segment adjusted EBITDA. Solaris has successfully expanded its Power Solutions capacity to over 600 megawatts, up from approximately 150 megawatts just ten months prior, and anticipates further growth with new contracts. In the Logistics Solutions segment, despite a 4% decline in fully utilized systems, the company maintained strong cash flow, with expectations for continued profitability despite market softening. Looking forward, Solaris forecasts relatively flat adjusted EBITDA of $58 million to $63 million for the third and fourth quarters of 2025, supported by strategic investments and operational efficiencies.

Power Solutions Segment Growth

Solaris added capacity with current and new customers, growing from 150 megawatts to over 600 megawatts within 10 months. The Power Solutions segment generated $46 million in adjusted EBITDA, a 43% increase from the prior quarter.

Strong Financial Performance

Solaris generated total revenue of $149 million, reflecting an 18% increase from the prior quarter. Adjusted EBITDA of $61 million represented a 29% increase from the previous quarter.

Strategic Joint Venture

Formed Stateline Power, LLC, a joint venture with an existing data center customer, to co-own and operate approximately 900 megawatts at a single site.

Innovative Solutions and New Technologies

Implementation of mobile Selective Catalytic Reduction systems and development of the Solaris Pulse app for remote monitoring and efficient operation of power generation equipment.

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)	0.33 / -	-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 0.33.

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