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Solaris Energy Infrastructure (SEI)
NYSE:SEI
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 28, 2025
|% Change Since: 7.44%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call indicates a strong performance with significant growth in both power and logistics segments, highlighted by a major upsizing of a contract and increased revenue. However, there are concerns about potential softness in oil-directed activity and challenges in the supply chain. Overall, the positive aspects outweigh the negative ones.Company Guidance
During the Solaris First Quarter 2025 Earnings Conference Call, the company provided detailed guidance on several key metrics. Solaris announced an upsized commercial contract for its power solutions business, increasing from approximately 500 megawatts to 900 megawatts, with an extended contract term of seven years. This expansion brings the total pro forma capacity to approximately 1,700 megawatts, with Solaris owning around 1,250 megawatts. The average tenor for their power solutions contracts now exceeds five years, a significant increase from the prior average. The company expects to generate consolidated annual run-rate adjusted EBITDA of $575 million to $600 million, with Solaris' net portion estimated at $440 million to $465 million. First-quarter revenue was reported at $126 million, a 31% increase from the previous quarter, while adjusted EBITDA increased by 25% to $47 million. For the second quarter, Solaris anticipates adjusted EBITDA between $50 million and $55 million, and between $55 million and $60 million for the third quarter. Additionally, the company secured a senior secured term loan facility of up to $550 million to support capital expenditures related to the joint venture. The guidance reflects Solaris' strong performance and growth strategy in both its power and logistics segments.Upsizing of Power Generation Contract
Solaris upsized its commercial contract from 500 megawatts to 900 megawatts for a data center campus, extending the initial tender from six to seven years.
Strong Performance in Logistics Segment
Solaris Logistics had a strong first quarter with system activity up over 25% sequentially, driven by new customer wins and the adoption of the top-fill system.
Increase in Revenue and EBITDA
Solaris generated total revenue of $126 million, reflecting a 31% increase from the prior quarter, with adjusted EBITDA of $47 million, representing a 25% increase.
New Capacity Secured for Future Growth
Solaris secured approximately 330 megawatts of additional generation capacity from its manufacturing partner, expected to be delivered in the second half of 2026.
Significant Free Cash Flow Generation
Solaris continued to harvest significant free cash flow from fleet investments made in prior years, bolstering the company's financial position.
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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
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SEI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2025 | $20.57 | $21.18 | +2.97% |
Feb 21, 2025 | $29.18 | $35.76 | +22.55% |
Nov 04, 2024 | $13.50 | $13.88 | +2.81% |
Aug 08, 2024 | $11.45 | $11.46 | +0.09% |
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.
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FAQ
When does Solaris Energy Infrastructure (SEI) report earnings?
Solaris Energy Infrastructure (SEI) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Solaris Energy Infrastructure (SEI) earnings time?
Solaris Energy Infrastructure (SEI) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 0.18.
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