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Solaris Energy Infrastructure (SEI)
NYSE:SEI
Earnings Data
Report Date
May 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.31Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call conveyed strong positive momentum: record annual revenue and adjusted EBITDA growth, major long-term contracts (including a >500 MW 10-year deal and a 15-year JV upsized to 500–900 MW), solid Logistics cash generation and near‑term guidance upgrades. Management also detailed strategic acquisitions and regulatory tailwinds (EPA subpart KKKKa) that enhance speed-to-market and service breadth. Notable challenges include margin pressure from project mix and third‑party capacity, supply‑chain and OEM delivery timing uncertainty, the need to secure additional capacity to meet demand, and some localized permitting/operational questions. Overall the positive items (material revenue/earnings growth, high-quality contracts, funding for 2.2 GW, strong cash flow from Logistics, and regulatory tailwinds) materially outweigh the listed challenges, though execution and supply/capacity risks warrant monitoring.Company Guidance
Record Revenue and EBITDA Growth
Full year 2025 revenue nearly doubled year-over-year to $622 million and adjusted EBITDA more than doubled to $244 million, reflecting strong execution across the business and the success of the diversified strategy (roughly +100% YoY revenue and >100% YoY adjusted EBITDA).
Power Solutions Accelerating — Large Long-Term Contracts
Power Solutions has become the primary growth engine (accounting for ~70% of earnings and targeting ~90%) highlighted by a finalized 15-year joint venture/upsized long-term power agreement (~500–900 MW) and a new 10-year agreement (with a 5-year extension option) to deliver over 500 MW to an investment-grade global technology customer beginning 2027, providing multi-year committed capacity and visibility.
Contracted Capacity and Funding Position
Company is fully funded for expected deliveries to reach 2,200 MW pro forma; strengthened balance sheet via two convertible bond issuances, financing for the JV, and repayment of the 2024 term loan. The new >500 MW investment-grade customer improves earnings and cash flow visibility and supports attractive financing options.
Logistics Segment Cash Generation and High Utilization
Logistics Solutions contributed over $80 million of free cash flow in 2025. Top-fill system utilization rose from mid-90% in Q4 to nearly 100% in Q1; averaged 93 fully utilized systems in Q4 (an 11% increase from Q3). Q4 Logistics segment adjusted EBITDA was approximately $23 million.
Quarterly Results and Upgraded Near-Term Guidance
Q4 consolidated revenue was nearly $180 million with adjusted EBITDA of $69 million (adjusted EBITDA nearly doubled YoY). Management raised Q1 2026 total adjusted EBITDA guidance to $72–$77 million (from $70–$75 million) and introduced Q2 2026 guidance of $76–$84 million. Power segment adjusted EBITDA is expected to increase by more than 20% in Q1 as capacity ramps.
Strategic Acquisitions and Emissions/Regulatory Positioning
Acquired a specialty provider of voltage distribution/control equipment (integrated into Power Solutions) to deepen capabilities and accelerate penetration across multiple data centers. Made a small inorganic investment in an SCR manufacturer and leveraged internal engineering to position for EPA subpart KKKKa changes (clarifies temporary operations up to 24 months), improving speed-to-market for modular/mobile turbines.
Large Market Tailwinds from Hyperscaler Investment
Management highlighted that the four largest global technology companies guided combined capital expenditures exceeding $600 billion in 2026 (management cited ~70% increase from 2025 and nearly double 2024), indicating significant addressable demand for behind-the-meter and rapid-deployment power solutions.
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 |
|---|---|---|---|
Feb 24, 2026 | $53.46 | $55.22 | +3.29% |
Nov 03, 2025 | $53.85 | $53.59 | -0.48% |
Jul 23, 2025 | $29.24 | $33.64 | +15.05% |
Apr 28, 2025 | $20.36 | $20.96 | +2.95% |
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 May 04, 2026, Before Open (Confirmed).
What is Solaris Energy Infrastructure (SEI) earnings time?
Solaris Energy Infrastructure (SEI) earnings time is at May 04, 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 (Q1) is 0.31.