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Solaris Energy Infrastructure (SEI)
NYSE:SEI
RESEARCH TOOLSreports
Earnings Data
Report Date
May 05, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 20, 2025
|% Change Since: 22.56%
|Next Earnings Date:May 05, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook for Solaris Energy Infrastructure, driven by substantial growth in their power solutions segment and strong financial performance. However, concerns about supply chain costs and uncontracted capacity pose potential risks. The company's continued dividend payments and strategic partnerships highlight robust shareholder value creation.Company Guidance
During the fourth quarter 2024 earnings call, Solaris Energy Infrastructure Inc. provided detailed guidance on their future growth trajectory, particularly focusing on their mobile power generation business, Solaris Power Solutions. The company announced a significant expansion of their power fleet, with plans to increase their generation capacity from the current 150 megawatts to approximately 1,400 megawatts by early 2027, effectively doubling their fleet size with a new order of 700 megawatts. Additionally, Solaris unveiled a strategic long-term partnership with a current customer, securing a six-year contract for approximately 500 megawatts to support a new data center. This partnership includes a joint venture arrangement where Solaris will own 50.1% of the assets. The company's financial expectations are promising, with projected adjusted EBITDA of $400 million to $425 million once the fleet is fully deployed. This expansion is part of Solaris' strategy to capitalize on the growing demand for behind-the-meter power solutions, driven by increasing electrification, reshoring of manufacturing, and data center growth.Significant Growth in Power Solutions
Solaris Energy Infrastructure announced a new order for an additional 700 megawatts, doubling their fleet size to approximately 1,400 megawatts (1.4 gigawatts) by early 2027. This growth is supported by a strategic long-term partnership with a customer for a minimum of 500 megawatts with an initial term of six years for a new data center.
Strong Financial Performance
Solaris reported a 28% increase in total revenue and a 68% increase in adjusted EBITDA from the prior quarter. The Solaris Power Solutions segment contributed over 50% of the adjusted EBITDA mix, expected to rise to nearly 80% once the fleet is fully deployed.
Continued Dividend Payments
The board approved Solaris' 26th consecutive dividend of $0.12 per share for both A and B class shareholders, highlighting the company's commitment to returning cash to shareholders.
Increased Activity in Solaris Logistics
An expected 15% sequential increase in fully utilized systems in Q1, alongside market share gains, reflects the positive impact of new technology adoption and excellent service.
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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 |
|---|---|---|---|
| Feb 20, 2025 | $29.34 | $35.96 | +22.56% |
| Nov 04, 2024 | $13.57 | $13.96 | +2.87% |
| Aug 08, 2024 | $11.51 | $11.52 | +0.09% |
| Apr 25, 2024 | $8.22 | $9.37 | +13.99% |
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 May 05, 2025, TBA Not Confirmed.
What is Solaris Energy Infrastructure (SEI) earnings time?
Solaris Energy Infrastructure (SEI) earnings time is at May 05, 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 (Q1) is 0.17.
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