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Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc.

NYSE•SEI
CEO: Mr. William A. Zartler
Sector: Energy
Industry: Oil & Gas Equipment & Services
Listing Date: 2017-05-12
Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory management software; and all-electric equipment that automates the low pressure section of oil and gas well completion sites. It serves exploration and production, and oilfield services industries. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
Contact Information
9651 Katy Freeway, Suite 300, Houston, TX, 77024, United States
281-501-3070
www.solaris-energy.com
Market Cap
$4.08B
P/E (TTM)
66.4
21
Dividend Yield
0.8%
52W High
$57.98
52W Low
$14.27
52W Range
97%
Rank41Top 44.9%
4.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$166.84M+122.40%
4-Quarter Trend

EPS

$0.32-858.67%
4-Quarter Trend

FCF

$0.00+0.00%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Nearly Doubles Nine months revenue reached $442.5M, up $225.7M from $216.8M in 2024, driven by Solaris Power Solutions deployment.
Class A EPS Soars Net income for Class A shareholders totaled $30.4M for nine months, resulting in basic EPS of $0.77, up from $0.31.
Operating Cash Flow Jumps Net cash provided by operations was $113.2M for nine months, a $66.9M increase over $46.3M provided in 2024.
Major Debt Refinancing Complete Issued $747.5M in 2031 Notes in October 2025, using proceeds to fully repay $320.9M outstanding Term Loan balance.

Risk Factors

Securities Lawsuit Exposure Purported stockholder class action lawsuit filed regarding HVMVLV acquisition disclosures; management believes claims lack merit.
Stateline Customer Concentration Stateline subjects overall business to risks from small customer base; revenue reliance on few large customers remains high.
Trade Policy Uncertainty Ongoing tariffs and trade measures create uncertainty regarding material input costs and potential negative impacts on customer demand.
Debt Conversion Dilution Risk Potential conversion of 2030/2031 Notes could issue significant Class A shares, diluting ownership and depressing stock price.

Outlook

Power Capacity Expansion Ordered additional 500 MW generation equipment, expecting total capacity to reach 2,200 MW by early 2028 for Power Solutions growth.
Capital Expenditures Heavily Weighted Expect total 2025 CapEx near $405M, heavily weighted toward Solaris Power Solutions growth and Stateline funding needs.
Stateline Loan Facility Draws Remaining $402.6M capacity on Stateline Term Loan expected to draw through 2026 to fund ongoing growth-related capital needs.
HVMVLV Integration Progress Integrating HVMVLV acquisition, which contributed 3% of Q3 2025 revenues, into Solaris Power Solutions segment operations.

Peer Comparison

Revenue (TTM)

PBF Energy Inc.PBF
$29.54B
-15.4%
CVR Energy, Inc.CVI
$7.30B
-7.2%
Murphy Oil CorporationMUR
$2.75B
-13.9%

Gross Margin (Latest Quarter)

Archrock, Inc.AROC
66.1%
+5.1pp
Murphy Oil CorporationMUR
66.0%
+31.6pp
Transportadora de Gas del Sur S.A.TGS
52.1%
+2.2pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
HCC$5.26B149.61.7%8.8%
MUR$4.84B33.92.8%22.8%
AROC$4.64B17.419.3%58.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
20.1%
Strong Growth
4Q Net Income CAGR
30.8%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 19, 2026
|
EPS:$0.27
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 6, 2025|
    Revenue: $166.84M+122.4%
    |
    EPS: $0.32-858.7%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 1, 2025|
    Revenue: $149.33M+102.1%
    |
    EPS: $0.30+50.0%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $126.33M+86.1%
    |
    EPS: $0.14+0.0%
    Meet

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 5, 2025|
    Revenue: $313.09M+6.9%
    |
    EPS: $0.51-34.6%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $75.02M+7.7%
    |
    EPS: $-0.04-126.3%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $73.89M-4.3%
    |
    EPS: $0.20-16.7%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: Apr 26, 2024|
    Revenue: $67.89M-17.9%
    |
    EPS: $0.14-39.1%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 27, 2024|
    Revenue: $292.95M-8.5%
    |
    EPS: $0.78+20.0%
    Beat