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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
$3.60B
P/E (TTM)
89.2
19.6
Dividend Yield
0.9%
52W High
$56.14
52W Low
$12.78
52W Range
93%
3.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q2 2025 Data

Revenue

$149.33M+102.11%
4-Quarter Trend

EPS

$0.30+50.00%
4-Quarter Trend

FCF

-$160.94M-983.67%
4-Quarter Trend

2025 Q2 Earnings Highlights

Release Date: Aug 1, 2025

Key Highlights

Revenue Surges Post-Segment Six-month revenue $275.7M, surging $133.9M from 2024, powered by new Solaris Power Solutions segment.
Class A Profitability Rises Class A net income $16.5M six months, increasing $6.7M from $9.8M in prior comparable period.
EBITDA More Than Doubles Total segment Adjusted EBITDA $126.3M for six months, significantly up $72.2M from $54.1M last year.
Financing Provides Liquidity Net cash from financing $266.3M six months, driven by $227.0M debt borrowings and Stateline contribution.

Risk Factors

Stateline Funding Dependency Stateline debt facility has $446.5M remaining capacity; future funding relies on market conditions and draws.
Trade Policy Uncertainty Uncertainty regarding US tariffs and trade measures may increase input costs or reduce customer demand.
Pending Litigation Exposure Purported stockholder class action lawsuit filed regarding MER Acquisition; outcome remains uncertain.
Convertible Note Conversion Dilution Issuance of Class A shares upon conversion of $155.0M Convertible Senior Notes will dilute ownership interests.

Outlook

Power Solutions Dominance Expected Power Solutions segment expected to remain dominant in Revenue and Adjusted EBITDA contribution for 2025.
Significant Capital Expenditures Planned Total company CapEx expected near $295M in 2025, with $190M allocated to Stateline growth initiatives.
Future Financing Options Available Company may seek opportunistic capital markets transactions or additional debt financing for planned CapEx.
Stateline Equipment Deployment Stateline lease commencement contingent upon equipment deployment, expected to begin by end of 2025.

Peer Comparison

Revenue (TTM)

PBF Energy Inc.PBF
$29.54B
-18.7%
PBF Energy Inc.PBF
$29.54B
-15.4%
CVR Energy, Inc.CVI
$7.30B
-16.0%

Gross Margin (Latest Quarter)

Transportadora de Gas del Sur S.A.TGS
52.6%
-4.2 pp
Solaris Energy Infrastructure, Inc.SEI
34.6%
+10.0 pp
Valaris LimitedVAL
25.7%
+2.5 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
TGS$4.69B20.315.0%18.2%
AROC$4.44B16.619.3%58.4%
AROC$4.44B16.619.3%58.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4-Quarter Revenue CAGR
+25.8%
Strong Growth
4-Quarter Net Income CAGR
N/M
Profitability Shift Observed
Cash Flow Stability
100%
Strong Cash Flow Performance

Research & Insights

Reports
All Years

  • 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%
    Miss

  • Form 10-Q - Q3 2023

    Period End: Sep 30, 2023|Filed: Oct 31, 2023|
    Revenue: $69.68M-24.5%
    |
    EPS: $0.16-27.3%
    Miss