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NYSE · Industrials

Solaris Energy Infrastructure, Inc. (SEI)

As-reported financials and SEC filings for Solaris Energy Infrastructure, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment solutions for power generation, control, distribution, and raw material management in oil and natural gas well completions. The company serves U.S. markets including data centers, energy, and other commercial and industrial sectors through two segments: Solaris Power Solutions, which offers power infrastructure and control systems, and Solaris Logistics Solutions, which designs equipment for managing materials in oil and gas well completions. Solaris operates facilities in Texas and other states and serves customers such as major exploration and production companies and data center operators.

Snapshot

Revenue
$622.2M
Revenue growth (YoY)
98.7%
Net income
$30.2M
Diluted EPS
Gross margin
Operating margin
21.8%
Net margin
4.8%
FCF margin
-70.3%
ROE
3.6%
net income / fiscal-year-end equity
P/E
64.5×
trailing when available, otherwise FY EPS
Market cap
$5.00B
Long-term debt / equity
0.22×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Solaris Energy Infrastructure

  • Revenue grew 98.7% to $622M in FY2025, faster than the 6.9% the year before.
  • Operating margin turned positive at 21.8% in FY2025, from a 0.2% operating loss in FY2021.
  • Most recent quarter Q2 FY2026: revenue $114M, up 30.0% from Q2 FY2025.
  • Free cash flow was negative $438M in FY2025.
  • Net income rose 90.8% to $30M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Solaris Energy Infrastructure’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin21.8%
91st percentile of 605
Net margin4.8%
56th percentile of 645
FCF margin-70.3%
1st percentile of 562
Revenue growth (YoY)+98.7%
98th percentile of 668
ROE3.6%
40th percentile of 600
P/E64.5×
91st percentile of 434
Long-term debt / equity0.22×
29th percentile of 409
Short interest5.44d
79th percentile of 676

Solaris Energy Infrastructure’s FCF margin of -70.3% ranks in the 1st percentile of the 562 Industrials companies reporting it. Solaris Energy Infrastructure’s revenue growth of +98.7% ranks in the 98th percentile of the 668 Industrials companies reporting it. Solaris Energy Infrastructure’s operating margin of 21.8% ranks in the 91st percentile of the 605 Industrials companies reporting it.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+6 quant / multi-strat
Initiated / added
2
1 new, 1 added
Reduced / exited
5
5 trimmed, 0 exited
Combined position
$256.2M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$159.3M2.0MAdded
Point72 Asset ManagementquantQ2 2026$23.3M289.2KReduced
Renaissance TechnologiesquantQ2 2026$22.0M273.4KNew
Millennium ManagementquantQ2 2026$21.5M267.7KReduced
Citadel AdvisorsquantQ2 2026$15.8M196.4KReduced
AQR Capital ManagementquantQ2 2026$7.8M97.4KReduced
Polen Capital ManagementQ2 2026$6.5M80.3KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-13
Wirtz Christopher P.Chief Accounting OfficerSell700$77.22$54K
2026-05-12
filed 2026-05-13
Argo Laurie HDirectorSell5.2K$72.88$379K
2026-05-11
filed 2026-05-12
Powell Christopher MChief Legal OfficerSell25.5K$74.84$1.9M
2026-05-11
filed 2026-05-12
Powell Christopher MChief Legal OfficerSell9.2K$73.90$678K
2026-05-11
filed 2026-05-12
Powell Christopher MChief Legal OfficerSell2.2K$75.33$164K
2026-05-08
filed 2026-05-11
Walker Ray N JRDirectorSell56.8K$72.11$4.1M
2026-05-08
filed 2026-05-11
TEAGUE AJDirectorBuy3.4K$72.98$250K
2026-05-08
filed 2026-05-11
TEAGUE AJDirectorBuy2.8K$72.98$201K
2026-05-06
filed 2026-05-07
Keenan W Howard JRDirectorSell2.0M$74.50$149.0M
2026-04-30
filed 2026-05-04
KTR Management Company, LLC10% ownerSell2.0M$70.75$141.5M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
15.0M
settled 2026-08-14
Change vs prior
-1.2%
vs previous settlement
Days to cover
5.44
at avg daily volume
Avg daily volume
2.8M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1415.0M-1.2%5.44
2026-07-3115.2M-0.5%3.95
2026-07-1515.2M+13.3%4.20
2026-06-3013.4M+7.6%5.99
2026-06-1512.5M-8.1%5.97
2026-05-2913.6M+12.2%5.09
2026-05-1512.1M-3.8%5.28
2026-04-3012.6M-0.2%5.26

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$622.2M$313.1M$292.9M$300.0M$159.2M
Gross profit
Operating income$135.4M$52.8M$49.9M$41.8M$-387,000
Net income$30.2M$15.8M$24.3M$21.2M$-868,000
Diluted EPS

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$353.3M$114.3M$5.8M$8.8M$36.5M
Current assets$483.0M$251.0M$67.1M$88.7M$81.1M
Total assets$2.14B$1.13B$468.3M$462.6M$406.2M
Current liabilities$163.3M$65.5M$37.2M$55.9M$29.3M
Long-term debt$180.0M$307.6M$30.0M
Total liabilities$1.32B$463.7M$152.7M$145.4M$108.3M
Total equity$827.3M$666.7M$315.6M$317.1M$297.9M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$209.1M$59.4M$89.4M$68.0M$16.5M
Capital expenditure$646.8M$188.4M$64.4M$81.4M$19.6M
Free cash flow$-437.7M$-129.1M$25.0M$-13.4M$-3.2M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$113.7M30.0%$20.5M
Q1 FY2026$196.2M125.0%$21.4M
Q4 FY2025$179.7M86.6%$-1.7M
Q3 FY2025$166.8M122.4%$14.6M
Q2 FY2025$87.4M18.3%$12.0M
Q1 FY2025$87.2M28.5%$5.3M
Q4 FY2024$96.3M52.0%$6.3M
Q3 FY2024$75.0M7.7%$-968,000

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryOil & Gas Field Machinery & Equipment
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2017
SEC CIK1697500

Selected SEC filings

10-K2026-02-27
View on EDGAR →
10-Q2026-08-06
View on EDGAR →
10-Q2026-05-01
View on EDGAR →
8-K2026-08-05
View on EDGAR →
8-K2026-07-06
View on EDGAR →
8-K2026-05-19
View on EDGAR →
8-K2026-05-12
View on EDGAR →

Largest Industrials peers

All Industrials companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.