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Solaris Energy Infrastructure, Inc. logo

Solaris Energy Infrastructure, Inc.

SEI

NYSEEnergyOil & Gas Equipment & Services

Open in GoAI

Latest quote

$51.31

−$2.00 · -3.75%

Aug 24, 10:18 AM ET

SEI company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

76

Undervalued

Momentum

63

Gaining

Sentiment

59

Mixed

Risk resilience

52

Elevated Risk

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Thesis, catalysts, evidence, and risk analysis.

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AI-generated, informational only, and not investment advice.

Company profile

Company website

Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers. Beyond manufacturing, Solaris delivers critical support services, including technician assistance, final-mile logistics, and mobilization solutions. Their operations also involve the transfer and secure storage of proppant and railcars at their dedicated transloading facility. Furthermore, Solaris innovates through technology development, offering Railtronix, an inventory management software, and pioneering all-electric equipment designed to automate the low-pressure stages of oil and gas well completion processes.

Industry
Oil & Gas Equipment & Services
Sector
Energy
Headquarters
US
CEO
William A. Zartler
Listed since
May 12, 2017
Employees
468

Market position

Volume
378.31K
0.14× average
Average volume
2.76M
Average daily volume
Market cap
3.14B USD
Beta
1.27
Market reference 1

Financials

Financial snapshot

Latest / TTM

Financial health

Altman Z-score
1.18
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends51%32%13%-5%Gross margin, FY2021: 10.38%Gross margin, FY2022: 21.81%Gross margin, FY2023: 26.94%Gross margin, FY2024: 25.86%Gross margin, FY2025: 45.87%Operating margin, FY2021: -0.24%Operating margin, FY2022: 13.06%Operating margin, FY2023: 17.03%Operating margin, FY2024: 16.87%Operating margin, FY2025: 21.76%Net margin, FY2021: -0.55%Net margin, FY2022: 6.61%Net margin, FY2023: 8.31%Net margin, FY2024: 5.05%Net margin, FY2025: 4.85%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 10.38%. Gross margin FY2022 21.81%. Gross margin FY2023 26.94%. Gross margin FY2024 25.86%. Gross margin FY2025 45.87%. Operating margin FY2021 -0.24%. Operating margin FY2022 13.06%. Operating margin FY2023 17.03%. Operating margin FY2024 16.87%. Operating margin FY2025 21.76%. Net margin FY2021 -0.55%. Net margin FY2022 6.61%. Net margin FY2023 8.31%. Net margin FY2024 5.05%. Net margin FY2025 4.85%.

Income trends

Revenue

622.21M USD+98.73%

Operating income

135.39M USD+156.34%

Net income

30.17M USD+90.85%
Income trends across reported periods684.51M USD435.28M USD186.05M USD−63.18M USDRevenue, FY2021: 159.19M USDRevenue, FY2022: 320.01M USDRevenue, FY2023: 292.95M USDRevenue, FY2024: 313.09M USDRevenue, FY2025: 622.21M USDOperating income, FY2021: −387K USDOperating income, FY2022: 41.8M USDOperating income, FY2023: 49.9M USDOperating income, FY2024: 52.82M USDOperating income, FY2025: 135.39M USDNet income, FY2021: −868K USDNet income, FY2022: 21.16M USDNet income, FY2023: 24.34M USDNet income, FY2024: 15.81M USDNet income, FY2025: 30.17M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 159.19M USD. Revenue FY2022 320.01M USD. Revenue FY2023 292.95M USD. Revenue FY2024 313.09M USD. Revenue FY2025 622.21M USD. Operating income FY2021 −387K USD. Operating income FY2022 41.8M USD. Operating income FY2023 49.9M USD. Operating income FY2024 52.82M USD. Operating income FY2025 135.39M USD. Net income FY2021 −868K USD. Net income FY2022 21.16M USD. Net income FY2023 24.34M USD. Net income FY2024 15.81M USD. Net income FY2025 30.17M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue622.21M USD313.09M USD292.95M USD320.01M USD159.19M USD
Cost of goods sold336.79M USD232.14M USD214.03M USD250.21M USD142.67M USD
Gross profit285.41M USD80.95M USD78.92M USD69.8M USD16.52M USD
Selling, general, and administrative61.66M USD35.62M USD26.95M USD23.07M USD19.26M USD
Operating expenses150.03M USD28.14M USD29.01M USD27.99M USD16.91M USD
Interest income6.73M USD————
Interest expense27.59M USD11.81M USD3.31M USD489K USD247K USD
Depreciation and amortization81.06M USD47.22M USD36.19M USD30.43M USD27.21M USD
Operating income135.39M USD52.82M USD49.9M USD41.8M USD−387K USD
Net income30.17M USD15.81M USD24.34M USD21.16M USD−868K USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 2 misses, 0 met estimates
Average EPS surprise
+33.88%
11 comparable reports
Latest EPS result
0.39
Estimate 0.38 · Beat by 4.00%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.480.330.190.04Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 21, 2025: actual 0.19, estimate 0.11, surprise +72.73%, Beat. Q2 2025, reported Apr 28, 2025: actual 0.2, estimate 0.12, surprise +66.67%, Beat. Q3 2025, reported Jul 23, 2025: actual 0.34, estimate 0.14, surprise +142.86%, Beat. Q4 2025, reported Nov 3, 2025: actual 0.32, estimate 0.24, surprise +33.33%, Beat. Q1 2026, reported Feb 24, 2026: actual 0.35, estimate 0.24, surprise +45.83%, Beat. Q2 2026, reported Apr 27, 2026: actual 0.44, estimate 0.315, surprise +39.82%, Beat. Q3 2026, reported Aug 5, 2026: actual 0.39, estimate 0.375, surprise +4.00%, Beat. Q4 2026, reported Nov 2, 2026: actual —, estimate 0.05, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates231.86M182.04M132.22M82.39MQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 21, 2025: actual 96.3M USD, estimate 92.7M USD, surprise +3.88%, Beat. Q2 2025, reported Apr 28, 2025: actual 126.33M USD, estimate 116.28M USD, surprise +8.64%, Beat. Q3 2025, reported Jul 23, 2025: actual 149.33M USD, estimate 129.78M USD, surprise +15.07%, Beat. Q4 2025, reported Nov 3, 2025: actual 166.84M USD, estimate 164.56M USD, surprise +1.39%, Beat. Q1 2026, reported Feb 24, 2026: actual 179.7M USD, estimate 164.04M USD, surprise +9.55%, Beat. Q2 2026, reported Apr 27, 2026: actual 196.24M USD, estimate 183.37M USD, surprise +7.02%, Beat. Q3 2026, reported Aug 5, 2026: actual 219.4M USD, estimate 208M USD, surprise +5.48%, Beat. Q4 2026, reported Nov 2, 2026: actual —, estimate 221.56M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$91.78

78.98% upside
Past 12 months12-month forecast

Price history unavailable

High $120Average $91.78Low $72.00

Rating distribution

9 ratings
Strong buy00%
Buy9100%
Hold00%
Sell00%
Strong sell00%

Recent analyst actions

9 institutions
NeedhammaintainBuy
Morgan StanleymaintainOverweight
Raymond JamesmaintainOutperform

SEI news

247wallst.com

Why We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

In this segment from The AI Investor Podcast, hosts Eric Bleeker and Austin Smith walk through a new portfolio addition tied directly to the SpaceX (Nasdaq: SPCX) and hyperscaler data center power buildout.

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zacks.com

Solaris Energy Q2 Earnings Beat Estimates on Power Solutions Growth

SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.

Read source
prnewswire.com

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement OAKS, Pa., Aug. 12, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a strategic partnership with Zocks, an AI…

Read source
defenseworld.net

Solaris Energy Infrastructure, Inc. $SEI Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. lessened its position in Solaris Energy Infrastructure, Inc. (NYSE: SEI) by 81.6% during the second quarter, according to its most recent 13F filing with the SEC. The institutional…

Read source
prnewswire.com

Deployable Energy Welcomes Strategic Investment and Commercialization Collaboration with Solaris Energy Infrastructure

Strategic partnership set to advance commercialization of deployable small modular reactor technology for critical energy infrastructure HOUSTON, Aug. 10, 2026 /PRNewswire/ -- Deployable Energy today announced that…

Read source
defenseworld.net

Solaris Energy Infrastructure, Inc. $SEI Shares Bought by California State Teachers Retirement System

California State Teachers Retirement System grew its position in shares of Solaris Energy Infrastructure, Inc. (NYSE: SEI) by 24.2% in the first quarter, according to the company in its most recent 13F filing with the…

Read source

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.48

2025 complete year+14.3% since 2021

2026 partial: $0.24

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 15, 2026

$0.12

Quarterly

Record Sep 15, 2026 · Payment Sep 25, 2026

Dividend

Ex-dividend Jun 2, 2026

$0.12

Quarterly

Record Jun 2, 2026 · Payment Jun 12, 2026

Dividend

Ex-dividend Mar 10, 2026

$0.12

Quarterly

Record Mar 10, 2026 · Payment Mar 20, 2026

Dividend

Ex-dividend Dec 8, 2025

$0.12

Quarterly

Record Dec 8, 2025 · Payment Dec 18, 2025

Dividend

Ex-dividend Sep 16, 2025

$0.12

Quarterly

Record Sep 16, 2025 · Payment Sep 26, 2025

Dividend

Ex-dividend Jun 3, 2025

$0.12

Quarterly

Record Jun 3, 2025 · Payment Jun 13, 2025

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