Solaris Energy Infrastructure, Inc. (NYSE: SEI) generates frequent news and updates through its activities in distributed power generation and oil and gas logistics. Headquartered in Houston, Texas, the company reports two operating segments, Solaris Power Solutions and Solaris Logistics Solutions, and serves U.S. end markets that include energy, data centers, and other commercial and industrial sectors.
News coverage for Solaris commonly includes quarterly earnings results, updated guidance, and segment performance details. The company regularly issues press releases summarizing revenue, net income, and Adjusted EBITDA, along with commentary on activity levels in its Solaris Power Solutions and Solaris Logistics Solutions segments. These releases often highlight trends in megawatts of power capacity earning revenue, utilization of logistics systems, and the mix of service and leasing revenue.
Investors following SEI news will also see announcements related to financing and capital structure, such as senior convertible notes offerings, capped call transactions, amendments to revolving credit facilities, and details on how proceeds are allocated to repay term loans, purchase additional turbine capacity, and fund growth capital for power generation equipment and related electrical infrastructure.
Corporate development news includes items such as the acquisition of HVMVLV, LLC, which Solaris describes as a specialty provider of electrical control and distribution equipment and associated engineering services, and updates on the company’s Stateline Power joint venture to provide primary power to a data center. Governance and leadership updates, including the appointment of a Co-Chief Executive Officer and dual listing of Solaris’ Class A common stock on NYSE Texas in addition to the New York Stock Exchange, are also disclosed through press releases and Form 8-K filings.
This SEI news page allows readers to track Solaris’ earnings announcements, financing transactions, acquisitions, joint ventures, and other material events as reported in company communications and SEC filings.
Solaris Energy Infrastructure (NYSE:SEI) will host its third quarter 2026 results conference call on November 5, 2026. The call is scheduled for 8:00 a.m. Central Time (9:00 a.m. Eastern Time). The company will release its third quarter earnings after the market closes on November 4, 2026.
A live webcast will be available through the company's Investor Relations website. An audio replay will be available shortly after the call and remain accessible for approximately seven days.
Solaris Energy Infrastructure (SEI) priced an upsized private offering of $1.25 billion aggregate principal amount of 7.000% Senior Notes due April 1, 2032, to be issued at par.
The offering size was increased from $1.0 billion to $1.25 billion. Closing is expected on October 1, 2026, subject to customary conditions. The Notes will be fully and unconditionally guaranteed on a senior unsecured basis by Solaris and its existing and future subsidiary guarantors that back certain of the Issuer’s indebtedness, including its revolving credit facility. Net proceeds are intended for general corporate purposes, growth capital expenditures, and offering-related fees and expenses. The Notes are being sold in a private placement under Rule 144A and Regulation S.
Solaris Energy Infrastructure (SEI) plans, subject to market and other conditions, to offer $1.0 billion aggregate principal amount of Senior Notes due 2032 through its subsidiary Solaris Energy Infrastructure, LLC.
The issuer intends to use net proceeds for general corporate purposes, growth capital expenditures, and fees and expenses of the offering. The Notes will be senior unsecured obligations, fully and unconditionally guaranteed by Solaris and certain existing and future subsidiaries that guarantee specified indebtedness. The unregistered Notes will be sold privately to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.
Solaris Energy Infrastructure (SEI) raised its Adjusted EBITDA guidance for the third and fourth quarters of 2026 and issued initial guidance for the first quarter of 2027.
For Q3 2026, the revised Adjusted EBITDA range is $110–130 million, up from prior guidance of $90–105 million, a 23% increase at the midpoint. For Q4 2026, the range is now $145–180 million versus $100–120 million previously, a 48% midpoint increase. Initial Q1 2027 Adjusted EBITDA guidance is $200–240 million.
The company attributes these higher expectations to stronger contributions from its core power services and better-than-expected performance from recently acquired businesses.
Solaris Energy Infrastructure (SEI) announced the acquisition of Omega Foundation Services, a specialized EPC provider with heavy civil construction expertise across multiple end markets, including large-scale data centers.
The deal is funded with approximately $101 million of net cash consideration, the assumption of about $28 million of debt and leases, and the issuance of roughly 3.6 million Class A Solaris shares. Omega expands Solaris’ full-cycle power infrastructure offering to include early-stage site services, front-end plant installation and commissioning, and electrical substation development. The acquisition brings an experienced EPC team in-house, is expected by the company to be immediately accretive to earnings and free cash flow per share, and adds growth opportunities in data center, LNG, industrial and government markets while increasing cost and schedule control on complex power projects.
Deployable Energy announced that Solaris Energy Infrastructure (NYSE: SEI) has made an unspecified equity investment in the company and intends to collaborate on commercialization of Deployable Energy’s deployable microreactor and small modular reactor (SMR) technology.
According to Solaris, the investment provides early exposure to next-generation nuclear solutions and is expected to complement its existing generation capabilities. The partnership combines Deployable Energy’s transportable, resilient nuclear power designs with Solaris’ experience deploying, operating, and maintaining distributed energy infrastructure for defense, industrial, and digital infrastructure markets. Executives from both companies highlighted Deployable Energy’s progress toward first criticality, differentiated design, and approach to mitigating supply chain constraints, positioning the collaboration as a step toward accelerating commercial deployment through a broader ecosystem of strategic partners.
Solaris Energy Infrastructure (NYSE:SEI) reported second quarter 2026 revenue of $219.4 million, up 12% sequentially, and net income of $25.2 million, or $0.26 per diluted Class A share. Adjusted EBITDA was $108.3 million, 30% above first quarter 2026, with Adjusted EBITDA attributable to Solaris at about $111 million.
Solaris expanded three long-term power contracts expected to add over $100 million in annual Adjusted EBITDA, completed $1.3 billion in senior unsecured notes and a new $650 million undrawn credit facility, and ended the quarter with roughly $1.4 billion in liquidity. The company acquired Global Energy Services Alliance, invested in SMR nuclear firm Deployable Energy, raised third quarter 2026 Adjusted EBITDA guidance to $90–105 million, set fourth quarter guidance at $100–120 million, and declared a third quarter dividend of $0.12 per share, its 32nd consecutive dividend.
Solaris Energy Infrastructure (NYSE:SEI) will host a conference call to discuss its second quarter 2026 results on Thursday, August 6, 2026 at 8:00 a.m. CT (9:00 a.m. ET). The earnings release will be issued after market close on August 5, 2026, with live phone and webcast access plus a seven-day replay.
Solaris Energy Infrastructure (NYSE: SEI) will join the S&P SmallCap 600, replacing Catalyst Pharmaceuticals (NASD: CPRX), effective before the market opens on July 15, 2026. Catalyst is being removed as Angelini Pharma is acquiring the company, subject to final closing conditions.
Solaris Energy Infrastructure (NYSE:SEI) acquired Global Energy Services Alliance (GESA), a full cycle power generation service provider formed from Baseload Power and Pro-Per Energy Services.
The deal, funded with about $55 million in cash and roughly 3 million Class A shares, expands Solaris’ end-to-end power installation, operations, and maintenance capabilities and is expected to be accretive to earnings and free cash flow per share.