Welcome to our dedicated page for Solaris Energy Infrastructure news (Ticker: SEI), a resource for investors and traders seeking the latest updates and insights on Solaris Energy Infrastructure stock.
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.
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.
Solaris Energy Infrastructure (NYSE:SEI) completed nearly $2 billion in growth financing and expanded a major power contract. The company issued $1.3 billion senior unsecured notes at 6.375%, retiring higher-cost debt and adding about $800 million in net proceeds, and arranged a new $650 million credit facility.
Combined with expected operating cash flow, these financings are expected to fully fund current capital expenditure commitments. Solaris also amended a >500 MW, 10-year contract (with 5-year extension option) to add 130 MW and significantly expand balance-of-plant scope, increasing total contracted project investment by over 60%.
Solaris Energy Infrastructure (NYSE: SEI) priced an offering of $1.3 billion aggregate principal amount of 6.375% Senior Notes due May 15, 2031, issued at par. The offering is expected to close on May 12, 2026, subject to customary conditions.
The Notes will be guaranteed on a senior unsecured basis by Solaris and its existing and future restricted subsidiaries. Net proceeds are intended to repay certain outstanding borrowings, pay fees and expenses, and fund general corporate purposes, including growth capital expenditures. Notes offered to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.
Solaris Energy Infrastructure (NYSE: SEI) on May 5, 2026 said its subsidiary intends to offer $1.3 billion aggregate principal amount of senior notes due 2031. The issuer plans to use net proceeds to repay certain borrowings, pay fees and expenses, and for general corporate purposes, including growth capital expenditures.
The notes will be fully guaranteed on a senior unsecured basis by Solaris and qualifying subsidiaries, will not be registered under the Securities Act, and are being offered only to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.
Solaris Energy Infrastructure (NYSE:SEI) reported Q1 2026 revenue of approximately $196 million (+9% sequential), net income of $32 million ($0.32 per diluted Class A share), and adjusted pro forma net income of $39 million ($0.44 per fully diluted share). Adjusted EBITDA was about $84 million (+22% sequential).
The company raised Q2 2026 Adjusted EBITDA guidance to $83–93 million and set Q3 2026 guidance at $80–95 million. Solaris signed a >600 MW, 10-year contract, expanded capacity to a pro forma 3,100 MW, upsized a term loan to $500 million, and declared a Q2 dividend of $0.12.
Solaris Energy Infrastructure (NYSE:SEI) will host a conference call to discuss its first quarter 2026 results on Tuesday, April 28, 2026 at 7:30 a.m. Central Time (8:30 a.m. Eastern Time).
The company will issue its first quarter earnings release after the market closes on April 27, 2026. Domestic dial‑in: (844) 413-3978; international dial‑in: (412) 317-6594. A live webcast and an audio replay (available ~seven days) are accessible via the Investor Relations section at solaris-energy.com. Replay numbers: US (855) 669-9658, international (412) 317-0088; access code 4823945.