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.
Solaris Energy Infrastructure (NYSE: SEI) intends to offer $600,000,000 aggregate principal amount of convertible senior notes due October 1, 2031, with an underwriter option for up to $90,000,000 additional notes. Notes will be senior, unsecured, accrue interest semi-annually and will be convertible for cash, shares, or both. Solaris expects to use net proceeds to fund capped call transactions and to purchase a subordinated convertible note from its operating subsidiary, Solaris LLC.
Solaris LLC expects to use proceeds to repay a $320.9 million term loan (plus interest and fees) and to fund growth capital, including ~80 MW of turbine capacity expected late Q4 2025. Completion is contingent on a concurrent delta offering and final pricing.
Solaris Energy Infrastructure (NYSE:SEI) has announced the acquisition of HVMVLV, a specialized provider of electrical control and distribution equipment with technical design services. The strategic acquisition strengthens Solaris' Power-as-a-Service strategy by internalizing key capabilities in voltage regulation and power load distribution.
The deal brings significant advantages including expansion into high-growth markets such as hospitality, healthcare, data centers, utilities, and energy. HVMVLV's current management team will remain with Solaris, bringing their technical expertise and established partnership experience. The acquisition enables Solaris to offer comprehensive turnkey solutions and power source agnostic balance-of-plant solutions, expanding their total addressable market.
Solaris Energy Infrastructure (NYSE: SEI) has announced its dual listing on NYSE Texas, a new fully electronic equities exchange based in Dallas, while maintaining its primary listing on the New York Stock Exchange. The company will continue trading under the ticker symbol "SEI" on both exchanges.
As a Founding Member of NYSE Texas, Solaris emphasizes its strong Texas roots, where it was established and remains headquartered. The company's CEO, Bill Zartler, highlighted the significance of their Texas presence, noting the concentration of customers, suppliers, and employees in the region.
Solaris Energy Infrastructure (NYSE:SEI) reported strong Q2 2025 financial results, with revenue reaching $149 million, an 18% sequential increase. The company achieved net income of $24 million ($0.30 per diluted share) and Total Adjusted EBITDA of $61 million, up 29% from Q1.
SEI's Power Solutions segment showed remarkable growth with 600 MW average capacity earning revenue, up from 390 MW in Q1. The company raised Q3 2025 Adjusted EBITDA guidance to $58-63 million and announced Q4 guidance in the same range. SEI strengthened its financial position by closing $155 million of 4.75% senior convertible notes and approved a $0.12 per share dividend for Q3 2025.
Solaris Energy Infrastructure (NYSE:SEI) has scheduled its second quarter 2025 earnings conference call for July 24, 2025, at 8:00 a.m. Central Time. The company will release its Q2 2025 earnings report after market close on July 23, 2025.
Investors can participate by dialing (844) 413-3978 from within the US or (412) 317-6594 from outside the US. A live webcast will be available on the company's website at solaris-energy.com. An audio replay will be accessible for seven days using the replay code 6815511.
Solaris Energy Infrastructure (NYSE:SEI) has declared its quarterly dividend for Q2 2025. The company will pay a dividend of $0.12 per share to shareholders of record as of June 3, 2025, with the payment scheduled for June 13, 2025. Additionally, holders of units in Solaris Energy Infrastructure, LLC will receive a matching distribution of $0.12 per unit, following the same record and payment dates.
Solaris Energy Infrastructure (NYSE:SEI) has priced its previously announced convertible senior notes offering at $135 million with a 4.75% interest rate, due 2030. The offering size was increased from the initially announced $110 million. The company expects to receive net proceeds of approximately $129 million, with underwriters having an option to purchase an additional $20 million in notes.
Concurrently, Morgan Stanley and Santander US Capital Markets are conducting a separate delta offering of 1,193,521 borrowed shares of SEI's Class A common stock at $19.55 per share. This delta offering aims to facilitate hedging transactions for note purchasers. Both offerings are contingent upon each other, with settlement scheduled for May 2, 2025.
Solaris Energy Infrastructure has announced plans for a convertible notes offering worth $110 million, with an additional option for underwriters to purchase up to $15 million in notes due 2030. The company is simultaneously launching a concurrent delta offering through Morgan Stanley & Co and Santander US Capital Markets.
The delta offering involves borrowing Class A common stock from third parties to facilitate hedging transactions for note purchasers. No new shares will be issued, and Solaris will not receive proceeds from this concurrent offering. The size of the borrowed stock offering will be determined at pricing and will match reasonable initial short positions of hedging investors.
Both offerings are contingent upon each other and will be conducted through a shelf registration statement filed with the SEC. Detailed information is available through the SEC website or directly from the underwriters.
Solaris Energy Infrastructure has announced plans to offer $110 million in convertible senior notes due 2030, with an additional $15 million over-allotment option. Morgan Stanley and Santander US Capital Markets are managing the offering.
The notes will be senior, unsecured obligations with semi-annual interest payments. Holders can convert notes to cash, Class A common stock, or a combination thereof. The notes are redeemable after May 1, 2028, if stock price exceeds 130% of conversion price.
Proceeds will fund Solaris LLC's growth through purchase of power generation equipment, including natural gas turbines. A concurrent delta offering of borrowed Class A common stock will facilitate hedging by note purchasers.
The offering is registered with the SEC and contingent on completion of the concurrent delta offering.