Welcome to our dedicated page for Solaris Energy Infrastructure SEC filings (Ticker: SEI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Solaris Energy Infrastructure, Inc. (NYSE: SEI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Solaris is an energy-focused company headquartered in Houston, Texas, with two reportable segments: Solaris Power Solutions and Solaris Logistics Solutions. Its filings offer detailed insight into how these segments perform, how the company is financed, and how management and the board oversee the business.
Investors can review current reports on Form 8-K that disclose material events such as quarterly earnings releases, the appointment of a Co-Chief Executive Officer and director, amendments to the revolving credit facility, and the entry into underwriting agreements for convertible senior notes and a concurrent delta offering of borrowed Class A common stock. These 8-K filings also describe the terms of the 0.25% Convertible Senior Notes due 2031, related capped call transactions, and the company’s dual listing on NYSE Texas alongside the New York Stock Exchange.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing record) typically provide consolidated financial statements, segment reporting for Solaris Power Solutions and Solaris Logistics Solutions, and discussions of non-GAAP measures such as EBITDA and Adjusted EBITDA. These documents explain how Solaris defines and uses these metrics and include reconciliations to the most directly comparable GAAP measures.
Through Stock Titan, users can access Solaris filings in near real time as they are posted to EDGAR and use AI-powered summaries to interpret complex sections, such as debt covenants, convertible note terms, and segment performance tables. The platform also surfaces key items from Forms 8-K and other filings so readers can quickly understand changes in capital structure, governance, and operating results without reading every page of the underlying documents.
Yorktown Energy Partners X and affiliates report their beneficial ownership in Solaris Energy Infrastructure, Inc. Class A common stock in an amended Schedule 13G filing. The reporting group holds 5,079,234 Solaris LLC Units and corresponding Class B common shares, which are exchangeable into the same number of Class A shares on a one-for-one basis under the Solaris LLC agreement.
Based on 65,831,540 Class A shares outstanding as of August 3, 2026, plus 5,079,234 Class A shares issuable upon exchange, the filing reports an approximate 7.2% beneficial ownership position. Voting and dispositive power over these securities is shared among Yorktown Energy Partners X, L.P., Yorktown X Company LP, and Yorktown X Associates LLC, with certain beneficial ownership expressly disclaimed beyond their pecuniary interests.
Solaris Energy Infrastructure, Inc. delivered significant growth for the quarter ended June 30, 2026. Total revenue rose to $219,400 (in thousands) from $149,328 (in thousands) a year earlier, led by higher leasing revenue in Solaris Power Solutions. Net income attributable to Class A common shareholders increased to $19,853 (in thousands) from $11,402 (in thousands), with diluted EPS of $0.26.
For the first six months of 2026, revenue reached $415,639 (in thousands) versus $275,660 (in thousands) in 2025, and net cash provided by operating activities climbed to $265,506 (in thousands). Total assets expanded to $4,212,318 (in thousands), reflecting growth in equipment held for lease and the $483.2 million Genco asset acquisition.
To fund expansion, Solaris issued $1.3 billion of 6.375% Senior Notes due 2031 and added a $650.0 million revolving credit facility, alongside existing convertible notes. Deferred revenue increased to $192.4 million, supported by long-term leasing contracts with future minimum lease payments totaling $6,102.6 million.
BlackRock, Inc., a Delaware company, reports beneficial ownership of 8,024,851 shares of Solaris Energy Infrastructure, Inc. Class A Stock, representing 13.1% of the class. BlackRock has sole voting power over 7,935,602 shares and sole dispositive power over 8,024,851 shares, with no shared voting or dispositive power.
The filing notes that these holdings reflect securities beneficially owned, or deemed beneficially owned, by certain BlackRock business units. It also states that iShares Core S&P Small-Cap ETF has an interest in Solaris common stock exceeding five percent of total outstanding common stock. This disclosure is made in Amendment No. 11 to a Schedule 13G.
Solaris Energy Infrastructure, Inc. reported second quarter 2026 revenue of approximately $219 million, up 12% sequentially, and net income of $25 million, or $0.26 per diluted Class A share. Adjusted pro forma net income was $37 million, or $0.39 per fully diluted share. Adjusted EBITDA was approximately $108 million, 30% higher than first quarter 2026, and Adjusted EBITDA attributable to Solaris was about $111 million.
Management highlighted contract expansions expected to add more than $100 million of annual Adjusted EBITDA, including a turnkey ~660 MW power plant designed for AI workloads and increased microgrid capacity from 60 MW to approximately 80 MW. Solaris completed $2 billion of growth financing through a $1.3 billion senior unsecured notes offering and a new, undrawn $650 million credit facility, ending the quarter with roughly $1.4 billion of available liquidity. The company also acquired Global Energy Services Alliance, Inc. and made an equity investment in small modular reactor developer Deployable Energy.
For third quarter 2026, Solaris raised Adjusted EBITDA guidance to $90–105 million from $80–95 million, and set fourth quarter 2026 Adjusted EBITDA guidance at $100–120 million. The board approved a third quarter 2026 dividend of $0.12 per share, payable September 25, 2026 to holders of record on September 15, 2026, which will represent the company’s 32nd consecutive dividend.
BlackRock, Inc. reports beneficial ownership of 4,112,702 shares of Solaris Energy Infrastructure, Inc. Class A Stock, representing 7.0% of the class. The position is reported on an amended Schedule 13G as of June 30, 2026.
BlackRock has sole voting power over 4,023,957 shares and sole dispositive power over 4,112,702 shares, with no shared voting or dispositive power. The filing notes that various underlying clients have economic interests, but no single client holds more than five percent of Solaris’s outstanding common shares.
Solaris Energy Infrastructure, Inc. has acquired Global Energy Services Alliance, Inc. (GESA) in a cash-and-stock transaction that closed on July 1, 2026. The deal consideration includes approximately $55 million of cash, including assumption and repayment of GESA indebtedness, plus 2,880,682 shares of Solaris Class A common stock issued to GESA shareholders.
The stock component was issued as an unregistered private offering under Regulation D and Section 4(a)(2) of the Securities Act, only to GESA shareholders who qualify as accredited investors and provided required documentation. Solaris describes GESA as a full cycle power generation services provider and expects the acquisition to be accretive to earnings and free cash flow per share, strengthening its end-to-end power capabilities and expanding domestic and international power generation service markets.
Solaris Energy Infrastructure, Inc.’s Chief Accounting Officer Christopher P. Wirtz reported a routine tax-related share disposition. The company withheld 1,303 shares of Class A common stock at $69.54 per share to cover tax obligations triggered by the vesting of previously granted Restricted Stock Awards.
After this withholding, Wirtz directly holds 34,782 shares of Class A common stock, including 12,443 shares from earlier Restricted Stock Awards that are still subject to vesting. This event reflects compensation-related tax settlement rather than an open-market stock sale.
Solaris Energy Infrastructure, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Three Class III directors — Edgar R. Giesinger, A. James Teague, and William A. Zartler — were elected, each receiving over 41 million votes in favor.
Stockholders cast 57,073,660 votes for ratifying BDO USA, P.C. as independent registered public accounting firm for the year ending December 31, 2026, with 243,710 against and 72,086 abstentions. An advisory, non-binding vote on executive compensation received 45,600,578 votes for, 7,195,531 against, 291,647 abstentions, and 4,301,700 broker non-votes.
SOLARIS ENERGY INFRASTRUCTURE, INC. reports amended beneficial ownership by Encompass-related parties. Encompass Capital Advisors LLC and Todd J. Kantor each report beneficial ownership of 1,750,000 shares (representing 3.01% of Class A common stock). Encompass Capital Partners LLC reports 1,382,797 shares (2.38%).
The filing shows shared voting and dispositive power for the reported shares; sole voting and dispositive power are reported as 0. The disclosure is a joint filing under Rule 13d-1(k) dated May 15, 2026.
Solaris Energy Infrastructure, Inc. director Argo Laurie H reported an open-market sale of 5,200 shares of Class A common stock at $72.88 per share. After this transaction, the director holds 44,839 shares directly, including 6,275 shares from previously granted Restricted Stock Awards that are still subject to vesting.