Every 8-K that Solaris Energy Infrastructure, Inc. (SEI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SEI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SEI filings page.
Solaris Energy Infrastructure, Inc. (SEI) announced that its subsidiary, Solaris Energy Infrastructure, LLC, agreed to sell $1.25 billion aggregate principal amount of 7.000% Senior Notes due 2032 in a private placement under Rule 144A and Regulation S. The offering was increased from an original $1.0 billion. The notes will be issued at par, mature on April 1, 2032, and are expected to close October 1, 2026, subject to customary closing conditions. The subsidiary expects approximately $1,227.2 million in net proceeds after the initial purchasers’ discount and estimated offering expenses.
The subsidiary intends to use the proceeds for general corporate purposes, growth capital expenditures, and offering fees and expenses. The notes will be fully and unconditionally guaranteed on a senior unsecured basis by Solaris Energy Infrastructure, Inc. and all existing and future subsidiaries of the note issuer that guarantee certain indebtedness, including its revolving credit facility. The notes are not registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption.
Solaris Energy Infrastructure, Inc. (SEI) reported that its subsidiary, Solaris Energy Infrastructure, LLC, intends, subject to market conditions, to privately offer $1.0 billion aggregate principal amount of Senior Notes due 2032 to qualified institutional buyers under Rule 144A and to non‑U.S. persons under Regulation S. The notes will be senior unsecured and fully and unconditionally guaranteed by SEI and certain existing and future subsidiaries that also guarantee the Issuer’s revolving credit facility.
The Issuer plans to use net proceeds for general corporate purposes, growth capital expenditures, and fees and expenses related to the offering, supporting a capital plan that targets approximately $1.955 billion of 2026 capex and roughly $5 billion of aggregate investment in its power generation platform. SEI highlights a strategic shift toward long‑term, fixed‑fee, contracted power infrastructure, with Solaris Power Solutions generating about 80% of segment Adjusted EBITDA in Q2 2026 and expected to exceed 90% by 2029 as operated capacity increases from roughly 950 MW to over 3,300 MW.
SEI outlines three major AI data‑center contracts totaling about 2,200 MW (Stateline, Hatchbo, Customer C), recent acquisitions (Genco, GESA, Omega and HVMVLV) that vertically integrate engineering and construction capabilities, and a $650 million Revolving Credit Facility with $575 million availability as of June 30 2026. On a pro forma basis, Issuer‑level leverage would be about 5.3x Adjusted EBITDA (using annualized Q2 2026 Adjusted EBITDA of roughly $433 million and including the new notes and $1.3 billion of existing senior notes), with a stated long‑term net leverage target of about 3.0x as contracted cash flows scale.
Solaris Energy Infrastructure, Inc. (SEI) completed the acquisition of Omega Foundation Services on September 1, 2026 through a two-step merger structure, indirectly acquiring 100% of Omega. The sole Omega shareholder received 3,599,199 shares of Class A common stock plus approximately $77 million in cash, subject to customary post-closing adjustments.
The equity portion was issued as private, unregistered securities in reliance on Section 4(a)(2) of the Securities Act. The seller agreed to confidentiality, non-compete and non-solicitation covenants and a 180‑day lockup on transferring the equity consideration, with a longer restriction on part of the shares, and to indemnification obligations capped and subject to a deductible. Omega also entered into a Master Lease Agreement with a seller-affiliated entity covering certain operating properties.
Solaris states that Omega is a leader in specialized engineering, procurement and construction with heavy civil capabilities, including large-scale data centers, and that the transaction adds another piece of its power value chain and opens new revenue opportunities. Audited financial statements of the business acquired and related pro forma information are expected to be provided in a later amendment.
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.
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. 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. completed a major refinancing by issuing $1.3 billion of 6.375% Senior Notes due 2031 and arranging a new revolving credit facility. The notes were sold at par, generating about $1,276.1 million in net proceeds, which are being used to repay existing borrowings, cover fees, and fund general corporate and growth capital needs.
The notes are senior unsecured obligations, guaranteed by the company and key subsidiaries, and pay interest semi-annually at 6.375%. Solaris also entered into a secured $650 million revolving credit facility, with a possible $200 million increase and covenant tests tied to leverage and interest coverage. In parallel, the company fully repaid and terminated a $500 million term loan and a separate approximately $148.6 million Stonebriar term loan, paying about $5.9 million in prepayment fees and releasing the related liens.
Solaris Energy Infrastructure, Inc. is issuing $1.3 billion aggregate principal amount of 6.375% Senior Notes due 2031 in a private offering under Rule 144A and Regulation S. The notes will be issued at par, mature on May 15, 2031, and are expected to close on May 12, 2026, subject to customary conditions.
The company expects approximately $1,279.3 million in net proceeds after underwriter discounts and expenses. Solaris plans to use the cash to repay certain outstanding borrowings, cover related fees and expenses, and fund general corporate purposes, including growth capital expenditures. The notes will be fully and unconditionally guaranteed on a senior unsecured basis by Solaris and its existing and future restricted subsidiary guarantors.
Solaris Energy Infrastructure, Inc. is pursuing a private Offering in which its subsidiary intends to sell $1.3 billion of Senior Notes due 2031. The Issuer plans to use net proceeds to repay outstanding borrowings, cover fees and support general corporate purposes, including growth capital spending.
The company highlights a strategic shift toward long-term, contracted behind-the-meter power for AI and industrial data centers, targeting an operated fleet of about 3,100 MW by the end of 2029. Solaris outlines long-term power contracts exceeding 2,000 MW with investment-grade technology customers and describes plans for a new $650 million revolving credit facility to align its capital structure with its expanding infrastructure platform.
Solaris Energy Infrastructure, Inc. filed an amended current report to clarify the accounting and disclosure treatment of its acquisition of Focus Genco Cayman Ltd. under SEC rules.
The company now states that, after further evaluation, the Genco transaction does not involve the acquisition of a “significant amount of assets” for purposes of Item 2.01 and Rule 3-05 of Regulation S-X. As a result, Solaris Energy concludes that no historical financial statements of Genco and no pro forma financial information are required in connection with this acquisition, and the earlier disclosure items 2.01 and 9.01 are revised accordingly. All other disclosures from the original report remain unchanged.
Solaris Energy Infrastructure, Inc. disclosed that a wholly owned subsidiary entered into a long-term power capacity agreement with a new customer that is an affiliate of an investment-grade technology company. The deal covers over 600 MW of capacity, including balance of plant scope, for a term of 10 years.
The agreement begins in late 2026 and scales through 2028, indicating a phased ramp-up of capacity over the first two years. This contract adds a sizable, multi-year commitment with a creditworthy technology-sector counterparty, which may provide greater visibility into future utilization of Solaris’s energy infrastructure assets.
Solaris Energy Infrastructure reported strong first quarter 2026 growth and raised its outlook. Revenue reached about $196 million, up 9% sequentially, with net income of $32 million, or $0.32 per diluted share. Adjusted EBITDA was about $84 million, up 22% from fourth quarter 2025, and Adjusted EBITDA attributable to Solaris was about $86 million.
The company increased second quarter 2026 Adjusted EBITDA guidance to $83–$93 million and set third quarter 2026 guidance at $80–$95 million. Solaris signed a third long-term contract to provide over 600 MW of power capacity for at least 10 years, expanded previously announced power additions to bring pro forma generation capacity to 3,100 MW, upsized a term loan to a total $500 million, and declared a second quarter 2026 dividend of $0.12 per share.
Solaris Energy Infrastructure, Inc. entered into Amendment No. 1 to its senior secured term loan agreement with Goldman Sachs Bank USA and other lenders. The amendment adds $200 million in additional term loan commitments on top of the existing $300 million term loans under the original March 16, 2026 agreement.
The new commitments are available for a single borrowing until October 8, 2026, subject to customary conditions precedent. This expands the company’s access to secured debt financing, potentially providing extra capital flexibility for its infrastructure and corporate needs.
Solaris Energy Infrastructure, Inc. completed the acquisition of Focus Genco Cayman Ltd., exchanging 4,182,772 Class A common shares and approximately $81 million in cash for all of Genco’s shares. The deal closed alongside a new $300 million senior secured term loan and a $148.61 million equipment-backed term loan.
The company also terminated its prior asset-based lending facility, repaying all outstanding obligations and releasing related liens. In a related move, a subsidiary assumed a turbine purchase contract, securing 30 gas turbine delivery slots expected to add about 500 megawatts of generation capacity between early 2027 and 2029.
Solaris Energy Infrastructure reported strong growth for fourth quarter and full year 2025 while updating guidance and commercial wins. Fourth quarter revenue reached $180 million, up 8% from the third quarter. The company posted a GAAP net loss of $4 million or $(0.04) per diluted share, but generated Adjusted EBITDA of $69 million and adjusted pro forma net income of $30 million, or $0.35 per fully diluted share.
For full year 2025, revenue rose 99% to $622 million, net income increased 102% to $58 million, and Adjusted EBITDA grew 137% to $244 million. Adjusted pro forma net income was $94 million, up 278%, or $1.25 per fully diluted share.
The Power Solutions segment averaged about 780 MW earning revenue in the quarter, and Solaris recently signed an agreement to provide over 500 MW of power to a leading hyperscaler for at least 10 years starting in Q1 2027. Management raised first quarter 2026 Adjusted EBITDA guidance to $72–77 million and set second quarter guidance at $76–84 million. The board approved a first quarter 2026 dividend of $0.12 per share, marking the company’s 30th consecutive dividend.
Solaris Energy Infrastructure, Inc. appointed Stephan E. Tompsett as Chief Financial Officer and principal financial officer effective February 12, 2026. He brings prior CFO experience at Aris Water Solutions, Limetree Bay Energy and EagleClaw Midstream, along with earlier treasury and investment banking roles.
The company states there are no family relationships, side arrangements or related-party transactions tied to his appointment. Compensation terms for Mr. Tompsett are still being finalized and will be disclosed in a later filing. Former CFO Kyle Ramachandran will focus on leading Solaris Power Solutions while continuing as President.
The company also entered into an Indemnification Agreement with Mr. Tompsett, under which Solaris will indemnify him to the fullest extent permitted under Delaware law and advance certain expenses related to covered proceedings.
Solaris Energy Infrastructure, Inc. announced that its indirect subsidiary, Solaris Power Solutions, LLC, entered into a Master Equipment Rental Agreement with Hatchbo, LLC, an affiliate of an investment-grade global technology company focused on artificial intelligence computing.
Under the Agreement, Solaris will provide over 500 megawatts of power generation equipment to support the customer’s data center power needs, with an initial rental term scheduled to run from January 1, 2027 for ten years, and an option for a five-year extension. The customer may terminate for convenience with 30 days’ notice but must pay 50% of remaining rental fees on affected equipment, and the customer’s parent has guaranteed up to 50% of total rental fees for the initial term, with the guarantee declining ratably over time.
Solaris Energy Infrastructure, Inc. furnished an 8-K announcing it issued a press release with operating and financial results for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1.
The company also posted a new investor presentation on its website under Investor Relations. The information in this report, including Exhibit 99.1, is being furnished and not deemed filed under the Exchange Act, and is not incorporated by reference unless specifically stated. The filing was signed by President and CFO Kyle S. Ramachandran.
Solaris Energy Infrastructure (SEI) appointed Amanda M. Brock as Co‑Chief Executive Officer and to the Board, effective October 16, 2025. She will serve as a Class I director with a term expiring at the 2027 annual meeting. Brock will act as co‑principal executive officer alongside William A. Zartler.
The company stated her compensation terms are still being finalized and will be disclosed in a subsequent filing. Brock is eligible for Tier 1 benefits under the Executive Change in Control Severance Plan and has entered into an indemnification agreement consistent with Delaware law. The company furnished a press release announcing her appointment under Item 7.01, which is not deemed “filed” for liability purposes.
Solaris Energy Infrastructure, Inc. completed a $650,000,000 issuance of 0.25% Convertible Senior Notes due 2031, with an underwriter option for an additional $97,500,000 that was fully exercised on October 7, 2025. The offering included related capped call transactions with a cap price of $88.00 per share and an approximate cost of $65.6 million for those hedges. A concurrent short sale offering of 1,800,000 Class A shares was completed on October 8, 2025 to facilitate hedging by note investors.
The Indenture and related documents include standard accelerated default triggers: delisting events, failures to give notices, conversion-payment defaults, covenant breaches on mergers or asset sales, uncured defaults on other obligations over $50,000,000, judgments over $50,000,000, and bankruptcy events. Exhibits include the underwriting agreements, the Indenture and supplemental Indenture, note form, capped call confirmations, legal opinions, and consents.
Solaris Energy Infrastructure, Inc. entered into a third amendment to its revolving credit facility with Bank of America, N.A., which permits the issuance of certain convertible debt and related derivative securities.
On the same date, the company also described an opportunity to purchase approximately 80 MW of immediately available new turbine capacity. Combined with its existing on-order capacity scheduled for delivery in the second half of 2026, Solaris expects available turbine capacity to rise to about 500 MW, supporting potential expansion of its Solaris Power Solutions operations.