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.
Solaris Energy Infrastructure, Inc. director-related entity Yorktown Energy Partners X, L.P. converted 2,000,000 Solaris Energy Infrastructure, LLC units and corresponding Class B shares into 2,000,000 shares of Class A common stock, then sold all 2,000,000 Class A shares in open-market transactions at $74.50 per share.
After these transactions, Yorktown X continues to hold 5,079,234 Solaris LLC units and 5,079,234 shares of Class B common stock, which carry voting but no economic rights. Keenan W. Howard Jr. reports these positions indirectly and disclaims beneficial ownership beyond his pecuniary interest.
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.
FMR LLC filed an Amendment No. 1 to a Schedule 13G/A disclosing beneficial ownership of 2,049,480.56 shares of SOLARIS ENERGY INFRASTRUCTURE INC Class A common stock, representing 3.8% of the class as reported. The filing lists sole dispositive power of 2,049,480.56 and sole voting power of 2,044,612.12.
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. 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. disclosed that KTR Management Company, LLC, a ten percent owner, converted 2,000,000 Solaris Energy Infrastructure, LLC units (together with a corresponding number of Class B common shares) into 2,000,000 shares of Class A common stock. The 2,000,000 Class B shares, which carried voting rights but no economic rights, were cancelled for no consideration on a one-for-one basis in connection with the redemption of the Solaris LLC units. KTR then sold 2,000,000 Class A shares in an open‑market transaction at $70.75 per share, leaving it with no Class A or Class B shares reported as directly held after the transaction. Footnotes state that John Tuma owns all equity interests in KTR and has sole authority to vote or dispose of the shares held by KTR, so he may be deemed to beneficially own these securities.
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. reported sharply higher results for the three months ended March 31, 2026, driven by its power solutions business and new leasing assets. Total revenue rose to $196.2 million from $126.3 million, while net income increased to $32.1 million from $13.0 million.
Leasing revenue more than doubled to $105.4 million, largely within Solaris Power Solutions, and service revenue was $90.9 million. Net income attributable to Class A shareholders was $20.7 million, or $0.40 basic and $0.32 diluted EPS, up from $0.14 a year earlier.
The company transformed its balance sheet by closing the $484.3 million Genco asset acquisition, expanding equipment held for lease to $2.0 billion gross and boosting segment assets in Solaris Power Solutions to $2.26 billion. Capital expenditures reached $343.4 million, funded largely by new term debt, including a $300.0 million Bridge Term Loan and a $148.6 million Stonebriar facility, bringing total debt to $715.1 million plus $902.5 million of convertible notes.
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. registers 4,182,772 shares of Class A common stock for resale under a shelf Form S-3, to be sold from time to time by the named selling stockholders pursuant to this prospectus dated April 13, 2026. The prospectus states the company will not receive any proceeds from sales by the selling stockholders.
The selling stockholders acquired 4,149,458 consideration shares on March 16, 2026 under a Securities Purchase Agreement and 33,314 escrow shares remain in escrow. Sales may occur on exchanges, in private sales or through dealers, and will be subject to lock-up provisions described in the Securities Purchase Agreement.