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. 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.
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. calls its 2026 annual stockholder meeting for May 15, 2026, asking holders to elect three Class III directors, ratify BDO USA as auditor, and approve an advisory vote on executive pay. Only Class A and Class B common stockholders of record on March 20, 2026 may vote.
The company reports 2025 revenue of $622.2 million and Adjusted EBITDA of $244.2 million, driven by power generation capacity expansion and logistics cash flows. Solaris completed the MER Acquisition for equity valued at about $323.1 million and issued $155.0 million 4.75% 2030 and $747.5 million 0.25% 2031 convertible notes, fully funding planned capital spending through 2028.
The Vanguard Group filed an Amendment No. 3 to a Schedule 13G/A reporting 0% beneficial ownership of Solaris Energy Infrastructure Inc. common stock. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries or business divisions to report holdings separately, and states Vanguard no longer is deemed to beneficially own securities held by those entities. The form lists Amount beneficially owned: 0 and zero voting and dispositive powers, and is signed by Ashley Grim on 03/27/2026.
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.