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Solaris Energy Infrastructure (SEI) investor relations material
Solaris Energy Infrastructure Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Q2 2025 revenue rose to $149.3M, up 102% year-over-year and 18% sequentially, driven by Power Solutions growth and expansion to 600 MW capacity.
Net income attributable to shareholders was $11.4M for Q2 2025, with adjusted pro forma net income at $25M.
Adjusted EBITDA reached $68.4M, up 29% sequentially, with Power Solutions contributing over two-thirds.
Major developments included the formation of Stateline Power LLC, $155M convertible notes issuance, and a $72M initial draw on Stateline's term loan.
Approved a $0.12 per share dividend for Q3 2025, marking the 28th consecutive dividend.
Financial highlights
Q2 2025 total revenue: $149.3M (Q2 2024: $73.9M); six-month revenue: $275.7M (2024: $141.8M).
Adjusted EBITDA for Q2 2025: $68.4M (Q2 2024: $28.2M); six-month Adjusted EBITDA: $126.3M (2024: $54.1M).
Net income attributable to shareholders was $11.4M ($0.30 per share) for Q2 2025; adjusted pro forma EPS (diluted) was $0.34.
Operating income for Q2 2025: $35.6M (Q2 2024: $11.9M).
Cash and equivalents at June 30, 2025: $139.0M; total assets: $1.47B.
Outlook and guidance
Q3 and Q4 2025 Adjusted EBITDA guidance is $58–63M per quarter, with Power Solutions expected to exceed 600 MW earning revenue.
Capital expenditures for the remainder of 2025 expected at $295M, with $190M for Stateline.
75% of 1,700 MW expected delivered capacity is committed under commercial agreements, with 67% for data centers.
Net interest expense projected at $8M per quarter for 2H 2025; effective tax rate expected to remain at 25%.
Depreciation and amortization expense forecasted at $22–27M per quarter in 2H 2025.
Detail the expected JV Capex funding source.
Explain the basis for the 2H 2025 guidance increase.
What factors may impact forward-looking statements?
Explain the sequential increase in power revenue.
Detail Stateline JV's financing and structure.
How does Solaris view non-GAAP measures?
Assess impact of SB 6 on commercial prospects.
Detail owned vs. 3rd party MW capacity.
Elaborate on balance of plant strategy.
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Next Solaris Energy Infrastructure earnings date
Q3 20254 Nov, 2025
Next Solaris Energy Infrastructure earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Solaris Energy Infrastructure Inc. is an energy services company that designs and manufactures equipment for the oil and gas industry. The company provides mobile and automated proppant management systems, wellsite storage solutions, and logistics technology to support hydraulic fracturing operations. Solaris serves exploration and production companies as well as oilfield service providers across major U.S. shale basins. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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