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Solaris Energy Infrastructure
Solaris Energy Infrastructure (SEI) investor relations material
Solaris Energy Infrastructure Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Full year 2025 revenue nearly doubled to $622 million and Adjusted EBITDA more than doubled to $244 million, driven by a diversified services and solutions strategy, expansion into new markets, and major long-term contracts, including a 10-year, 500+ MW agreement with a global technology company starting January 2027.
Q4 2025 revenue reached $180 million, up 88% year-over-year and 8% sequentially, with Adjusted EBITDA of $69 million and adjusted pro forma net income of $30 million, or $0.35 per share.
Strategic acquisitions and investments, including specialty voltage distribution and SCR manufacturing, deepened capabilities and accelerated market penetration.
Raised $748 million through a 0.25% convertible bond issuance, retired Term Loan B, and fully funded planned capex through 2028, improving financial flexibility.
Welcomed a new CFO, Stephen Tompsett, and approved a $0.12 per share dividend for Q1 2026, marking the 30th consecutive dividend.
Financial highlights
FY 2025 revenue was $622 million, up from $313 million in FY 2024; Q4 2025 revenue was $180 million.
FY 2025 Adjusted EBITDA reached $244 million, up from $103 million in FY 2024; Q4 2025 Adjusted EBITDA was $69 million.
FY 2025 adjusted pro forma net income was $94 million, or $1.25 per share; Q4 adjusted pro forma net income was $30 million, or $0.35 per share.
Q4 2025 included a $41 million loss on debt extinguishment and a $7.5 million gain on sale of the Kingfisher facility.
Logistics Solutions generated over $80 million in free cash flow for 2025.
Outlook and guidance
Q1 2026 Adjusted EBITDA guidance is $72–$77 million, raised from prior guidance; Q2 2026 guidance is $76–$84 million.
Power Solutions segment expected to deliver $63–$67 million Adjusted EBITDA in Q1 2026 and $71–$76 million in Q2 2026.
Pro forma total company earnings expected to exceed $600 million with full delivery of 2,200 MW capacity, excluding additional growth opportunities.
Power segment Q1 Adjusted EBITDA expected to increase by over 20% as both owned and leased capacity ramps up.
Management highlights strong demand and advanced customer discussions for Power Solutions capacity beyond current availability.
Power Solutions Q4 EBITDA decline reasons
Rationale for Q4 2025 convertible notes issuance
Funding strategy for future Power Solutions capacity
Expanded scope: value uplift for current fleet?
New capacity: funding for '27-'28 opportunities?
Islanded mode: long-term strategy and market shift?
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Next Solaris Energy Infrastructure earnings date
Q1 202628 Apr, 2026
Solaris Energy Infrastructure
Next Solaris Energy Infrastructure earnings date
Q1 202628 Apr, 2026
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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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