AI brief of an SEC Form 8-K · Solaris Energy Infrastructure (SEI)

Solaris posts Q4 revenue of $180 million, net loss of $4 million, raises Q1 guidance

Mixed Impact 4 of 5 earnings Written later

Solaris reported fourth quarter 2025 revenue of $180 million, up 8% from the third quarter, and a net loss of $4 million, or $(0.04) per diluted Class A share, which included a $41 million loss on debt extinguishment. The company raised its first quarter 2026 Adjusted EBITDA guidance to $72-77 million and set second quarter guidance at $76-84 million. For shareholders, higher revenue and raised guidance are offset by a GAAP net loss driven by the debt charge.

Key points

  • Fourth quarter 2025 revenue of $180 million, up 8% sequentially and up from $96 million in fourth quarter 2024.
  • Net loss of $4 million, or $(0.04) per diluted Class A share, including a $41 million loss on extinguishment of the Term Loan.
  • Adjusted pro forma earnings of $0.35 per fully diluted share, compared with $0.12 a year earlier.
  • First quarter 2026 Adjusted EBITDA guidance raised to $72-77 million from $70-75 million; second quarter guidance set at $76-84 million.

The filing

CompanySolaris Energy Infrastructure (SEI)
Form8-K, current report
Filed with the SECFeb 24, 2026, 4:33 PM ET
Accession number0001628280-26-011142

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 24, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.