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

Solaris Q2 revenue rises 12% from Q1 to $219 million; raises Q3 EBITDA guidance

Mixed Impact 4 of 5 earnings Written later

Solaris Energy Infrastructure reported second quarter 2026 revenue of $219.4 million, up 12% from the first quarter, and raised its third quarter 2026 Adjusted EBITDA guidance to $90-105 million. GAAP diluted earnings per share fell to $0.26 from $0.32 in the first quarter and $0.30 a year earlier, and the company recorded a $14.8 million loss on debt extinguishment, so shareholders see higher sales and guidance alongside lower per-share profit.

Key points

  • Q2 2026 revenue of $219.4 million, up 12% from Q1 2026; net income of $25.2 million and diluted EPS of $0.26, versus $0.32 in Q1 2026 and $0.30 in Q2 2025
  • Adjusted EBITDA of $108.3 million, up 30% from Q1 2026; adjusted pro forma diluted EPS of $0.39 versus $0.44 in Q1 2026
  • Q3 2026 Adjusted EBITDA guidance raised to $90-105 million from $80-95 million; Q4 2026 guidance set at $100-120 million
  • Quarterly dividend of $0.12 per share, payable September 25, 2026, to holders of record as of September 15, 2026

The filing

CompanySolaris Energy Infrastructure (SEI)
Form8-K, current report
Filed with the SECAug 5, 2026, 4:17 PM ET
Accession number0001628280-26-053383

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 August 05, 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.