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

Solaris Q3 revenue rises 55% to $341 million; raises Q4 and Q1 EBITDA guidance

Positive Impact 4 of 5 earnings

Solaris Energy Infrastructure reported third quarter 2026 revenue of approximately $341 million, up 55% from the second quarter, with net income of $39 million and diluted EPS of $0.42 versus $0.26 in the prior quarter. The company raised its fourth quarter 2026 and first quarter 2027 Adjusted EBITDA guidance and signed a new 15-year, 900 MW power contract, which gives shareholders higher reported results and a larger contracted backlog.

Key points

  • Q3 2026 revenue of approximately $341 million, compared with $166.8 million in Q3 2025; Adjusted EBITDA of approximately $136 million, up 26% sequentially
  • Q4 2026 Adjusted EBITDA guidance raised to $165-185 million from $145-180 million; Q1 2027 guidance raised to $220-260 million from $200-240 million
  • New 15-year power contract signed October 29, 2026 for approximately 900 MW, with deployments expected to begin in 1H 2027
  • Quarterly dividend of $0.12 per share declared October 27, 2026, payable December 18, 2026

The filing

CompanySolaris Energy Infrastructure (SEI)
Form8-K, current report
Filed with the SECNov 4, 2026, 5:17 PM ET
Accession number0001628280-26-070286

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.