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

Solaris Q3 revenue rises 12% to $167 million; Q4 EBITDA guidance raised

Positive Impact 4 of 5 earnings Written later

Solaris Energy Infrastructure reported third quarter 2025 revenue of $167 million, up 12% from the second quarter, and net income of $25 million, or $0.31 per diluted share. The company raised its fourth quarter 2025 Total Adjusted EBITDA guidance to $65-70 million from $58-63 million and issued first quarter 2026 guidance of $70-75 million, while its Logistics Solutions segment revenue and EBITDA declined.

Key points

  • Revenue of $167 million rose 12% from the second quarter of 2025; Solaris Power Solutions revenue of $105 million rose 39%.
  • Net income of $25 million, or $0.31 per diluted share, compared with $0.30 per diluted share in the second quarter of 2025.
  • Fourth quarter 2025 Total Adjusted EBITDA guidance raised to $65-70 million from $58-63 million; first quarter 2026 guidance set at $70-75 million.
  • Logistics Solutions revenue fell 16% to $62 million and segment Adjusted EBITDA fell 23% to $17 million.

The filing

CompanySolaris Energy Infrastructure (SEI)
Form8-K, current report
Filed with the SECNov 3, 2025, 4:15 PM ET
Accession number0001697500-25-000037

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 November 03, 2025.

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.