NYSEEnergyOil & Gas Equipment & ServicesS&P SmallCap 600
$57.77
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Close of Nov 06, 2026 · end-of-day data
SEI 8-K filings in 2025
Every material Form 8-K Solaris Energy Infrastructure filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
Solaris Energy Infrastructure appointed Amanda Brock as Co-Chief Executive Officer and as a director, effective October 16, 2025, to fill the board seat left vacant by the April 26, 2025 passing of F. Gardner Parker. She will serve alongside William A. Zartler, who remains a co-principal executive officer, so the company now has a shared CEO structure. Compensation terms for Brock are still being finalized and will be disclosed in a later filing.
Brock appointed Co-CEO and director effective October 16, 2025, serving alongside William A. Zartler.
Board seat fills the vacancy from the passing of F. Gardner Parker on April 26, 2025; her Class I term expires at the 2027 annual meeting.
Brock was President and CEO of Aris Water Solutions from September 2021 until October 2025.
Compensation terms are still being finalized and will be disclosed in a subsequent filing.
Solaris Energy Infrastructure issued $747.5 million of 0.25% convertible senior notes due October 1, 2031 on October 8, 2025, including the underwriters' overallotment option, which was exercised in full. The notes are unsecured and can convert into class A common stock at an initial conversion price of about $57.20 per share, so the company takes on new debt and may issue shares if holders convert. The company also paid about $65.6 million for capped call transactions, which it expects to reduce potential dilution from conversions.
Principal issued on October 8, 2025: $747.5 million, including $97.5 million of additional notes from the overallotment option exercised October 7, 2025
Notes accrue 0.25% annual interest, paid semi-annually, and mature October 1, 2031 unless earlier repurchased, redeemed or converted
Initial conversion price of about $57.20 per share; capped call cap price set at $88.00 per share, with a cost of about $65.6 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Solaris Energy Infrastructure filing is on SEC EDGAR ↗. 8-K briefs of other companies →