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Close of Nov 06, 2026 · end-of-day data
SEI 8-K filings in 2026
Every material Form 8-K Solaris Energy Infrastructure filed with the SEC in 2026, 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 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.
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
Solaris Energy Infrastructure's subsidiary agreed on October 29, 2026 to provide about 900 megawatts of power generation, balance of plant equipment and operations and maintenance services to an existing investment-grade industrial and technology customer. The agreement has an initial 15-year term per deployment, with an option to extend for another 15 years, and deployments are expected to begin in the first half of 2027 and scale through 2028.
Capacity covered: approximately 900 megawatts of power generation
Initial term: 15 years for each deployment, with an option to extend 15 more years
Timing: deployments expected to begin in the first half of 2027 and scale through 2028
Customer: a leading, investment-grade, diversified industrial and technology company that is already a Company customer
Solaris Energy Infrastructure issued $1.25 billion of 7.000% senior notes due 2032 in a private placement on October 1, 2026, with net proceeds of about $1,227.2 million. The company also raised its revolving credit facility commitments by $200.0 million to $850.0 million. The new debt adds to the company's borrowings, and the filing says proceeds are for general corporate purposes, growth capital expenditures and offering fees.
$1.25 billion of 7.000% senior notes due April 1, 2032, issued October 1, 2026
Net proceeds of approximately $1,227.2 million after initial purchasers' discount and estimated expenses
Revolving credit facility commitments increased from $650.0 million to $850.0 million; letter of credit sublimit raised to $325.0 million
Notes are senior unsecured guarantees by the parent and subsidiary guarantors; redemption at 103.500% from April 1, 2029 at the earliest
Solaris Energy Infrastructure's subsidiary agreed on September 22, 2026 to sell $1.25 billion of 7.000% senior notes maturing April 1, 2032, in a private placement to initial purchasers led by MUFG Securities Americas. The offering was upsized from an original $1.0 billion, and the company expects about $1,227.2 million in net proceeds for general corporate purposes, growth capital expenditures and offering fees, with closing expected October 1, 2026.
Principal amount: $1.25 billion of 7.000% senior notes due April 1, 2032, issued at par, upsized from $1.0 billion
Expected net proceeds: approximately $1,227.2 million after the initial purchasers' discount and estimated offering expenses
Expected closing: October 1, 2026, subject to customary closing conditions
Use of proceeds: general corporate purposes, growth capital expenditures and offering fees and expenses
Solaris Energy Infrastructure completed its acquisition of Omega Foundation Services, an engineering, procurement and construction firm, through a merger agreement signed and closed on September 1, 2026. The seller, Andrew W. Bennett, received 3,599,199 Class A common shares and about $77 million in cash, subject to post-closing adjustments. The company says the deal adds specialized EPC capabilities to its power infrastructure offering.
Consideration: 3,599,199 Class A common shares plus about $77 million in cash, subject to customary post-closing adjustments
Merger agreement dated September 1, 2026, with the transaction closing the same day
Seller is subject to a 180-day lockup on the shares received, with a longer restriction on a portion of them
Press release of September 2, 2026 cites about $101 million of net cash consideration and $28 million of debt and lease assumption; financial statements and pro forma information to be filed by amendment
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.
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
Solaris Energy Infrastructure's subsidiary issued $1.3 billion of 6.375% senior notes due 2031 in a private placement on May 12, 2026, for net proceeds of about $1,276.1 million. The company also entered a credit agreement that provides a $650.0 million revolving credit facility, and it used part of the note proceeds to repay outstanding borrowings.
$1.3 billion of 6.375% senior notes due May 15, 2031, issued May 12, 2026
Net proceeds of approximately $1,276.1 million after initial purchasers' discount and estimated expenses
Proceeds used in part to repay certain outstanding borrowings; remainder for general corporate purposes, including growth capital expenditures
New $650.0 million revolving credit facility with MUFG Bank, Ltd. as administrative agent
Solaris Energy Infrastructure's subsidiary agreed on May 5, 2026 to sell $1.3 billion of 6.375% senior notes due May 15, 2031 in a private offering, with closing expected May 12, 2026. The company said net proceeds of about $1,279.3 million will repay certain borrowings, pay fees and expenses, and fund general corporate purposes, including growth capital expenditures. Because some underwriters are lenders under the company's bridge term loan and will receive part of the proceeds, the deal also reduces that bridge debt.
Issue size: $1.3 billion aggregate principal, issued at par, maturing May 15, 2031
Net proceeds of approximately $1,279.3 million after the initial purchasers' discount and estimated expenses
Expected closing on May 12, 2026, subject to customary conditions
Goldman Sachs & Co. LLC is representative of the initial purchasers, some of which are bridge term loan lenders
Solaris Energy Infrastructure reported first quarter 2026 revenue of approximately $196 million, up 9% from the fourth quarter of 2025, and net income of $32 million, or $0.32 per diluted Class A share, compared with a net loss of $3.5 million in the prior quarter. The company raised its second quarter 2026 Adjusted EBITDA guidance to $83 million to $93 million and signed a third long-term power contract covering over 600 MW.
Q1 2026 revenue of approximately $196 million, up 9% sequentially; Adjusted EBITDA of approximately $84 million, up 22% sequentially
Net income of $32 million and $0.32 per diluted Class A share; adjusted pro forma EPS of $0.44
Q2 2026 Adjusted EBITDA guidance raised to $83 million to $93 million from $76 million to $84 million; Q3 2026 guidance set at $80 million to $95 million
Third long-term power contract signed April 24, 2026, for over 600 MW with a 10-year term; quarterly dividend of $0.12 per share payable June 12, 2026
Solaris Energy Infrastructure and certain subsidiaries amended their senior secured term loan agreement dated March 16, 2026. The amendment adds $200 million of additional borrowing commitments on top of the $300 million in term loans made at the original closing, and those commitments can be drawn once until October 8, 2026, subject to customary conditions. The filing adds debt capacity for the company, and the terms beyond the added commitments are only summarized here.
Amendment No. 1 dated April 8, 2026 to the senior secured term loan agreement dated March 16, 2026
Additional commitments total $200 million, on top of $300 million in term loans made at the original closing
Additional commitments available for a single borrowing until October 8, 2026, subject to customary conditions
Goldman Sachs Bank USA serves as administrative and collateral agent
On March 16, 2026, Solaris Energy Infrastructure acquired 100% of Focus Genco Cayman Ltd. (Genco) for 4,182,772 Class A common shares and about $81 million in cash, subject to post-closing adjustments. The company also took on a $300 million senior secured term loan and a $148.61 million Stonebriar term loan, and it terminated its Bank of America asset-based lending facility, so shareholders face new share issuance and higher secured debt.
Acquired all outstanding Genco shares on March 16, 2026, for 4,182,772 Class A common shares plus about $81 million in cash.
Sellers have a 90-day lockup on the shares received, and the company agreed to register those shares for resale.
Entered a $300 million senior secured term loan with Goldman Sachs Bank USA, maturing March 15, 2027, at Term SOFR plus 3.00%.
Stonebriar Commercial Finance provided a $148.61 million term loan maturing April 1, 2032, guaranteed by OpCo; the bank facility with Bank of America was terminated with no outstanding borrowings.
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.
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.
Solaris Energy Infrastructure's board appointed Stephan E. Tompsett as Chief Financial Officer effective February 12, 2026, replacing Kyle Ramachandran, who had held the role since the company's initial public offering. Ramachandran remains President and head of the Solaris Power Solutions segment, and the filing says Tompsett's compensation terms are still being finalized and will be disclosed later.
Stephan E. Tompsett, age 49, was appointed CFO effective February 12, 2026, and serves as principal financial officer.
Tompsett was previously CFO of Aris Water Solutions from September 2022 until October 2025.
Kyle Ramachandran stepped down as CFO to focus on the growth of the company's power business and stays on as President.
Tompsett's compensation terms have not been finalized and will be disclosed in a later filing; an indemnification agreement (Exhibit 10.1) was signed.
Solaris subsidiary Solaris Power Solutions agreed on February 12, 2026 to provide over 500 megawatts of power generation equipment to Hatchbo, LLC, an affiliate of an investment grade technology company, for its artificial intelligence data center needs. The initial rental term is scheduled to start January 1, 2027 and run ten years, or until a separate power purchase agreement is signed, with a customer option to extend by five years. The filing gives no dollar value for the deal, but it adds a long-term contracted customer commitment for the company's power equipment.
Lessor is Solaris Power Solutions, LLC, an indirect subsidiary of Solaris Energy Infrastructure, Inc.; the Customer is Hatchbo, LLC, an affiliate of an investment grade global technology company
Equipment: over 500 megawatts of power generation equipment; initial rental term scheduled to begin January 1, 2027 for ten years
Customer may terminate for convenience on 30 days' notice and must pay 50% of remaining rental fees for the affected equipment through the end of the Rental Term
Parent company of the Customer provided a guaranty, capped at 50% of total rental fees for the Initial Rental Term and decreasing yearly
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 →