SEI

MKT CAP:$5B

Solaris Energy Infrastructure, Inc.

Market Cap

$5B

Energy·Oil & Gas Equipment & Services·🇺🇸 United States·NYSE

Energy·Oil & Gas Equipment & Services·🇺🇸·NYSE

Stock Price

$69.48+$19.22 (+38.24%)

Apr 23, 2026

Company Details

Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also i...

CEO

William A. Zartler

IPO Date

May 12, 2017

Website

www.solaris-energy.com

Key Metrics TTM

Revenue

$180M

— YoY

Net Income

-$2M

EPS (Diluted)

-$0.04

Free Cash Flow

-$159M

Revenue / Share

$3.63

Gross Margin

30.7%

Operating Margin

22.2%

Net Margin

-0.9%

FCF Margin

-88.2%

P/S

29.2x

P/E

—

Earnings Reports

Q1 2026

Apr 27, 2026

PENDING

FY 2025

Dec 31, 2025

$622MEPS $0.66

Q4 2025

Dec 31, 2025

$180MEPS -$0.04

Q1 2016

Mar 31, 2016

$3MEPS -$0.01

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 16	$3M	$1M	-$126.0K
Q4 25	$180M	$55M	$40M

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 16	-$1M	-$4M
Q4 25	$96M	-$159M

Capital Expenditures

Quarter	CapEx
Q1 16	$2M
Q4 25	$255M

CapEx

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 16	$36.0K	1.1%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	G&A	SG&A
Q1 16	$1M	—
Q4 25	—	$16M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$25M	$0	$25M
Q2 22	$15M	$0	$15M
Q3 22	$10M	$0	$10M
Q4 22	$9M	$0	$9M
Q1 23	$2M	$0	$2M
Q2 23	$9M	$0	$9M
Q3 23	$3M	$0	$3M
Q4 23	$6M	$0	$6M
Q1 24	$3M	$0	$3M
Q2 24	$5M	$0	$5M
Q3 24	$19M	$0	$19M
Q4 24	$114M	$0	$114M
Q1 25	$17M	$0	$17M
Q2 25	$100M	$0	$100M
Q3 25	$107M	$0	$107M
Q4 25	$353M	$0	$353M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 16	10M	—	—
Q4 25	50M	+390.1%	—

Shares Outstanding