Solaris Oilfield Infrastructure/$SEI
1D1W1MYTD1Y5YMAX
Capital at risk
About Solaris Oilfield Infrastructure
Solaris Energy Infrastructure Inc provides modular and scalable equipment-based solutions for power generation, control, distribution, and the management of raw materials in oil and natural gas well completions. Its solutions are Solaris software suite, Fluid management system, Automated control systems, Field services, Last mile logistics management, Wet sand solutions, Power Solutions, and Integrated wellsite solution, among others. Solaris serves multiple U.S. end markets, including data center, energy, and other commercial and industrial sectors. The company has two reportable business segments: Solaris Power Solutions and Solaris Logistics Solutions. Maximum revenue is generated from the Solaris Power Solutions segment, delivering power generation and distribution solutions.
- Ticker
- $SEI
- Sector
- Energy
- Primary listing
- NYSE
- Employees
- 468
- Headquarters
- Houston, United States
- Website
- www.solaris-energy.com
SEI Metrics
BasicAdvanced
$4.1B
70.87
$0.87
1.27
$0.48
0.78%
Price and volume
Market cap
$4.1B
Beta
1.27
52-week high
$86.19
52-week low
$29.89
Average daily volume
2.7M
Dividend rate
$0.48
Financial strength
Current ratio
4.123
Quick ratio
3.988
Long term debt to equity
2.152
Total debt to equity
2.167
Dividend payout ratio (TTM)
48.63%
Interest coverage (TTM)
5.14%
Profitability
EBITDA (TTM)
269.983
Gross margin (TTM)
49.98%
Net profit margin (TTM)
7.19%
Operating margin (TTM)
24.33%
Effective tax rate (TTM)
24.15%
Revenue per employee (TTM)
$1,630,000
Management effectiveness
Return on assets (TTM)
4.08%
Return on equity (TTM)
8.10%
Valuation
Price to earnings (TTM)
70.872
Price to revenue (TTM)
4.14
Price to book
4.29
Price to tangible book (TTM)
5.32
Price to free cash flow (TTM)
-4.336
Free cash flow yield (TTM)
-23.06%
Free cash flow per share (TTM)
-14.211
Dividend yield (TTM)
0.78%
Forward dividend yield
0.78%
Growth
Revenue change (TTM)
70.52%
Earnings per share change (TTM)
38.30%
3-year revenue growth (CAGR)
31.35%
3-year earnings per share growth (CAGR)
1.05%
3-year dividend per share growth (CAGR)
3.73%
Bulls say / Bears say
Solaris raised Adjusted EBITDA guidance sharply on September 8, 2026: third-quarter guidance increased to $110–130 million, fourth-quarter guidance to $145–180 million, and initial first-quarter 2027 guidance was set at $200–240 million. The revisions reflect stronger core power-services contributions and better-than-expected acquired-business performance. (Solaris Energy Infrastructure)
Power-contract momentum is strengthening: Solaris expanded three long-term contracts in the second quarter, including a roughly 660 MW turnkey power plant designed for AI workloads, with potential tenor extended to 18 years. The company expects these expansions to add more than $100 million of annual Adjusted EBITDA. (Solaris Energy Infrastructure)
Recent acquisitions are broadening Solaris from equipment rental into a more complete power-infrastructure platform. Omega adds specialized EPC and heavy-civil capabilities, while GESA adds installation, commissioning, operations, maintenance, and aftermarket services; both transactions were presented as immediately or expected to be accretive to earnings and free cash flow per share. (Solaris Energy Infrastructure)
Solaris has materially increased financial leverage: its June 30, 2026 balance sheet included $1.3 billion of senior notes, while quarterly interest expense rose to $16.9 million from $7.0 million year over year. Variable-rate Stateline debt adds further sensitivity to interest costs. (SEC)
The growth plan is highly capital intensive: Solaris expects approximately $1 billion of consolidated 2026 capital expenditures, and it spent $835.2 million in the first half. Delays in equipment delivery, commissioning, or customer acceptance could pressure returns and cash generation. (SEC)
The legacy Logistics Solutions segment remains a drag, with second-quarter 2026 revenue down 17% year over year to $61.1 million because of lower last-mile transportation activity. Solaris also identifies customer concentration and potential alternative power-generation technologies as risks to demand. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.
Upcoming events
SEI News
AllArticlesVideos
Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
Business Wire1 week ago
Solaris Energy Infrastructure Acquires Omega, Adding Specialized EPC Capabilities to Its Power Infrastructure Offering
Business Wire2 weeks ago
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Funds containing SEI
AllUSDGBPEUR
Fund name | Fund size | $SEI weighting |
|---|---|---|
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.19% |
iShares S&P Small Cap 600£ISP6 | £2.4B | 0.19% |
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.11% |
iShares MSCI World Small Cap$WSML | $9B | 0.03% |
iShares MSCI World Small Cap€IUSN | €7.8B | 0.03% |
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