Solaris Oilfield Infrastructure/$SEI
1D1W1M3M6MYTD1Y5YMAX
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
$4.7B
81.81
$0.86
1.27
$0.48
0.68%
Price and volume
Market cap
$4.7B
Beta
1.27
52-week high
$86.19
52-week low
$38.50
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
1.465
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)
24.30%
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)
81.811
Price to revenue (TTM)
4.75
Price to book
5.28
Price to tangible book (TTM)
6.84
Price to free cash flow (TTM)
-4.975
Free cash flow yield (TTM)
-20.10%
Free cash flow per share (TTM)
-14.211
Dividend yield (TTM)
0.68%
Forward dividend yield
0.68%
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)
1.26%
3-year dividend per share growth (CAGR)
3.73%
What the Analysts think about SEI
Analyst ratings (Buy, Hold, Sell) for Solaris Oilfield Infrastructure stock.
Analyst projections of the future price of Solaris Oilfield Infrastructure stock.
Bulls say / Bears say
Second-quarter revenue rose 12% sequentially and adjusted EBITDA rose 30%; Solaris also lifted its third-quarter guidance and set a higher fourth-quarter range. That points to strong near-term growth as new power projects come online. (Business Wire)
Solaris expanded three long-term customer contracts, with the changes expected to add more than $100 million in annual adjusted EBITDA. The expanded Hatchbo deal covers a 660 MW turnkey plant and a base term of 10 years, with an eight-year extension option. (Business Wire)
Solaris has firm equipment orders that could take generation capacity above 3,300 MW by the end of 2029. Its filing outlines illustrative run-rate adjusted EBITDA of about $1 billion at full deployment, before any new contracts for currently uncontracted capacity. (StockTitan)
The growth plan is debt- and cash-intensive: S&P expects adjusted leverage of 5.6–6.1 times EBITDA in 2026 and a sizable free-cash-flow deficit as Solaris funds expansion ahead of project cash flows. Deleveraging depends on those contracts starting to generate cash as planned. (S&P Global Ratings)
Earnings are concentrated among a few customers: S&P says two hyperscaler contracts are expected to generate over 80% of 2027 power-segment revenue. Losing or renegotiating a major contract could therefore materially reduce cash flow. (S&P Global Ratings)
Solaris must bring a large fleet of gas turbines online on schedule and meet demanding reliability standards. S&P warns that deployment delays or weak operating performance could defer revenue or lead customers to modify or terminate contracts. (S&P Global Ratings)
Data summarised monthly by Lightyear AI. Last updated on 22 Oct 2026.
SEI Financial Performance
Revenues and expenses
SEI Earnings Performance
Company profitability
Upcoming events
No upcoming events
SEI News
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Funds containing SEI
Fund name | Fund size | $SEI weighting |
|---|---|---|
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.25% |
iShares S&P Small Cap 600£ISP6 | $3.2B | 0.25% |
SPDR Russell 2000 US Small Cap£R2SC | $5.3B | 0.13% |
SPDR Russell 2000 US Small Cap€R2US | $5.3B | 0.13% |
iShares MSCI World Small Cap£WLDS | $9B | 0.04% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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