
SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.
Solaris Oilfield Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company is headquartered in Houston, Texas.
| Revenue (TTM) | $762.18M |
| Gross Profit (TTM) | $380.96M |
| EBITDA | $269.98M |
| Operating Margin | 26.50% |
| Return on Equity | 8.10% |
| Return on Assets | 4.08% |
| Revenue/Share (TTM) | $14.88 |
| Book Value | $14.36 |
| Price-to-Book | 4.62 |
| Price-to-Sales (TTM) | 8.71 |
| EV/Revenue | 7.69 |
| EV/EBITDA | 23.99 |
| Quarterly Earnings Growth (YoY) | -13.50% |
| Quarterly Revenue Growth (YoY) | 46.90% |
| Shares Outstanding | $65.83M |
| Float | $62.86M |
| % Insiders | 9.07% |
| % Institutions | 111.44% |
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SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.

Strategic partnership set to advance commercialization of deployable small modular reactor technology for critical energy infrastructure HOUSTON, Aug. 10, 2026 /PRNewswire/ -- Deployable Energy today announced that Solaris Energy Infrastructure, Inc. (NYSE: SEI) ("Solaris") has made an equity investment in the company and intends to collaborate with Deployable Energy on the commercialization of its deployable microreactor technology. The investment was announced by Solaris as part of its second quarter 2026 business update.

Although the revenue and EPS for Solaris Energy Infrastructure, Inc. (SEI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Solaris Energy Infrastructure, Inc. (SEI) Q2 2026 Earnings Call Transcript

HOUSTON--(BUSINESS WIRE)--SEI reports net income of $25 million, adjusted proforma earnings per share of $0.39 and adjusted EBITDA of $108 million for 2Q26.

SEI is acquiring GESA in a $55 million cash-and-stock deal to strengthen its full-cycle power services and accelerate long-term growth.

HOUSTON--(BUSINESS WIRE)--SEI announces acquisition of GESA, a full cycle power services company.

The semiconductor rotation and memory stock profit taking puts investors in a bind trying to call the top.

Solaris Energy Infrastructure is rapidly transitioning from oilfield logistics to a contracted power-infrastructure platform targeting hyperscale data center demand. SEI's growth is driven by long-term, multi-gigawatt power supply contracts with leading technology companies, providing significant earnings visibility and monetization potential. Despite a premium valuation (trailing P/E > 90), SEI's forward-looking EBITDA projections and capital deployment suggest a robust infrastructure growth story rather than speculative AI exposure.

New Leadership Role to Scale Capabilities and Support Client Transformation OAKS, Pa., June 18, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services.
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