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Solaris Energy Infrastructure: 2025 Performance Report

Solaris Energy Infrastructure beats adjusted EPS estimates by 41.5% but misses on revenue as capital spending drives negative free cash flow.

March 18, 2026 2 min read
USB

Solaris Energy Infrastructure beats adjusted EPS estimates by 41.5% but misses on revenue as capital spending drives negative free cash flow.

diluted eps
$0.66
vs $0.25 est.
Revenue
$180M
vs $183.7M est.

Solaris Energy Infrastructure provides power generation, distribution, and logistics solutions for data centers and the energy sector. The company operates two segments: Solaris Power Solutions and Solaris Logistics Solutions.

For the fourth quarter of 2025, Solaris reported total revenue of $180 million. The net loss was $(0.04) per diluted Class A common share. Full-year 2025 total revenue reached $622 million, with a diluted EPS of $0.66.

Adjusted EBITDA for Q4 2025 was $69 million. The company announced a $0.12 per share dividend for Q1 2026 and secured a 10-year, 500 MW power agreement starting in 2027.

SEI price_30d
What to Watch: Management’s Q1 2026 guidance calls for adjusted EPS of at least $0.24 and revenue of at least $168.5 million—watch whether the company can sustain margin expansion while navigating the revenue miss that pressured Q4 results.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

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Tags: #SEI