10x Insights
Loading account…
Companies / Industrials / Solaris Energy Infrastructure, Inc.
SEI

Solaris Energy Infrastructure, Inc.

IndustrialsIndustrial Machinery
Ticker SEIHOUSTON, TXFiscal year ends DecemberBook value per share $11.97Diluted shares 75.3M

Solaris Energy Infrastructure, Inc. (NYSE: SLRS) operates as a provider of modular and scalable equipment-based solutions serving multiple U.S. end markets including data centers, energy, and commercial and industrial sectors. The company is headquartered in Houston, Texas, with its website at www.solaris-energy.com. From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$622.21M
+98.7% year over year
Last 12 mo $762.18M
21.76%
+4.9 percentage points
Last 12 mo 24.25%
$58.40M
+102.0% year over year
Last 12 mo $78.59M
5.35%
+0.9 percentage points
Last 12 mo 6.08%
Cash & financing
$209.10M
+252.2% year over year
Last 12 mo $424.71M
$-437.65M
−239.1% year over year
Last 12 mo $-727.80M
1.89
Was 0.90× a year earlier
Last 12 mo 2.77
49.5M
+69.4% year over year
Last 12 mo 75.3M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Solaris Energy Infrastructure, Inc. does

In the company’s own words

Solaris Energy Infrastructure, Inc. (NYSE: SLRS) operates as a provider of modular and scalable equipment-based solutions serving multiple U.S. end markets including data centers, energy, and commercial and industrial sectors. The company is headquartered in Houston, Texas, with its website at www.solaris-energy.com.

The company operates through two reportable business segments. Solaris Power Solutions delivers power generation, control, and distribution solutions that provide flexible, on-demand power infrastructure to support data center, energy, and other commercial and industrial customers. Solaris Logistics Solutions designs and manufactures specialized equipment for the efficient management of raw materials used in oil and natural gas well completions, offering equipment-based logistics services including field technician support and software solutions.

As of December 31, 2025, Solaris employed 468 people across various facilities including corporate headquarters in Houston, repair and maintenance facilities in Buffalo, Texas and Monahans, Texas, storage and yard facilities in Southaven, Mississippi, Memphis, Tennessee, and Hobbs, New Mexico, and a manufacturing facility in Early, Texas. The company serves a customer base spanning major exploration and production companies, oilfield services companies, and technology sector data center operators.

In the Power Solutions segment, revenue is significantly concentrated with a single data center customer representing 88 percent of segment revenue in 2025. The company entered into a long-term commercial arrangement with this customer to provide approximately 900 megawatts of power generation capacity with an initial seven-year term, with revenue expected to commence in 2026. Additionally, during the first quarter of 2026, the company entered into a rental agreement with an investment-grade global technology company to provide over 500 megawatts of power generation equipment with a ten-year initial term expected to commence in 2027.

In the Logistics Solutions segment, the customer base consists primarily of major exploration and production companies and oilfield services companies engaged through Master Service Agreements. The company maintains long-standing supplier relationships, including access to a leading distributed power generation equipment supplier obtained through the Mobile Energy Rentals acquisition, and established relationships with third-party trucking and materials suppliers.

Company details
Sector
Industrials
Industry
Industrial Machinery
Headquarters
HOUSTON, TX
Fiscal year end
December
CIK
1697500
SIC
3533

Financial performance, year by year

Fiscal 2017–2025 · USD
$-132.42M$111.56M$355.55M$599.53M$843.51M201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Solaris Energy Infrastructure, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

329
funds hold it
1 of 35
superinvestors hold it
$1.68B
held by funds, at market
33.1%
of shares held by funds
3
bond issues held by funds

Superinvestors in Solaris Energy Infrastructure, Inc. · what they did last quarter

Polen CapitalDECREASED -4.0%
Polen Capital Management
0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Solaris Energy Infrastructure, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.13%of fund net assets
VanEck Oil Services ETF
OIH · VanEck ETF Trust
5.20%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.05%of fund net assets
PGIM Jennison Small Company Fund
PGOAX · Prudential Jennison Small Co Fund, Inc.
1.32%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Solaris Energy Infrastructure, Inc.’s bonds, as funds hold them

Funds report holding 3 issues of Solaris Energy Infrastructure, Inc.’s debt, $427.63M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 2.32%, maturing 2030 to 2031.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Solaris Energy Infrastructure, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Solaris Energy Infrastructure, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Solaris Energy Infrastructure, Inc.'s last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.