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Companies / Energy / Solaris Energy Infrastructure, Inc.
SEI

Solaris Energy Infrastructure, Inc.

EnergyIndustrial Machinery
Ticker SEIHOUSTON, TXFiscal year ends DecemberBook value per share $16.24Diluted shares 78.5M

Solaris Energy Infrastructure (NYSE: SEI) provides modular, scalable equipment-based solutions for power generation, control and distribution, and for managing raw materials used in oil and natural gas well completions. Its Solaris Power Solutions segment supplies flexible, on-demand power infrastructure to data… From the company’s description.

Over the twelve months to Sep 30, 2026, Solaris Energy Infrastructure, Inc. reported revenue of $936.43M, up 73.8% from a year earlier, and net income of $93.06M. Its operating margin was 22.8%, and operations generated $573.94M in cash. In fiscal 2025, it reported revenue of $622.21M, up 98.7% from fiscal 2024, and net income of $58.40M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$622.21MFY2025
+98.7% year over year
Last 12 mo $936.43M
21.76%FY2025
+4.9 percentage points
Last 12 mo 22.84%
$58.40MFY2025
+102.0% year over year
Last 12 mo $93.06M
5.35%FY2025
+0.9 percentage points
Last 12 mo 5.87%
Cash & financing
$209.10MFY2025
+252.2% year over year
Last 12 mo $573.94M
$-437.65MFY2025
−239.1% year over year
Last 12 mo $-1.06B
1.89FY2025
Was 0.90× a year earlier
Last 12 mo 2.04
49.5MFY2025
+69.4% year over year
Last 12 mo 78.5M

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 (NYSE: SEI) provides modular, scalable equipment-based solutions for power generation, control and distribution, and for managing raw materials used in oil and natural gas well completions. Its Solaris Power Solutions segment supplies flexible, on-demand power infrastructure to data center, energy, and commercial and industrial customers. Solaris Logistics Solutions designs and manufactures specialized equipment for oilfield raw-material handling and provides field technician support, software, and, in some cases, last-mile and mobilization services to exploration and production companies and oilfield service providers. In 2025, the company entered a seven-year arrangement to provide up to approximately 900 megawatts of generation capacity to a data center customer; a separate rental agreement for more than 500 megawatts is expected to begin in 2027. Solaris employed 468 people as of December 31, 2025. Its website is www.solaris-energy.com.

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

Financial performance, year by year

Fiscal 2017–2025 · USD
$-149.85M$146.41M$442.67M$738.93M$1.04B201720182019202020212022202320242025Last 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
31.4%
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?”
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