# Solaris Energy Infrastructure, Inc.: overview

SEI · NYSE · CIK 1697500 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/sei.md) · [Financials](/companies/sei/financials.md) · [Filings](/companies/sei/filings.md) · [Insiders](/companies/sei/insiders.md)

Latest reported revenue: [$113.7m](/filings/0001628280-26-054349.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-054349).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [75.0](/filings/0001697500-25-000042.md) | [96.3 d](/filings/0001628280-26-012501.md) | [87.2](/filings/0001628280-26-029046.md) | [87.4](/filings/0001628280-26-054349.md) | [167](/filings/0001697500-25-000042.md) | [180 d](/filings/0001628280-26-012501.md) | [90.9](/filings/0001628280-26-029046.md) | [114](/filings/0001628280-26-054349.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [7.0%](/filings/0001697500-25-000042.md) | [26.7% d](/filings/0001628280-26-012501.md) | [25.3%](/filings/0001628280-26-029046.md) | [40.7%](/filings/0001628280-26-054349.md) | [22.7%](/filings/0001697500-25-000042.md) | [22.2% d](/filings/0001628280-26-012501.md) | [55.6%](/filings/0001628280-26-029046.md) | [49.7%](/filings/0001628280-26-054349.md) |
| Net margin | % | [(1.3%)](/filings/0001697500-25-000042.md) | [6.5% d](/filings/0001628280-26-012501.md) | [6.1%](/filings/0001628280-26-029046.md) | [13.7%](/filings/0001628280-26-054349.md) | [8.7%](/filings/0001697500-25-000042.md) | [(0.9%) d](/filings/0001628280-26-012501.md) | [23.6%](/filings/0001628280-26-029046.md) | [18.0%](/filings/0001628280-26-054349.md) |
| Diluted EPS | $ per share | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Free cash flow | $m | [(47.2) d](/filings/0001697500-25-000042.md) | [(114) d](/filings/0001628280-26-012501.md) | [(119)](/filings/0001628280-26-029046.md) | [(161) d](/filings/0001628280-26-054349.md) | [0.5 d](/filings/0001697500-25-000042.md) | [(159) d](/filings/0001628280-26-012501.md) | [(264)](/filings/0001628280-26-029046.md) | [(305) d](/filings/0001628280-26-054349.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL not reported.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [146](/filings/0001558370-23-003344.md) | [300](/filings/0001558370-23-003344.md) | [293](/filings/0001628280-26-012501.md) | [313](/filings/0001628280-26-012501.md) | [622](/filings/0001628280-26-012501.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [(0.3%)](/filings/0001697500-24-000023.md) | [13.9%](/filings/0001697500-24-000023.md) | [17.0%](/filings/0001628280-26-012501.md) | [16.9%](/filings/0001628280-26-012501.md) | [21.8%](/filings/0001628280-26-012501.md) |
| Net margin | % | [(0.6%)](/filings/0001697500-24-000023.md) | [7.1%](/filings/0001697500-24-000023.md) | [8.3%](/filings/0001628280-26-012501.md) | [5.0%](/filings/0001628280-26-012501.md) | [4.8%](/filings/0001628280-26-012501.md) |
| Diluted EPS | $ per share | not reported | not reported | not reported | not reported | not reported |
| Free cash flow | $m | [(3.2)](/filings/0001697500-24-000023.md) | [(13.4)](/filings/0001697500-24-000023.md) | [25.0](/filings/0001628280-26-012501.md) | [(129)](/filings/0001628280-26-012501.md) | [(438)](/filings/0001628280-26-012501.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL not reported.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/sei/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $418.7m | 5,204,415 |  | Added +1,081,979 |
| [Encompass Capital Advisors LLC](/funds/1541901.md) | 2026-06-30 | $202.7m | 2,519,604 |  | Added +769,604 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $196.9m | 2,447,630 |  | Added +407,179 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $171.8m | 2,135,700 | Call | Added +649,300 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $162.9m | 2,024,283 |  | Added +316,828 |
| [TWO SIGMA INVESTMENTS, LP](/funds/1179392.md) | 2026-06-30 | $159.3m | 1,979,861 |  | Added +38,315 |
| [SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC](/funds/1638555.md) | 2026-06-30 | $136.2m | 1,692,838 |  | Reduced −36,217 |
| [JENNISON ASSOCIATES LLC](/funds/53417.md) | 2026-06-30 | $136.1m | 1,691,193 |  | Added +511,457 |
| [Valiant Capital Management, L.P.](/funds/1452689.md) | 2026-06-30 | $129.1m | 1,604,346 |  | Added +484,843 |
| [Driehaus Capital Management LLC](/funds/938206.md) | 2026-06-30 | $127.5m | 1,584,985 |  | Reduced −43,189 |

## Recent filings

[All 654 filings](/companies/sei/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-29 | 16:01 ET | [8-K](/filings/0001193125-26-437755.md) | 8.01 Other events | 0001193125-26-437755 |
| 2026-10-01 | 16:15 ET | [8-K](/filings/0001193125-26-410682.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001193125-26-410682 |
| 2026-09-23 | 16:15 ET | [8-K](/filings/0001193125-26-399432.md) | 1.01 Entry into a material agreement; 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-399432 |
| 2026-09-22 | 08:06 ET | [8-K](/filings/0001193125-26-397255.md) | 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-397255 |
| 2026-09-08 | 16:30 ET | [8-K](/filings/0001193125-26-385257.md) | 1.01 Entry into a material agreement; 2.01 Completion of an acquisition or disposition; 3.02 Unregistered sale of equity; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-385257 |
| 2026-08-06 | 16:18 ET | [10-Q](/filings/0001628280-26-054349.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054349 |
| 2026-08-05 | 16:17 ET | [8-K](/filings/0001628280-26-053383.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-053383 |
| 2026-07-06 | 16:33 ET | [8-K](/filings/0001628280-26-047296.md) | 3.02 Unregistered sale of equity; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-047296 |
| 2026-05-19 | 16:15 ET | [8-K](/filings/0001193125-26-230786.md) | 5.07 Shareholder vote results | 0001193125-26-230786 |
| 2026-05-12 | 17:15 ET | [8-K](/filings/0001193125-26-219852.md) | 1.01 Entry into a material agreement; 1.02 Termination of a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001193125-26-219852 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-012501.md), filed Feb 27, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/e3dca0b7-72c4-4e2f-8185-8a4a3533fe06)

## About the filer

- CIK: 1697500
- Tickers: SEI
- Exchange: NYSE
- SIC code: 3533 Oil & Gas Field Machinery & Equipment
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 16:02 ET. No prices; not investment advice.