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Friday 6 November 2026 Export SEI’s income statement to Excel — free account

Solaris Energy Infrastructure, Inc.

SEI Energy Oil & Gas Equipment & Services

Solaris Energy Infrastructure, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $622.2 million, up 98.7% from fiscal 2024.

Revenue
+46.9%
EPS
+13.3%
Free cash flow
−89.7%
Total debt
+326.3%

Quarter to June 2026, against a year earlier

51.39 6.25 −10.84%
Market cap
$4.1B
P/E
50.4×
Fwd P/E
49.5×
Dividend yield
0.93%
F-score
4/9
Altman Z
1.57
Beneish M
−2.33
Dividend safety
14/100
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Bought, $m 1.30
Sold, $m 300.58
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy 2 — — — — 1 — — — 1 — —
Sell 3 — — — 1 5 — — — — — —
Insider Ownership 4.20%

Capital & Financial Ratios $m

Size
Market Cap 4,050.00
Revenue ttm 762.18
Net income ttm 78.59
Free cash flow ttm (724.41)
Net debt Q 1,779.76
Valuation
P/E 50.38 (above 35: high)
Forward P/E 49.50 (above 35: high)
Price / sales 3.99
Forward P/S Powerpack
Price / FCF 0.00
Price / book 2.62
Financial health
Current ratio Q 4.12 (at or above 1.5: strong)
Debt / equity Q 2.24 (above 2: weak)
Interest coverage Q 3.34
Growth
Revenue growth Q +46.92% (above 0%: growing)
Operating income growth Q +58.88% (above 0%: growing)
EPS, this year +144.39% (at or above 15%: strong)
EPS, next year A +132.13% (at or above 15%: strong)
Revenue, next year A +65.86% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +108.67% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 6.3×, against a ten-year median of 2.2×; over the ten years it ranged from 0.1× in 2017 to 8.6× in 2026.
P/E against its own 10 years 67.89%
10-year low 10-year high
P/S against its own 10 years 87.96%
10-year low 10-year high
P/B against its own 10 years 91.41%
10-year low 10-year high
EV/Sales against its own 10 years 94.09%
10-year low 10-year high

Dividends

Yield
0.93%
Annual rate
0.48
Payout ratio
56.5%
Growth, 2018–25
+25.1%/yr
  1. 0.10 ’18
  2. 0.41 ’19 +305
  3. 0.42 ’20 +4
  4. 0.42 ’21 +0
  5. 0.42 ’22 +0
  6. 0.45 ’23 +7
  7. 0.48 ’24 +7
  8. 0.48 ’25 +0
  9. 0.48 ’26e +0
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 6 160 353 824
Receivables 47 72 103 210
Inventory 7 11 14 25
Other 3 — — —
67 251 483 1,069
2023 2024 2025 Q'26
Payables 13 21 78 168
ST’ Debt — 8 4 11
Other 0 1 2 —
37 66 163 259

Compound Annual Growth %

10y 5y 3y
Sales 45.93% 43.30% 24.81%
Cash Flow 58.01% 36.67% 45.42%
Earnings — 0.00% 10.97%
Book Value 28.49% 21.26% 37.66%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 0.22 Actual 0.45

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 0.24 0.35 Beat by 0.11
Q1 FY26 0.26 0.44 Beat by 0.18
Q2 FY26 0.31 0.39 Beat by 0.08
Q3 FY26 0.22 0.45 Beat by 0.23
Q4 FY26 0.34 — Reports 23 February 2027

EPS $

Mar Jun Sep Dec Year
’26 0.32 0.26 — — —
’25 0.14 0.30 0.31 (0.04) 0.66
’24 0.14 0.20 (0.04) 0.19 0.50
’23 0.23 0.24 0.16 0.14 0.78
’22 0.11 0.16 0.22 0.15 0.64
’21 (0.04) (0.04) 0.03 0.01 (0.04)
’20 (0.65) (0.20) (0.12) (0.06) (1.03)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 196 219 — — —
’25 126 149 167 180 622
’24 68 74 75 96 313
’23 83 77 70 63 293
’22 57 87 92 84 320
’21 29 35 49 46 159
’20 48 9 21 25 103
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 79 186 — — —
’25 26 24 63 96 209
’24 17 19 11 13 59
’23 17 27 21 25 89
’22 6 16 22 24 68
’21 3 1 8 5 16
’20 12 23 4 6 44
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (264) (305) — — —
’25 (119) (161) 0 (155) (434)
’24 14 18 (47) (108) (124)
’23 (2) 6 6 18 27
’22 (5) (4) (5) 2 (13)
’21 0 (4) 2 (1) (3)
’20 11 22 2 4 40
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 18 67 197 242 103 159 320 293 313 622 762 +48.1% 1,032 1,879 2,341 +55.5%
Gross margin, % 65.04 74.94 69.12 63.73 36.14 27.47 31.32 39.29 40.94 45.87 49.92 (19.2) pt
EBT 3 48 99 107 (60) (1) 41 47 37 73 104 +43.4%
EBT margin, % 15.67 71.79 50.16 44.39 (58.33) (0.40) 12.91 15.91 11.79 11.75 13.59 (3.9) pt
Net income 3 15 86 90 (51) (1) 34 39 29 58 79 +40.1%
Per share, $
Per share, $ Revenue 0.00 5.56 7.68 8.02 3.56 5.17 10.17 9.87 10.89 14.86 12.87 n/m
Earnings — (0.34) 1.60 1.69 (1.03) (0.04) 0.64 0.78 0.51 0.69 1.02 n/m
Cash flow 0.00 2.21 4.53 3.81 1.52 0.54 2.16 3.01 2.06 5.00 7.17 n/m
Capex 0.00 (7.76) (6.27) (1.15) (0.13) (0.64) (2.57) (2.09) (6.36) (15.37) (19.41) n/m
Free cash flow 0.00 (5.55) (1.74) 2.66 1.38 (0.10) (0.41) 0.92 (4.30) (10.37) (12.24) n/m
Book value 0.00 20.98 13.28 13.59 10.91 9.68 10.07 10.63 23.18 19.76 19.60 n/m
Shares, m — 12 26 30 29 31 31 30 29 42 49 +16.8%
Valuation, ×
Valuation, × P/E 1,153.00 82.85 7.56 8.28 0.00 0.00 14.48 10.35 57.56 63.85 50.38 139.8
P/S 0.00 4.02 1.57 1.75 2.29 1.27 0.91 0.81 2.64 3.09 3.99 1.8
P/B 0.00 1.07 0.91 1.03 0.75 0.68 0.92 0.75 1.24 2.33 2.62 1.0
EV/Sales 0.05 3.45 1.80 1.75 2.37 1.49 1.15 1.16 3.38 4.36 6.33 2.1
EV/FCF (0.18) (3.46) (7.95) 5.26 6.10 (76.95) (28.34) 12.39 (8.56) (6.24) (6.66) (10.8)
Cash, $m
Cash, $m Operating cash flow 5 27 116 115 44 16 68 89 59 209 425 +53.1%
Capex (11) (94) (161) (35) (4) (20) (81) (62) (183) (643) (1,149) +57.3%
Free cash flow (6) (67) (45) 80 40 (3) (13) 27 (124) (434) (724) +59.7%
Balance, $m
Balance, $m Working capital 7 67 45 97 62 52 33 30 185 320 810 +53.5%
Net debt (1) (39) 44 0 9 36 77 98 231 788 1,780 n/m
Shareholders’ equity 71 254 341 410 315 298 317 316 667 827 1,161 +31.3%
Returns, %
Returns, % ROA 0.00 (2.21) 10.87 10.79 (6.47) (0.21) 4.87 4.98 1.85 1.77 1.86 +1.8 pt
ROIC 2.53 7.38 16.11 16.45 (11.56) (0.07) 6.63 7.54 3.68 5.24 3.93 +2.7 pt
ROE 0.00 (2.56) 13.85 13.86 (8.18) (0.28) 6.88 7.32 3.01 3.87 5.46 +3.9 pt
People
People Employees 101 266 382 245 125 179 344 338 364 468 — +18.6%
Revenue/emp, $m 0.18 0.25 0.52 0.99 0.82 0.89 0.93 0.87 0.86 1.33 — +24.9%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026 · fundamentals updated 25 Oct 2026

Solaris Energy Infrastructure, Inc. vs peers in Oil & Gas Equipment & Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
NOV NOV Inc. $6.2B 41.9× 21.5× +2.30% (above 0%: growing) +141.91% (above 0%: growing) −116.25% (below 0%: shrinking) 19.72% 6.38% Compare
WFRD Weatherford International PLC $6.0B 14.7× 16.0× −7.22% (below 0%: shrinking) +46.90% (above 0%: growing) +56.57% (above 0%: growing) 32.72% 13.39% Compare
AROC Archrock, Inc. $4.7B 13.8× 18.4× −3.04% (below 0%: shrinking) +21.00% (above 0%: growing) +28.48% (above 0%: growing) 66.83% 39.53% Compare
WHD Cactus, Inc. $4.4B 37.6× 23.4× +63.24% (above 0%: growing) +45.90% (above 0%: growing) −95.60% (below 0%: shrinking) 36.40% 21.83% Compare
SEI Solaris Energy Infrastructure, Inc. $4.1B 50.4× 49.5× +46.92% (above 0%: growing) +13.33% (above 0%: growing) −89.73% (below 0%: shrinking) 57.55% 25.76%
KGS Kodiak Gas Services, Inc. $3.9B 46.4× 24.4× +21.15% (above 0%: growing) +22.73% (above 0%: growing) −194.00% (below 0%: shrinking) 63.09% 31.76% Compare
USAC USA Compression Partners, LP $3.5B 21.5× 20.9× +42.73% (above 0%: growing) +22.22% (above 0%: growing) −74.45% (below 0%: shrinking) 62.19% 28.60% Compare
TDW Tidewater Inc. $3.4B 13.9× 32.8× +0.25% (above 0%: growing) −70.07% (below 0%: shrinking) −15.92% (below 0%: shrinking) 46.88% 18.27% Compare
OII Oceaneering International, Inc. $3.4B 10.4× 21.1× +5.61% (above 0%: growing) −26.76% (below 0%: shrinking) +66.85% (above 0%: growing) 20.97% 11.75% Compare
Median of peers $4.2B 18.1× 21.3× +3.96% +22.48% −45.19% 41.64% 20.05%

All 48 Oil & Gas Equipment & Services stocks →

Pay and ownership Proxy statement filed 1 April 2026

Ownership

Directors and executive officers, together 20.20% of the votes
W. Howard Keenan, Jr 9.80% of the votes
Yorktown Energy Partners X, L.P. 9.60% of the votes
William A. Zartler 7.60% of the votes
Solaris Energy Capital, LLC 4.80% of the votes
Golem International Ltd. 4.30% of the votes
KTR Management Company, LLC 2.70% of the votes
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Solaris Energy Infrastructure, Inc. (SEI) Latest News

6 Nov

Impact 4 · · Zacks

5 Nov

Impact 4 · · GuruFocus.com
Impact 3 · · Simply Wall St.

4 Nov

Impact 4 · · Business Wire
Impact 3 · · Zacks

2 Nov

Impact 3 · · Simply Wall St.

30 Oct

Impact 3 · · Zacks

28 Oct

Impact 4 · · Zacks

27 Oct

Impact 4 · · Zacks

26 Oct

Impact 4 · · Simply Wall St.

21 Oct

Impact 4 · · Trefis
Impact 3 · · StockStory

19 Oct

Impact 4 · · Simply Wall St.
Impact 3 · · StockStory

17 Oct

Impact 3 · · MarketBeat

15 Oct

Impact 4 · · MarketBeat

14 Oct

Impact 4 · · NYSE

13 Oct

Impact 3 · · Zacks

8 Oct

Impact 4 · · Stocktwits
Impact 3 · · Zacks

1 Oct

Impact 3 · · Proactive Investors

27 Sep

Impact 4 ·

26 Sep

Impact 4 · · Simply Wall St.

22 Sep

Impact 4 · · Business Wire
Impact 3 · · Business Wire

21 Sep

Impact 3 ·
Impact 3 · · Zacks

16 Sep

Impact 3 · · NYSE

11 Sep

Impact 3 ·

9 Sep

Impact 4 ·

SEI metrics, ten years each

stockrow.com/SEI · Data as of Oct 25, 2026 · For information only; not investment advice. · © 2026 stockrow.com