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. In the quarter to June 2026, revenue grew 46.9%, EPS grew 13.3%, free cash flow fell 89.7% and total debt rose 326.3%, each against the same quarter a year earlier. Dividend growth for five consecutive years; insiders bought in the last twelve months.

62.74 2.42 −3.71%
Market cap
$5.2B
P/E
61.5×
Fwd P/E
55.4×
Dividend yield
0.77%
F-score
4/9
Altman Z
1.57
Beneish M
−2.33
Dividend safety
14/100

Insider Decisions trades per month

Total buys 1.30
Total sells 406.64
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — 2 — — — — 1 — — — 1 —
Sell 1 3 — — — 1 5 — — — — —
Insider Ownership 4.20%

Capital & Financial Ratios $m

Market Cap 5,220.00
Revenue 762.18
Net Income 78.59
Free Cash Flow (724.41)
Net Debt 1,779.76
Current Ratio 4.12 (at or above 1.5: strong)
Debt/Equity 2.24 (above 2: weak)
P/E ratio 61.51 (above 35: high)
Fwd P/E 55.40 (above 35: high)
P/S ratio 4.87
P/B ratio 3.20
Past 5Y EPS Growth —
This Y EPS Growth 121.63% (at or above 15%: strong)
Next Y EPS Growth 124.59% (at or above 15%: strong)
Next Y revenue growth 66.99% (at or above 10%: strong)
Next 5Y EPS Growth 102.57% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 76.83%
10-year low 10-year high
P/S against its own 10 years 95.76%
10-year low 10-year high
P/B against its own 10 years 96.19%
10-year low 10-year high
EV/Sales against its own 10 years 96.63%
10-year low 10-year high

Dividends

Payout Ratio 0.56
Annual Dividend Rate 0.48
Annual Dividend Yield 0.77%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.48
0.12
0.12
0.12
2025 0.48
0.12
0.12
0.12
0.12
2024 0.48
0.12
0.12
0.12
0.12
2023 0.45
0.11
0.11
0.11
0.12
2022 0.42
0.11
0.11
0.11
0.11
2021 0.42
0.11
0.11
0.11
0.11
2020 0.42
0.11
0.11
0.11
0.11
2019 0.41
0.10
0.10
0.10
0.11
2018 0.10
0.10
2017 Powerpack
predictions special payouts not included in total or ratios

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%

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.

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.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — 9.90 10.50 10.24 4.50 6.11 6.60 7.15 6.59 14.27

Analyst estimates 2026–2028

Powerpack
High — 22.01 23.98 19.31 14.61 15.08 14.61 11.33 32.61 57.17
People
People Employees 101 266 382 245 125 179 344 338 364 468
Revenue/emp, $m 0.18 0.25 0.52 0.99 0.82 0.89 0.93 0.87 0.86 1.33
Income, $m
Income, $m Revenue 18 67 197 242 103 159 320 293 313 622
Gross margin, % 65.04 74.94 69.12 63.73 36.14 27.47 31.32 39.29 40.94 45.87
EBT 3 48 99 107 (60) (1) 41 47 37 73
EBT margin, % 15.67 71.79 50.16 44.39 (58.33) (0.40) 12.91 15.91 11.79 11.75
Net income 3 15 86 90 (51) (1) 34 39 29 58
Depreciation 4 7 19 28 27 27 31 36 47 84
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
Earnings — 0.28 1.60 1.69 (1.03) (0.04) 0.64 0.78 0.51 0.69
Cash flow 0.00 2.21 4.53 3.81 1.52 0.54 2.16 3.01 2.06 5.00
Capex 0.00 (7.76) (6.27) (1.15) (0.13) (0.64) (2.57) (2.09) (6.36) (15.37)
Free cash flow 0.00 (5.55) (1.74) 2.66 1.38 (0.10) (0.41) 0.92 (4.30) (10.37)
Book value 0.00 20.98 13.28 13.59 10.91 9.68 10.07 10.63 23.18 19.76
Shares, m — 12 26 30 29 31 31 30 29 42
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
P/S 0.00 4.02 1.57 1.75 2.29 1.27 0.91 0.81 2.64 3.09
P/B 0.00 1.07 0.91 1.03 0.75 0.68 0.92 0.75 1.24 2.33
EV/Sales 0.05 3.45 1.80 1.75 2.37 1.49 1.15 1.16 3.38 4.36
EV/FCF (0.18) (3.46) (7.95) 5.26 6.10 (76.95) (28.34) 12.39 (8.56) (6.24)
Cash, $m
Cash, $m Operating cash flow 5 27 116 115 44 16 68 89 59 209
Capex (11) (94) (161) (35) (4) (20) (81) (62) (183) (643)
Free cash flow (6) (67) (45) 80 40 (3) (13) 27 (124) (434)
Balance, $m
Balance, $m Working capital 7 67 45 97 62 52 33 30 185 320
Total debt 3 25 69 67 69 73 86 104 391 1,141
Net debt (1) (39) 44 0 9 36 77 98 231 788
Shareholders’ equity 71 254 341 410 315 298 317 316 667 827
Returns, %
Returns, % ROA 0.00 (2.21) 10.87 10.79 (6.47) (0.21) 4.87 4.98 1.85 1.77
ROIC 2.53 7.38 16.11 16.45 (11.56) (0.07) 6.63 7.54 3.68 5.24
ROE 0.00 (2.56) 13.85 13.86 (8.18) (0.28) 6.88 7.32 3.01 3.87
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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. $6.6B 72.8× 25.5× −2.47% (below 0%: shrinking) +6.90% (above 0%: growing) −116.81% (below 0%: shrinking) 24.41% 9.04% Compare
LB LandBridge Company LLC $6.3B 60.9× 47.5× +40.62% (above 0%: growing) +43.33% (above 0%: growing) +11.25% (above 0%: growing) 98.30% 66.07% Compare
WFRD Weatherford International PLC $5.5B 14.9× 16.5× −8.22% (below 0%: shrinking) −70.59% (below 0%: shrinking) +77.50% (above 0%: growing) 30.14% 9.68% Compare
SEI Solaris Energy Infrastructure, Inc. $5.2B 61.5× 55.4× +46.92% (above 0%: growing) +13.33% (above 0%: growing) −89.73% (below 0%: shrinking) 57.55% 25.76%
AROC Archrock, Inc. $5.1B 15.9× 18.4× −3.11% (below 0%: shrinking) +5.56% (above 0%: growing) +49.96% (above 0%: growing) 65.86% 34.58% Compare
WHD Cactus, Inc. $4.9B 51.9× 23.0× +64.32% (above 0%: growing) +18.64% (above 0%: growing) +23.95% (above 0%: growing) 33.31% 18.59% Compare
KGS Kodiak Gas Services, Inc. $4.8B 55.5× 31.9× +21.15% (above 0%: growing) +22.73% (above 0%: growing) −194.00% (below 0%: shrinking) 63.09% 31.76% Compare
OII Oceaneering International, Inc. $4.3B 12.6× 21.4× +10.03% (above 0%: growing) +20.37% (above 0%: growing) −31.05% (below 0%: shrinking) 20.44% 11.49% Compare
TDW Tidewater Inc. $3.9B 16.0× 23.4× +0.25% (above 0%: growing) −70.07% (below 0%: shrinking) −15.92% (below 0%: shrinking) 46.88% 18.27% Compare
Median of peers $5.0B 33.9× 23.2× +5.14% +12.77% −2.34% 40.10% 18.43%

All 46 Oil & Gas Equipment & Services stocks →

Solaris Energy Infrastructure, Inc. (SEI) key facts

  • Strength: Solaris Energy Infrastructure, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $622.2 million, up 98.7% from fiscal 2024.
  • Solaris Energy Infrastructure, Inc. (SEI) is an Oil & Gas Equipment & Services company in the Energy sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, SEI traded at $62.74, a market capitalization of $5.2 billion.
  • Solaris Energy Infrastructure, Inc. pays an annual dividend of $0.48 per share, a yield of 0.77%, with a payout ratio of 56.5%.
  • Return on equity was 3.87% and debt-to-equity 2.24.
  • Its Piotroski F-score is 4 out of 9 and its Altman Z-score is 1.57 (distress zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Solaris Energy Infrastructure, Inc. (SEI) Latest News

15 Oct

27 Aug

stockrow.com/SEI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com