Business Wire·1d ago
Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 GuidanceHOUSTON--(BUSINESS WIRE)--SEI raises 3Q26 and 4Q26 guidance, establishes 1Q27 guidance.
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Solaris Energy Infrastructure is executing a transformative pivot into power infrastructure, evidenced by revenue surging 98.7% year-over-year in 2025Q4 and reaching $219.4M in 2026Q2, with gross margins expanding from 28.6% to 57.6% over the same period. The ...
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 46.9% year-over-year in 2026Q2, reaching $219.4M, while gross margin expanded to 57.6%, though net margin remained subdued at 9.3% due to significant below-the-line costs.
The company has demonstrated strong financial performance, as highlighted in bullish theses.
SEI's acquisition of MER and other strategic moves bolster its market position.
The company is diversifying its portfolio by expanding into distributed power solutions.
Trailing total returns as of 9/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.39+4.0% vs $0.38 | $219M+5.5% vs $208M |
Q2 2026 Apr 27, 2026 | $0.44+39.8% vs $0.31 | $196M+7.0% vs $183M |
Q1 2026 Feb 24, 2026 | $0.35+45.8% vs $0.24 | $180M+9.5% vs $164M |
Q4 2025 Nov 3, 2025 | $0.32+33.3% vs $0.24 | $167M+1.4% vs $165M |
HOUSTON--(BUSINESS WIRE)--SEI raises 3Q26 and 4Q26 guidance, establishes 1Q27 guidance.
SEI's $101M Omega deal adds specialized EPC expertise, expands its power infrastructure platform and targets growing data center demand.
HOUSTON--(BUSINESS WIRE)--Solaris Energy Infrastructure, Inc. (NYSE:SEI) (“Solaris” or the “Company”), today announced the acquisition of Omega Foundation Services (“Omega”), a leader in the specialized engineering, procurement and construction (“EPC”) industry with significant expertise in heavy civil construction across multiple end markets, including large-scale data centers. Transaction Strategy and Highlights Expands Turnkey Execution Capabilities. Adds to the Company's full-cycle power so.
SEI Investments Company is rated BUY following robust 2Q26 results that exceeded expectations, driven by strong alternative and private equity market growth. SEIC's operating leverage is accelerating, with adjusted EPS up 38% and operating income up 36% year-over-year, fueled by double-digit revenue growth in key segments. The company's high cash flow, low leverage, and record dividends support continued shareholder returns, while a strong deal pipeline signals further upside.
Benchmark SEI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Solaris Energy Infrastructure, Inc. (SEI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $63.96 | $3.92B | 96.91 | 98.73% | 4.85% | 4.04% | 0.69% | |
| $27.48 | $3.98B | 32.33 | 5.01% | 12.43% | 141.15% | — | |
| $33.36 | $5.85B | 18.13 | 28.7% | 21.84% | 21.96% | — | |
| $12.03 | $1.48B | 1542.31 | -12.13% | -1.15% | -1.49% | — | |
| $5.42 | $980.59M | -2.36 | -11.37% | -22.75% | -49.78% | — | |
| $20.80 | $2.87B | 104.00 | -3.08% | 2.24% | 3.11% | — |
Solaris Energy Infrastructure, Inc. (SEI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Solaris Energy Infrastructure, Inc. (SEI) stock FAQ — growth, dividends, profitability & financials explained
Solaris Energy Infrastructure, Inc. (SEI) reported $762.2M in revenue for fiscal year 2025. This represents a 5266% increase from $14.2M in 2015.
Solaris Energy Infrastructure, Inc. (SEI) grew revenue by 98.7% over the past year. This is strong growth.
Yes, Solaris Energy Infrastructure, Inc. (SEI) is profitable, generating $54.8M in net income for fiscal year 2025 (4.8% net margin).
Yes, Solaris Energy Infrastructure, Inc. (SEI) pays a dividend with a yield of 0.69%. This makes it attractive for income-focused investors.
Solaris Energy Infrastructure, Inc. (SEI) has a return on equity (ROE) of 4.0%. This is below average, suggesting room for improvement.
Solaris Energy Infrastructure, Inc. (SEI) had negative free cash flow of $727.8M in fiscal year 2025, likely due to heavy capital investments.
