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SEI logoSolaris Energy Infrastructure, Inc.(SEI)Earnings, Financials & Key Ratios

SEI•NYSE
$77.45
$5.56B mkt cap·117.3× P/E·Price updated May 6, 2026
SectorEnergyIndustryOilfield ServicesSub-IndustryCompletions and Stimulation Services
AboutSolaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory management software; and all-electric equipment that automates the low pressure section of oil and gas well completion sites. It serves exploration and production, and oilfield services industries. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.Show more
  • Revenue$622M+98.7%
  • EBITDA$216M+116.4%
  • Net Income$30M+90.8%
  • EPS (Diluted)0.66+29.4%
  • Gross Margin45.87%+77.4%
  • EBITDA Margin34.79%+8.9%
  • Operating Margin21.76%+29.0%
  • Net Margin4.85%-4.0%
  • ROE4.04%+25.5%
  • ROIC8.34%+30.5%
  • Debt/Equity1.30+164.4%
  • Interest Coverage4.91+18.9%
Technical→

SEI Key Insights

Solaris Energy Infrastructure, Inc. (SEI) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Momentum leader: RS Rating 93 (top 7%)
  • ✓High quality earnings: Operating CF exceeds net income
  • ✓Strong 5Y sales CAGR of 43.3%
  • ✓Trading near 52-week high

✗Weaknesses

  • ✗Weak 3Y average ROE of 5.0%
  • ✗Negative free cash flow
  • ✗Shares diluted 69.4% in last year
  • ✗Low asset turnover indicates capital-intensive operations

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

SEI Price & Volume

Solaris Energy Infrastructure, Inc. (SEI) stock price & volume — 10-year historical chart

Loading chart...

SEI Growth Metrics

Solaris Energy Infrastructure, Inc. (SEI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years45.93%
5 Years43.3%
3 Years24.81%
TTM98.73%

Profit CAGR

10 Years-
5 Years-
3 Years12.55%
TTM90.85%

EPS CAGR

10 Years-
5 Years-
3 Years0.51%
TTM45.52%

Return on Capital

10 Years9.53%
5 Years7.7%
3 Years9.31%
Last Year8.92%

SEI Recent Earnings

Solaris Energy Infrastructure, Inc. (SEI) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
Apr 27, 2026
EPS
$0.44
Est $0.31
+39.8%
Revenue
$196M
Est $183M
+7.0%
Q1 2026
Feb 24, 2026
EPS
$0.35
Est $0.24
+45.8%
Revenue
$180M
Est $164M
+9.5%
Q4 2025
Nov 3, 2025
EPS
$0.32
Est $0.24
+33.3%
Revenue
$167M
Est $165M
+1.4%
Q3 2025
Jul 23, 2025
EPS
$0.34
Est $0.14
+142.9%
Revenue
$149M
Est $130M
+15.1%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 27, 2026
$0.44vs $0.31+39.8%
$196Mvs $183M+7.0%
Q1 2026Feb 24, 2026
$0.35vs $0.24+45.8%
$180Mvs $164M+9.5%
Q4 2025Nov 3, 2025
$0.32vs $0.24+33.3%
$167Mvs $165M+1.4%
Q3 2025Jul 23, 2025
$0.34vs $0.14+142.9%
$149Mvs $130M+15.1%
Based on last 12 quarters of dataView full earnings history →

SEI Peer Comparison

Solaris Energy Infrastructure, Inc. (SEI) competitors in Completions and Stimulation Services — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
USAC logoUSACUSA Compression Partners, LPDirect Competitor3.26B27.0031.765.01%11.91%
AROC logoAROCArchrock, Inc.Direct Competitor6.85B39.1021.2528.7%21.45%22.28%1.62
PUMP logoPUMPProPetro Holding Corp.Direct Competitor1.93B15.772021.79-12.13%-1.05%-1.43%0.30
ACDC logoACDCProFrac Holding Corp.Direct Competitor1.29B7.13-3.10-11.37%-18.89%-38.16%1.30
WTTR logoWTTRSelect Water Solutions, Inc.Product Competitor1.78B17.4587.25-3.08%1.54%2.21%0.40
NINE logoNINENine Energy Service, Inc.Product Competitor429.28M9.90-7.92-100%-7.17%
KLXE logoKLXEKLX Energy Services Holdings, Inc.Product Competitor61.18M3.43-0.83-10.25%-12.11%
PTEN logoPTENPatterson-UTI Energy, Inc.Product Competitor4.4B11.58-48.25-10.25%-2.56%-3.67%0.40

Compare SEI vs Peers

Solaris Energy Infrastructure, Inc. (SEI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs USAC

Most directly comparable listed peer for SEI.

Scale Benchmark

vs SLB

Larger-name benchmark to compare SEI against a more recognizable public peer.

Peer Set

Compare Top 5

vs USAC, AROC, PUMP, ACDC

SEI Income Statement

Solaris Energy Infrastructure, Inc. (SEI) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Sales/Revenue67.39M197.2M241.69M102.98M159.19M320M292.95M313.09M622.21M
Revenue Growth %271.18%192.6%22.56%-57.39%54.59%101.02%-8.46%6.88%98.73%
Cost of Goods Sold23.52M79.32M114.59M92.78M142.67M250.21M214.03M232.14M336.79M
COGS % of Revenue34.9%40.23%47.41%90.1%89.62%78.19%73.06%74.14%54.13%
Gross Profit
43.87M▲ 0%
117.87M▲ 168.7%
127.1M▲ 7.8%
10.19M▼ 92.0%
16.52M▲ 62.1%
69.8M▲ 322.5%
78.92M▲ 13.1%
80.95M▲ 2.6%
285.41M▲ 252.6%
Gross Margin %65.1%59.77%52.59%9.9%10.38%21.81%26.94%25.86%45.87%
Gross Profit Growth %447.18%168.67%7.83%-91.98%62.1%322.5%13.06%2.58%252.57%
Operating Expenses18.41M18.59M19.17M70.09M16.91M27.99M29.01M28.14M150.03M
OpEx % of Revenue27.32%9.42%7.93%68.07%10.62%8.75%9.9%8.99%24.11%
Selling, General & Admin14.29M16.76M18.59M16.48M19.26M23.07M26.95M35.62M61.66M
SG&A % of Revenue21.2%8.5%7.69%16%12.1%7.21%9.2%11.38%9.91%
Research & Development210K00000000
R&D % of Revenue0.31%--------
Other Operating Expenses3.92M1.83M585K53.61M-2.36M4.92M2.06M-7.48M88.37M
Operating Income
25.46M▲ 0%
99.29M▲ 290.0%
107.93M▲ 8.7%
-59.9M▼ 155.5%
-387K▲ 99.4%
41.8M▲ 10902.1%
49.9M▲ 19.4%
52.82M▲ 5.8%
135.39M▲ 156.3%
Operating Margin %37.78%50.35%44.66%-58.17%-0.24%13.06%17.03%16.87%21.76%
Operating Income Growth %789.93%289.96%8.71%-155.5%99.35%10902.07%19.37%5.84%156.34%
EBITDA32.1M117.71M134.85M-32.88M26.82M72.24M86.09M100.03M216.45M
EBITDA Margin %47.62%59.69%55.8%-31.93%16.85%22.57%29.39%31.95%34.79%
EBITDA Growth %382.43%266.74%14.57%-124.38%181.58%169.31%19.17%16.2%116.37%
D&A (Non-Cash Add-back)6.63M18.42M26.93M27.02M27.21M30.43M36.19M47.22M81.06M
EBIT25.46M99.29M107.93M-59.9M-387K41.8M49.9M48.73M135.39M
Net Interest Income-97K-374K-634K-162K-247K-489K-3.31M-11.81M-20.86M
Interest Income000000006.73M
Interest Expense97K374K634K162K247K489K3.31M11.81M27.59M
Other Income/Expense22.93M-374K-634K-162K-247K-489K-3.31M-15.89M-62.31M
Pretax Income
48.39M▲ 0%
98.91M▲ 104.4%
107.3M▲ 8.5%
-60.06M▼ 156.0%
-634K▲ 98.9%
41.31M▲ 6616.6%
46.59M▲ 12.8%
36.92M▼ 20.8%
73.08M▲ 97.9%
Pretax Margin %71.79%50.16%44.39%-58.33%-0.4%12.91%15.91%11.79%11.75%
Income Tax33.71M12.96M16.94M-8.97M626K7.8M7.82M8.01M14.68M
Effective Tax Rate %69.67%13.1%15.78%14.93%-98.74%18.89%16.78%21.68%20.08%
Net Income
-4.17M▲ 0%
42.43M▲ 1116.6%
52.01M▲ 22.6%
-29.34M▼ 156.4%
-868K▲ 97.0%
21.16M▲ 2537.6%
24.34M▲ 15.0%
15.81M▼ 35.0%
30.17M▲ 90.8%
Net Margin %-6.19%21.52%21.52%-28.49%-0.55%6.61%8.31%5.05%4.85%
Net Income Growth %-1116.55%22.57%-156.42%97.04%2537.56%15.02%-35.04%90.85%
Net Income (Continuing)14.68M85.95M90.36M-51.09M-1.26M33.51M38.77M28.92M58.4M
Discontinued Operations000000000
Minority Interest140.85M142.43M145.81M114.22M94.73M101.41M109.6M311.11M262.91M
EPS (Diluted)
-0.34▲ 0%
1.60▲ 570.6%
1.69▲ 5.6%
-1.01▼ 159.8%
-0.04▲ 96.0%
0.65▲ 1725.0%
0.78▲ 20.0%
0.51▼ 34.6%
0.66▲ 29.4%
EPS Growth %-570.59%5.63%-159.76%96.04%1725%20%-34.62%29.41%
EPS (Basic)-0.341.601.69-1.01-0.040.650.780.510.69
Diluted Shares Outstanding12.12M25.83M30.18M28.91M30.79M31.48M29.69M29.23M49.52M
Basic Shares Outstanding12.12M25.68M30.14M28.91M30.79M31.48M29.69M28.76M45.71M
Dividend Payout Ratio-11.11%37.03%--65.24%57.82%92.36%72.12%

SEI Balance Sheet

Solaris Energy Infrastructure, Inc. (SEI) balance sheet — assets, liabilities & shareholders' equity

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Total Current Assets87.55M80.77M117.58M81.73M81.07M88.74M67.14M250.98M483.02M
Cash & Short-Term Investments63.42M25.06M66.88M60.37M36.5M8.84M5.83M114.25M353.32M
Cash Only63.42M25.06M66.88M60.37M36.5M8.84M5.83M114.25M353.32M
Short-Term Investments000000000
Accounts Receivable12.98M39.75M38.55M18.24M35.02M71.37M47.29M71.77M103.08M
Days Sales Outstanding70.2973.5758.2264.6680.381.458.9383.6760.47
Inventory7.53M10.47M7.14M954K1.65M5.29M6.67M10.95M14.45M
Days Inventory Outstanding116.8848.1822.763.754.237.7211.3817.2115.66
Other Current Assets241K1.23M1.84M1.29M2.05M2.14M6.05M46.71M12.17M
Total Non-Current Assets212.19M377.84M387.49M330.16M325.15M373.83M401.13M871.82M1.66B
Property, Plant & Equipment151.16M296.54M314.45M250.59M244.27M302.19M335.82M648.67M1.36B
Fixed Asset Turnover0.45x0.66x0.77x0.41x0.65x1.06x0.87x0.48x0.46x
Goodwill17.24M17.24M17.24M13M13M13M13M103.98M105.36M
Intangible Assets5.33M4.54M3.76M2.98M2.2M1.43M700K71.5M59.8M
Long-Term Investments000000000
Other Non-Current Assets260K1.45M625K3.78M2.73M1.84M1.94M3.03M16.41M
Total Assets
299.74M▲ 0%
458.61M▲ 53.0%
505.07M▲ 10.1%
411.9M▼ 18.4%
406.22M▼ 1.4%
462.58M▲ 13.9%
468.3M▲ 1.2%
1.12B▲ 139.8%
2.14B▲ 90.9%
Asset Turnover0.22x0.43x0.48x0.25x0.39x0.69x0.63x0.28x0.29x
Asset Growth %288.09%53%10.13%-18.45%-1.38%13.87%1.24%139.78%90.86%
Total Current Liabilities20.5M35.33M20.39M20.21M29.3M55.91M37.2M65.53M163.3M
Accounts Payable5M9.13M3.82M6.86M9.93M25.93M12.65M21.09M77.52M
Days Payables Outstanding77.594212.182725.437.8321.5833.1684.02
Short-Term Debt00000008.1M8.32M
Deferred Revenue (Current)012.99M000004.92M5.78M
Other Current Liabilities4.83M5.01M4.2M4.38M5.53M7.7M8M10.2M54.68M
Current Ratio4.27x2.29x5.77x4.04x2.77x1.59x1.80x3.83x2.96x
Quick Ratio3.90x1.99x5.42x4.00x2.71x1.49x1.63x3.66x2.87x
Cash Conversion Cycle109.5879.7568.841.4259.1351.2948.7367.72-7.89
Total Non-Current Liabilities25M82.4M75.03M76.21M79.05M89.54M115.52M390.62M1.15B
Long-Term Debt013M0008M30M307.61M1.06B
Capital Lease Obligations179K154K7.99M7.52M6.77M9.64M13.94M9.24M10.22M
Deferred Tax Liabilities000000007.37M
Other Non-Current Liabilities24.82M56.78M67.04M68.69M72.28M71.9M71.57M73.77M74.54M
Total Liabilities45.5M117.73M95.41M96.42M108.35M145.45M152.72M456.15M1.32B
Total Debt212K13.19M8.61M8.2M7.52M20.48M47.79M328.88M1.08B
Net Debt-63.21M-11.87M-58.27M-52.17M-28.98M11.65M41.96M214.62M725.64M
Debt / Equity0.00x0.04x0.02x0.03x0.03x0.06x0.15x0.49x1.30x
Debt / EBITDA0.01x0.11x0.06x-0.28x0.28x0.56x3.29x4.98x
Net Debt / EBITDA-1.97x-0.10x-0.43x--1.08x0.16x0.49x2.15x3.35x
Interest Coverage262.48x265.47x170.24x-369.75x-1.57x85.49x15.09x4.13x4.91x
Total Equity
254.24M▲ 0%
340.88M▲ 34.1%
409.66M▲ 20.2%
315.48M▼ 23.0%
297.88M▼ 5.6%
317.13M▲ 6.5%
315.58M▼ 0.5%
666.73M▲ 111.3%
827.25M▲ 24.1%
Equity Growth %256.35%34.08%20.18%-22.99%-5.58%6.46%-0.49%111.27%24.08%
Book Value per Share20.9813.2013.5710.919.6810.0710.6322.8116.71
Total Shareholders' Equity113.39M198.45M263.85M201.25M203.15M215.72M205.98M355.62M564.34M
Common Stock190K271K308K290K312K317K290K359K510K
Retained Earnings-4.17M35.51M74.22M20.55M5.92M12.85M17.31M17.66M26.07M
Treasury Stock-261K-1.41M-2.53M000000
Accumulated OCI000000000
Minority Interest140.85M142.43M145.81M114.22M94.73M101.41M109.6M311.11M262.91M

SEI Cash Flow Statement

Solaris Energy Infrastructure, Inc. (SEI) cash flow — operating, investing & free cash flow history

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash from Operations26.73M116.36M114.87M43.85M16.47M68M88.26M59.37M209.1M
Operating CF Margin %39.66%59.01%47.53%42.59%10.35%21.25%30.13%18.96%33.61%
Operating CF Growth %491.22%335.35%-1.28%-61.82%-62.44%312.77%29.8%-32.74%252.22%
Net Income14.68M85.95M90.36M-51.09M-1.26M33.51M38.77M28.92M30.17M
Depreciation & Amortization6.63M18.42M26.93M27.02M27.21M30.43M36.19M47.22M0
Stock-Based Compensation3.7M3.86M4.47M4.74M5.21M6.09M7.74M10.59M0
Deferred Taxes33.46M12.28M16.12M-9.15M132K7.68M7.25M3.98M0
Other Non-Cash Items-22.5M1.23M1.41M52.15M516K2.61M989K-2.66M198.53M
Working Capital Changes-9.24M-5.38M-24.42M20.19M-15.34M-12.34M-2.68M-28.69M-19.6M
Change in Receivables-8.47M-26.77M853K17.4M-15.24M-35.93M19.7M-16.78M-25.44M
Change in Inventory-7.53M-10.47M-2.74M-235K-978K-4.62M-6.19M-2.25M-3.13M
Change in Payables4.22M4.47M-3.58M3.05M2.96M13.34M-10.63M-3.45M8.51M
Cash from Investing-98.98M-160.54M-34M-3.77M-19.52M-79.54M-62M-305.03M-686.36M
Capital Expenditures-93.91M-161.08M-34.85M-4.66M-19.64M-81.41M-64.39M-188.42M0
CapEx % of Revenue139.35%81.68%14.42%4.53%12.34%25.44%21.98%60.18%103.95%
Acquisitions-5M000000-117.06M0
Investments---------
Other Investing-72K534K850K886K114K1.87M2.38M452K-686.36M
Cash from Financing132.11M5.82M-39.04M-46.59M-20.82M-16.12M-29.26M399.7M670.7M
Debt Issued (Net)2.28M12.97M-13.04M-35K-30K6.39M21.02M295.56M734.03M
Equity Issued (Net)155.76M-1.15M-4.36M-27.17M13K6K-27.8M151.09M0
Dividends Paid-25.82M-4.71M-19.26M-19.18M-13.56M-13.8M-14.07M-14.6M-21.76M
Share Repurchases0-1.15M-4.36M-27.17M00-27.8M-9.79M0
Other Financing-111K-1.3M-2.39M-212K-7.24M-8.71M-8.41M-32.35M-41.57M
Net Change in Cash
59.85M▲ 0%
-38.36M▼ 164.1%
41.83M▲ 209.0%
-6.52M▼ 115.6%
-23.87M▼ 266.3%
-27.66M▼ 15.9%
-3M▲ 89.1%
154.03M▲ 5231.0%
193.45M▲ 25.6%
Free Cash Flow
-67.25M▲ 0%
-44.72M▲ 33.5%
80.02M▲ 278.9%
39.19M▼ 51.0%
-3.17M▼ 108.1%
-13.41M▼ 323.9%
23.87M▲ 278.0%
-129.05M▼ 640.6%
-437.65M▼ 239.1%
FCF Margin %-99.79%-22.68%33.11%38.06%-1.99%-4.19%8.15%-41.22%-70.34%
FCF Growth %-948.57%33.51%278.93%-51.02%-108.08%-323.85%277.96%-640.58%-239.13%
FCF per Share-5.55-1.732.651.36-0.10-0.430.80-4.41-8.84
FCF Conversion (FCF/Net Income)-6.40x2.74x2.21x-1.49x-18.98x3.21x3.63x3.76x6.93x
Interest Paid104K281K275K282K132K249K2.96M11.46M22.41M
Taxes Paid45K314K663K796K325K370K478K503K799K

SEI Key Ratios

Solaris Energy Infrastructure, Inc. (SEI) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric2016201720182019202020212022202320242025
Return on Equity (ROE)--2.56%14.26%13.86%-8.09%-0.28%6.88%7.69%3.22%4.04%
Return on Invested Capital (ROIC)3.25%14.59%28.64%23.79%-14.62%-0.11%10.49%10.91%6.39%8.34%
Gross Margin44.16%65.1%59.77%52.59%9.9%10.38%21.81%26.94%25.86%45.87%
Net Margin--6.19%21.52%21.52%-28.49%-0.55%6.61%8.31%5.05%4.85%
Debt / Equity0.04x0.00x0.04x0.02x0.03x0.03x0.06x0.15x0.49x1.30x
Interest Coverage124.39x262.48x265.47x170.24x-369.75x-1.57x85.49x15.09x4.13x4.91x
FCF Conversion--6.40x2.74x2.21x-1.49x-18.98x3.21x3.63x3.76x6.93x
Revenue Growth27.82%271.18%192.6%22.56%-57.39%54.59%101.02%-8.46%6.88%98.73%

SEI Frequently Asked Questions

Solaris Energy Infrastructure, Inc. (SEI) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

Solaris Energy Infrastructure, Inc. (SEI) reported $622.2M in revenue for fiscal year 2025. This represents a 4280% 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 $30.2M in net income for fiscal year 2025 (4.8% net margin).

Dividend & Returns

Yes, Solaris Energy Infrastructure, Inc. (SEI) pays a dividend with a yield of 0.57%. 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 $437.7M in fiscal year 2025, likely due to heavy capital investments.

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