--- title: "Solaris Energy Infrastructure | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 219.4 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295013729.md" datetime: "2026-08-05T20:51:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295013729.md) - [en](https://longbridge.com/en/news/295013729.md) - [zh-HK](https://longbridge.com/zh-HK/news/295013729.md) generator: "portal-rs" --- # Solaris Energy Infrastructure | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 219.4 M Revenue: As of FY2026 Q2, the actual value is USD 219.4 M, beating the estimate of USD 207.13 M. EPS: As of FY2026 Q2, the actual value is USD 0.26. EBIT: As of FY2026 Q2, the actual value is USD 45.05 M. #### Second Quarter 2026 Summary Results - **Net Income**: Net income was $25,232 thousand for the three months ended June 30, 2026, up from $24,129 thousand in the prior year period. - **Net Income Attributable to Solaris Energy Infrastructure, Inc.**: Net income attributable to Solaris Energy Infrastructure, Inc. was $20,486 thousand for the three months ended June 30, 2026, compared to $11,955 thousand for the three months ended June 30, 2025. - **Operating Income**: Operating income for the three months ended June 30, 2026, was $56,513 thousand, compared to $35,569 thousand for the same period in 2025. - **Total Operating Costs and Expenses**: Total operating costs and expenses were $162,887 thousand for the three months ended June 30, 2026, versus $113,759 thousand for the three months ended June 30, 2025. - **Adjusted EBITDA**: Adjusted EBITDA for the three months ended June 30, 2026, was $108,279 thousand, up from $60,607 thousand in the prior year period, and increased 30% sequentially from the first quarter of 2026. - **Adjusted EBITDA Attributable to Solaris**: Adjusted EBITDA attributable to Solaris was $110,813 thousand for the three months ended June 30, 2026. - **Adjusted Pro Forma Net Income**: Adjusted pro forma net income was $36,546 thousand for the three months ended June 30, 2026, compared to $24,634 thousand for the same period in 2025. #### Segment Performance (Three Months Ended June 30, 2026) ##### Solaris Power Solutions - **Revenue**: Revenue was $158,342 thousand, up 23% from the first quarter of 2026. - **Activity**: Averaged approximately 950 MW of capacity earning revenue, a 4% increase compared to approximately 910 MW in the first quarter of 2026. - **Segment Adjusted EBITDA**: Segment Adjusted EBITDA was $96,432 thousand, a 34% increase from the first quarter of 2026, primarily due to increased ancillary service revenue. - **Capital Expenditures**: Capital expenditures totaled $488,228 thousand. ##### Solaris Logistics Solutions - **Revenue**: Revenue was $61,058 thousand, a 10% decrease from the first quarter of 2026 due to lower last-mile transportation activity. - **Segment Adjusted EBITDA**: Segment Adjusted EBITDA was $24,752 thousand, a 7% increase from the first quarter of 2026, primarily due to increased system activity and a more favorable project mix. - **Capital Expenditures**: Capital expenditures totaled $3,290 thousand. #### Other Key Financial Metrics - **Cash and Cash Equivalents Attributable to Solaris**: As of June 30, 2026, cash and cash equivalents attributable to Solaris was $888,485 thousand, significantly up from $339,416 thousand on December 31, 2025. - **Debt Attributable to Solaris**: Debt attributable to Solaris was $2,323,935 thousand as of June 30, 2026, compared to $972,635 thousand on December 31, 2025. - **Liquidity**: The company ended the quarter with approximately $1.4 billion in available liquidity. - **Dividends**: The Board of Directors approved a third quarter 2026 dividend of $0.12 per share, payable on September 25, 2026, which will be the company’s 32nd consecutive dividend. - **Growth Financing**: Solaris Energy Infrastructure, Inc. completed a $1.3 billion senior, unsecured notes offering and secured a new, undrawn $650 million credit facility. - **Corporate Credit Ratings**: Corporate credit ratings assigned by S&P Global Ratings (BB-), Moody’s Ratings (Ba3), and Fitch Ratings (BB). #### Operational Highlights - **Contract Expansion**: Solaris Energy Infrastructure, Inc. expanded three long-term contracts, which are expected to add over $100 million of annual Adjusted EBITDA. - The Hatchbo Agreement tenor was extended to up to 18 years and its scope expanded to include a full turnkey ~660 MW power plant for AI workloads. - Another energy customer expanded its contracted microgrid capacity from 60 MW to approximately 80 MW and extended the contract tenor from 4 to 6 years. - **Acquisition**: The company acquired Global Energy Services Alliance, Inc. (GESA), enhancing project execution capacity and adding aftermarket services. - **Strategic Investment**: Solaris Energy Infrastructure, Inc. made an equity investment in Deployable Energy, a Small Modular Reactor (SMR) Nuclear Technology Company, providing early exposure to next-generation nuclear technology. #### Outlook / Guidance Solaris Energy Infrastructure, Inc. raised its third quarter 2026 Adjusted EBITDA guidance to $90-105 million from the previous $80-95 million. The company also established fourth quarter 2026 Adjusted EBITDA guidance at $100-120 million. ### Related Stocks - [SEI.US](https://longbridge.com/en/quote/SEI.US.md) ## Related News & Research - [Northland Securities Forecasts SEI FY2026 Earnings](https://longbridge.com/en/news/296739865.md) - [Assessing Solaris Energy Infrastructure (SEI) Valuation After Its Shift Toward Power And Data Center Customers](https://longbridge.com/en/news/279097904.md) - [Deployable Energy Welcomes Strategic Investment and Commercialization Collaboration with Solaris Energy Infrastructure | SEI Stock News](https://longbridge.com/en/news/295413110.md) - [Vestcor Inc Makes New $1.31 Million Investment in Solaris Energy Infrastructure, Inc. $SEI](https://longbridge.com/en/news/278878132.md) - [Solaris Energy Infrastructure: Buy Rating Reiterated as Strong Quarter and Contract Extensions Support Unchanged $104 Price Target](https://longbridge.com/en/news/295021681.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**