Solaris Energy Infrastructure

Q2 FY2026 EarningsQ2 FY26 results beat consensus on the top-line with revenue of $219.4M vs. $208.2M expected, driven by the Solaris Power Solutions segment's 109% YoY growth. Cash gross margin of 57.6% exceeded the 54.0% consensus, reflecting high utilization in AI-focused power assets. Despite a reported GAAP Diluted EPS of $0.26 trailing the $0.34 mean estimate due to $14.8M in debt extinguishment costs and increased dilutive share counts, operational performance remains robust. Management increased long-term capacity guidance to 3,200 MW by 2029, supported by significant contract expansions for AI data center workloads.