Stocks Consumer discretionary SEI
NYSE · Consumer discretionarySolaris Energy Infrastructure, Inc. (SEI)
Solaris Energy Infrastructure, Inc. brought in $936.4M of revenue over the twelve months to September 30, 2026, up 73.8% from a year earlier. Net income was $74.9M, a net margin of 8.0%. In fiscal 2025 capital spending exceeded operating cash flow by $437.7M. At September 30, 2026 it held $399.5M in cash against $1.7B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 6, 2026.
Key facts about Solaris Energy Infrastructure, Inc.
- Net worth
- Solaris Energy Infrastructure, Inc. has a market value (market cap) of $4.8B at the latest share price, and shareholders' equity of $1.3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $622.2M (+98.7% year on year), with net income of $30.2M. Over the 12 months to September 30, 2026: revenue $936.4M, net income $74.9M.
- Cash flow
- In fiscal 2025 operations brought in $209.1M of cash; after $646.8M of capital spending, free cash flow was -$437.7M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 6, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Solaris Energy Infrastructure, Inc.'s next report is expected around February 23, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Solaris Energy Infrastructure, Inc. paid dividends of $0.48 per share in fiscal 2025, a yield of 0.77% at the current price.
What Solaris Energy Infrastructure, Inc. does
Solaris Energy Infrastructure, Inc. is registered with the SEC under industry code SIC 3533 (Oil & Gas Field Machinery & Equipment). Its shares trade on NYSE under the ticker SEI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $622.2M | $30.2M | n/a | -$437.7M |
| 2024 | $313.1M | $15.8M | n/a | -$129.1M |
| 2023 | $292.9M | $24.3M | n/a | $25M |
| 2022 | $320M | $21.2M | n/a | -$13.4M |
| 2021 | $159.2M | -$868K | n/a | -$3.2M |
| 2020 | $103M | -$29.3M | n/a | $39.2M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where SEI ranks in Consumer discretionary
Dividends
Solaris Energy Infrastructure, Inc. paid $0.48 per share in fiscal 2025. At the current price that is a yield of 0.77%. It paid out $21.8M in cash dividends, 72% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.48 | $21.8M | 72% |
| 2024 | $0.48 | $14.6M | 92% |
| 2023 | $0.45 | $14.1M | 58% |
| 2022 | $0.42 | $13.8M | 65% |
| 2021 | $0.42 | $13.4M | n/a |
| 2020 | $0.42 | $12.4M | n/a |
Latest SEC filings
What Solaris Energy Infrastructure, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 104% to $341.1M versus the same quarter last year; net income rose 138% to $34.6M.
- November 4, 2026
- October 29, 2026Other event 8-K
- October 1, 2026Material agreement8-KSolaris Energy Infrastructure issued $1.25 billion in senior notes and increased its revolving credit facility to $850.0 million.
- September 23, 2026Material agreement8-KSolaris Energy Infrastructure priced an upsized offering of $1.25 billion in senior notes.
- September 22, 2026
- September 8, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 47% to $219.4M versus the same quarter last year; net income rose 71% to $20.5M.
- August 6, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running Solaris Energy Infrastructure, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $501K worth of shares on the open market in the last 90 days and sold none.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 8, 2026 | Teague AjDirector | Bought | 3,900 | $250.4K |
| September 8, 2026 | Teague AjDirector | Boughtindirect | 3,900 | $250.6K |
| August 23, 2026 | Walker Ray N JRDirector | Received as pay | 3,075 | - |
| August 23, 2026 | Yzaguirre Mario MaxDirector | Received as pay | 3,160 | - |
| August 23, 2026 | Burke James RDirector | Received as pay | 3,075 | - |
| August 23, 2026 | Teague AjDirector | Received as pay | 3,075 | - |
| August 23, 2026 | Argo Laurie HDirector | Received as pay | 3,331 | - |
| August 23, 2026 | Keenan W Howard JRDirector | Received as pay | 2,989 | - |
Who owns SEI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| William A. Zartler13G, passive | 10% | February 13, 2026 |
| Solaris Energy Capital, LLC13G, passive | 8.5% | February 14, 2025 |
| Yorktown Energy Partners X, L.P.13G, passive with 2 related filers | 7.2% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 432 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 5,204,415 | +1,081,979 |
| Encompass Capital Advisors LLC | 2,519,604 | +769,604 |
| Vanguard Capital Management LLC | 2,447,630 | +407,179 |
| Morgan Stanley | 2,024,283 | +316,828 |
| Two Sigma Investments, LP | 1,979,861 | +38,315 |
| Summit Partners Public Asset Management, LLC | 1,692,838 | -36,217 |
| Jennison Associates LLC | 1,691,193 | +511,457 |
| Valiant Capital Management, L.P. | 1,604,346 | +484,843 |
| Driehaus Capital Management LLC | 1,584,985 | -43,189 |
| Fmr LLC | 1,581,402 | -281,159 |
| State Street Corp | 1,487,464 | +132,118 |
| Van Eck Associates Corp | 1,478,669 | -475,786 |
| Geode Capital Management, LLC | 1,352,450 | +251,299 |
| Goldman Sachs Group Inc | 1,278,618 | +144,755 |
| Ameriprise Financial Inc | 1,144,927 | +419,904 |
| Clearbridge Investments, LLC | 1,138,159 | +1,026,595 |
| Situational Awareness LP | 1,129,621 | +24,070 |
| Korea Investment CORP | 1,096,000 | +425,486 |
| Advent International, L.P. | 1,094,427 | -146,935 |
| Principal Financial Group Inc | 1,072,200 | -72,452 |
Insiders
14 insiders reported holding 7,806,728 shares in total, about $488.8M at the last price.
| Holder | Shares |
|---|---|
| Keenan W Howard JRDirector | 5,171,2735,079,234 held indirectly |
| Zartler William AChairman and Co-CEO, Director, 10% owner | 1,314,883 |
| Ramachandran Kyle S.President | 407,779 |
| Brock Amanda MCo-Chief Executive Officer, Director | 276,080 |
| Durrett Cynthia M.Chief Administrative Officer, Director | 154,527 |
| Teague AjDirector | 131,82514,960 held indirectly |
| Powell Christopher MChief Legal Officer | 114,117 |
| Giesinger Edgar R. JR.Director | 94,202 |
| Argo Laurie HDirector | 48,170 |
| Wirtz Christopher P.Chief Accounting Officer | 34,782 |
Questions about SEI
What does Solaris Energy Infrastructure, Inc. do?
Solaris Energy Infrastructure, Inc. is a company in the Consumer discretionary sector, listed on NYSE as SEI. Its shares trade on NYSE under the ticker SEI.
What is Solaris Energy Infrastructure, Inc.'s net worth?
Solaris Energy Infrastructure, Inc. has a market value (market cap) of $4.8B at the latest share price, and shareholders' equity of $1.3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Solaris Energy Infrastructure, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $74.9M on revenue of $936.4M, a net margin of 8.0%.
How much revenue does Solaris Energy Infrastructure, Inc. make?
Over the twelve months to September 30, 2026 Solaris Energy Infrastructure, Inc. reported revenue of $936.4M. That is 73.8% more than a year earlier.
When did Solaris Energy Infrastructure, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 6, 2026. It covers the period to September 30, 2026.
When is Solaris Energy Infrastructure, Inc.'s next earnings report?
Solaris Energy Infrastructure, Inc.'s next report is expected around February 23, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Solaris Energy Infrastructure, Inc. pay a dividend?
Yes. Solaris Energy Infrastructure, Inc. paid dividends of $0.48 per share in fiscal 2025, a yield of 0.77% at the current price.
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Where the numbers come from
Financial figures are the values Solaris Energy Infrastructure, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.