SEI · Solaris Energy Infrastructure, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | 108M | Second quarter 2026 | — |
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GAAP → non-GAAP reconciliationGAAP EBITDA $81.21M
+$11.77M Stock-based compensation expense
+$14.83M Loss on extinguishment of debt
+$1.63M Transaction and acquisition-related costs
-$1.15M Other
= Adjusted EBITDA $108.28M
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| Adjusted EBITDA attributable to Solaris non-GAAP | 196.86M | Six Months Ended June 30, 2026 | — |
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| Adjusted pro forma earnings per share - diluted non-GAAP | $0.83 | Six Months Ended June 30, 2026 | — |
| Capacity earning revenue | 950 | Second quarter 2026 | — |
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| EBITDA non-GAAP | 155.26M | Six Months Ended June 30, 2026 | — |
| Solaris Logistics Solutions Segment Adjusted EBITDA non-GAAP | 47.96M | Six Months Ended June 30, 2026 | — |
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| Solaris Power Solutions Segment Adjusted EBITDA non-GAAP | 168.29M | Six Months Ended June 30, 2026 | — |
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| Total Adjusted EBITDA non-GAAP | 191.86M | Six Months Ended June 30, 2026 | — |
| Fully utilized systems | 104 | First quarter 2026 | — |
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| Segment Adjusted EBITDA non-GAAP | $53M | fourth quarter 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Oil & Gas Equipment & Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SEI
this stock
Solaris Energy Infrastructure, Inc.
|
$4.78B | +27.9% | +98.7% | — | 19.8% |
|
SLB
Slb Limited/Nv
|
$79.16B | +39.5% | +9.5% | 26.0 | 3.8% |
|
BKR
Baker Hughes Co
|
$63.97B | +41.6% | -0.3% | — | 2.5% |
|
FTI
TechnipFMC plc
|
$30.20B | +72.8% | +9.4% | 26.8 | 3.4% |
|
HAL
Halliburton Co
|
$29.18B | +23.9% | +22.5% | — | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SEI | -4.9% | -6.7% | +15.4% | +14.4% | +27.9% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -4.4% | -9.6% | +3.8% | +11.4% | +15.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.