SEI · Solaris Energy Infrastructure, Inc.
$63.30
+3.40 (+5.68%)
At close · Aug 14
Market Cap
$4.85B
Shares
76.57M
Solaris Energy Infrastructure, Inc. Earnings Call Transcripts
Every quarterly earnings call for Solaris Energy Infrastructure, Inc. (SEI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲87%
$92.33M
$7.41M
'22 Q3
22-10-31
▲82.9%
$84.05M
$4.80M
'22 Q4
23-02-22
▲45.3%
$82.72M
$7.57M
'23 Q1
23-05-01
▼11%
$77.20M
$7.53M
'23 Q2
23-07-27
▼24.5%
$69.68M
$4.93M
'23 Q3
23-10-27
▼24.6%
$63.35M
$4.30M
'23 Q4
24-02-26
▼17.9%
$67.89M
$4.32M
'24 Q1
24-04-25
▼4.3%
$73.89M
$6.21M
'24 Q2
24-07-10
▲7.7%
$75.02M
−$968,000
'24 Q3
24-11-04
▲52%
$96.30M
$6.25M
'24 Q4
25-02-21
▲86.1%
$126.33M
$5.32M
'25 Q1
25-04-30
▲102.1%
$149.33M
$11.96M
'25 Q2
25-07-24
▲122.4%
$166.84M
$14.55M
'25 Q3
25-11-03
▲86.6%
$179.70M
−$1.66M
'25 Q4
26-02-25
▲55.3%
$196.24M
$21.44M
'26 Q1
26-04-28
LATEST
▲46.9%
$219.40M
$20.49M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Q2 2026 Earnings Conference Call August 06, 2026 Click Here For Webcast »
Confident tone
Nuclear SMR investment (Deployable Energy)
Behind-the-meter / islanded power demand
Contract expansions and customer relationships
Revenue
$219.40M
▲ 46.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2026-07-06
July 2026 Investor Presentation July 06, 2026 View Presentation »
No reported result — non-financial event
Audio
Transcript
Slides
Capital Markets Day
Investor event
2026-06-01
June 2026 Investor Presentation June 01, 2026 View Presentation »
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-28
Solaris Energy Infrastructure, Inc. Q1 FY2026 Earnings Call
Confident tone
Joint venture and project economics
Integrated / vertically integrated power platform
Power contract wins and customer expansion
Revenue
$196.24M
▲ 55.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Solaris Energy Infrastructure, Inc. Q4 FY2025 Earnings Call
Confident tone
Power Solutions segment growth
Behind-the-meter power for data centers
Guidance conservatism and execution risk
Revenue
$179.70M*
▲ 86.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-03
Solaris Energy Infrastructure, Inc. Q3 FY2025 Earnings Call
Confident tone
Power Solutions segment growth and capacity expansion
Data center and AI power demand opportunity
Record Q3 financial results and execution
Revenue
$166.84M
▲ 122.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Solaris Energy Infrastructure, Inc. Q2 FY2025 Earnings Call
Confident tone
Power Solutions segment growth
Modular power / hybrid microgrids
Proprietary technology & engineering
Revenue
$149.33M
▲ 102.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Solaris Energy Infrastructure, Inc. Q1 FY2025 Earnings Call
Confident tone
Power Solutions growth and data center strategy
Joint venture upsizing and contract expansion
Logistics segment performance and top-fill system
Revenue
$126.33M
▲ 86.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-21
Solaris Energy Infrastructure, Inc. Q4 FY2024 Earnings Call
Confident tone
Power Solutions Fleet Expansion
Data Center Partnership
Power-as-a-Service Model
Revenue
$96.30M*
▲ 52% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Solaris Energy Infrastructure, Inc. Q3 FY2024 Earnings Call
Confident tone
Fleet Expansion and Contracting
Behind-the-Meter Power Demand and AI Data Centers
Free Cash Flow and Capital Allocation
Revenue
$75.02M
▲ 7.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-10
Solaris Energy Infrastructure, Inc. Q2 FY2024 Earnings Call
Revenue
$73.89M
▼ 4.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Solaris Energy Infrastructure, Inc. Q1 FY2024 Earnings Call
Positive tone
Shareholder Returns
Free Cash Flow & Capital Allocation
Industry Consolidation & M&A
Revenue
$67.89M
▼ 17.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-26
Solaris Energy Infrastructure, Inc. Q4 FY2023 Earnings Call
Confident tone
Free Cash Flow Generation and Conversion
Shareholder Returns
Frac Intensity and Sand Handling
Revenue
$63.35M*
▼ 24.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-27
Solaris Energy Infrastructure, Inc. Q3 FY2023 Earnings Call
Revenue
$69.68M
▼ 24.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Solaris Energy Infrastructure, Inc. Q2 FY2023 Earnings Call
Revenue
$77.20M
▼ 11% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
Solaris Energy Infrastructure, Inc. Q1 FY2023 Earnings Call
Revenue
$82.72M
▲ 45.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Solaris Energy Infrastructure, Inc. Q4 FY2022 Earnings Call
Revenue
$84.05M*
▲ 82.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Solaris Energy Infrastructure, Inc. Q3 FY2022 Earnings Call
Revenue
$92.33M
▲ 87% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Solaris Energy Infrastructure, Inc. Q2 FY2022 Earnings Call
Revenue
$86.71M
▲ 146.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Solaris Energy Infrastructure, Inc. Q1 FY2022 Earnings Call
Revenue
$56.91M
▲ 98.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
Solaris Energy Infrastructure, Inc. Q4 FY2021 Earnings Call
Revenue
$45.96M*
▲ 81.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Solaris Energy Infrastructure, Inc. Q3 FY2021 Earnings Call
Revenue
$49.38M
▲ 140.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Solaris Energy Infrastructure, Inc. Q2 FY2021 Earnings Call
Revenue
$35.18M
▲ 276.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
Solaris Energy Infrastructure, Inc. Q1 FY2021 Earnings Call
Revenue
$28.67M
▼ 40.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-22
Solaris Energy Infrastructure, Inc. Q4 FY2020 Earnings Call
Revenue
$25.28M
▼ 59.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Solaris Energy Infrastructure, Inc. Q3 FY2020 Earnings Call
Revenue
$20.53M
▼ 65.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Solaris Energy Infrastructure, Inc. Q2 FY2020 Earnings Call
Revenue
$9.34M
▼ 85.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
Solaris Energy Infrastructure, Inc. Q1 FY2020 Earnings Call
Revenue
$47.83M
▼ 13.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-18
Solaris Energy Infrastructure, Inc. Q4 FY2019 Earnings Call
Revenue
$62.86M
▲ 9.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–29 of 29 earnings calls
Key facts
CIK
1697500
CUSIP
83418M103
13F (30d)
417 filings
412 filers
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