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SEI · Solaris Energy Infrastructure, Inc. · Earnings Call Transcripts & Audio

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$71.25 +0.07 (+0.10%)
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$5.43B
Shares
76.57M
Volume · Oct 1 966.34K Avg daily vol (3M) 3.07M

Solaris Energy Infrastructure, Inc. Earnings Call Transcripts

Quarterly earnings calls for Solaris Energy Infrastructure, Inc. (SEI), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

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
Investor Update
Investor event
2026-09-30
Solaris Energy Infrastructure, Inc. (SEI) September 2026 Investor Update
No reported result — non-financial event
Audio Transcript Slides
Capital Markets Day
Investor event
2026-09-08
Solaris Energy Infrastructure, Inc. (SEI) September 2026 Capital Markets Day
No reported result — non-financial event
Audio Transcript Slides
Capital Markets Day
Investor event
2026-09-02
Solaris Energy Infrastructure, Inc. (SEI) September 2026 Capital Markets Day
No reported result — non-financial event
Audio Transcript Slides
Capital Markets Day
Investor event
2026-09-02
Solaris Energy Infrastructure, Inc. (SEI) September 2026 Capital Markets Day
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-06
Solaris Energy Infrastructure, Inc. (SEI) Q2 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Capital Markets Day
Investor event
2026-07-06
Solaris Energy Infrastructure, Inc. (SEI) July 2026 Capital Markets Day
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-04-28
Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Solaris Energy Infrastructure, Inc. (SEI) Q4 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-03
Solaris Energy Infrastructure, Inc. (SEI) Q3 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Solaris Energy Infrastructure, Inc. (SEI) Q2 2025 Earnings Call Transcript
Confident tone Power Solutions segment growth Modular power / hybrid microgrids Proprietary technology & engineering
Revenue
$149.33M
▲ 102.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Solaris Energy Infrastructure, Inc. (SEI) Q1 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-21
Solaris Energy Infrastructure, Inc. (SEI) Q4 2024 Earnings Call Transcript
Confident tone Power Solutions Fleet Expansion Data Center Partnership Power-as-a-Service Model
Revenue
$96.30M*
▲ 52% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Solaris Energy Infrastructure, Inc. (SEI) Q3 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-10
Solaris Energy Infrastructure, Inc. (SEI) Q2 2024 Earnings Call
Revenue
$73.89M
▼ 4.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Solaris Energy Infrastructure, Inc. (SEI) Q1 2024 Earnings Call Transcript
Positive tone Shareholder Returns Free Cash Flow & Capital Allocation Industry Consolidation & M&A
Revenue
$67.89M
▼ 17.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-26
Solaris Energy Infrastructure, Inc. (SEI) Q4 2023 Earnings Call Transcript
Confident tone Free Cash Flow Generation and Conversion Shareholder Returns Frac Intensity and Sand Handling
Revenue
$63.35M*
▼ 24.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-27
Solaris Energy Infrastructure, Inc. (SEI) Q3 2023 Earnings Call
Revenue
$69.68M
▼ 24.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Solaris Energy Infrastructure, Inc. (SEI) Q2 2023 Earnings Call
Revenue
$77.20M
▼ 11% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
Solaris Energy Infrastructure, Inc. (SEI) Q1 2023 Earnings Call
Revenue
$82.72M
▲ 45.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Solaris Energy Infrastructure, Inc. (SEI) Q4 2022 Earnings Call
Revenue
$84.05M*
▲ 82.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Solaris Energy Infrastructure, Inc. (SEI) Q3 2022 Earnings Call
Revenue
$92.33M
▲ 87% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Solaris Energy Infrastructure, Inc. (SEI) Q2 2022 Earnings Call
Revenue
$86.71M
▲ 146.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Solaris Energy Infrastructure, Inc. (SEI) Q1 2022 Earnings Call
Revenue
$56.91M
▲ 98.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
Solaris Energy Infrastructure, Inc. (SEI) Q4 2021 Earnings Call
Revenue
$45.96M*
▲ 81.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Solaris Energy Infrastructure, Inc. (SEI) Q3 2021 Earnings Call
Revenue
$49.38M
▲ 140.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Solaris Energy Infrastructure, Inc. (SEI) Q2 2021 Earnings Call
Revenue
$35.18M
▲ 276.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
Solaris Energy Infrastructure, Inc. (SEI) Q1 2021 Earnings Call
Revenue
$28.67M
▼ 40.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-22
Solaris Energy Infrastructure, Inc. (SEI) Q4 2020 Earnings Call
Revenue
$25.28M
▼ 59.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Solaris Energy Infrastructure, Inc. (SEI) Q3 2020 Earnings Call
Revenue
$20.53M
▼ 65.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Solaris Energy Infrastructure, Inc. (SEI) Q2 2020 Earnings Call
Revenue
$9.34M
▼ 85.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
Solaris Energy Infrastructure, Inc. (SEI) Q1 2020 Earnings Call
Revenue
$47.83M
▼ 13.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-18
Solaris Energy Infrastructure, Inc. (SEI) Q4 2019 Earnings Call
Revenue
$62.86M
▲ 9.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–32 of 32 earnings calls
Key facts CIK 1697500 CUSIP 83418M103 13F (30d) 8 filings 8 filers Visit website Investor relations