← Russell 3000 cross-section

SEI Solaris Energy Infrastructure, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Industrials

Scale

Market cap
$3.5bn
Revenue TTM
$551m
Net income TTM
$55m
Free cash flow
$-728m
Composite score
30.7
Sector rank
#1313

Valuation

P / E
63.5
EV / EBITDA
14.4
EV / sales
7.7
FCF yield
-20.90%
Earnings yield vs 10-yr
-3.16pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
9.9%
EBITDA margin
53.5%
ROE
6.1%
ROIC
11.0%
Revenue growth
23.3%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We expect the increased capacity and expanded scope to result in a substantial increase in contracted revenue and earnings from the contract over the term of the agreement relative to the original February 2026 agreement, as well as increased capital expenditures to fund the expanded scope. Market Trends and Outlook In the second quarter of 2026, Solaris Power Solutions continued to drive the Company’s growth, contributing 72% of total revenue and 80% of total segment Adjusted EBITDA. For the six months ended June 30, 2026, Solaris Power Solutions revenue contributed 69% of total revenue and 78% of total segment Adjusted EBITDA. …Solaris Energy Infrastructure, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

Read the full passage →