{"filings":[{"id":1472516,"accession_number":"0001628280-26-047296","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-07-06T20:33:17+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"Solaris Energy Infrastructure acquires GESA for ~$55M cash + 2.88M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: ~$55M cash (incl. debt assumption) and 2,880,682 shares of SEI Class A common stock.","GESA formed via combination of Baseload Power (U.S. aftermarket) and Pro-Per Energy Services (global O&M).","Acquisition expected to be accretive to earnings and free cash flow per share.","Expands Solaris' capabilities to full cycle power solutions and opens new domestic/international end markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":527077,"accession_number":"0001193125-26-230786","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-05-19T20:15:27+00:00","items":["5.07"],"status":"ready","headline":"Solaris Energy Infrastructure reports 2026 annual meeting voting results; all director nominees elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders elected Edgar R. Giesinger, A. James Teague, and William A. Zartler as Class III directors.","Ratified BDO USA as independent auditor for fiscal 2026 with 57.1M votes for, 0.2M against.","Advisory vote on executive compensation approved with 45.6M for, 7.2M against, 4.3M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":42722,"accession_number":"0001193125-26-219852","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-05-12T21:15:31+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Solaris issues $1.3B 6.375% senior notes due 2031 and enters $650M revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.3B 6.375% senior notes due 2031 at par; net proceeds ~$1,276.1M after discount and expenses.","Entered $650M revolving credit facility with up to $200M accordion; MUFG Bank serves as administrative agent.","Proceeds used to repay outstanding borrowings; terminated $500M term loan and ~$148.6M Stonebriar term loan.","Stonebriar termination incurred ~$5.9M prepayment fees; all liens and security interests released.","Notes mature May 15, 2031, interest semi-annual at 6.375%; senior unsecured guaranteed by parent and subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94779,"accession_number":"0001193125-26-209192","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Solaris Energy Infrastructure prices $1.3B of 6.375% Senior Notes due 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.3B aggregate principal of 6.375% Senior Notes due May 15, 2031 at par.","Net proceeds of ~$1.2793B to repay outstanding borrowings and fund growth capex.","Closing expected May 12, 2026 subject to customary conditions.","Notes are senior unsecured, guaranteed by Solaris and restricted subsidiaries.","Goldman Sachs & Co. acted as representative of initial purchasers; offering exempt from registration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94778,"accession_number":"0001193125-26-205278","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Solaris Energy Infrastructure to offer $1.3B Senior Notes due 2031; updates contracts and growth","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.3B of Senior Notes due 2031 to be offered privately; proceeds used to repay borrowings and fund growth capex.","Entered three long-term fixed-fee contracts totaling >2,200 MW with investment-grade technology customers; cancellable at 50% of remaining undiscounted revenue.","Power Solutions segment contributed 76% of Q1 2026 segment Adjusted EBITDA; expected >90% by end 2029.","Fleet expected to reach ~3,100 MW by 2029; potential illustrative run-rate Adjusted EBITDA of $875-925M.","New $650M revolving credit facility expected concurrent with note issuance; net leverage target ~3.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94774,"accession_number":"0001193125-26-201448","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K/A","filed_at":"2026-05-01T23:59:59+00:00","items":["9.01","2.01"],"status":"ready","headline":"Solaris Energy amends 8-K to clarify Focus Genco acquisition not significant for Rule 3-05","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Acquisition of Focus Genco Cayman Ltd. closed March 16, 2026, originally reported March 20.","Amendment revises Items 2.01 and 9.01; transaction deemed not a 'significant amount of assets' under Regulation S-X.","No historical financial statements or pro forma financial information required for Genco.","All other disclosures from the original 8-K remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94777,"accession_number":"0001193125-26-186933","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Solaris Energy subsidiary signs 10-yr deal to provide 600+ MW power capacity","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Wholly owned subsidiary agreed to supply over 600 MW of power capacity with balance of plant scope.","Customer is an affiliate of an investment-grade technology company.","Contract term is 10 years, beginning late 2026 and scaling through 2028.","No financial terms or revenue impact disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94776,"accession_number":"0001628280-26-027520","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q1 2026 revenue $196M, adj EBITDA $84M; raises Q2 guidance, signs 600 MW power contract","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $196M (+9% QoQ); net income $32M ($0.32 diluted EPS); adj pro forma net income $39M ($0.44 per share).","Adjusted EBITDA $84M (+22% QoQ); Power Solutions segment EBITDA $72M (+34%), Logistics $23M (+2%).","Raised Q2 2026 adj EBITDA guidance to $83-93M from $76-84M; Q3 guidance $80-95M.","Signed 3rd long-term power contract: >600 MW, 10-year term +5-year option, with affiliate of investment-grade global tech company.","Declared Q2 dividend $0.12/share, payable June 12 to holders of record June 2; 31st consecutive dividend."],"consensus_eps_estimate":0.2651,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":196239000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94775,"accession_number":"0001193125-26-148031","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-04-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Solaris Energy secures additional $200M term loan commitments, total now $500M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Additional $200M in senior secured term loan commitments via Amendment No. 1, increasing total facility to $500M.","Draw available until October 8, 2026, subject to customary conditions.","Goldman Sachs Bank USA acts as administrative and collateral agent; Banco Santander, NY branch also a lender.","Proceeds fund mutual business enterprise; existing loan and security documents reaffirmed and unchanged.","Amendment dated April 8, 2026; all Obligors and Parent represented by CFO Stephan Tompsett."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107396,"accession_number":"0001193125-26-117930","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-03-20T23:59:59+00:00","items":["1.01","1.02","2.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Solaris Energy acquires Focus Genco for $81M cash + 4.18M shares; adds $300M term loan and 500MW turbine slots","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired 100% of Focus Genco Cayman Ltd. for ~$81M cash and 4,182,772 shares of SEI common stock; closed March 16, 2026.","Entered $300M senior secured term loan with Goldman Sachs (matures March 15, 2027) for working capital and general corporate purposes.","Entered $148.6M term loan (Stonebriar, matures April 1, 2032) secured by equipment acquired in the transaction.","Assumed Turbine Purchase Agreement (Baker Hughes) for 30 gas turbine slots providing ~500 MW capacity from early 2027 thru 2029.","Terminated existing ABL credit facility (Bank of America) with no outstanding borrowings as of termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107395,"accession_number":"0001628280-26-011142","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q4 rev $180M (+8% seq), adj EBITDA $69M; guides Q1 EBITDA $72-77M, new 500MW hyperscaler deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $180M (+8% seq); net loss $4M ($0.04 loss); adj pro forma net income $30M ($0.35/share).","FY2025 revenue growth 99% vs 2024; adjusted EBITDA grew 137% YoY; adj pro forma net income up 278%.","Q1 2026 Adj EBITDA guidance raised to $72-77M (from $70-75M); Q2 2026 guidance $76-84M.","Feb 12, 2026: agreement to provide >500 MW power to leading hyperscaler, initial 10-yr term, starting Q1 2027.","Board declared Q1 2026 dividend $0.12/share, payable Mar 20, 2026 to holders of record Mar 10, 2026."],"consensus_eps_estimate":0.2707,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":622205000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107394,"accession_number":"0001193125-26-054550","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Solaris Energy Infrastructure appoints Stephan Tompsett as CFO, effective Feb 12, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephan Tompsett named CFO; previously CFO of Aris Water Solutions (Sept 2022–Oct 2025).","Kyle Ramachandran ceases as CFO but remains President and head of Solaris Power Solutions.","Tompsett's compensation terms not yet finalized; will be disclosed in a subsequent filing.","Company entered into a standard indemnification agreement with Tompsett.","Tompsett holds MBA from UT Austin; began career at JPMorgan as investment banker."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107393,"accession_number":"0001193125-26-048667","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Solaris Energy signs deal to supply 500+ MW power equipment for AI data centers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreement with Hatchbo (affiliate of investment-grade global tech firm) for over 500 MW of generation equipment.","Initial rental term begins Jan 1, 2027, runs for 10 years or until a PPA is executed; Customer may extend 5 years.","Customer can terminate for convenience with 30 days' notice, paying 50% of remaining rental fees through the Rental Term.","Parent entity provides a guaranty capped at 50% of total initial rental fees, ratably decreasing annually.","Parties agree to negotiate a PPA for ownership, installation and operation of the equipment by Solaris."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123744,"accession_number":"0001697500-25-000037","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q3 revenue $167M (+12% QoQ); raises Q4 EBITDA guidance to $65-70M; orders 500 MW capacity","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $167M, net income $25M ($0.31 diluted EPS); adjusted pro forma net income $24M ($0.32).","Total Adjusted EBITDA $68M (+12% QoQ); Q4 guidance raised to $65-70M; Q1 2026 guidance $70-75M.","Power Solutions revenue $105M (+39% QoQ) with ~760 MW earning revenue; Logistics revenue $62M (-16% QoQ).","Ordered ~500 MW generation capacity; expects ~2,200 MW pro forma by early 2028; funded via $748M 0.25% convertible notes.","Amanda Brock appointed co-CEO and Director; Q4 dividend $0.12/share payable Dec. 18 to holders of record Dec. 8."],"consensus_eps_estimate":0.2463,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":442503000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123743,"accession_number":"0001193125-25-242490","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-10-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Solaris Energy Infrastructure appoints Amanda Brock as Co-CEO and director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amanda Brock appointed Co-CEO alongside Chairman Bill Zartler, effective Oct. 16, 2025.","Brock previously served as CEO of Aris Water Solutions until its sale to Western Midstream.","Appointed to Board as Class I director, term expiring at 2027 annual meeting.","Compensation terms still being finalized; eligible for CIC Plan Tier 1 benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123742,"accession_number":"0001193125-25-234638","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-10-08T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Solaris Energy issues $747.5M 0.25% convertible notes due 2031, enters capped calls","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $747.5M aggregate principal of 0.25% Convertible Senior Notes due 2031; initial conversion price ~$57.20 per share.","Capped call transactions purchased for $65.6M to reduce dilution; cap price $88.00 per share (88.24% premium over last sale).","Concurrent delta placement of 1.8M shares of class A common stock at par value $0.01 per share to facilitate hedging.","Notes are senior unsecured, rank equally with existing senior debt, interest payable semi-annually starting April 1, 2026.","Maturity October 1, 2031; redeemable at company's option after October 2, 2028 subject to stock price conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123741,"accession_number":"0001193125-25-231980","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["1.01","2.03","8.01"],"status":"ready","headline":"Solaris Energy expands turbine capacity to ~500 MW via 80 MW purchase; amends revolver for convertible debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered third amendment to revolving credit facility with Bank of America, permitting issuance of convertible debt and related derivative securities.","Identified opportunity to purchase 80 MW of immediately available turbine capacity from a manufacturer.","Combined with existing on-order capacity (delivery H2 2026), total turbine capacity will reach approximately 500 MW."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140425,"accession_number":"0001697500-25-000032","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q2 revenue $149M (+18% QoQ), Adj. EBITDA $61M; raises Q3 EBITDA guidance to $58-63M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $149M, net income $24M ($0.30 diluted EPS); adjusted pro forma net income $25M ($0.34 EPS).","Total Adjusted EBITDA $61M (+29% QoQ); Power Solutions $46M (+43% QoQ), Logistics $23M (-13% QoQ).","Raised Q3 2025 Adj. EBITDA guidance to $58-63M (prev. $55-60M); Q4 also $58-63M.","Closed $155M 4.75% senior convertible notes; Stateline JV closed $550M loan facility ($72M initial draw).","Declared $0.12/share dividend for Q3, payable Sep 26, 2025, record Sep 16, 2025 (28th consecutive)."],"consensus_eps_estimate":0.1805,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":275660000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158093,"accession_number":"0001193125-25-130762","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Stateline Power (Solaris JV) secures up to $550M loan from Stonebriar for capex","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Loan max $550M or 80% of equipment cost, used for capital expenditures.","Two-phase structure: interim floating-rate advances convert to fixed-rate term notes.","Covenants: FCCR >=1.35x and Leverage Ratio <=3.50x, tested from March 2027.","Loan secured by Stateline's assets and 100% of its equity pledge.","Remaining capital needs expected to be funded by member cash equity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158092,"accession_number":"0001193125-25-123157","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Solaris Energy Infrastructure announces 2025 annual meeting voting results","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Class II directors: Cynthia M. Durrett (50,387,718 for), W. Howard Keenan, Jr. (50,547,842 for), Ray N. Walker, Jr. (50,795,563 for).","Ratified BDO USA, P.C. as independent auditor for 2025 with 61,168,697 votes for, 352,588 against, 24,811 abstentions.","Advisory vote on named executive officer compensation approved with 57,319,265 for, 674,866 against, 19,845 abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158091,"accession_number":"0001193125-25-111683","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Solaris Energy issues $155M of 4.75% convertible senior notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$135M base plus $20M full exercise of over-allotment; total $155M principal.","Notes bear 4.75% interest, mature May 1, 2030; semi-annual payments start Nov 1, 2025.","Initial conversion price ~$26.39 per share (37.8896 shares per $1,000).","Concurrent delta offering: 1,193,521 shares of Class A common stock borrowed for hedging.","Morgan Stanley & Co. acted as representative underwriter for both offerings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158090,"accession_number":"0001193125-25-107559","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["1.01","2.02","8.01","2.03","9.01"],"status":"ready","headline":"Solaris forms AI data center JV, reports preliminary Q1 revenue $126M and EPS $0.14","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Formed Stateline JV with CTC; contributed $86.4M assets for 50.1% equity, CTC $86M for 49.9%.","JV to provide off-grid power for AI data center; represents ~900 MW (53% of Solaris Power Solutions generation).","Preliminary Q1 2025: revenue $126.3M, net income $13.0M, diluted EPS $0.14, Adjusted EBITDA $46.9M.","Cash $16.7M, no borrowings on revolver; $49.4M availability as of March 31, 2025.","Class action lawsuit filed March 28, 2025, alleging misleading statements re MER acquisition; company to defend."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158089,"accession_number":"0001697500-25-000020","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Energy Q1 rev $126M (+31% Q/Q); JV expanded to 900 MW; fleet target 1,700 MW","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $126M (+31% sequentially); net income $13M ($0.14 diluted share); Adj pro forma net income $14M ($0.20/share).","Total Adj EBITDA $47M (+25% sequentially); Q2 2025 Adj EBITDA guidance $50-55M, Q3 2025 $55-60M.","Joint venture Stateline Power upsized to ~900 MW (from 500 MW), commercial term extended to 7 years; $550M senior secured term loan in process.","Fleet expansion: 330 MW new generation capacity secured, deliveries start H2 2026; pro forma operated fleet 1,700 MW by H1 2027.","Power Solutions Adj EBITDA $32M (+35% Q/Q); Logistics Solutions revenue $77M (+24% Q/Q) on 98 fully utilized systems."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":126332000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158088,"accession_number":"0001193125-25-072469","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["2.02","9.01","8.01","7.01"],"status":"ready","headline":"Solaris pro forma 2024: revenue $339M, EPS $0.22; diluted vs $0.50 standalone","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pro forma revenue $339.0M for 2024; Solaris standalone $313.1M, MER contributed $25.9M pre-acquisition.","Pro forma net income attributable to common shareholders $6.2M vs Solaris standalone $14.8M; diluted EPS $0.21.","Acquisition of MER closed Sept 11, 2024; consideration $136.7M cash plus 16.5M Solaris LLC units and Class B shares.","Transaction funded via $162M term loan at assumed 10.8% rate; incremental interest expense $5.4M in pro forma.","MER operating income $13.9M on $25.9M revenue for Jan 1–Sept 10, 2024 period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176476,"accession_number":"0001697500-25-000006","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Energy Q4 revenue $96M (+28% seq); new 700MW power orders; JV for 500MW data center","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $96M (+28% seq from Q3); net income $14M ($0.19/diluted share).","Adjusted pro forma net income $7M ($0.12/share); Total Adjusted EBITDA $37M.","Secured additional 700MW gas turbines; pro forma fleet ~1,400MW by H1 2027; total capex ~$600M.","New commercial contract for min 500MW over 6 years for data center; forming 50.1%/49.9% JV with customer.","Q1 2025 Total Adj. EBITDA guidance $44-48M; Q2 guidance $50-55M; dividend $0.12/share payable March 21."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":313091000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176475,"accession_number":"0001193125-25-020863","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Solaris Energy Infrastructure appoints Max Yzaguirre as independent director, board expands to 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 9 to 10 directors; appointed M. Max Yzaguirre as Class I director effective Jan 30, 2025.","Yzaguirre brings over 35 years of leadership experience, including former Chairman of Texas PUC and ERCOT Board.","He qualifies as independent under NYSE rules; will receive standard non-employee director compensation.","Indemnification agreement entered into with Yzaguirre similar to other directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176474,"accession_number":"0001193125-25-002908","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2025-01-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Solaris Energy COO Kelly Price retires; CEO Zartler assumes principal operating officer role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kelly Price retired as COO and principal operating officer effective December 31, 2024.","CEO William A. Zartler concurrently began serving as principal operating officer.","Price's retirement was previously disclosed in an October 7, 2024 Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193321,"accession_number":"0001193125-24-275722","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Solaris Energy Infrastructure prices 6.5M share offering at $24.75, nets $156M for power generation equipment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Priced underwritten offering of 6,500,000 shares at $24.75 per share, raising net proceeds of approx. $156 million.","Net proceeds contributed to subsidiary Solaris LLC to fund growth capital for natural gas turbines and balance-of-plant equipment.","Selling stockholder Yorktown Energy Partners granted underwriters 30-day option to purchase up to 975,000 additional shares.","Santander US Capital Markets acted as lead book-running manager; offering closed December 11, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193318,"accession_number":"0001193125-24-260920","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K/A","filed_at":"2024-11-18T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Solaris closes MER acquisition; auditor flags going concern on $307.6M commitment","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Mobile Energy Rentals (MER) closed Sep 11, 2024; financials now filed.","Auditor notes substantial doubt about MER's ability to continue as a going concern.","MER had net income of $1.04M in 2023 on revenue $2.46M; total assets $5.8M.","MER committed $307.6M for equipment purchases starting Jun 2024, lacks liquidity.","Unaudited pro forma combined statements for FY2023 and 9M 2024 filed as Exhibit 99.3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193320,"accession_number":"0001697500-24-000048","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q3 revenue $75M, net loss $2M; closes MER acquisition, signs 450 MW power contracts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Acquired Mobile Energy Rentals on Sept 11, 2024; $325M term loan closed to fund acquisition and growth capex.","Power Solutions segment revenue $5M and Adj EBITDA $3M in first 20 days; 450 MW of new power service contracts signed.","Logistics Solutions: revenue $70M, Segment Adj EBITDA $24M, 91 fully utilized systems.","Q4 dividend of $0.12/share approved, payable Dec 16, record Dec 6; $15M share repurchase authorization remains.","Net cash from ops $11M; capex $58M for power equipment; cash $117M, borrowings $325M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":216794000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193319,"accession_number":"0001193125-24-233911","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-10-08T23:59:59+00:00","items":["1.01","2.03","5.02","7.01","9.01"],"status":"ready","headline":"Solaris COO Kelly Price to retire Dec 31, 2024; company secures $75M revolving credit facility","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Kelly Price retiring effective Dec 31, 2024; will serve as advisor through 2025.","Search for successor to begin, considering internal and external candidates.","New $75M revolving credit facility with Bank of America, expandable to $125M, for working capital.","Borrowings at SOFR+1.50% or Base+0.50%; secured by accounts receivable, inventory.","Intercreditor agreement with Silver Point Finance establishes priority of security interests."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209668,"accession_number":"0001193125-24-220668","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-09-17T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","5.03","7.01","9.01"],"status":"ready","headline":"Solaris completes MER acquisition, $325M term loan, name change to SEI","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Mobile Energy Rentals (MER) for ~$60M cash + 16.46M LLC Units ($140M value) + $71M debt payoff.","Entered $325M senior secured term loan; finalizing $75M revolver (expected undrawn) replacing $300M bridge.","Renamed to Solaris Energy Infrastructure, Inc.; Class A common begins trading under SEI on Sept 12.","Lock-up agreements executed with Sean G. Johnson and C. Ross Bartley per the Contribution Agreement.","Issued 16.46M shares of Class B Common Stock in unregistered offering as partial acquisition consideration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209673,"accession_number":"0001193125-24-211317","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve name change to Solaris Energy Infrastructure, 16.5M Class B stock issuance, 1.6M LTIP increase","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approved issuance of 16,464,778 Class B common shares (99.9% votes for).","Approved company name change from \"Solaris Oilfield Infrastructure, Inc.\" to \"Solaris Energy Infrastructure, Inc.\" (99.9% votes for).","Approved LTIP amendment increasing Class A common share reserve by 1,600,000 shares (78.4% votes for).","All four proposals passed at special meeting held on August 30, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209672,"accession_number":"0001697500-24-000037","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q2 revenue $74M (+9% QoQ); net income $10M ($0.20 EPS); acquires MER for $200M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $74M, up 9% from Q1 2024 but down 4% YoY; adjusted EBITDA $21M (-8% QoQ, -22% YoY).","Adjusted pro forma net income $6M ($0.13 per fully diluted share) vs $7M ($0.16) in Q1.","Announced acquisition of Mobile Energy Rentals for $200M ($60M cash + ~16.5M SOI shares).","Q3 dividend $0.12/share declared, payable Sept 6, 2024 to holders of record Aug 23.","Fully utilized systems 92, down 10% QoQ; free cash flow $18M; net debt $11M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":141776000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209671,"accession_number":"0001104659-24-085856","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-08-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Solaris loans MER $29.75M for power generation equipment ahead of acquisition close","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Loan of $29,750,000 to Mobile Energy Rentals LLC (MER) to fund progress payments for power generation equipment.","Secured demand note bears 10% interest; maturity Dec 6, 2024, unless called earlier.","Loan is fully secured by substantially all of MER's assets; will be cancelled and netted at closing of MER acquisition.","Acquisition of MER (previously announced) includes $60M cash and $140M in SOI LLC units at $8.50 per share.","If acquisition closes, the loan principal and interest will be netted against amounts due for the progress payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209670,"accession_number":"0001193125-24-177418","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-07-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Solaris Oilfield Infrastructure agrees to acquire Mobile Energy Rentals","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Signed Contribution Agreement on July 9, 2024 to acquire all equity of Mobile Energy Rentals LLC (MER).","MER equity contributed by J Turbines and KTR Management to Solaris LLC subsidiary.","Transaction subject to closing conditions; proxy statement to be filed with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209669,"accession_number":"0001193125-24-176889","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-07-10T23:59:59+00:00","items":["1.01","2.02","3.02","7.01","9.01"],"status":"ready","headline":"Solaris (SOI) agrees to acquire Mobile Energy Rentals for $200M; issues preliminary Q2 results","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $200M: $60M cash + $140M in Solaris Class B shares (~16.5M shares) to MER founders/management.","MER's run-rate Adjusted EBITDA ~$50M; purchase multiple ~4.0x; fleet to grow from 153 MW to 478 MW by Q3 2025.","Solaris secures $300M bridge loan from Santander, Texas Capital, Woodforest; expects <2.0x leverage at close.","Pro forma: management + MER team own >50% of shares; MER founders own ~27%; dividend maintained at $0.48/yr.","Preliminary Q2 2024: revenue $70-75M, Adjusted EBITDA $20-21M, net debt $11M; to rename to Solaris Energy Infrastructure (SEI)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227801,"accession_number":"0001697500-24-000033","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Solaris Oilfield stockholders elect three directors, ratify auditor, approve exec pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Laurie H. Argo elected with 33,928,245 votes for and 1,703,331 withheld.","James R. Burke elected with 25,587,197 for and 10,044,379 withheld (largest withhold vote).","F. Gardner Parker elected with 33,918,575 for and 1,713,001 withheld.","Ratification of BDO USA as auditor received 38,336,392 for, 135,758 against, 69,627 abstain.","Advisory say-on-pay approved with 34,373,546 for, 1,196,906 against, 61,124 abstain, 2,910,201 broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227800,"accession_number":"0001697500-24-000028","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Oilfield Q1 revenue $68M, adj EPS $0.16, declares $0.12 Q2 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $68M; net income $7M ($0.14/shr); adjusted pro forma net income $7M ($0.16/shr).","Adjusted EBITDA $23M; cash from ops $17M; free cash flow $14M.","Returned $13M in Q1 via $8M buybacks and $5M dividend; cumulative $172M returned since 2018.","Q2 2024 dividend approved at $0.12/share, payable June 17, 2024 to holders of record June 7, 2024.","FY2024 capex expected <$15M (75% YoY reduction); net debt $27M; liquidity $41M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":67890000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246597,"accession_number":"0001697500-24-000020","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q4 revenue $63M (-25% YoY), EPS $0.14; maintains $0.12 dividend; 2024 capex <$15M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $63M (-9% QoQ, -25% YoY); diluted EPS $0.14; adjusted pro forma EPS $0.15.","Adjusted EBITDA $21M (-7% YoY); followed avg 64 frac crews (-4% QoQ).","Cash from ops $24M, free cash flow $16M; reduced net borrowings $7M, net debt $24M.","Approved Q1 2024 dividend $0.12/share; repurchased 1.1M shares Jan-Feb for ~$8M.","FY2024 capex guidance <$15M (>75% reduction from FY2023 $64M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":292947000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264019,"accession_number":"0001697500-23-000018","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q3 net income falls to $7.6M, revenue down 25% YoY; dividend raised 9% to $0.12","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $69.7M (-10% seq, -25% YoY); net income $7.6M ($0.16 diluted EPS).","Adj. pro forma net income $8.5M ($0.19/share); Adj. 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Adj pro forma net income $11.3M ($0.25/fully diluted share).","Revenue $77.2M, down 7% sequential and 11% YoY; Adjusted EBITDA $26.8M, up 7% sequential and 27% YoY.","Repurchased 1.4M shares (3.0% of outstanding) for ~$11M in Q2; $24M remains under $50M authorization.","Paid $0.11/share quarterly dividend (19th consecutive); cumulative $148M returned to shareholders since 2018.","Full-year 2023 capex guidance maintained at $65-75M; Q3 capex expected ~$15M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":159924000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300024,"accession_number":"0001697500-23-000004","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Solaris Oilfield CAO Lindsay Bourg resigns; 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plan replaces prior severance arrangements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320104,"accession_number":"0001558370-23-001783","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Oilfield Q4 net income $8.0M, revenue down 9% sequentially; cuts 2023 capex guidance to $65-75M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $8.0M ($0.15/diluted share); adjusted pro forma net income $10.2M ($0.22/share).","Revenue $84.1M, down 9% from Q3 on seasonal decline and weather delays.","Adjusted EBITDA $23.0M, down 4% sequentially.","2023 capex guidance revised to $65-75M (from ~$75M), a 10-20% YoY reduction.","Paid $0.105/share quarterly dividend (17th consecutive); $112M returned to shareholders since 2018."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":320005000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338256,"accession_number":"0001697500-22-000040","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2022-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q3 net income $11.5M ($0.22/diluted); revenue $92.3M (+6% QoQ); EBITDA $23.9M (+14%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $11.5M ($0.22/diluted share); adjusted pro forma net income $11.1M ($0.24/fully diluted).","Revenue of $92.3M, up 6% QoQ, driven by higher system deployments and new technologies.","Adjusted EBITDA of $23.9M, up 14% QoQ; 94 mobile proppant systems fully utilized (+12% QoQ).","Paid $0.105/share quarterly dividend (16th consecutive); DCF of ~$22M covered $4.9M dividend.","Q4 2022 capex guidance $15-20M; initial 2023 capex ~$75M incl. $10-15M maintenance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":235951000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355628,"accession_number":"0001697500-22-000032","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Solaris Q2 net income $8.3M, revenue up 52% QoQ; raises growth capex guidance to $50-60M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $8.3M ($0.16/diluted share); adj pro forma net income $9.4M ($0.20/share).","Revenue $86.7M (+52% QoQ); Adj EBITDA $21.1M (+34% QoQ) on higher systems deployed and new technologies.","Growth capex guidance narrowed to $50-60M from $40-60M; maintenance capex ~$10M for full year 2022.","Paid $0.105/share dividend, 15th consecutive; returned >$100M to shareholders since 2018.","Cash $15.4M, credit undrawn, liquidity $65.4M; distributable cash flow $20M covered dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":143626000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":373860,"accession_number":"0001697500-22-000025","cik":1697500,"company_name":"Solaris Energy Infrastructure, Inc.","ticker":"SEI","form_type":"8-K","filed_at":"2022-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Solaris Oilfield Infrastructure shareholders elect three Class II directors and ratify BDO USA as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Cynthia M. Durrett, W. Howard Keenan Jr., and Ray N. Walker Jr. as Class II directors; Keenan received 23.2M For vs 10.2M Withheld.","Ratified BDO USA, LLP as independent registered public accounting firm for FY 2022 with 38.5M For, 0.8M Against, 20.6K Abstentions.","Broker non-votes on director proposals were 5.99M shares; no other items were voted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5128818294.705552,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-05-16T23:59:59+00:00|373860"}