secwatch.observer — SEC 8-K summary
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Issuer:     Solaris Energy Infrastructure, Inc. (SEI)
CIK:        0001697500
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001193125-26-205278
Event type: debt
Sentiment:  neutral
Materiality: 0.70
Item codes: 7.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Solaris Energy Infrastructure to offer $1.3B Senior Notes due 2031; updates contracts and growth
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- $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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1697500/000119312526205278/0001193125-26-205278-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1697500/000119312526205278/d70943d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-205278

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