earnings
confidence high
sentiment positive
materiality 0.80
Solaris Q4 rev $180M (+8% seq), adj EBITDA $69M; guides Q1 EBITDA $72-77M, new 500MW hyperscaler deal
Solaris Energy Infrastructure, Inc.
- 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.