---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-011142"
form_type: "8-K"
ticker: "SEI"
cik: "0001697500"
company_name: "Solaris Energy Infrastructure, Inc."
filed_at: "2026-02-24T23:59:59+00:00"
generated_at: "2026-05-16T00:50:11.112089+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Solaris Q4 rev $180M (+8% seq), adj EBITDA $69M; guides Q1 EBITDA $72-77M, new 500MW hyperscaler deal

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-011142
- form_type: 8-K
- ticker: SEI
- cik: 0001697500
- company_name: Solaris Energy Infrastructure, Inc.
- filed_at: 2026-02-24T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1697500/000162828026011142/0001628280-26-011142-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1697500/000162828026011142/sei-20260224.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-011142
- JSON: https://secwatch.observer/filing/0001628280-26-011142.json
- Plain text: https://secwatch.observer/filing/0001628280-26-011142.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.