secwatch.observer — SEC 8-K summary
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Issuer:     Solaris Energy Infrastructure, Inc. (SEI)
CIK:        0001697500
Form:       8-K
Filed at:   2026-02-24T23:59:59+00:00
Accession:  0001628280-26-011142
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1697500/000162828026011142/0001628280-26-011142-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1697500/000162828026011142/sei-20260224.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-011142

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer