Solaris Q1 2026 revenue $196M, adj EBITDA $84M; raises Q2 guidance, signs 600 MW power contract

Solaris Energy Infrastructure, Inc.

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.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Solaris Energy Infrastructure, Inc. reported first quarter 2026 results: revenue approximately $196 million, net income $32 million, EPS $0.32 per diluted Class A common share. Guidance raised.

Period: first quarter 2026
Revenue: approximately $196 million
Net income: $32 million
EPS: $0.32 per diluted Class A common share
Guidance: raised
Result: reported results

Exact text from the filing

or the “Company”), today announced the following: First Quarter 2026 Summary Results and Key Updates • First Quarter 2026 Revenue and Profitability ◦ Revenue of approximately $196 million increased 9% sequentially from fourth quarter 2025. ◦ Net income of $32 million and $0.32 per diluted Class A common share; Adjusted pro forma net income (1) of $39 million and

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Solaris Energy Infrastructure, Inc. filing history →

Source: SEC EDGAR

accession 0001628280-26-027520

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