{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-027520","form_type":"8-K","ticker":"SEI","cik":"0001697500","company_name":"Solaris Energy Infrastructure, Inc.","filed_at":"2026-04-27T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.759125+00:00","generated_at":"2026-05-15T03:52:48.679936+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Solaris Q1 2026 revenue $196M, adj EBITDA $84M; raises Q2 guidance, signs 600 MW power contract","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-027520","json":"https://secwatch.observer/filing/0001628280-26-027520.json","markdown":"https://secwatch.observer/filing/0001628280-26-027520.md","text":"https://secwatch.observer/filing/0001628280-26-027520.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1697500/000162828026027520/0001628280-26-027520-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1697500/000162828026027520/sei-20260427.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T03:52:48.679936+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"40d2c74617a30fc03935115ae78c1c0c77c484d2","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1697500/000162828026027520/0001628280-26-027520-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2026"},{"label":"Revenue","value":"approximately $196 million"},{"label":"Net income","value":"$32 million"},{"label":"EPS","value":"$0.32 per diluted Class A common share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}