---
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"
generated_at: "2026-05-15T03:52:48.679936+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-027520
- JSON: https://secwatch.observer/filing/0001628280-26-027520.json
- Plain text: https://secwatch.observer/filing/0001628280-26-027520.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1697500/000162828026027520/0001628280-26-027520-index.htm

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