secwatch.observer — SEC 8-K summary
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Issuer:     Solaris Energy Infrastructure, Inc. (SEI)
CIK:        0001697500
Form:       8-K
Filed at:   2026-04-27T23:59:59+00:00
Accession:  0001628280-26-027520
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1697500/000162828026027520/0001628280-26-027520-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1697500/000162828026027520/sei-20260427.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-027520

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