earnings
confidence high
sentiment positive
materiality 0.85
Solaris Energy Q2 revenue $219M, Adj EBITDA $108M; raises guidance, expands contracts adding >$100M annual EBITDA
Solaris Energy Infrastructure, Inc.
- Revenue $219M (+12% QoQ); Adj EBITDA $108M (+30% QoQ); Adj pro forma net income $37M ($0.39/share).
- Expanded three long-term contracts adding >$100M expected annual Adj EBITDA; Hatchbo plant to ~660 MW with 18-yr tenor.
- Raised Q3 2026 Adj EBITDA guidance to $90-105M (from $80-95M); Q4 guidance $100-120M.
- Completed $1.3B senior notes offering, secured $650M credit facility; liquidity ~$1.4B.
- Acquired GESA (power generation services) and invested in Deployable Energy (SMR nuclear tech).