Solaris Energy Q1 rev $126M (+31% Q/Q); JV expanded to 900 MW; fleet target 1,700 MW

Solaris Energy Infrastructure, Inc.

Revenue $126M (+31% sequentially); net income $13M ($0.14 diluted share); Adj pro forma net income $14M ($0.20/share).
Total Adj EBITDA $47M (+25% sequentially); Q2 2025 Adj EBITDA guidance $50-55M, Q3 2025 $55-60M.
Joint venture Stateline Power upsized to ~900 MW (from 500 MW), commercial term extended to 7 years; $550M senior secured term loan in process.
Fleet expansion: 330 MW new generation capacity secured, deliveries start H2 2026; pro forma operated fleet 1,700 MW by H1 2027.
Power Solutions Adj EBITDA $32M (+35% Q/Q); Logistics Solutions revenue $77M (+24% Q/Q) on 98 fully utilized systems.

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