{"schema_version":"secwatch.filing_event.v1","accession":"0001697500-25-000020","form_type":"8-K","ticker":"SEI","cik":"0001697500","company_name":"Solaris Energy Infrastructure, Inc.","filed_at":"2025-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:49.375344+00:00","generated_at":"2026-05-23T03:55:07.429206+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Solaris Energy Q1 rev $126M (+31% Q/Q); JV expanded to 900 MW; fleet target 1,700 MW","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001697500-25-000020","json":"https://secwatch.observer/filing/0001697500-25-000020.json","markdown":"https://secwatch.observer/filing/0001697500-25-000020.md","text":"https://secwatch.observer/filing/0001697500-25-000020.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1697500/000169750025000020/0001697500-25-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1697500/000169750025000020/sei-20250428x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-23T03:55:07.429206+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}