secwatch.observer — SEC 8-K summary
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Issuer:     Solaris Energy Infrastructure, Inc. (SEI)
CIK:        0001697500
Form:       8-K
Filed at:   2025-04-29T23:59:59+00:00
Accession:  0001697500-25-000020
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1697500/000169750025000020/0001697500-25-000020-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1697500/000169750025000020/sei-20250428x8k.htm
  HTML page:      https://secwatch.observer/filing/0001697500-25-000020

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