earnings
confidence high
sentiment positive
materiality 0.75
Solaris Q2 revenue $149M (+18% QoQ), Adj. EBITDA $61M; raises Q3 EBITDA guidance to $58-63M
Solaris Energy Infrastructure, Inc.
- Q2 revenue $149M, net income $24M ($0.30 diluted EPS); adjusted pro forma net income $25M ($0.34 EPS).
- Total Adjusted EBITDA $61M (+29% QoQ); Power Solutions $46M (+43% QoQ), Logistics $23M (-13% QoQ).
- Raised Q3 2025 Adj. EBITDA guidance to $58-63M (prev. $55-60M); Q4 also $58-63M.
- Closed $155M 4.75% senior convertible notes; Stateline JV closed $550M loan facility ($72M initial draw).
- Declared $0.12/share dividend for Q3, payable Sep 26, 2025, record Sep 16, 2025 (28th consecutive).
item 2.02item 9.01