secwatch.observer — SEC 8-K summary ====================================== Issuer: Solaris Energy Infrastructure, Inc. (SEI) CIK: 0001697500 Form: 8-K Filed at: 2025-07-24T23:59:59+00:00 Accession: 0001697500-25-000032 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Solaris Q2 revenue $149M (+18% QoQ), Adj. EBITDA $61M; raises Q3 EBITDA guidance to $58-63M -------------------------------------------------------------------------------- - 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). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1697500/000169750025000032/0001697500-25-000032-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1697500/000169750025000032/sei-20250723x8k.htm HTML page: https://secwatch.observer/filing/0001697500-25-000032 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer