earnings
confidence high
sentiment positive
materiality 0.85
Solaris Q3 revenue $167M (+12% QoQ); raises Q4 EBITDA guidance to $65-70M; orders 500 MW capacity
Solaris Energy Infrastructure, Inc.
- Revenue $167M, net income $25M ($0.31 diluted EPS); adjusted pro forma net income $24M ($0.32).
- Total Adjusted EBITDA $68M (+12% QoQ); Q4 guidance raised to $65-70M; Q1 2026 guidance $70-75M.
- Power Solutions revenue $105M (+39% QoQ) with ~760 MW earning revenue; Logistics revenue $62M (-16% QoQ).
- Ordered ~500 MW generation capacity; expects ~2,200 MW pro forma by early 2028; funded via $748M 0.25% convertible notes.
- Amanda Brock appointed co-CEO and Director; Q4 dividend $0.12/share payable Dec. 18 to holders of record Dec. 8.