---
schema_version: "secwatch.filing_event.v1"
accession: "0001697500-25-000037"
form_type: "8-K"
ticker: "SEI"
cik: "0001697500"
company_name: "Solaris Energy Infrastructure, Inc."
filed_at: "2025-11-03T23:59:59+00:00"
generated_at: "2026-05-17T00:54:34.546664+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Solaris Q3 revenue $167M (+12% QoQ); raises Q4 EBITDA guidance to $65-70M; orders 500 MW capacity

## Summary
- 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.

## SEC filing metadata
- accession: 0001697500-25-000037
- form_type: 8-K
- ticker: SEI
- cik: 0001697500
- company_name: Solaris Energy Infrastructure, Inc.
- filed_at: 2025-11-03T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1697500/000169750025000037/0001697500-25-000037-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1697500/000169750025000037/sei-20251103x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001697500-25-000037
- JSON: https://secwatch.observer/filing/0001697500-25-000037.json
- Plain text: https://secwatch.observer/filing/0001697500-25-000037.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.