secwatch.observer — SEC 8-K summary
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Issuer:     Solaris Energy Infrastructure, Inc. (SEI)
CIK:        0001697500
Form:       8-K
Filed at:   2025-11-03T23:59:59+00:00
Accession:  0001697500-25-000037
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1697500/000169750025000037/0001697500-25-000037-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1697500/000169750025000037/sei-20251103x8k.htm
  HTML page:      https://secwatch.observer/filing/0001697500-25-000037

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer