Solaris Energy Infrastructure,
SEI
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Solaris Energy Infrastructure is well-positioned in the growing energy sector, particularly in oil and gas equipment and services, benefiting from increased demand for energy infrastructure.
- Revenue increased by 12% compared to the prior quarter, reaching $219 million.
- Gross margin improved to 39.5%, up from 37% in the previous quarter.
- The company's trailing P/E ratio of 99.62 suggests that it may be overvalued compared to its earnings.
- Earnings growth has declined by 13.5% year-over-year.
- The debt-to-equity ratio stands at 216.67, indicating a high level of debt relative to equity.
Fundamentals
| Market cap | $7.35B | Enterprise value | $6.76B | Trailing P/E | 91.35 | Forward P/E | 20.64 |
| PEG | 0.94 | Price / book | 5.09 | Beta | 1.29 | Dividend yield | 0.66% |
| Revenue growth | 46.9% | Earnings growth | -13.5% | Gross margin | 49.9% | Operating margin | 26.5% |
| Profit margin | 7.2% | ROE | 8.1% | ROA | 4.1% | Debt / equity | 2.17 |
| Current ratio | 4.12 | Free cash flow | -$806.58M | Analyst recommendation | strong_buy | Mean target | $101.27 |
| 52w high | $86.19 | 52w low | $38.50 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $219M | $196M | $180M | $167M | $149M | — |
| Op margin | 25.8% | 25.8% | 22.2% | 22.7% | 23.8% | — |
| Net income | $20.5M | $21.4M | -$1.7M | $14.6M | $12.0M | — |
| Gross margin | 39.5% | 37.1% | 30.7% | 33.4% | 34.6% | — |
| Gross profit | $86.8M | $72.7M | $55.2M | $55.7M | $51.7M | — |
| Operating income | $56.5M | $50.6M | $39.8M | $37.9M | $35.6M | — |
- Revenue +12% vs prior quarter ($219M vs $196M).
- Gross margin 39.5% (was 37% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $622M | $313M | $293M | $320M | — |
| Op margin | 21.8% | 14.5% | 17.5% | 13.1% | — |
| Net income | $30.2M | $15.8M | $24.3M | $21.2M | — |
| Gross margin | 32.3% | 25.9% | 26.9% | 21.8% | — |
| Gross profit | $201M | $81.0M | $78.9M | $69.8M | — |
| Operating income | $135M | $45.4M | $51.3M | $41.8M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO
2026-09-28 · These Energy Stocks Just Delivered Massive September Gains
2026-09-27 · Will US$1 Billion Senior Notes Issue Reshape Solaris Energy Infrastructure's (SEI) Leverage and Funding Narrative
2026-09-26 · Solaris Energy Infrastructure (SEI) Stock Could Be Rich After $1.25B Notes Pricing
2026-09-25 · Buy These 3 Momentum Stocks to Profit From the Oil Surge
2026-09-24 · President Capital Management Initiates Solaris Energy Infrastructure at Buy
2026-09-22 · Solaris Energy Infrastructure Prices Offering of Senior Notes due 2032
2026-09-22 · Solaris Energy Infrastructure Announces Pricing of Upsized Offering of $1.25 Billion of 7.000% Senior Notes due 2032
2026-09-22 · Sector Update: Energy Stocks Fall Pre-Bell Tuesday
Price (daily)
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