Skip to main content
    S

    Solaris Energy Infrastructure, Inc. (SEI)

    Official site

    ENERGY • OIL & GAS EQUIPMENT & SERVICES • NYSE

    $77.83
    -1.45 (-1.83%)

    Market Cap: $6.98B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    74%(25/34)
    Avg Surprise
    +14.66%
    Streak
    2 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.25
    Range$0.05 - $0.49
    8 analysts
    EPS RevisionsNo revisions (7d)
    5
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$0.23+8.1%
    60d ago$0.23+8.1%
    30d ago$0.06+321.8%
    7d ago$0.22+13.3%
    Current$0.25
    Revenue Consensus
    $274M
    Range$228M - $306M
    6 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.61
    Range$0.11 - $1.14
    8 analysts
    Revenue Consensus
    $372M
    Range$253M - $477M
    7 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.61---
    Sep 26EST
    		-$0.25---
    Jun 26
    Reported Jul 22
    		$0.39$0.31+25.81%Beat+14.7%
    Mar 26
    Reported Apr 27
    		$0.44$0.26+69.23%Beat+120.0%
    Dec 25
    Reported Feb 24
    		$-0.04N/A-111.76%Miss-120.9%
    Sep 25
    Reported Nov 3
    		$0.32$0.25+28.00%Beat+300.0%
    Jun 25
    Reported Jul 23
    		$0.34$0.24+41.67%Beat+161.5%
    Mar 25
    Reported Apr 28
    		$0.20$0.12+66.67%Beat+25.0%
    Dec 24
    Reported Feb 20
    		$0.19$0.13+51.38%Beat+27.9%
    Sep 24
    Reported Nov 4
    		$0.08$0.14-42.86%Miss-57.9%
    Jun 24
    Reported Jul 9
    		$0.13$0.11+18.18%Beat-48.0%
    Mar 24
    Reported Apr 25
    		$0.16$0.15+6.67%Beat-33.3%
    Dec 23
    Reported Feb 26
    		$0.15$0.16-6.25%Miss-31.8%
    Sep 23
    Reported Oct 26
    		$0.19$0.22-13.64%Miss-20.8%
    Jun 23
    Reported Jul 27
    		$0.25$0.21+19.05%Beat+25.0%
    Mar 23
    Reported May 1
    		$0.24$0.20+20.00%Beat+118.2%
    Dec 22
    Reported Feb 22
    		$0.22$0.23-4.35%Miss+2100.0%
    Sep 22
    Reported Oct 31
    		$0.24$0.23+4.35%Beat+2500.0%
    Jun 22
    Reported Aug 1
    		$0.20$0.13+53.85%Beat+766.7%
    Mar 22
    Reported Apr 28
    		$0.11$0.06+83.33%Beat+375.0%
    Dec 21
    Reported Feb 21
    		$0.01$0.01+0.00%Beat+116.7%
    Sep 21
    Reported Nov 1
    		$-0.01$-0.01+0.00%Beat+88.9%
    Jun 21
    Reported Jul 28
    		$-0.03$-0.03+0.00%Beat+81.3%
    Mar 21
    Reported May 3
    		$-0.04$-0.04+0.00%Beat-112.5%
    Dec 20
    Reported Feb 21
    		$-0.06$-0.06+0.00%Beat-112.6%
    Sep 20
    Reported Oct 29
    		$-0.09$-0.10+10.00%Beat-124.3%
    Jun 20
    Reported Jul 30
    		$-0.16$-0.15-6.67%Miss-136.4%
    Mar 20
    Reported Apr 30
    		$0.32$0.17+88.24%Beat-30.4%
    Dec 19
    Reported Feb 19
    		$0.48N/AN/ABeat+1.6%
    Sep 19
    Reported Oct 30
    		$0.37$0.38-2.63%Miss-27.5%
    Jun 19
    Reported Jul 30
    		$0.44$0.45-2.22%Miss+4.8%
    Mar 19
    Reported Apr 30
    		$0.46$0.42+9.52%Beat+48.4%
    Dec 18
    Reported Mar 31
    		$0.47N/AN/ABeat+244.0%
    Sep 18
    Reported Oct 31
    		$0.51$0.49+4.08%Beat+104.0%
    Jun 18
    Reported Jul 31
    		$0.42$0.38+10.53%Beat+425.0%
    Mar 18
    Reported May 8
    		$0.31$0.28+10.71%Beat-30.3%
    Dec 17
    Reported Mar 31
    		$0.14N/AN/ABeat-
    Sep 17
    Reported Nov 2
    		$0.25$0.14+78.57%Beat-
    Jun 17
    Reported Aug 14
    		$0.08$0.09-11.11%Miss-
    Mar 17
    Reported Jun 13
    		$0.44N/AN/ABeat-

    Dividends

    Dividend Metrics

    Forward Yield0.62%
    Forward Annual Dividend$0.48
    Payout Ratio36.16%
    FrequencyQuarterly
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+4.55%
    5Y CAGR+2.71%
    SEI dividend history and ex-dividend datesRun SEI in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio70.12EV/EBITDA21.28x
    Price/FCF-5.52xFCF Yield-18.13%
    Profitability
    Profit Margin7.19%Operating Margin26.50%
    ROE8.10%ROIC4.13%
    Financial Health
    Debt/Equity2.76xInterest Coverage1.96x
    Current Ratio4.12xQuick Ratio4.03x
    Trading Statistics
    Beta1.28Avg Volume2.56M
    52-Week High$86.0252-Week Low$38.18

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$75.50
    SMA 20$71.96
    SMA 50$63.39
    SMA 200$62.33
    EMA 10$75.32
    EMA 20$71.99
    EMA 50$67.06
    EMA 200$60.47

    MACD

    Line: 4.21Signal: 3.89Hist: 0.32

    ADX

    ADX: 25.9+DI: 28.6-DI: 16.5

    Aroon & PSAR

    Aroon Up80.0
    Aroon DownN/A
    PSAR$79.69

    Bollinger Bands

    Upper Band$80.76
    Lower Band$63.17
    %B Position2444%(Upper)
    Band Width0.83

    RSI (14-Day)

    Neutral
    61.8

    Momentum Oscillators

    Stoch %K84.1
    Stoch %D76.0
    Williams %R-17.2
    ROC (10d)13.9%
    Momentum9.49
    CCI (20d)107.9
    MFI (14d)61.8

    Volatility Measures

    ATR (14d)$4.25(5.5%)
    StdDev (20d)4.40
    Hist Vol59.0%(High)

    Volume Flow

    VWAP$77.27
    OBV73.0M
    AD Line-119.9M
    CMF (20d)0.252

    Volume Metrics

    Avg Vol (20d)2.5M
    Vol Ratio1.0x
    VWMA (20d)$71.93

    Pivot Points

    R3$84.89
    R2$82.10
    R1$80.69
    Pivot Point$77.90
    S1$76.49
    S2$73.70
    S3$72.29

    Advanced Oscillators

    TSI24.64
    Ultimate Osc64.4
    KST248.56

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$219.40M$196.24M$179.70M$166.84M$149.33M$126.33M$96.30M$75.02M$73.89M$67.89M$63.35M$69.68M
    Cost of Revenue$51.66M$51.08M$41.71M$52.19M$54.02M$52.16M$45.13M$45.82M$46.13M$39.89M$36.87M$42.10M
    Gross Profit$167.74M$145.16M$137.99M$114.65M$95.31M$74.17M$51.17M$29.20M$27.75M$28.00M$26.48M$27.57M
    Operating Expenses$111.23M$94.60M$98.14M$76.74M$59.74M$52.12M$25.43M$23.93M$15.90M$18.05M$17.24M$17.57M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$30.01M$20.88M$15.94M$15.55M$14.90M$15.27M$10.57M$8.80M$8.26M$7.99M$7.23M$6.36M
    Operating Income$56.51M$50.56M$39.85M$37.91M$35.57M$22.05M$25.74M$5.27M$11.85M$9.96M$9.24M$10.00M
    Interest Income$5.45M$2.75M$26.42M$-9,038,000$1.52M$1.03M$5.88M$-2,932,000$-685,000$-799,000$0$-1,057,000
    Interest Expense$31.74M$6.03M$42.62M$0$7.01M$6.20M$7.39M$4.08M$685,000$799,000$912,000$0
    Income Before Tax$30.22M$47.28M$-2,766,000$28.88M$30.09M$16.88M$18.35M$-1,750,000$11.17M$9.16M$8.33M$8.94M
    Income Tax Expense$4.99M$15.23M$743,000$4.06M$5.96M$3.92M$4.34M$460,000$1.34M$1.86M$1.37M$1.30M
    Net Income$25.23M$32.05M$-3,509,000$24.81M$24.13M$12.97M$14.00M$-2,210,000$9.82M$7.30M$6.96M$7.64M
    EBITDA$96.03M$75.32M$63.34M$60.27M$53.95M$42.12M$42.47M$16.26M$21.42M$19.89M$18.76M$19.22M
    EBIT$56.51M$50.56M$39.85M$37.91M$35.57M$22.05M$25.74M$5.27M$11.85M$9.96M$9.24M$10.00M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    No research available

    Be the first to write about SEI

    News

    AI data centers spur $1B debt plan at Solaris Energy (SEI)

    Solaris Energy Infrastructure (SEI) plans to offer $1.0 billion in Senior Notes due 2032 to fund its aggressive capital expansion...

    Stock Titan•9/22/26•Somewhat-Bullish

    Why Solaris Energy Infrastructure, Inc. (NYSE:SEI) Is In Focus Now?

    Solaris Energy Infrastructure, Inc. (NYSE:SEI) is gaining market attention due to its recent disclosure about omega adding heavy civil and foundation work...

    Kalkine Media•9/21/26•Bullish

    Solaris Energy Infrastructure Director AJ Teague Acquires Class A Shares in Open Market

    Solaris Energy Infrastructure Director AJ Teague purchased 3,900 Class A Common Stock shares directly at a weighted average price of $64.21 and an additional 3,900 shares indirectly through a spouse at $64.25...

    Kalkine Media•9/9/26•Bullish

    Aubrey Capital Management Ltd Buys Shares of 49,500 Solaris Energy Infrastructure, Inc. $SEI

    Aubrey Capital Management Ltd has acquired 49,500 shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) for approximately $3.98 million...

    MarketBeat•9/1/26•Bullish

    Bank of New York Mellon Corp Invests $30.88 Million in Solaris Energy Infrastructure, Inc. $SEI

    Bank of New York Mellon Corp has invested $30.88 million in Solaris Energy Infrastructure, Inc. by purchasing 383,805 shares. This new position makes Bank of New York Mellon Corp one of several institutional investors...

    MarketBeat•8/30/26•Neutral

    SEI Valuation and Fair Value

    P/E
    70.1x
    Forward P/E
    384.6x
    EV/EBITDA
    21.3x
    P/FCF
    -5.5x
    PEG
    0.9x
    P/B
    5.1x
    See GNG's fair value

    SEI Profitability: Margins, ROIC and FCF

    Gross margin
    74.2%
    Operating margin
    26.5%
    Net margin
    7.2%
    ROIC
    4.1%
    ROE
    8.1%
    FCF margin
    -109.6%
    FCF yield
    -18.1%

    SEI Competitors

    CompanyTicker
    Matador Resources CompanyMTDR
    National Fuel Gas CompanyNFG
    Noble Corporation plcNE
    Vista Energy, S.A.B. de C.V.VIST
    LandBridge Company LLCLB
    Chord Energy CorpCHRD
    NOV Inc.NOV
    Ultrapar Participacoes SA ADRUGP

    Sector: Energy

    SEI Analyst Ratings

    Consensus
    Buy
    Analysts
    14
    Strong Buy
    5
    Buy
    9
    Hold
    0
    Sell
    0
    Strong Sell
    0

    SEI Bull Case vs Bear Case

    Bull case

    • SEI beat EPS estimates in 75.0% of its last 8 reported quarters.
    • SEI grew quarterly revenue 46.9% year over year.
    • 100.0% of SEI's analyst ratings are Buy or Strong Buy.

    Bear case

    • SEI trades at 70.1x trailing earnings.
    • SEI has a debt-to-equity ratio of 2.8x.

    SEI Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    16.0%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.25
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    5 up, 0 down

    SEI Dividend

    Forward yield
    0.6%
    Payout ratio
    36.2%
    3Y DPS growth
    4.6%
    5Y DPS growth
    2.7%
    Pay months
    Mar, Jun, Sep, Dec
    SEI dividend history

    Frequently Asked Questions About SEI

    What is SEI's current dividend yield?

    Solaris Energy Infrastructure, Inc. (SEI) has a forward dividend yield of 0.62%.

    Does SEI pay dividends?

    Yes, Solaris Energy Infrastructure, Inc. pays dividends with a forward dividend yield of 0.62%.

    What is SEI's P/E ratio?

    Solaris Energy Infrastructure, Inc. has a price-to-earnings (P/E) ratio of 70.12.

    What is SEI's market cap?

    Solaris Energy Infrastructure, Inc. (SEI) has a market capitalization of $6.98B with a current stock price of $77.83.

    Related stocks

    Sector: Energy

    All stocks starting with S

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.

    Create Free AccountLog In