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$SEI

Solaris Energy Infrastructure, Inc.

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APR 28·01netHigh

Solaris Energy Infrastructure Announces First Quarter 2026 Results, Updated Earnings Guidance, Signing Of Third Long-term Contract With Global Technology Company

Solaris Energy Infrastructure (NYSE:SEI) announced strong first quarter 2026 results, exceeding expectations with revenue of $196 million and Adjusted EBITDA of $84 million. The company significantly increased its second quarter 2026 Adjusted EBITDA guidance and secured a third long-term power contract with a global technology company for over 600 MW of capacity. Solaris also expanded its generation capacity to 3,100 MW through recent transactions and approved a $0.12 per share dividend.

MAR 22·The Globe and Mail

Solaris Energy Reshapes Capital Structure and Acquires Genco

Solaris Energy Infrastructure has announced a significant reshaping of its capital structure and the acquisition of Focus Genco Cayman Ltd. for approximately $81 million in cash and 4,182,772 Class A shares. The company secured a $300 million senior secured term loan and a separate $148.61 million Stonebriar term loan, while also terminating its prior asset-based lending facility with Bank of America. Additionally, Solaris assumed a Baker Hughes turbine purchase contract for 30 gas turbine delivery slots, indicating plans for a substantial build-out of future gas-fired generation capacity.

MAR 16·Business Wire

Solaris Energy Infrastructure Announces 900 MW Capacity Expansion and Closes New Growth Capital Financing

Solaris Energy Infrastructure (NYSE:SEI) has announced a significant expansion, adding approximately 900 MW of new natural gas-fueled turbine capacity between 2026 and 2029 through the acquisition of Genco Power Solutions and the purchase of turbine delivery slots. This expansion brings Solaris' total power generation capacity to approximately 3,100 MW by the end of 2029. The company also secured a new $300 million credit facility from Goldman Sachs & Co and Santander to support its ongoing growth and strategic initiatives.

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