SEI at a glance
Solaris Energy Infrastructure, Inc. (SEI, SEC CIK 1697500) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as September 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Solaris Energy Infrastructure, Inc. (SEI) reported revenue of $622.2 million (up 98.7% from FY2024) and net income of $30.2 million.
- As of June 30, 2026, 13 institutional investment managers tracked by SignalX reported holding Solaris Energy Infrastructure, Inc. (SEI) shares worth $296.1 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by TEAGUE AJ on September 8, 2026 of 3,900 shares at $64.25 per share.
- In the last 90 days, SEI insiders reported 2 open-market purchases ($501K) and 0 open-market sales ($0) on Form 4, a net purchase of $501K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $622.2M
- +98.7% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$501K
- 13F holders
- 13 funds
- $296.1M · +2 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model focused on hydrocarbon products and oilfield services with emphasis on sustainability integration risks
- No new product segments; increased disclosure and management focus on sustainability policies and regulatory risks this year
- Strategic emphasis on managing costs and litigation risks from evolving environmental regulations and social initiatives scrutiny
- Largest shareholders own approx. 22% economic interest and voting power, potentially influencing control and transaction approvals
- 2030 and 2031 convertible notes create potential liquidity risk and significant shareholder dilution upon conversion
Risk Factors
- Regulatory risk from variable interest rate under Stateline Term Loan linked to SOFR and U.S. Treasury rates
- Macroeconomic exposure to crude oil and natural gas price fluctuations affecting drilling activity and customer demand
- Operational risk from $186 million variable-rate Stateline Term Loan with 100 bp SOFR increase causing $1.9 million interest expense change
- Financial risk from reliance on delayed draw term loan facility and convertible senior notes for debt financing
Management Discussion & Analysis
- Revenue mix 2025: Solaris Power Solutions 54% of total revenue, 58% in Q4, reflecting significant growth
- Adjusted EBITDA 2025: Solaris Power Solutions 68% of total, 70% in Q4, dominant segment
- Capital expenditures $646.8M in 2025, $233.8M for Stateline (Solaris Power Solutions), $7.0M for Logistics segment
- Financing: Issued $747.5M 2031 Convertible Notes, $114.0M drawn on Stateline term loan for growth capex
- Outlook: 2026 capex expected higher, capacity to reach ~2,200 MW by early 2028, demand driven by AI computing and constrained grid
AI summary of the SEI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $219.4M, up $70.1M YoY from $149.3M
- Power Solutions best segment: revenue $158.3M vs $75.6M; Logistics worst, $61.1M vs $73.7M
- Cost margin Power Solutions 64% vs 63% YoY; Logistics 40% vs 31% YoY
- Cash $824.1M; Revolver availability $575.0M after $75.0M letters of credit
- 2026 capital expenditures approximately $1B; AI-driven demand, supply-chain availability, and regulatory changes key headwinds
Risk Factors
- No Risk Factors section provided; changes from the most recent 10-K cannot be assessed
- New financing instruments disclosed: 6.375% Senior Notes due 2031 and a senior secured term loan
- Acquisition agreement amended June 5, 2026 under the Securities Purchase Agreement
- Share repurchases limited to employee tax-withholding obligations, totaling 5,450 shares at $75.10 average price
AI summary of the SEI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $1.25B senior notes issued at 7.000%, maturing April 1, 2032, generating approximately $1,227.2M net proceeds
- Proceeds targeted for general corporate purposes, growth capital expenditures, and offering expenses
Item 1.01: Entry into a Material Definitive Agreement
- Item 1.01 references Exhibit 99.1 for the material agreement’s substantive terms
- Investors should review the attached press release for counterparties, obligations, financial terms, and strategic significance
Item 8.01: Other Events
- Solaris Energy Infrastructure priced notes on September 22, 2026
- Debt issuance creates a financing event requiring investors to assess leverage and future interest obligations
Item EX-99.1: Item EX-99.1
- $1.25B senior notes priced at 7.000%, upsized from $1.0B, signaling strong institutional demand
- Maturity April 1, 2032; annual interest obligation of $87.5M before fees and expenses
Item 8.01: Other Events
- Unregistered Notes offering subject to Securities Act and state-law exemptions
- Restricted resale and transferability create limited liquidity for noteholders
Item 7.01: Regulation FD Disclosure
- Solaris plans $1.0 billion Senior Notes due 2032, subject to market conditions
- Private placement under Rule 144A and Regulation S, limiting initial distribution to qualified investors
Item EX-99.1: Item EX-99.1
- Power Solutions generated approximately 80% of Q2 2026 segment Adjusted EBITDA, signaling rapid transition toward contracted infrastructure earnings
- Firm equipment orders target more than 3,300 MW by 2029 versus approximately 950 MW operated in Q2 2026
AI summaries of SEI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SEI
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| TEAGUE AJ | Buy | Sep 8, 2026 | 3,900 | $64.25 |
| TEAGUE AJ | Buy | Sep 8, 2026 | 3,900 | $64.21 |
| Argo Laurie H | A | Aug 23, 2026 | 3,331 | - |
| TEAGUE AJ | A | Aug 23, 2026 | 3,075 | - |
| BURKE JAMES R | A | Aug 23, 2026 | 3,075 | - |
| Walker Ray N JR | A | Aug 23, 2026 | 3,075 | - |
| Keenan W Howard JR | A | Aug 23, 2026 | 2,989 | - |
| Giesinger Edgar R. JR. | A | Aug 23, 2026 | 3,246 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $292.9M | $313.1M | $622.2M |
| Operating Income | $49.9M | $52.8M | $135.4M |
| Net Income | $24.3M | $15.8M | $30.2M |
| Op. Margin | 17.0% | 16.9% | 21.8% |
| Net Margin | 8.3% | 5.0% | 4.8% |
| Balance Sheet | |||
| Total Assets | $468.3M | $1.1B | $2.1B |
| Equity | - | $355.6M | $564.3M |
| ROE | - | 4.4% | 5.3% |
| Cash Flow | |||
| Operating CF | $89.9M | $59.4M | $209.1M |
| CapEx | $64.4M | $188.4M | $646.8M |
Source: XBRL data in Solaris Energy Infrastructure, Inc. (SEI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SEI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 13 | $296.1M |
| Q1 2026 | 11 | $235.4M |
| Q4 2025 | 10 | $206.7M |
- State Street Corp+3.85M (+24%)
- Bank of America Corp+2.01M (+25%)
- FMR LLC (Fidelity)+1.13M (+16%)
- BlackRock−6.33M (-5%)
- Morgan Stanley−6.24M (-73%)
- Ameriprise Financial−2.90M (-33%)
- JPMorgan Chase & Co−2.85M (-30%)
- Invesco Ltd−500.0K (-13%)
- Citadel Advisors LLC+4.20M
- Wells Fargo & Co+1.22M
Source: 13F-HR filings on SEC EDGAR (aggregated from 34 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SEI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 6, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis |
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SEI SEC filings: frequently asked questions
Are SEI insiders buying or selling?
In the last 90 days, Solaris Energy Infrastructure, Inc. (SEI) officers, directors and 10% owners reported 2 open-market purchases worth $500,994 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SEI stock?
As of June 30, 2026, the largest Solaris Energy Infrastructure, Inc. (SEI) holders among the 13F filers tracked by SignalX were BlackRock ($187.5 million), State Street Corp ($31.7 million), Bank of America Corp ($16.4 million), FMR LLC (Fidelity) ($13.3 million), JPMorgan Chase & Co ($10.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SEI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Solaris Energy Infrastructure, Inc. (SEI) reported revenue of $622.2 million (up 98.7% from FY2024) and net income of $30.2 million. The figures come from the XBRL data in the 10-K.
What are the main risks in SEI's latest 10-K?
In the 10-K filed February 27, 2026, Solaris Energy Infrastructure, Inc. (SEI) flagged: Regulatory risk from variable interest rate under Stateline Term Loan linked to SOFR and U.S. Treasury rates. Macroeconomic exposure to crude oil and natural gas price fluctuations affecting drilling activity and customer demand. (AI summary of the Risk Factors section.)
What did SEI report in its latest 8-K?
Solaris Energy Infrastructure, Inc. (SEI) filed an 8-K on October 1, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $1.25B senior notes issued at 7.000%, maturing April 1, 2032, generating approximately $1,227.2M net proceeds.
What are the latest SEI SEC filings?
Solaris Energy Infrastructure, Inc. (SEI) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on September 9, 2026.
What is SEI's SEC CIK number?
Solaris Energy Infrastructure, Inc. (SEI)'s SEC Central Index Key (CIK) is 1697500. EDGAR lists every SEI filing under that number.
Ask anything about SEI
The research agent reads SEI's filings, financials, insider trades and 13F holders, then answers with sources.