Solaris Energy Infrastructure, Inc. (SEI) Q3 2025 10-Q Quarterly Report
Filed: Nov 6, 2025Period ending Sep 30, 2025
Industrials
Oil & Gas Field Machinery & EquipmentSEC EDGAR Solaris Energy Infrastructure, Inc. (SEI) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 6, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Solaris Energy Infrastructure, Inc. Q3 2025 10-Q Analysis
Risk Factors
- • New risk from Stateline joint venture announced April 28, 2025, comprising 53% of Solaris Power Solutions’ assets (900 MW), exposing to AI market demand and regulatory uncertainties
- • Material update on tariff impacts, with 10% baseline and additional tariffs raising material input costs and potential supply chain delays under U.S. trade policy uncertainty
- • Legal risk from March 2025 putative class action alleging misleading statements linked to Mobile Energy Rentals acquisition, with outcome uncertain and potential management distraction
- • Near-term operational risk from dependence on a few large customers in Stateline, which may adversely affect revenue and operating results if demand fluctuates
- • Financial risk from potential inability to repurchase or pay 2030 and 2031 Notes upon fundamental change or maturity, exacerbated by restrictions under revolving credit facility and debt covenants
Solaris Energy Infrastructure, Inc. Q3 2025 Quarterly FinancialsXBRL
Revenue
$167M
▲ +122.4% YoY▲ +11.7% QoQ
Net Income
$15M
▲ +1603.1% YoY▲ +21.7% QoQ
Operating Margin
22.7%
▲ +1570bp YoY▼ -110bp QoQ
Net Margin
8.7%
▲ +1001bp YoY▲ +71bp QoQ
ROE
2.7%
Total Assets
$1.6B
Operating Cash Flow
$63M
▲ +501.6% YoY▲ +161.6% QoQ
Source: XBRL data from Solaris Energy Infrastructure, Inc. Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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