Short answer
Solaris Energy Infrastructure, Inc. (SEI) filed its Q1 2026 10-Q quarterly report on May 1, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $91M (down 28.1% year over year) with net income of $21M.
Q1 2026 key financials · XBRL
- Revenue
- $91M
- −28.1% YoY
- Net income
- $21M
- +303.0% YoY
- Operating margin
- 55.6%
Source: XBRL data from the Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 10-Q on SEC EDGAR. USD.
Solaris Energy Infrastructure, Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $196.2M, up $69.9M YoY from $126.3M
- Power Solutions revenue $128.5M, up 160%; Logistics revenue $67.7M, down 12%
- Power Solutions cost margin 58% vs 67% YoY; Logistics cost margin 33% vs 33%
- Operating cash flow $79.0M vs $25.7M; investing outflow $454.6M, including $108.4M Genco acquisition
- Cash $344.5M; 2026 capital expenditures expected at $1,263M, with AI demand and grid constraints supporting outlook
Risk Factors
- No Risk Factors section provided; filing excerpt contains Items 2–6 rather than quarterly risk disclosures
- Acquisition-related dilution risk: 4,182,772 Class A shares issued to Genco sellers on March 16, 2026
- Liquidity risk: $50 million share-repurchase authorization remained available, with $15,440,555 outstanding at March 31, 2026
- Capital-structure risk: Senior Secured Term Loan Agreement and acquisition financing established March 16, 2026
- Compliance risk: Shares issued under Securities Act Section 4(a)(2) exemption in connection with Genco Acquisition
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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