10-Q quarterly report · filed Aug 6, 2026

Solaris Energy Infrastructure, Inc. (SEI) Q2 2026 10-Q Quarterly Report

Short answer

Solaris Energy Infrastructure, Inc. (SEI) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $114M (down 23.9% year over year) with net income of $20M.

Q2 2026 key financials · XBRL

Revenue
$114M
−23.9% YoY · +25.1% QoQ
Net income
$20M
+71.4% YoY · −4.4% QoQ
Operating margin
49.7%

Source: XBRL data from the Solaris Energy Infrastructure, Inc. (SEI) Q2 2026 10-Q on SEC EDGAR. USD.

Solaris Energy Infrastructure, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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