Solaris Energy Infrastructure, Inc.(SEI)Earnings, Financials & Key RatiosSolaris Energy Infrastructure, Inc. (SEI) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company is capturing significant market share with 55.3% revenue growth, the extreme capital intensity and negative 134.7% FCF margin suggest that the current valuation of 116.36x P/E TTM may not yet reflect the long-term execution risks of its debt-funded expansion.
Solaris Energy Infrastructure, Inc. (SEI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Solaris Energy Infrastructure, Inc. (SEI) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 27, 2026 | $0.44vs $0.31+39.8% | $196Mvs $183M+7.0% |
| Q1 2026 | Feb 24, 2026 | $0.35vs $0.24+45.8% | $180Mvs $164M+9.5% |
| Q4 2025 | Nov 3, 2025 | $0.32vs $0.24+33.3% | $167Mvs $165M+1.4% |
| Q3 2025 | Jul 23, 2025 | $0.34vs $0.14+142.9% | $149Mvs $130M+15.1% |
Recent stock market news and headlines for Solaris Energy Infrastructure, Inc. (SEI)
New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy OAKS, Pa., June 23, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI's Asset Management business.
New Leadership Role to Scale Capabilities and Support Client Transformation OAKS, Pa., June 18, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services.
The two companies serve different end markets. But they have emerged as AI infrastructure stocks amid growth of data centers.
Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management OAKS, Pa. and LONDON, June 16, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency.
This AI data center power provider is expected to have two straight years of triple-digit profit growth. Shares are nearing a buy point.
Key metrics vs top competitors for Solaris Energy Infrastructure, Inc. (SEI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $67.47 | $4.84B | 102.23 | 98.73% | 4.85% | 4.04% | 0.65% | |
| $25.51 | $3.08B | 30.01 | 5.01% | 11.91% | 651.13% | — | |
| $36.53 | $6.4B | 19.85 | 28.7% | 21.45% | 22.28% | — | |
| $12.29 | $1.51B | 1575.64 | -12.13% | -1.05% | -1.43% | — | |
| $4.69 | $848.52M | -2.04 | -11.37% | -24.17% | -48.48% | — | |
| $18.10 | $2.04B | 90.50 | -3.08% | 1.54% | 2.21% | — |
Solaris Energy Infrastructure, Inc. (SEI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Solaris Energy Infrastructure, Inc. (SEI) stock FAQ — growth, dividends, profitability & financials explained
Solaris Energy Infrastructure, Inc. (SEI) reported $692.1M in revenue for fiscal year 2025. This represents a 4772% increase from $14.2M in 2015.
Solaris Energy Infrastructure, Inc. (SEI) grew revenue by 98.7% over the past year. This is strong growth.
Yes, Solaris Energy Infrastructure, Inc. (SEI) is profitable, generating $46.3M in net income for fiscal year 2025 (4.8% net margin).
Yes, Solaris Energy Infrastructure, Inc. (SEI) pays a dividend with a yield of 0.65%. This makes it attractive for income-focused investors.
Solaris Energy Infrastructure, Inc. (SEI) has a return on equity (ROE) of 4.0%. This is below average, suggesting room for improvement.
Solaris Energy Infrastructure, Inc. (SEI) had negative free cash flow of $583.4M in fiscal year 2025, likely due to heavy capital investments.
