Oil & Gas Field Machinery & Equipment · SIC 3533

Solaris Energy Infrastructure, Inc.

SEI

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Latest revenue

$90.9M

as of 2026-03-31

Latest net income

$21.4M

as of 2026-03-31

Net margin

23.6%

as of 2026-03-31

Price · 5Y

+55.4% / yr 41.6 pts / yr vs S&P 500 798.1% total
Compare:

Live market

delayed ≤15 min
$74.27
1.14%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.6%
52-wk high
$81.24
52-wk low
$24.57
Beta
Shares out

5-year trend

What this company does

AI

Item 1. Business Our Company We provide modular and scalable equipment-based solutions for power generation, control and distribution, and the management of raw materials in oil and natural gas well completions. Headquartered in Houston, Texas, Solaris serves multiple U.S. end markets, including data center, energy, and other commercial and industrial sectors. We operate through two reportable business segments: •Solaris Power Solutions: This segment delivers power generation, control, and distribution solutions. Our offerings support data center, energy, and other commercial and industrial sector customers by providing flexible, on-demand power infrastructure, including power control and…

AI summary unavailable — showing raw filing excerpt

Generated from SEI's filing dated 2026-02-27

Key risks

AI

Item 1A. Risk Factors The following are certain risk factors that affect our business, financial condition, results of operations and cash flows. Many of these risks are beyond our control. These risk factors should be considered in connection with evaluating the forward-looking statements contained in this Annual Report. The risks and uncertainties described below are not the only ones that we face. If any of the events described below were to actually occur, our business, financial condition, results of operations and cash flows could be adversely affected and our results could differ materially from expected and historical results, any of which may also adversely affect the holders of…

AI summary unavailable — showing raw filing excerpt

Generated from SEI's filing dated 2026-02-27

Profitability

Operating margin

21.8%

29.0%

Net margin

4.8%

4.0%

Return on equity

5.3%

20.3%

Return on assets

1.4%

0.0%

Leverage

Debt / equity

2.80×

29.7%

Long-term debt / equity

0.32×

63.1%

Debt / assets

73.7%

7.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$90.9M+4.2%$21.4M+303.0%23.6%

Q4 2025

2025-12-31

$363.1M+259.5%$-1.7M-126.5%-0.5%

Q3 2025

2025-09-30

$84.4M+20.1%$14.6M+1603.1%17.2%

Q2 2025

2025-06-30

$87.4M+18.3%$12.0M+92.6%13.7%

Q1 2025

2025-03-31

$87.2M+28.5%$5.3M+23.2%6.1%

Q4 2024

2024-12-31

$101.0M$6.3M6.2%

Q3 2024

2024-09-30

$70.3M+0.9%$-968.0K-119.6%-1.4%

Q2 2024

2024-06-30

$73.9M-4.3%$6.2M-17.6%8.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Oil & Gas Field Machinery & Equipment · SIC 3533

No data yet for industry average

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Insider activity

Insider buying

$1.1M

Insider selling

$650.8M

Net activity

−$649.7M

Distinct insiders

14

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-13

Christopher P. Wirtz

Chief Accounting Officer

Sale700$77.22$54.1K
2026-05-12

Laurie H Argo

Director

Sale5,200$72.88$379.0K
2026-05-11

Christopher M Powell

Chief Legal Officer

Sale9,179$73.90$678.3K
2026-05-11

Christopher M Powell

Chief Legal Officer

Sale25,492$74.84$1.9M
2026-05-11

Christopher M Powell

Chief Legal Officer

Sale2,181$75.33$164.3K
2026-05-08

Aj Teague

Director

Purchase3,425$72.98$250.0K
2026-05-08

Aj Teague

Director

Purchase2,750$72.98$200.7K
2026-05-08

Ray N Walker JR

Director

Sale56,841$72.11$4.1M
2026-05-06

Howard W Keenan JR

Director

Sale2,000,000$74.50$149.0M
2026-04-30

KTR Management Company, LLC / John Tuma

10%+ owner

Sale2,000,000$70.75$141.5M
2025-12-17

Aj Teague

Director

Purchase2,310$43.13$99.6K
2025-12-17

Aj Teague

Director

Purchase2,310$43.11$99.6K
2025-12-17

Cynthia M. Durrett

CHIEF ADMINISTRATIVE OFFICER

Sale47,011$44.62$2.1M
2025-12-17

Amanda M Brock

Co-Chief Executive Officer

Purchase3,669$40.89$150.0K
2025-12-17

Laurie H Argo

Director

Sale2,300$44.25$101.8K
2025-12-10

James R Burke

Director

Sale11,277$53.03$598.0K
2025-11-04

KTR Management Company, LLC / John Tuma

10%+ owner

Sale2,114,783$50.15$106.1M
2025-09-10

James R Burke

Director

Sale5,000$29.22$146.1K
2025-09-09

William A Zartler

CHAIRMAN AND CEO

Purchase10,000$24.83$248.3K
2025-09-09

Kyle S. Ramachandran

PRESIDENT AND CFO

Purchase2,000$25.00$50.0K
2025-08-26

Christopher M Powell

CHIEF LEGAL OFFICER

Sale12,750$30.00$382.5K
2025-08-25

Edgar R. Giesinger JR.

Director

Sale10,000$28.86$288.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns SEI

No institutional holdings on file for SEI yet.

Source: SEC Form 13F-HR. Updated quarterly (45-day filing lag).

Top questions investors are asking

Coming once SEI's latest filing finishes processing.