Company Analysis

Solaris Energy Infrastructure, Inc. (SEI)

NYSE: SEI · Oil & Gas Field Machinery & Equipment · Houston, TX · filing with the SEC since 2017
Grade5.8
◀ Past 6.8● Present 5.1▶ Future 5.7
1 est.

The grade of Solaris Energy Infrastructure, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.8/10
◀ Past6.830% of the headline
● Present5.140% of the headline
▶ Future5.730% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.8/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
4.1/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2019-07-19.

weight 33% of this tense · 41st percentile among 17 sector filers · read for itself

From the record

Solaris Energy Infrastructure, Inc.'s filings since 2017 show 1 warning event: a warning not to rely on past financial statements (8-K item 4.02, the latest 2019-07-19) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
8.3/10

What has it actually done, year after year?

+45.9% a year over 9 filed years; profitable in 8 of 10.

weight 45% of this tense · 83rd percentile among 15 sector filers · read for its customers

From the record

Solaris Energy Infrastructure, Inc.'s 9 filed years say what it did: revenue went from $14 million in fiscal 2015 to $622 million in fiscal 2025, up 45.9% a year; it rose in 7 of 8 years; the deepest fall was 8% from fiscal 2022 to fiscal 2023; net income was positive in 8 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span45.9%top 10% of its family
  • the share of years revenue rosetop 17% of its family
  • the share of filed years with a profittop 23% of its family
  • the deepest fall from a revenue peak8.5%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
7.5/10

How has it treated the people who own it?

SI estimate 7.5/10, confidence 35 of 100 (one part).

weight 22% of this tense · 75th percentile among 16 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the top 25% of 16 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 16 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Solaris Energy Infrastructure, Inc.'s shareholder treatment is put at 7.5 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the top 25% of 16 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

5.1/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
4.1/10

Is it financially healthy right now?

ROE 7%: 7¢ of profit per shareholder dollar. Leverage 61%: owes 61¢ per asset dollar.

weight 45% of this tense · 41st percentile among 16 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Solaris Energy Infrastructure, Inc. earned about 7 cents of profit for every dollar of shareholders' money. Leverage: it owed about 61 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 28% of its family
  • return on equitytop 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.2/10

How strong is its position in its industry?

top 39% of 16 in its family; net margin 9.4%.

weight 33% of this tense · 61st percentile among 16 sector filers · read for its customers

From the record

Solaris Energy Infrastructure, Inc.'s standing among 16 graded names in its industry family: revenue of $622 million in fiscal 2025 ranks in the bottom 34% by size; a net margin of 9.4% ranks in the top 28%; revenue growth of 24.8% a year over the last 3 filed years ranks in the top 22% (its annual reports).

What it rests on

  • revenue against the family$622Mbottom 34% of its family
  • net margin9.4%top 28% of its family
  • three-year revenue growth24.8%top 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.5/10

What are the people in charge doing?

top 45% of 10 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 55th percentile among 10 sector filers · read for its shareholders

From the record

Solaris Energy Infrastructure, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Brock, Amanda M (Co-Chief Executive Officer, as filed), filing under that title since 2025-10-17, 1.1 years (bottom 25% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 9.4 years (top 5%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (bottom 46%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge6 in three years among 14 peoplebottom 46% of its family
  • the median years the people in charge have filed9.4 yearstop 5% of its family
  • the chief executive's years on the record1.1 yearsbottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.7/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.1/10

How much room does it have to grow?

bottom 41% of 16 in its family for room to expand.

weight 45% of this tense · 41st percentile among 16 sector filers · read for itself

From the record

Solaris Energy Infrastructure, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $353 million against debt of $184 million leaves 7.9% of its assets as net cash, top 28% of its family; cash from operations less capital spending is -70.3% of revenue (bottom 9%) (its annual report).

What it rests on

  • cash less debt against assets7.9%top 28% of its family
  • cash from operations less capital spending against revenue-70.3%bottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.8/10

What could actually drive growth from here?

top 32% of 15 in its family for growth drivers.

weight 33% of this tense · 68th percentile among 15 sector filers · read for its customers

From the record

Solaris Energy Infrastructure, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 24.8% a year over the last three filed years against 45.9% over all 9, slowing (bottom 10% of its family); the newest year grew 98.8% (top 3%); capital spending grew 99.5% a year (top 4%) (its annual reports). Solaris Energy Infrastructure, Inc. reported 2 lines of business in fiscal 2025: Solaris Power Solutions at $334 million, Solaris Logistics Solutions at $289 million. 2 of 2 grew in the latest filed year, and the largest line is 54% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-21.1 points a yearbottom 10% of its family
  • the newest year's revenue growth98.8%top 3% of its family
  • three-year growth of capital spending99.5%top 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.3/10

Did its newest year beat what its own record pointed to?

top 27% of 14 in its family for expectations against reality.

weight 22% of this tense · 73rd percentile among 14 sector filers · read for its shareholders

From the record

Solaris Energy Infrastructure, Inc.'s newest year against its own record: revenue of $622 million in fiscal 2025 came in 100.9% above the $310 million its prior three years' pace pointed to (top 4% of its family); net income of $58 million against a prior three-year average of $34 million (top 32%); a net margin of 9.4% against 11% before (top 46%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace100.9%top 4% of its family
  • net income against the prior three years' average+73%top 32% of its family
  • net margin against its prior average-1.6 pointstop 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SEI · research, not advice