Earnings ·
Solaris Energy Infrastructure reports Q3 net income of $39M, raises dividend to $0.12 per share
SEISolaris Energy Infrastructure, Inc.
Solaris Energy Infrastructure reported third-quarter 2026 revenue of approximately $341 million, a 55% sequential increase, alongside net income of $39 million ($0.42 diluted EPS) and adjusted EBITDA of roughly $136 million. The company signed a new 15-year power contract for 900 MW with an investment-grade customer and secured $1.5 billion in growth financing through a $1.25 billion senior unsecured notes offering and additional bank commitments. Management raised fourth-quarter adjusted EBITDA guidance to $165-185 million and first-quarter 2027 guidance to $220-260 million. Additionally, the board approved a quarterly dividend of $0.12 per share, payable December 18, 2026, marking the company's 33rd consecutive distribution. Solaris Energy Infrastructure delivers comprehensive power infrastructure solutions including generation, distribution, and operations and maintenance services for data centers and industrial sectors.