Solaris Energy Infrastructure, Inc. company profile

Overview

Solaris Energy Infrastructure, Inc. is a U.S. energy-infrastructure company serving data-center, energy, commercial, and industrial customers. Its Solaris Power Solutions segment provides power generation, control, and distribution systems, including rapidly deployable, behind-the-meter power. Solaris Logistics Solutions supplies specialized equipment and related services for raw-material handling in oil and gas well completions.[1]

The company describes its aim as delivering reliable power where and when it is needed.[5] Founded in 2014, Solaris reported revenue of approximately $622.2 million for fiscal 2025.[6][7] For the six months ended June 30, 2026, it reported revenue of approximately $415.6 million and weighted-average deployed power capacity of about 930 MW.[8][9] [1]

Products & services

Solaris Energy Infrastructure’s Power Solutions include configurable power-generation, control, and distribution systems for data centers and other commercial and industrial uses. Its equipment offerings include turbines, turbine-engine cores, ancillary equipment, and power-control and distribution equipment; solutions can provide primary or backup power, operate alongside grid power, or support co-located generation.[10] The company’s rental portfolio also includes transformers, switchgear, breakers, E-houses, panels, battery packs, and substations.[13]

The company describes turnkey power-plant capabilities that can combine generation equipment with balance-of-plant equipment, batteries, energy-management systems, and operating support. A July 2026 contract amendment covered an approximately 660 MW plant designed for AI workloads.[14] Solaris also offers power-plant design and engineering, deployment, ownership and operation, preventive maintenance, and real-time monitoring.[15] In July 2026, Solaris announced an acquisition adding generator and turbine installation, commissioning, operations and maintenance, and repair capabilities across aeroderivative, industrial, heavy-duty, hydroelectric, and steam equipment.[16]

Solaris Logistics Solutions serves oilfield operations with an automated, all-electric proppant-management system for wet and dry sand, top-fill sand loading, metered tub-direct sand delivery controlled from a data van, last-mile logistics and field services, and silo-based fluid management.[17] Across its power fleet, weighted-average deployed capacity was about 950 MW in Q2 2026 and 930 MW in H1 2026; these are fleet figures, not individual product ratings.[9] Power Solutions represented 72% of total revenue and 80% of total segment Adjusted EBITDA in Q2 2026, and 69% and 78%, respectively, in H1 2026.[18] [10]

Geographic presence

Solaris Energy Infrastructure, Inc.’s disclosed U.S. footprint includes data-center power plants in Tennessee and Mississippi; its investor materials also identify a Power Solutions facility in Buffalo, Texas, transformer and switchgear manufacturing in Livingston, Texas, and headquarters in Houston, Texas. The company’s FAQ lists an additional manufacturing facility in Early, Texas.[19][20]

Texas is a notable corporate and operating concentration: the company identifies Houston as its principal executive office and has described itself as Texas-headquartered, with many customers, suppliers, and employees based in or significantly present in Texas.[21][22]

The FY2025 filing and 2026 second-quarter filing do not provide revenue by country, state, or region, or an employee-location breakdown. Accordingly, geographic revenue percentages and the distribution of employees by location cannot be specified from the reviewed disclosures.[23][24] [21]

Business segments

For FY2025, Solaris Energy Infrastructure reported two business segments: Solaris Power Solutions and Solaris Logistics Solutions. Solaris Power Solutions provides power generation, control, and distribution infrastructure for data center, energy, and other commercial and industrial customers. It generated $333.5 million, approximately 53.6% of consolidated revenue of $622.2 million.[25] [25]

Company history

Solaris’s operating predecessor, Solaris Oilfield Infrastructure, LLC, was formed in July 2014, with William A. Zartler identified as its founder. The public-company parent was incorporated in February 2017 to facilitate an IPO, which it completed in May of that year.[27]

In 2017–18, the company expanded its oilfield logistics capabilities, opening a transload facility in Kingfisher, Oklahoma, and acquiring Railtronix inventory-management technology for integration with its PropView platform.[30] In 2024, it entered distributed power solutions through its acquisition of Mobile Energy Rentals; following the acquisition, it changed its name from Solaris Oilfield Infrastructure to Solaris Energy Infrastructure and its NYSE ticker from SOI to SEI.[33][34]

The company broadened its power business through subsequent acquisitions: HVMVLV in August 2025, adding electrical control and distribution equipment capabilities, and Genco in March 2026, adding gas-turbine generators held for lease.[35] In April 2025, Solaris also formed Stateline Power with CTC Property for a data-center power project.[38] [27]

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Solaris Energy Infrastructure, Inc.