{ "schemaVersion": 1, "organisationId": "O-f0839c3e6f6f433593e81e9afc32732b", "slug": "solaris-energy-infrastructure-inc", "name": "Solaris Energy Infrastructure, Inc.", "updatedAt": "2026-10-02T16:14:17.936658Z", "sections": [ { "type": "OVERVIEW", "text": "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. [P39038811][P101808390][P106632375][P117721095]\n\nThe company describes its aim as delivering reliable power where and when it is needed. [https://www.solaris-energy.com/] Founded in 2014, Solaris reported revenue of approximately $622.2 million for fiscal 2025. [https://www.solaris-energy.com/company][T5697891] 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. [P150214696][P150215083]\n[P39038811][P101808390][P106632375][P117721095][https://www.solaris-energy.com/][https://www.solaris-energy.com/company][T5697891][P150214696][P150215083][https://www.solaris-energy.com/][https://www.solaris-energy.com/company]", "updatedAt": "2026-10-02T16:14:17.936658Z" }, { "type": "PRODUCTS", "text": "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. [P150214688][P150215070][P150214809] The company’s rental portfolio also includes transformers, switchgear, breakers, E-houses, panels, battery packs, and substations. [https://www.solaris-energy.com/rentals]\n\nThe 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. [P150215071] Solaris also offers power-plant design and engineering, deployment, ownership and operation, preventive maintenance, and real-time monitoring. [https://www.solaris-energy.com/power] 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. [https://ir.solaris-energy.com/news/2026/07-06-2026-120016135]\n\nSolaris 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. [https://www.solaris-energy.com/logistics] 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. [P150215083] 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. [P150215065]\n[P150214688][P150215070][P150214809][P150215071][P150215083][P150215065][https://www.solaris-energy.com/rentals][https://www.solaris-energy.com/power][https://ir.solaris-energy.com/news/2026/07-06-2026-120016135][https://www.solaris-energy.com/logistics]", "updatedAt": "2026-10-02T16:14:17.936658Z" }, { "type": "GEOGRAPHY", "text": "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. [https://ir.solaris-energy.com/~/media/Files/S/Solaris-IR/reports-and-presentations/sei-investor-presentation-april-2026.pdf] [https://ir.solaris-energy.com/information-request/faqs]\n\nTexas 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. [P39031423] [https://ir.solaris-energy.com/news/2025/07-30-2025-130129483]\n\nThe 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. [https://www.sec.gov/Archives/edgar/data/1697500/000162828026012501/sei-20251231.htm] [P150214553]\n[P39031423][P150214553][https://ir.solaris-energy.com/~/media/Files/S/Solaris-IR/reports-and-presentations/sei-investor-presentation-april-2026.pdf][https://ir.solaris-energy.com/information-request/faqs][https://ir.solaris-energy.com/news/2025/07-30-2025-130129483][https://www.sec.gov/Archives/edgar/data/1697500/000162828026012501/sei-20251231.htm]", "updatedAt": "2026-10-02T16:14:17.936658Z" }, { "type": "SEGMENTS", "text": "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. [P67050234][P101808390][T240893]\n[P67050234][P101808390][T240893][T240893]", "updatedAt": "2026-10-02T16:14:17.936658Z" }, { "type": "HISTORY", "text": "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. [P185646832][P185647179][https://ir.solaris-energy.com/news/2017/05-12-2017-120008225]\n\nIn 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. [https://ir.solaris-energy.com/news/2017/08-02-2017-213123271][https://ir.solaris-energy.com/news/2017/12-11-2017-115943563][https://ir.solaris-energy.com/news/2018/12-20-2018-222029461] 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. [https://ir.solaris-energy.com/news/2024/07-09-2024-224710914][https://ir.solaris-energy.com/news/2024/09-11-2024-213822577]\n\nThe 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. [P3776297][https://ir.solaris-energy.com/news/2025/08-18-2025-120013299][https://ir.solaris-energy.com/news/2026/03-16-2026-213117009] In April 2025, Solaris also formed Stateline Power with CTC Property for a data-center power project. 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