Welcome to our dedicated page for Solaris Energy Infrastructure SEC filings (Ticker: SEI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Solaris Energy Infrastructure, Inc. (NYSE: SEI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Solaris is an energy-focused company headquartered in Houston, Texas, with two reportable segments: Solaris Power Solutions and Solaris Logistics Solutions. Its filings offer detailed insight into how these segments perform, how the company is financed, and how management and the board oversee the business.
Investors can review current reports on Form 8-K that disclose material events such as quarterly earnings releases, the appointment of a Co-Chief Executive Officer and director, amendments to the revolving credit facility, and the entry into underwriting agreements for convertible senior notes and a concurrent delta offering of borrowed Class A common stock. These 8-K filings also describe the terms of the 0.25% Convertible Senior Notes due 2031, related capped call transactions, and the company’s dual listing on NYSE Texas alongside the New York Stock Exchange.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing record) typically provide consolidated financial statements, segment reporting for Solaris Power Solutions and Solaris Logistics Solutions, and discussions of non-GAAP measures such as EBITDA and Adjusted EBITDA. These documents explain how Solaris defines and uses these metrics and include reconciliations to the most directly comparable GAAP measures.
Through Stock Titan, users can access Solaris filings in near real time as they are posted to EDGAR and use AI-powered summaries to interpret complex sections, such as debt covenants, convertible note terms, and segment performance tables. The platform also surfaces key items from Forms 8-K and other filings so readers can quickly understand changes in capital structure, governance, and operating results without reading every page of the underlying documents.
Solaris Energy Infrastructure reported strong first quarter 2026 growth and raised its outlook. Revenue reached about $196 million, up 9% sequentially, with net income of $32 million, or $0.32 per diluted share. Adjusted EBITDA was about $84 million, up 22% from fourth quarter 2025, and Adjusted EBITDA attributable to Solaris was about $86 million.
The company increased second quarter 2026 Adjusted EBITDA guidance to $83–$93 million and set third quarter 2026 guidance at $80–$95 million. Solaris signed a third long-term contract to provide over 600 MW of power capacity for at least 10 years, expanded previously announced power additions to bring pro forma generation capacity to 3,100 MW, upsized a term loan to a total $500 million, and declared a second quarter 2026 dividend of $0.12 per share.
Solaris Energy Infrastructure, Inc. registers 4,182,772 shares of Class A common stock for resale under a shelf Form S-3, to be sold from time to time by the named selling stockholders pursuant to this prospectus dated April 13, 2026. The prospectus states the company will not receive any proceeds from sales by the selling stockholders.
The selling stockholders acquired 4,149,458 consideration shares on March 16, 2026 under a Securities Purchase Agreement and 33,314 escrow shares remain in escrow. Sales may occur on exchanges, in private sales or through dealers, and will be subject to lock-up provisions described in the Securities Purchase Agreement.
Solaris Energy Infrastructure, Inc. entered into Amendment No. 1 to its senior secured term loan agreement with Goldman Sachs Bank USA and other lenders. The amendment adds $200 million in additional term loan commitments on top of the existing $300 million term loans under the original March 16, 2026 agreement.
The new commitments are available for a single borrowing until October 8, 2026, subject to customary conditions precedent. This expands the company’s access to secured debt financing, potentially providing extra capital flexibility for its infrastructure and corporate needs.
Solaris Energy Infrastructure, Inc. calls its 2026 annual stockholder meeting for May 15, 2026, asking holders to elect three Class III directors, ratify BDO USA as auditor, and approve an advisory vote on executive pay. Only Class A and Class B common stockholders of record on March 20, 2026 may vote.
The company reports 2025 revenue of $622.2 million and Adjusted EBITDA of $244.2 million, driven by power generation capacity expansion and logistics cash flows. Solaris completed the MER Acquisition for equity valued at about $323.1 million and issued $155.0 million 4.75% 2030 and $747.5 million 0.25% 2031 convertible notes, fully funding planned capital spending through 2028.
The Vanguard Group filed an Amendment No. 3 to a Schedule 13G/A reporting 0% beneficial ownership of Solaris Energy Infrastructure Inc. common stock. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries or business divisions to report holdings separately, and states Vanguard no longer is deemed to beneficially own securities held by those entities. The form lists Amount beneficially owned: 0 and zero voting and dispositive powers, and is signed by Ashley Grim on 03/27/2026.
Solaris Energy Infrastructure, Inc. completed the acquisition of Focus Genco Cayman Ltd., exchanging 4,182,772 Class A common shares and approximately $81 million in cash for all of Genco’s shares. The deal closed alongside a new $300 million senior secured term loan and a $148.61 million equipment-backed term loan.
The company also terminated its prior asset-based lending facility, repaying all outstanding obligations and releasing related liens. In a related move, a subsidiary assumed a turbine purchase contract, securing 30 gas turbine delivery slots expected to add about 500 megawatts of generation capacity between early 2027 and 2029.
Solaris Energy Infrastructure, Inc. Chief Accounting Officer Christopher P. Wirtz reported equity compensation-related transactions in Class A common stock. On March 1, 2026, he acquired 3,296 shares through a restricted stock award that vests in three equal installments over three years and 1,814 shares upon vesting and settlement of performance-based restricted stock units granted under the company’s Long Term Incentive Plan. To cover tax withholding obligations tied to vesting of these awards, 2,206 shares were withheld at a price of $49.63 per share, resulting in direct ownership of 36,785 shares of Class A common stock, including 17,791 unvested restricted shares that remain subject to future vesting.
Solaris Energy Infrastructure, Inc. director and Chief Administrative Officer Cynthia M. Durrett reported equity compensation and related tax withholding on Class A common stock. She received a 21,444-share Restricted Stock Award that vests in three equal annual installments and 28,871 shares from the vesting and settlement of multiple performance-based restricted stock unit awards tied to prior performance goals.
To cover tax obligations on these vestings, 26,940 shares were withheld by the company at $49.63 per share. After these transactions, she directly held 154,527 shares of Class A common stock, including 63,581 unvested restricted shares. She also directly holds Solaris Energy Infrastructure, LLC units and matching Class B common stock, which carry voting rights but no economic rights and are exchangeable with the LLC units into Class A shares under the Solaris LLC agreement.
Solaris Energy Infrastructure, Inc. Chief Legal Officer Christopher M. Powell reported equity compensation transactions in Class A common stock. On March 1, 2026, he acquired 18,165 shares as a restricted stock award and 29,723 shares from performance-based restricted stock units, both at a price of $0.00 per share under the company’s Long Term Incentive Plan.
On the same date, 27,534 shares were disposed of at $49.63 per share, representing shares withheld by the company to cover tax obligations tied to the vesting of restricted and performance-based awards. After these transactions, Powell directly owned 150,969 shares of Class A common stock, including 58,447 shares that remain subject to future vesting.