Solaris Oilfield Infrastructure Q1 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Source: seekingalpha
- Earnings Surprise: Solaris Oilfield Infrastructure reported a Q1 non-GAAP EPS of $0.44, beating expectations by $0.18, which underscores the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved revenues of $196 million in Q1, reflecting a 55.6% year-over-year increase and surpassing market expectations by $11.2 million, indicating strong sales performance amid high market demand.
- Adjusted EBITDA Guidance Raised: Solaris increased its Q2 2026 adjusted EBITDA guidance to $83-93 million from the previous $76-84 million, demonstrating management's optimistic outlook for future performance.
- New Q3 Guidance Issued: Additionally, the company established its first Q3 2026 adjusted EBITDA guidance at $80-95 million, reflecting confidence in continued growth, despite a 1% decline in share price.
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Analyst Views on SEI
Wall Street analysts forecast SEI stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 68.680
Low
61.00
Averages
67.00
High
71.00
Current: 68.680
Low
61.00
Averages
67.00
High
71.00
About SEI
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation as well as the management of raw materials used in the completion of oil and natural gas wells. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions. It operates a repair and maintenance facility in Buffalo, Texas, as well as storage and yard facilities located in Southaven, Mississippi; Memphis, Tennessee; and Hobbs, New Mexico. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the management of raw materials used in the completion of oil and natural gas wells. Its equipment-based logistics services include field technician support, software solutions, and also include last mile and mobilization services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Related Party Transaction: The fundraise is classified as a related party transaction, with Sintana relying on exemptions under MI 61-101 since the transaction value does not exceed 25% of the company's market capitalization, providing flexibility in compliance matters.
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- Use of Proceeds: The net proceeds from this offering will be utilized to repay certain outstanding borrowings, cover related fees, and for general corporate purposes, including funding growth capital expenditures, aimed at optimizing the company's financial structure and supporting future expansion.
- Compliance Statement: The Notes have not been registered under the Securities Act of 1933 and are being offered only to qualified institutional buyers and non-U.S. persons, ensuring compliance with relevant laws and reducing legal risks.
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- Financial Outlook: Solaris anticipates its pro forma adjusted EBITDA to reach between $83 million and $93 million in Q2 2026, indicating steady improvement in financial performance while continuing to grow, which further boosts investor confidence.
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See More
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See More
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- Related Party Transaction: The fundraise is classified as a related party transaction, with Sintana relying on exemptions under MI 61-101 since the transaction value does not exceed 25% of the company's market capitalization, providing flexibility in compliance matters.
- Regulatory Approval: The fundraise remains subject to final approval from TSXV, and the newly issued shares are not subject to a hold period under Canadian securities laws, which will help improve liquidity and attract more investor interest in the company's future developments.
See More
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- Credit Facility Established: The company has also put in place a new $650 million credit facility, and the combination of these new financings with expected operational cash flow is anticipated to fully fund the company's capital expenditure commitments, ensuring future project development.
- Contract Expansion: Solaris signed an amendment to expand its original 500 MW contract by an additional 130 MW and significantly enhanced balance of plant scope, increasing total contracted project investment by over 60%, which will further strengthen the company's competitive position in the market.
- CEO Commentary: The executives noted that with two-thirds of their 3.1 GW current and on-order capacity under long-term contracts, the expanded project scope and strengthened balance sheet position the company well to meet the growing demand for behind-the-meter power, enabling continued service delivery to customers while generating strong returns for shareholders.
See More
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See More
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- Use of Proceeds: The net proceeds from this offering will be utilized to repay certain outstanding borrowings, cover related fees, and for general corporate purposes, including funding growth capital expenditures, aimed at optimizing the company's financial structure and supporting future expansion.
- Compliance Statement: The Notes have not been registered under the Securities Act of 1933 and are being offered only to qualified institutional buyers and non-U.S. persons, ensuring compliance with relevant laws and reducing legal risks.
- Market Positioning: Solaris focuses on providing mobile and scalable equipment solutions across multiple U.S. markets, including energy and data centers, highlighting its strategic importance in the rapidly evolving energy infrastructure sector.
See More
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- Note Offering Size: Solaris Energy Infrastructure has successfully priced $1.3 billion of 6.375% senior notes, expected to close on May 12, 2026, providing substantial funding to repay debt and cover fees.
- Debt Repayment and Capex: Proceeds from the notes will be utilized to repay existing debt, pay related fees, and support general corporate purposes, including growth capital expenditures, thereby enhancing the company's financial stability and future growth potential.
- Financial Outlook: Solaris anticipates its pro forma adjusted EBITDA to reach between $83 million and $93 million in Q2 2026, indicating steady improvement in financial performance while continuing to grow, which further boosts investor confidence.
- Long-term Commitment: The notes will be fully guaranteed by Solaris and its subsidiary guarantors, ensuring investor rights and reflecting the company's strong commitment to future growth and strategic positioning in the energy infrastructure sector.
See More
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- Bond Offering Plan: Solaris Energy Infrastructure's subsidiary intends to offer $1.3 billion in senior notes due in 2031, with proceeds aimed at repaying certain outstanding borrowings and related fees, indicating a focus on optimizing financial structure.
- Clear Use of Funds: The proceeds from this bond offering will be allocated for general corporate purposes, including funding growth capital expenditures, reflecting the company's proactive strategy to expand its business and enhance market competitiveness.
- Guarantee Structure: The notes will be guaranteed by Solaris and certain subsidiaries on a senior unsecured basis, which enhances investor confidence in the security of the bonds and may attract more qualified institutional buyers.
- Regulatory Compliance: The offering will be made to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S, demonstrating the company's flexibility and adaptability in the global capital markets.
See More
