NYSE$SEI

Solaris Energy Infrastructure · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Solaris Energy reported Q1 2026 revenue of $196.2M and net income of $32.1M, with diluted EPS of $0.32.

For Q1 2026, Solaris Energy reported revenue of $196.2M and net income of $32.1M. The 10-Q discusses segment performance, costs, and liquidity in MD&A.

  • Revenue of $196.2M for Q1 2026.
  • Net income of $32.1M; diluted EPS $0.32.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$196M

Previous: $126M+55.3%
EPS (adj)

$0.32

Previous: $0.14+128.6%
Capital Expenditures

-$343M

Previous: -$144M-137.9%
Net Income

$21.4M

Previous: $5.32M+303.0%

Revenue & EPS history

Solaris · Revenue · Quarterly

$196M

Q1 2026+55.3%vs Q1 2025
Beat estimate in 6 of 7 quarters(86%)
ActualEstimate

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for Solaris Energy. MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the filing.
  • Segment or product trends are disclosed where applicable.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items may distort quarterly comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.3%

Avg return

Earnings day

+5.2%

Avg return

5 days after

+4.1%

Avg return

30 days after

61%

20 / 33 earnings

Positive

+34.8%

Q2 2024

Best reaction

-19.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.7%+6.3%-2.4%
Q4 2025+2.8%-7.8%+8.2%
Q3 2025+0.5%-6.0%+2.2%
Q2 2025+15.2%+14.9%-2.6%
Q1 2025-0.6%+15.1%+28.0%
Q4 2024+22.1%+12.2%-23.4%
Q3 2024+8.3%+32.7%+87.1%
Q2 2024+34.8%+42.7%+38.6%
Q1 2024+0.5%+3.1%+1.6%
Q4 2023+0.1%-1.8%-2.5%
Q3 2023-3.3%-7.1%-15.1%
Q2 2023-3.2%+12.3%+8.1%
Q1 2023+2.3%+5.1%+12.0%
Q3 2022-19.8%-10.6%-19.9%
Q2 2022-3.6%-1.4%-3.5%
Q1 2022+5.4%+17.8%+32.0%
Q3 2021+4.5%+10.3%-14.6%
Q2 2021-6.1%-6.3%-10.2%
Q1 2021+6.3%-1.6%+0.5%
Q3 2020+0.2%+6.0%+20.0%
Q2 2020-4.8%+1.4%+5.0%
Q1 2020-5.1%-10.5%+1.3%
Q3 2019-4.8%+1.4%-6.3%
Q2 2019+7.7%+5.0%+9.1%
Q1 2019-5.6%+0.8%-20.6%
Q2 2018+5.2%+5.9%+1.7%
Q4 2018+5.2%+5.9%+1.7%
Q3 2018+10.0%+10.1%-1.1%
Q1 2018+0.1%-9.5%-18.6%
Q2 2017-2.6%+1.1%-1.6%
Q4 2017-2.6%+1.1%-1.6%
Q3 2017-0.7%+11.2%+3.9%
Q1 2017+4.2%+12.8%+17.5%

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