NYSE$SEI

Solaris Energy Infrastructure · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced agreement to acquire Mobile Energy Rentals and issued second quarter financial update.

Solaris announced an agreement to acquire Mobile Energy Rentals for $200 million, including cash and stock. Preliminary Q2 2024 revenue is expected to be between $70 million and $75 million and Adjusted EBITDA between $20 million and $21 million. The company repaid $14 million of debt during the quarter, ending with $11 million of net debt.

  • Entered into an agreement to acquire Mobile Energy Rentals (MER) for $200 million, diversifying into distributed power solutions.
  • MER's third quarter 2024 Adjusted EBITDA is forecasted to be approximately $12 million - $13 million.
  • Preliminary Q2 2024 revenue expected to be between $70 million and $75 million.
  • Preliminary Q2 2024 Adjusted EBITDA expected to be between $20 million and $21 million.

Headline financials

Total Revenue

$73.9M

Previous: $77.2M-4.3%
EPS (adj)

$30.00

No prior period
Net Debt

$11M

No prior period
Capital Expenditures

-$4.02M

Previous: -$40.1M+90.0%
Free Cash Flow

$2.19M

Previous: -$32.6M+106.7%
Net Income

$6.21M

Previous: $7.53M-17.6%
Operating Income

$11.9M

Previous: $15.8M-24.9%
Gross Profit

$27.8M

Previous: $31.6M-12.0%
Cash & Equivalents

$5.06M

Previous: $9.37M-46.0%
Total Assets

$458M

Previous: $484M-5.5%

Revenue & EPS history

Solaris · Revenue · Quarterly

$73.9M

Q2 2024-4.3%vs Q2 2023
Beat estimate in 6 of 7 quarters(86%)
ActualEstimate

Forward guidance

Solaris expects to close the MER transaction by the end of the third quarter of 2024 and intends to rename the company to Solaris Energy Infrastructure, Inc.

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 Q2 2024

Historical avgQ2 2024

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro