NYSE$SEI
Solaris Energy Infrastructure · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Solaris Energy reported Q4 2025 revenue of $180M; adjusted pro forma EPS $0.35.
Q4 revenue $180M (+8% seq); GAAP net loss $4M; adjusted pro forma net income $30M ($0.35 EPS); adjusted EBITDA $69M. FY revenue +99%; power contracting for AI data centers. Q1 2026 adjusted EBITDA guide $72M–$77M.
- Q4 revenue $180M.
- Adjusted EBITDA $69M.
- Q1 2026 adj. EBITDA $72M–$77M.
- FY revenue +99%.
Headline financials
Revenue & EPS history
Solaris · Revenue · Quarterly
$180M
Forward guidance
Increasing Q1 2026 EBITDA guide on data-center power demand; Stateline JV supports AI primary power.
Tailwinds
- Power infrastructure secular tailwind.
- Strong FY growth and EBITDA.
- Shareholder returns ongoing.
Headwinds
- GAAP loss in Q4.
- Project execution and fuel risk.
- Customer concentration in energy.
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 Q4 2025
+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
| Quarter | Report date | Reaction (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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