SEI
Solaris Energy Infrastructure, Inc.NYSE
Energy • Oil & Gas Equipment & Services
Factor tilt: Mid-Cap Growth
$57.77+14.28%
Close Nov 6, 2026
- Market cap
- $4.56B
- 1 month
- -20.9%
- 3 months
- -1.4%
- 1 year
- +8.1%
- 52-week range
- $40.64$82.88
- Dividend, last 12 mo
- $0.48 · 0.83% yield
- Last ex-date
- Sep 15, 2026 · $0.12
- Next-quarter EPS estimate
- $0.28Quarter to Sep 30, 2026 · 7 analysts · revenue $273.7M · +12.0% in 30d
- Short interest
- 26.3% of float16.5M shares · settled Oct 15, 2026 · +1.3% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $762.18M
- Net income
- $54.82M
- Free cash flow
- -$727.8M
- Book value
- $901.98M
- Total debt
- $2.51B
- P/E
- —
- Price / sales
- —
- Price / book
- —
- FCF yield
- —
- Net margin
- +7.2%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Solaris Energy Infrastructure, Inc.
Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments.
Read more
The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. It also provides site preparation, specialized structural and foundational work, and gas pipeline construction services. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
- Website
- solaris-energy.com
- Headquarters
- Houston, TX, United States
- Employees
- 468
- Listed
- May 12, 2017
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 23, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Jun 30, 2026 | $219.4M | +46.9% | 57.6% | $56.5M | $20.5M |
| Mar 2026filed Mar 31, 2026 | $196.2M | +55.3% | 37.1% | $50.6M | $21.4M |
| Dec 2025filed Dec 31, 2025 | $179.7M | +86.6% | 30.7% | $39.8M | -$1.7M |
| Sep 2025filed Sep 30, 2025 | $166.8M | +122.4% | 33.4% | $37.9M | $14.6M |
| Jun 2025filed Jun 30, 2025 | $149.3M | +102.1% | 34.6% | $37.1M | $12.0M |
| Mar 2025filed Mar 31, 2025 | $126.3M | +86.1% | 30.5% | $22.1M | $5.3M |
| Dec 2024filed Dec 31, 2024 | $96.3M | +52.0% | 28.6% | $25.7M | $6.3M |
| Sep 2024filed Sep 30, 2024 | $75.0M | +7.7% | 22.8% | $5.3M | -$968.0K |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Dec 31, 2025 | $622.2M | +98.7% | 45.9% | $135.4M | $30.2M |
| Dec 2024filed Dec 31, 2024 | $313.1M | +6.9% | 25.9% | $52.8M | $15.8M |
| Dec 2023filed Dec 31, 2023 | $292.9M | -8.5% | 26.9% | $49.9M | $24.3M |
| Dec 2022filed Dec 31, 2022 | $320.0M | +101.0% | 21.8% | $41.8M | $21.2M |
| Dec 2021filed Dec 31, 2021 | $159.2M | +54.6% | 10.4% | -$387.0K | -$868.0K |
| Dec 2020filed Dec 31, 2020 | $103.0M | -57.4% | 9.9% | -$59.9M | -$29.3M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched SEI. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
16,534,361 shares short
+207,602 shares (+1.3%) vs Sep 30, 2026
26.3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
16,326,759 shares short
+613,232 shares (+3.9%) vs Sep 15, 2026
26% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
15,713,527 shares short
+710,802 shares (+4.7%) vs Aug 31, 2026
28.3% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
15,002,725 shares short
+21,815 shares (+0.1%) vs Aug 14, 2026
27.1% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
14,980,910 shares short
-181,712 shares (-1.2%) vs Jul 31, 2026
27% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
15,162,622 shares short
-73,259 shares (-0.5%) vs Jul 15, 2026
27.4% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind SEI’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.12 per share
Ex-dividend date: Dec 8, 2026 (future recorded date)
Recorded pay date: Dec 18, 2026 (pending)
Cash dividend · Polygon event record
USD 0.12 per share
Ex-dividend date: Sep 15, 2026
Recorded pay date: Sep 25, 2026 (past date)
Cash dividend · Polygon event record
USD 0.12 per share
Ex-dividend date: Jun 2, 2026
Recorded pay date: Jun 12, 2026 (past date)
Cash dividend · Polygon event record
USD 0.12 per share
Ex-dividend date: Mar 10, 2026
Recorded pay date: Mar 20, 2026 (past date)
Cash dividend · Polygon event record
USD 0.12 per share
Ex-dividend date: Dec 8, 2025
Recorded pay date: Dec 18, 2025 (past date)
Cash dividend · Polygon event record
USD 0.12 per share
Ex-dividend date: Sep 16, 2025
Recorded pay date: Sep 26, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
Sign in to see your position size
We’ll show you if SEI is in your portfolio and how much it contributes.
Sign inMarket context
Loading market dates
Smart money context
Holder IQ: MEDIUM
81 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 30, 2026
Smart-money 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: buy 59 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
435 filers reported a long position in SEI for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
31.5%
of the 71M shares 13-F filers reported
Moves vs Q1 2026
7 added3 trimmed
Net shares held
+17%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $418.7M · 5.2M shares | 5.2M | +26.2% |
| 2 | Encompass Capital Advisors LLC | $202.7M · 2.5M shares | 2.5M | +44% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $196.9M · 2.4M shares | 2.4M | +20% |
| 4 | MORGAN STANLEY | $162.9M · 2M shares | 2M | +18.6% |
| 5 | TWO SIGMA INVESTMENTS, LP | $159.3M · 2M shares | 2M | +2% |
| 6 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $136.2M · 1.7M shares | 1.7M | -2.1% |
| 7 | JENNISON ASSOCIATES LLC | $136.1M · 1.7M shares | 1.7M | +43.4% |
| 8 | Valiant Capital Management, L.P. | $129.1M · 1.6M shares | 1.6M | +43.3% |
| 9 | DRIEHAUS CAPITAL MANAGEMENT LLC | $127.5M · 1.6M shares | 1.6M | -2.7% |
| 10 | FMR LLC | $127.2M · 1.6M shares | 1.6M | -15.1% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of SEI file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Nov 5, 2026 | Voya Financial Inc13G · passive · amended | 4.3%under 5% |
| Aug 14, 2026 | Yorktown Energy Partners X, L.P.13G · passive · amended | 7.2% |
| Aug 6, 2026 | BlackRock, Inc.13G · passive · amended | 13.1% |
| May 15, 2026 | Encompass Capital Advisors LLC13G · passive · amended | 3.01%under 5% |
| May 6, 2026 | FMR LLC13G · passive · amended | 3.8%under 5% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
Get the Full Analysis for SEI
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.