Solaris Energy Infrastructure Inc. (SEI)
Summary
SEI Investments: Alternatives Drive Platform Growth
SEI Investments Company is rated BUY following robust 2Q26 results that exceeded expectations, driven by strong alternative and private equity market growth. SEIC's operating leverage is accelerating, with adjusted EPS up 38% and operating income up 36% year-over-year, fueled by double-digit revenue growth in key segments. The company's high cash flow, low leverage, and record dividends support continued shareholder returns, while a strong deal pipeline signals further upside.
Is SEI Worth Buying as Growth Accelerates but Valuation Stays High?
SEI's Power Solutions growth is accelerating, but falling 2026 earnings forecasts, higher debt and a rich sales multiple keep execution risk in focus.
Solaris Energy Q2 Earnings Beat Estimates on Power Solutions Growth
SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.
Solaris Energy Infrastructure Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 111 | $3,320.68 | $6,168.27 | $2,847.59 | 85.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 332 | $3,233.68 | $19,518.28 | $16,284.6 | 503.59% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 141 | $4,920.9 | $8,172.36 | $3,251.46 | 66.07% |
| BG Bart Gancher Intech Investment Management LLC | 13,500 | $415,776.06 | $783,000 | $367,223.94 | 88.32% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 24 | $1,931 | $1,519.2 | -$411.8 | -21.33% |
Solaris Energy Infrastructure Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Steve Fleishman Wolfe Research | 2,024.13 | $136,568.13 | $95,761.64 | -$40,806.49 | -29.88% |
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Solaris Energy Infrastructure Inc. Profile
| Energy Equipment & Services Industry | Energy Sector | William A. Zartler CEO | NYSE Exchange | 83418M103 CUSIP |
| US Country | 468 Employees | 15 Sep 2026 Last Dividend | - Last Split | 12 May 2017 IPO Date |
Overview
Solaris Oilfield Infrastructure, Inc., established in 2014 and based in Houston, Texas, designs and manufactures innovative equipment tailored for oil and natural gas operators across the United States. The company specializes in offering mobile proppant and fluid management systems alongside last mile logistics management services to facilitate the efficient handling and transportation of materials essential for oil and natural gas extraction. Solaris plays a critical role in the oil and gas industry by providing solutions that enhance the efficiency of resource extraction and management, primarily servicing the exploration and production, as well as the oilfield services sectors.
Products and Services
- Mobile Proppant and Fluid Management Systems: Solaris offers mobile systems that are engineered for the efficient unloading, storing, and delivering of proppant, water, and chemicals at oil and natural gas well sites. These systems are designed to optimize the supply chain and improve the operational efficiency at the wellsite.
- Last Mile Logistics Management Services: The company provides comprehensive logistics solutions that cover the transportation and management of proppant from the point of origin to the final mile at the drilling location. This service ensures that the necessary materials are efficiently and reliably delivered to the wellsite, minimizing delays and operational disruptions.
- Transloading and Storage: Solaris operates a transloading facility that specializes in the handling and storage of proppant or railcars. This service offers a crucial logistical link for the oil and gas industry, facilitating the smooth transition of proppant from rail transportation to the job site.
- Railtronix Inventory Management Software: Developed by Solaris, Railtronix is an innovative software solution that assists in the management of inventory, particularly focusing on the tracking and organization of railcar contents. This technology enables more accurate and timely decisions regarding material handling and logistics.
- All-electric Equipment for Well Completion Sites: Solaris has developed all-electric equipment that aims to automate the low-pressure section of oil and gas well completion sites. This advancement supports the industry’s move towards more sustainable and efficient operations by reducing the reliance on traditional diesel-powered equipment.
