Solaris Q3 Earnings Call Highlights Power Deals and Raised Outlook

Solaris Energy Infrastructure (SEI) reported Q3 2026 revenues of $341.1M and adjusted EPS of $0.45, both exceeding estimates. The company secured a new 15-year, 900-MW power contract, bringing contracted capacity to 3.2 GW with a backlog exceeding $16B. SEI raised Q4 2026 EBITDA guidance to $165-$185M and Q1 2027 to $220-$260M, supported by recent acquisitions expanding services capabilities and $1.5B in new financing.