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NYSE: SEI Solaris Energy Infrastructure, Inc. 10-Q

Total revenue rose 104.4% to $341.1M in the third quarter, and net income attributable to Solaris Energy Infrastructure increased 137.8% to $34.6M.

Filed November 6, 2026 · Period ending September 30, 2026 · Compared to 10-Q Nov 6, 2025 · ~1 min read

Key Changes

  • high

    Total revenue rose 104.4% to $341.1M in the third quarter, with Solaris Power Solutions revenue up 170.9% to $284.2M, which the company attributes to the acquisition of GESA and Omega, as well as an increase in the MW capacity deployed during each period.

  • high

    Net income attributable to Solaris Energy Infrastructure increased 137.8% to $34.6M in the quarter, while operating income rose 76.7% to $67.0M.

  • high

    Subsequent to quarter-end, the company issued $1.25 billion aggregate principal amount of 7.000% Senior Notes due 2032 and increased its revolving credit facility commitments by $200.0 million, enhancing liquidity for growth capital expenditures.

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Nov 9, 2026 · How we verify