Solaris Energy Infrastructure Announces Third Quarter 2026 Results, Additional Power Contracts and Increased Guidance
Business Wire•04/11/2026•16:06 ET
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Key Highlights
- ➤Q3 revenue $341 million, up 55% sequentially
- ➤Q3 Adjusted EBITDA $136 million, up 26% sequentially
- ➤15-year, 900 MW power contract signed with investment-grade customer
- ➤Long-term contracted capacity reaches 3.2 GW after third contract this year
- ➤Q4 2026 Adjusted EBITDA guidance raised to $165-185 million
- ➤$1.5 billion growth financing strengthens balance sheet
Expert Statements
Bill Zartler, Chairman and Co-Chief Executive Officer of Solaris Energy Infrastructure
“Solaris’ transformation into a comprehensive power infrastructure solutions provider is driving record results in the near term and positioning Solaris for significant long-term value creation. Our quarterly Adjusted EBITDA has more than doubled over the last year, and we expect 2027 Adjusted EBITDA to be more than double 2026, with further growth beyond that”
Amanda Brock, Co-Chief Executive Officer of Solaris Energy Infrastructure
“Solaris’ transformation into a comprehensive power infrastructure solutions provider is driving record results in the near term and positioning Solaris for significant long-term value creation. Our quarterly Adjusted EBITDA has more than doubled over the last year, and we expect 2027 Adjusted EBITDA to be more than double 2026, with further growth beyond that”
Bill Zartler, Chairman and Co-Chief Executive Officer of Solaris Energy Infrastructure
“Last week, we signed our largest and longest power contract to date, a 15-year, 900 MW contract with a leading industrial and technology investment-grade customer. It is our third long-term contract with an investment-grade counterparty this year, bringing total capacity under long-term contracts to 3.2 GW. With strong execution across the business, we are again raising both near-term and longer-term guidance.”
Amanda Brock, Co-Chief Executive Officer of Solaris Energy Infrastructure
“Last week, we signed our largest and longest power contract to date, a 15-year, 900 MW contract with a leading industrial and technology investment-grade customer. It is our third long-term contract with an investment-grade counterparty this year, bringing total capacity under long-term contracts to 3.2 GW. With strong execution across the business, we are again raising both near-term and longer-term guidance.”
Solaris Energy Infrastructure Announces Third Quarter 2026 Results, Additional Power Contracts and Increased Guidance
Solaris Energy Infrastructure, Inc. (NYSE:SEI) (“Solaris” or the “Company”), today announced the following:
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