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Solaris Energy Infrastructure (SEI) guidance and outlook

Solaris Energy Infrastructure (SEI) raised its guidance on Nov 4, 2026: EBITDA $165M–$185M for Q4 2026; EBITDA $220M–$260M for Q1 2027. Solaris Energy Infrastructure's 10-Q filed Nov 6, 2026 makes 14 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 4, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 6, 2026

• On September 1, 2026, we completed the acquisition of Omega Foundation Services LLC (“Omega”), a specialized engineering, procurement and construction firm with significant expertise in heavy civil construction across multiple end markets, including large-scale data centers, LNG facilities, industrial projects and government infrastructure (the “Omega Acquisition”).
• With the benefit of the Omega Acquisition, we are less reliant upon third-party engineering, procurement and construction contractors for early-stage site preparation, heavy civil construction and electrical substation development which could become a potential bottleneck for our projects and the industry overall.
• Omega has historically performed work for a range of third-party customers across multiple end markets and is expected to continue to serve third-party customers following the Omega Acquisition in addition to performing work on our own power projects.
• We expect the increased capacity and expanded scope to result in a substantial increase in contracted revenue and earnings from the contract over the term of the agreement relative to the original February 2026 agreement, as well as increased capital expenditures to fund the expanded scope.
• Since the second quarter of 2026, we have secured 15 turbines that are expected to add approximately 390 MW of power generation capacity, most of it beginning in the first quarter of 2027.
• Capital expenditures should remain heavily weighted towards Solaris Power Solutions as we intend to grow our capacity and deploy more power assets with customers.
• We believe cont inued demand for our power assets will drive Solaris Power Solutions to remain the dominant segment contributor to revenue and Adjusted EBITDA.
• The Company’s power generation capacity is now expected to reach a total of more than 3,500 MW by the end of 2029 based on expected deliveries under our contracted orders.
• We expect remaining total company capital expenditures in 2026 of approximately $1 billion on a consolidated basis, of which approximately $110 million should be incurred by Stateline.
• Capital expenditures for Solaris Logistics Solutions represent less than $20 million of our total expected annual capital expenditures.
• We intend to fund the majority of our current planned capital expenditures with available cash, cash flows from operations, remaining net proceeds from the 2031 Senior Notes offering and the 2032 Senior Notes offering, borrowing availability under our Revolving Credit Facility, and proceeds from delayed draw term loans under the Stateline Term Loan facility.
• We intend to use any future borrowings for working capital and other general corporate purposes and to pay transaction expenses.

Solaris Energy Infrastructure's latest quarter

Questions

Did Solaris Energy Infrastructure raise or lower its guidance?

Solaris Energy Infrastructure (SEI) raised its guidance on Nov 4, 2026: EBITDA $165M–$185M for Q4 2026; EBITDA $220M–$260M for Q1 2027.

What does Solaris Energy Infrastructure expect?

On September 1, 2026, we completed the acquisition of Omega Foundation Services LLC (“Omega”), a specialized engineering, procurement and construction firm with significant expertise in heavy civil construction across multiple end markets, including large-scale data centers, LNG facilities, industrial projects and government infrastructure (the “Omega Acquisition”). With the benefit of the Omega Acquisition, we are less reliant upon third-party engineering, procurement and construction contractors for early-stage site preparation, heavy civil construction and electrical substation development

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.