Filing Flows › Solaris Energy Infrastructure (SEI) › Q2 2026 › vs Q1 2026
Solaris Energy Infrastructure (SEI) Q2 2026 vs Q1 2026 (quarter over quarter)
Solaris Energy Infrastructure's revenue rose $23.2M (+12%) from $196M in Q1 2026 to $219M in Q2 2026. The biggest changes: Solaris Power Solutions +$29.8M (+23%); Solaris Logistics Solutions −$6.6M (-10%). Operating margin 25.8% against 25.8% (-0.0 pts).
Solaris Energy Infrastructure, Q2 2026: revenue $219M (+47% year over year), operating margin 25.8%, net earnings $20.5M, operating cash flow $186M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Operating margin | 25.8% | 25.8% | -0.0 pts |
| Net margin | 9.3% | 10.9% | -1.6 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Solaris Power Solutions | $158M | $128M | $29.8M | +23% |
| Solaris Logistics Solutions | $61.1M | $67.7M | −$6.6M | -10% |
| Revenue | $219M | $196M | $23.2M | +12% |
| Operating profit | $56.5M | $50.6M | $6.0M | +12% |
| Costs & expenses | $163M | $146M | $17.2M | +12% |
| Pre-tax earnings | $30.2M | $47.3M | −$17.1M | -36% |
| Other expense, net | $26.3M | $3.3M | $23.0M | +702% |
| SG&A | $30.0M | $20.9M | $9.1M | +44% |
| Other operating costs | $133M | $125M | $8.1M | +6% |
| Net earnings | $20.5M | $21.4M | −$952K | -4% |
| Minority interests | $4.7M | $10.6M | −$5.9M | -55% |
| Income tax | $5.0M | $15.2M | −$10.2M | -67% |
| Depreciation & amortization | $39.5M | $24.8M | $14.8M | +60% |
| Share-based compensation | $11.8M | $6.7M | $5.1M | +75% |
| Working capital & other | $115M | $26.1M | $88.6M | +339% |
| Operating cash flow | $186M | $79.0M | $107M | +136% |
| Capital expenditures | $492M | $343M | $148M | +43% |
| Negative free cash flow (OCF − capex) | $305M | $264M | $41.0M | +16% |
Questions
How much did Solaris Energy Infrastructure's revenue grow quarter over quarter in Q2 2026?
Solaris Energy Infrastructure's revenue rose $23.2M (+12%) from $196M in Q1 2026 to $219M in Q2 2026.
What drove Solaris Energy Infrastructure's revenue change in Q2 2026?
Solaris Power Solutions +$29.8M (+23%); Solaris Logistics Solutions −$6.6M (-10%).