Filing Flows › Solaris Energy Infrastructure (SEI) › Q2 2026 › vs Q2 2025
Solaris Energy Infrastructure (SEI) Q2 2026 vs Q2 2025 (year over year)
Solaris Energy Infrastructure's revenue rose $70.1M (+47%) from $149M in Q2 2025 to $219M in Q2 2026. The biggest changes: Solaris Power Solutions +$82.7M (+109%); Solaris Logistics Solutions −$12.6M (-17%). Operating margin 25.8% against 23.8% (+1.9 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 Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 25.8% | 23.8% | +1.9 pts |
| Net margin | 9.3% | 8.0% | +1.3 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Solaris Power Solutions | $158M | $75.6M | $82.7M | +109% |
| Solaris Logistics Solutions | $61.1M | $73.7M | −$12.6M | -17% |
| Revenue | $219M | $149M | $70.1M | +47% |
| Operating profit | $56.5M | $35.6M | $20.9M | +59% |
| Costs & expenses | $163M | $114M | $49.1M | +43% |
| Pre-tax earnings | $30.2M | $30.1M | $135K | +0.4% |
| Other expense, net | $26.3M | $5.5M | $20.8M | +380% |
| SG&A | $30.0M | $14.9M | $15.1M | +101% |
| Other operating costs | $133M | $98.9M | $34.0M | +34% |
| Net earnings | $20.5M | $12.0M | $8.5M | +71% |
| Minority interests | $4.7M | $12.2M | −$7.4M | -61% |
| Income tax | $5.0M | $6.0M | −$968K | -16% |
| Depreciation & amortization | $39.5M | $18.4M | $21.1M | +115% |
| Share-based compensation | $11.8M | $5.2M | $6.6M | +126% |
| Working capital & other | $115M | −$11.4M | $126M | — |
| Operating cash flow | $186M | $24.2M | $162M | +671% |
| Capital expenditures | $492M | $185M | $307M | +166% |
| Negative free cash flow (OCF − capex) | $305M | $161M | $144M | +90% |
Questions
How much did Solaris Energy Infrastructure's revenue grow year over year in Q2 2026?
Solaris Energy Infrastructure's revenue rose $70.1M (+47%) from $149M in Q2 2025 to $219M in Q2 2026.
What drove Solaris Energy Infrastructure's revenue change in Q2 2026?
Solaris Power Solutions +$82.7M (+109%); Solaris Logistics Solutions −$12.6M (-17%).