Filing Flows › Solaris Energy Infrastructure (SEI) › Q3 2026 › vs Q2 2026
Solaris Energy Infrastructure (SEI) Q3 2026 vs Q2 2026 (quarter over quarter)
Solaris Energy Infrastructure's revenue rose $122M (+55%) from $219M in Q2 2026 to $341M in Q3 2026. The biggest changes: Solaris Power Solutions +$126M (+80%); Solaris Logistics Solutions −$4.2M (-7%). Operating margin 19.6% against 25.8% (-6.1 pts).
Solaris Energy Infrastructure, Q3 2026: revenue $341M (+104% year over year), operating margin 19.6%, net earnings $34.6M, operating cash flow $212M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Operating margin | 19.6% | 25.8% | -6.1 pts |
| Net margin | 10.1% | 9.3% | +0.8 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Solaris Power Solutions | $284M | $158M | $126M | +80% |
| Solaris Logistics Solutions | $56.9M | $61.1M | −$4.2M | -7% |
| Revenue | $341M | $219M | $122M | +55% |
| Operating profit | $67.0M | $56.5M | $10.5M | +19% |
| Costs & expenses | $274M | $163M | $111M | +68% |
| Pre-tax earnings | $49.1M | $30.2M | $18.9M | +62% |
| Other expense, net | $17.9M | $26.3M | −$8.4M | -32% |
| SG&A | $42.6M | $30.0M | $12.6M | +42% |
| Other operating costs | $231M | $133M | $98.6M | +74% |
| Net earnings | $34.6M | $20.5M | $14.1M | +69% |
| Minority interests | $4.7M | $4.7M | −$62K | -1% |
| Income tax | $9.8M | $5.0M | $4.8M | +97% |
| Depreciation & amortization | $51.5M | $39.5M | $12.0M | +30% |
| Share-based compensation | $14.8M | $11.8M | $3.0M | +25% |
| Working capital & other | $112M | $115M | −$3.1M | -3% |
| Operating cash flow | $212M | $186M | $26.0M | +14% |
| Capital expenditures | $547M | $492M | $55.3M | +11% |
| Negative free cash flow (OCF − capex) | $335M | $305M | $29.3M | +10% |
Questions
How much did Solaris Energy Infrastructure's revenue grow quarter over quarter in Q3 2026?
Solaris Energy Infrastructure's revenue rose $122M (+55%) from $219M in Q2 2026 to $341M in Q3 2026.
What drove Solaris Energy Infrastructure's revenue change in Q3 2026?
Solaris Power Solutions +$126M (+80%); Solaris Logistics Solutions −$4.2M (-7%).