Filing Flows › Solaris Energy Infrastructure (SEI) › Q3 2026 › vs Q3 2025
Solaris Energy Infrastructure (SEI) Q3 2026 vs Q3 2025 (year over year)
Solaris Energy Infrastructure's revenue rose $174M (+104%) from $167M in Q3 2025 to $341M in Q3 2026. The biggest changes: Solaris Power Solutions +$179M (+171%); Solaris Logistics Solutions −$5.0M (-8%). Operating margin 19.6% against 22.7% (-3.1 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 19.6% | 22.7% | -3.1 pts |
| Net margin | 10.1% | 8.7% | +1.4 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Solaris Power Solutions | $284M | $105M | $179M | +171% |
| Solaris Logistics Solutions | $56.9M | $61.9M | −$5.0M | -8% |
| Revenue | $341M | $167M | $174M | +104% |
| Operating profit | $67.0M | $37.9M | $29.1M | +77% |
| Costs & expenses | $274M | $129M | $145M | +113% |
| Pre-tax earnings | $49.1M | $28.9M | $20.2M | +70% |
| Other expense, net | $17.9M | $9.0M | $8.9M | +98% |
| SG&A | $42.6M | $15.5M | $27.1M | +174% |
| Other operating costs | $231M | $113M | $118M | +104% |
| Net earnings | $34.6M | $14.6M | $20.1M | +138% |
| Minority interests | $4.7M | $10.3M | −$5.6M | -54% |
| Income tax | $9.8M | $4.1M | $5.8M | +142% |
| Depreciation & amortization | $51.5M | $22.4M | $29.1M | +130% |
| Share-based compensation | $14.8M | $5.3M | $9.5M | +180% |
| Working capital & other | $112M | $21.1M | $90.6M | +430% |
| Operating cash flow | $212M | $63.3M | $149M | +236% |
| Capital expenditures | $547M | $62.8M | $484M | +771% |
| Negative free cash flow (OCF − capex) | $335M | −$462K | $335M | — |
Questions
How much did Solaris Energy Infrastructure's revenue grow year over year in Q3 2026?
Solaris Energy Infrastructure's revenue rose $174M (+104%) from $167M in Q3 2025 to $341M in Q3 2026.
What drove Solaris Energy Infrastructure's revenue change in Q3 2026?
Solaris Power Solutions +$179M (+171%); Solaris Logistics Solutions −$5.0M (-8%).