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How Solaris Energy Infrastructure (SEI) makes money

Solaris Energy Infrastructure (SEI) made $341M of revenue in the third quarter 2026 (Q3 2026), +104% from a year earlier. Solaris Power Solutions brought in $284M (83%); Solaris Logistics Solutions brought in $56.9M (17%). Of every dollar of revenue, 20¢ was left as operating profit, 10¢ was left as net earnings.

Drawing the Sankey…

Solaris Energy Infrastructure revenue by segment, Q3 2026Solaris Energy Infrastructure revenue by segment, Q3 2026Solaris Power Solutions$284MSolaris Logistics Solutions$56.9M
Solaris Energy Infrastructure: revenue by line, Q1 2025 to Q3 2026Solaris Energy Infrastructure: revenue by line, Q1 2025 to Q3 2026Solaris Power Solutio…Solaris Logistics Sol…Solaris Power Solutions: $284M latest$284MSolaris Logistics Solutions: $56.9M latest$56.9MQ1 2025Q2 2025Q3 2025Q1 2026Q2 2026Q3 2026
Solaris Power Solutions went from 39% of revenue in Q1 2025 to 83% in Q3 2026, the largest shift in the mix.
Solaris Energy Infrastructure revenue by quarterSolaris Energy Infrastructure revenue by quarter$126MQ1 2025$149MQ2 2025$167MQ3 2025$180MQ4 2025$196MQ1 2026$219MQ2 2026$341MQ3 2026
Solaris Energy Infrastructure: where each dollar of revenue goesSolaris Energy Infrastructure: where each dollar of revenue goesOperating profit20¢Income tax3¢Net earnings10¢Operating cash flow62¢

Revenue by segment, Q3 2026

SegmentRevenueShareQ/QY/Y
Solaris Power Solutions$284M83.3%+80%+171%
Solaris Logistics Solutions$56.9M16.7%-7%-8%

Where each dollar of revenue goes

LineQ3 2026% of revenue
Revenue$341M100.0%
Operating profit$67.0M19.6%
Income tax$9.8M2.9%
Net earnings$34.6M10.1%
Operating cash flow$212M62.3%

Revenue, quarter by quarter

QuarterRevenueY/Y
Q3 2026$341M+104%
Q2 2026$219M+47%
Q1 2026$196M+55%
Q4 2025$180M+87%
Q3 2025$167M+122%
Q2 2025$149M+102%
Q1 2025$126M+86%

From Solaris Energy Infrastructure's 10-Q filed Nov 6, 2026 (on EDGAR).

Questions

How does Solaris Energy Infrastructure make money?

Solaris Energy Infrastructure (SEI) made $341M of revenue in the third quarter 2026 (Q3 2026), +104% from a year earlier. Solaris Power Solutions brought in $284M (83%); Solaris Logistics Solutions brought in $56.9M (17%). Of every dollar of revenue, 20¢ was left as operating profit, 10¢ was left as net earnings.

What is Solaris Energy Infrastructure's biggest business?

Solaris Power Solutions: $284M in the third quarter 2026, 83% of revenue, +171% from a year earlier.

What is Solaris Energy Infrastructure's profit margin?

Net earnings were $34.6M, 10.1% of revenue, in the third quarter 2026; the operating margin was 19.6%.

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