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Cactus vs Solaris Energy Infrastructure: WHD and SEI compared
Cactus is the larger company: $431M of revenue in its latest quarter (Q3 2026) against $341M for Solaris Energy Infrastructure (Q3 2026). Solaris Energy Infrastructure is growing faster (+104% against +63% a year earlier). Cactus is more profitable, with an operating margin of 21.8% against 19.6%.
Where the money goes: WHD and SEI
Cactus (WHD) · Q3 2026
Cactus, Q3 2026: revenue $431M (+63% year over year), operating margin 21.8%, net earnings $62.2M, operating cash flow $18.4M. The chart follows the revenue to costs, profit and cash.
Solaris Energy Infrastructure (SEI) · Q3 2026
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 follows the revenue to costs, profit and cash.
| Cactus (WHD) | Solaris Energy Infrastructure (SEI) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $431M | $341M |
| Revenue growth, Y/Y | +63% | +104% |
| Operating margin | 21.8% | 19.6% |
| Net earnings | $62.2M | $34.6M |
| Net margin | 14.4% | 10.1% |
| Operating cash flow | $18.4M | $212M |
| Market value | $4.4B | $5.8B |
| P/E | 23.9× | 62.5× |
| Analysts’ mean target | $72.11 | $105.77 |
Where the revenue comes from
Cactus
- Product revenue: $322M (75%)
- Field service and other revenue: $85.9M (20%)
- Rental revenue: $22.6M (5%)
Solaris Energy Infrastructure
- Solaris Power Solutions: $284M (83%)
- Solaris Logistics Solutions: $56.9M (17%)
Questions
Which is bigger, Cactus or Solaris Energy Infrastructure?
Cactus is the larger company: $431M of revenue in its latest quarter (Q3 2026) against $341M for Solaris Energy Infrastructure (Q3 2026).
Is Cactus or Solaris Energy Infrastructure growing faster?
Solaris Energy Infrastructure is growing faster (+104% against +63% a year earlier).
Which is more profitable, Cactus or Solaris Energy Infrastructure?
Cactus is more profitable, with an operating margin of 21.8% against 19.6%.
More: Cactus earnings · how Cactus makes money · Solaris Energy Infrastructure earnings · how Solaris Energy Infrastructure makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 30, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.