SEI Solaris (SEI) Q1 FY26 earnings call
Solaris Energy Infrastructure delivered a strong Q1 FY26, driven by significant commercial success in its Power Solutions segment, securing over 1 GW in new long-term contracts and expanding generation capacity to 3.1 GW. The company is strategically broadening its scope to offer turnkey "molecule to electron" solutions, including balance of plant and services, which enhances project returns and deepens customer integration. While demand outpaces current supply, Solaris is actively securing future capacity and sees a clear path to substantial long-term earnings growth, underpinned by its expan
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SEI operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Average fully utilized systems Logistics Solutions | 93In our Logistics segment, we averaged 93 fully utilized systems, an increase of 11% from the third quarter.Source: earnings call transcript | 104In Logistics, we averaged 104 fully utilized systems and segment adjusted EBITDA was approximately $23 million, a 2% increase over the fourth quarter of 2025.Source: earnings call transcript | +11.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.