SEI Solaris Energy Infrastructure (SEI) Q2 FY26 earnings call
Solaris Energy Infrastructure delivered a record second quarter, driven by strong demand for its distributed power solutions for data centers and strategic acquisitions enhancing its full-cycle power services. The company successfully transformed its capital structure, securing significant liquidity to support its growth plan. Management emphasized the increasing importance of its turnkey solutions amidst grid delays and the long-term value proposition of its expanded contract scope and vertical integration strategy.
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SEI operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | 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.