SEI Solaris (SEI) Q4 FY25 earnings call
Solaris delivered a strong Q4 and full-year 2025, driven by the rapid expansion of its Power Solutions segment, which now accounts for approximately 70% of earnings. The company secured a significant 10-year contract for over 500 megawatts with a major technology firm, validating its behind-the-meter strategy. With regulatory tailwinds and robust demand, Solaris is actively pursuing additional capacity to meet accelerating customer needs, while its Logistics segment continues to generate strong free cash flow.
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SEI operating KPIs by quarter
| KPI | This call 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.