SE
SEI
SEI What Solaris Energy Infrastructure promised, and what happened
Guidance
What management said, and what became of it
15 of 16 judged targets kept · 30 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Consolidated adjusted EBITDA (quarterly guide) | $76 million to $84 million | Dec 2025 | In the second quarter, we generated revenue of approximately $219 million, up 12% sequentially from the first quarter and adjusted EBITDA of approximately $108 million, up 30% sequentially. | Achieved |
| Consolidated adjusted EBITDA (quarterly guide) | $80 million to $95 million | Mar 2026 | We have increased our third quarter adjusted EBITDA guidance to $90 million to $105 million, reflecting the contribution of the GESA acquisition as well as our expectations for continued execution. | Revised Up |
| Consolidated adjusted EBITDA (quarterly guide) | $100 million to $120 million | Jun 2026 | We are also establishing initial fourth quarter adjusted EBITDA guidance of $100 million to $120 million, reflecting the ramp of energization at our Stateline joint venture as well as the first location for our third hyperscaler customer. | New |
The full ledger
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The rest of the ledger
Pro opens all 46 tracked commitments for Solaris Energy Infrastructure
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.