Solaris Energy Infrastructure — Third Quarter 2026 Earnings Summary

Solaris Energy Infrastructure reported third-quarter 2026 revenue of approximately $341 million, a 55% increase from the previous quarter, alongside net income of $39 million. The company secured a new 15-year power contract for 900 MW and strengthened its balance sheet with $1.5 billion in growth financing. Management raised its adjusted EBITDA guidance for the fourth quarter of 2026 to a range of $165 million to $185 million and for the first quarter of 2027 to $220 million to $260 million. Additionally, the board approved a fourth-quarter dividend of $0.12 per share, marking the company's 33rd consecutive dividend payment.