Solaris Energy Infrastructure, Inc. (SEI) experienced a significant after-hours surge of 12.86% following the release of its first-quarter 2026 financial results.
The company reported quarterly revenue of $196 million, surpassing the analyst consensus estimate of $182.16 million. Adjusted earnings per share came in at $0.44, significantly beating the estimate of $0.26. This strong performance was driven by a 24% sequential revenue growth in its Power Solutions segment.
Further fueling investor optimism, Solaris raised its second-quarter 2026 adjusted EBITDA guidance to a range of $83 million to $93 million, up from its previous outlook of $76 million to $84 million. The company also set its third-quarter adjusted EBITDA guidance at $80 million to $95 million. Additionally, Solaris announced the signing of a new 10-year agreement to provide over 600 MW of power capacity to a global technology customer, with deployments expected to begin in late 2026.
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