Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc. reported strong financial results for the second quarter of 2026, with total revenue increasing 47% to $219.4 million and net income attributable to Class A common shareholders rising to $19.853 million. Basic EPS grew to $0.34. These positive results were significantly influenced by the Genco Acquisition, completed in March 2026, which substantially boosted the Solaris Power Solutions segment.

Solaris Energy Infrastructure, Inc. announced strong second quarter 2026 financial results, with revenue increasing 12% sequentially to $219 million and Adjusted EBITDA rising 30% sequentially to $108 million. The company raised its Q3 2026 Adjusted EBITDA guidance and established Q4 guidance, reflecting continued business momentum. Key strategic initiatives included expanding three long-term contracts, securing $2 billion in growth financing, acquiring Global Energy Services Alliance, Inc., and investing in Deployable Energy, an SMR nuclear technology company. The board also approved a Q3 2026 dividend of $0.12 per share.

Solaris Energy Infrastructure, Inc. announced the completion of its acquisition of Global Energy Services Alliance, Inc. (GESA) on July 1, 2026. The consideration for the acquisition included approximately $55 million in cash, along with the issuance of 2,880,682 shares of Solaris's Class A Common Stock. This strategic move is expected to strengthen Solaris's end-to-end power capabilities, expand its technical talent, introduce new growth markets, and be accretive to earnings and free cash flow per share.

Solaris Energy Infrastructure, Inc. announced that its subsidiary, Solaris Energy Infrastructure, LLC, priced an offering of $1.3 billion aggregate principal amount of 6.375% Senior Notes due 2031. The notes, maturing on May 15, 2031, were issued at par, generating approximately $1,279.3 million in net proceeds after deducting discounts and estimated expenses. The company intends to use these proceeds to repay existing borrowings, cover related fees, and for general corporate purposes, including funding growth capital expenditures. The offering, a private placement, is expected to close on May 12, 2026.

Solaris Energy Infrastructure, Inc. announced its subsidiary intends to offer $1.3 billion in Senior Notes due 2031 via a private placement. The proceeds will be used to repay existing borrowings, cover fees, and fund growth capital expenditures. Concurrently, the company expects to enter into a new $650 million revolving credit facility. This financing supports Solaris' strategic transformation into a leading provider of behind-the-meter power solutions for data centers and industrial markets.

Solaris Energy Infrastructure, Inc. filed an Amendment No. 1 to its Form 8-K, clarifying the significance of its acquisition of Focus Genco Cayman Ltd. The company determined that the transaction does not involve a "significant amount of assets" as defined by Rule 3-05 of Regulation S-X. This re-evaluation means Solaris Energy is not required to file historical financial statements or pro forma financial information for Genco.

Solaris Energy Infrastructure, Inc. announced that its wholly owned subsidiary entered into a 10-year agreement to provide over 600 MW of power capacity. The contract, which includes balance of plant scope, is with an affiliate of an investment-grade technology company. Services are expected to begin in late 2026 and scale through 2028.

Solaris Energy Infrastructure, Inc. announced strong first quarter 2026 results, with revenue reaching $196 million and net income of $32 million. The company also signed a significant new 10-year contract to provide over 600 MW of power capacity to a global technology company and increased its second quarter 2026 Adjusted EBITDA guidance. Additionally, Solaris expanded its term loan by $200 million to a total of $500 million and declared its 31st consecutive quarterly dividend of $0.12 per share.

Solaris Energy Infrastructure, Inc. and its subsidiaries have entered into Amendment No. 1 to their senior secured term loan agreement, originally dated March 16, 2026. This amendment provides for an additional $200 million in commitments, significantly expanding the company's financing capacity. With this addition, the total aggregate principal amount available under the Term Loan Agreement now stands at $500 million, building upon the initial $300 million. The additional funds are available for a single borrowing until October 8, 2026, subject to customary conditions precedent, providing Solaris with enhanced liquidity and capital for strategic initiatives.