Solaris Energy Infrastructure,

Solaris Energy Infrastructure, Inc. (SEI) provides equipment and services for the oil and gas industry, specializing in well completion and production. The company designs, manufactures, and operates mobile equipment for hydraulic fracturing and other well-site services. Its core offering includes electric frac fleets, which are used to stimulate oil and gas wells by pumping high-pressure fluids into rock formations. SEI also provides last-mile logistics, including proppant handling and storage solutions. The company focuses on delivering efficient, lower-emission completion services to exploration and production (E&P) companies.

SEI generates revenue primarily through the rental and operation of its frac equipment and related services. Its business model is service-based, with contracts typically tied to the number of stages completed or days worked. The company also sells equipment and provides logistics services. Revenue is heavily influenced by the level of drilling and completion activity in North America. In the most recent quarter (2026Q1), SEI reported revenue of $196.24 million, net income of $21.44 million, and EBITDA of $76.81 million, reflecting strong growth driven by increased demand for its electric frac fleets.

SEI operates in the Oil & Gas Equipment & Services industry within the Energy sector. It competes with larger players like Halliburton, Schlumberger, and Baker Hughes, as well as specialized pressure pumping companies. SEI differentiates itself through its focus on electric frac technology, which offers lower emissions and fuel costs compared to traditional diesel-powered fleets. The company has a market cap of $6.48 billion and trades at a P/E of 77.99, indicating high growth expectations. Its EV/EBITDA of 21.65 and negative FCF yield of -8.39% suggest significant capital expenditure to support expansion.

SEI's primary customers are oil and gas E&P companies operating in North America, particularly those focused on the Permian Basin and other shale plays. The company's services are critical for well completion, a key step in bringing wells into production. Geographically, virtually all revenue comes from the United States, with a growing emphasis on the Permian Basin. SEI's customer base includes both large integrated oil companies and independent operators. The company's ability to provide lower-emission solutions aligns with the industry's increasing focus on environmental performance, making it an attractive partner for operators with sustainability goals.

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