Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________ FORM 10-K _________________________________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 00 ...

Solaris Energy Infrastructure (NYSE:SEI) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAmanda Brock - Co-Chief Executive Officer and DirectorBill Zartler - Founder, Chairman, and Co-Chief Executive OfficerDavid Arcaro - Executive Director, Equity ResearchJ.F. LeBlanc - Director, Equity ResearchKyle Ramachandran - PresidentStephen Gengaro - Managing DirectorStephen M. Tompsett - Chief Financial OfficerYvonne Fletcher - Senior Vice President of Finance and Investor RelationsConferenc ...

Solaris Energy Infrastructure (NYSE:SEI) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAmanda Brock - Co‑CEODavid Arcaro - Executive Director, Equity ResearchDerrick Whitfield - Managing Director & Head of Energy Equity ResearchKyle Ramachandran - PresidentStephen Gengaro - Managing DirectorStephen M. Tompsett - Chief Financial OfficerWilliam A. Zartler - Chairman & Co-CEOYvonne Fletcher - SVP, Finance & Investor RelationsConference Call ParticipantsDerek Podhaizer - Director and S ...

Solaris Energy Infrastructure (NYSE:SEI) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker11day, welcome to the Solaris Q4 2025 Earnings Teleconference and Webcast. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on a touch-tone phone. To withdraw your question, please press st ...

Solaris Energy Infrastructure, Inc. Q4 and Full Year 2025 Earnings Supplement February 24, 2026 Solaris Energy Infrastructure Solaris Energy Infrastructure Recent Updates and Q4 2025 Highlights Strong Q4 2025 Results Reported Q4 2025 performance with Adjusted EBITDA (1) of approximately $69 million New Guidance Raised Q1 2026 guidance for Adjusted EBITDA (2) slightly to $72-77 million from $70-75 million previously; Established Q2 2026 Adjusted EBITDA (2) guidance of $76-84 million Strengthened Balance Shee ...

Citi Research Global Technology, Communications, Real Estate, Energy, and Industrials February 23, 2026 Data Center GAINs (Gen AI Names) Multi-Asset Strong Absorption Supports Solid 2026 and LT Data Center Demand | Equities | | | | | ABS | | --- | --- | --- | --- | --- | --- | | Michael Rollins, CFAAC +1 212 816-3116 | Heath TerryAC +1 212 723-4624 | Caitlyn Walsh caitlyn.walsh@citi.com | | | | | michael.rollins@citi.com | heath.terry@citi.com | | | | | | Siraj Ahmed AC | AC Scott Gruber | Andrew KaplowitzA ...

Exhibit 99.1 Solaris Energy Infrastructure Announces Fourth Quarter and Full Year 2025 Results, Updated Earnings Guidance, Power Contracting Progress, Continued Shareholder Returns "Solaris finished the year strong, with continued execution across both our segments and we are building on that momentum in early 2026," commented Bill Zartler, Solaris' Chairman and Co-Chief Executive Officer. "In Solaris Power Solutions, we added a significant new long-term customer, allowing us to build on our proven track re ...

SEI to Present at Raymond James 47th Annual Institutional Investors Conference [Accessibility Statement] Skip NavigationOAKS, Pa., Feb. 23, 2026 /PRNewswire/ -- [SEI]® (NASDAQ:SEIC) today announced that the company will participate in the Raymond James & Associates' 47th Annual Institutional Investors Conference in Orlando, FL. Ryan Hicke, SEI's Chief Executive Officer, will present at 3:25 p.m. Eastern time on March 2, 2026. A live webcast of the presentation will be available [here].A link to a replay of ...

Core Viewpoint - Solaris Energy Infrastructure, Inc. is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for February 24, and better-than-expected key numbers could lead to a stock price increase, while missing expectations may result in a decline [2]. - The consensus estimate for quarterly earnings is $0.24 per share, reflecting a year-over-year change of +100%, with revenues projected at $164.99 million, up 71.3% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 8.74% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Solaris Energy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -44.92% and a Zacks Rank of 5, suggesting bearish sentiment among analysts [12][13]. Earnings Surprise History - In the last reported quarter, Solaris Energy was expected to post earnings of $0.24 per share but actually delivered $0.32, resulting in a surprise of +33.33% [14]. - Over the past four quarters, the company has exceeded consensus EPS estimates three times [15]. Conclusion - Solaris Energy Infrastructure, Inc. does not currently appear to be a strong candidate for an earnings beat, and investors should consider additional factors when making decisions regarding this stock ahead of its earnings release [18].

Core Viewpoint - Solaris Energy Infrastructure, Inc. (SEI) has successfully reached the previously set price target of $56, indicating strong market performance and investor confidence [1]. Company Summary - A Buy recommendation was issued for SEI in November, which has now been met with ease [1]. - The company is positioned well within the energy infrastructure sector, reflecting positive market dynamics [1]. Analyst Background - The analysis is conducted by a portfolio manager with over 10 years of experience in global markets, focusing on multi-asset strategies and equity portfolios [1]. - The approach combines macroeconomic analysis with stock selection and real-time positioning, emphasizing earnings, technological disruption, policy changes, and capital flows [1].