SOLARIS OILFIELD INFRASTRUCTURE IN (SEI)
Energy · Distributed power generation and oilfield services equipment · NYSE
A Houston-based provider of modular power generation systems for data centers and oilfield logistics equipment serving the energy transition and oil & gas sectors.
What SOLARIS OILFIELD INFRASTRUCTURE IN does
Solaris Oilfield Infrastructure provides modular, equipment-based solutions across two main segments: Solaris Power Solutions delivers power generation, control, and distribution infrastructure for data centers, energy, and industrial customers; Solaris Logistics Solutions designs and manufactures specialized equipment for managing raw materials in oil and natural gas well completions, including field technician support and software solutions.
Themes: ["distributed energy / off-grid power","data center power infrastructure","AI computing power demand","oilfield logistics / well completions","modular power generation","energy infrastructure"]
Fundamentals
- Price$68.26 as of 2026-07-09 close
- Market cap$5.1B as of 2026-07-10
- 1-year return+119.7% as of 2026-07-09 close
- P/E109.18 as of 2026-07-10
- Net margin+6.7% as of 2026-07-10
- Gross margin+46.9% as of 2026-07-10
- ROE+8.1% as of 2026-07-10
- Debt / equity2.05 as of 2026-07-10
- Revenue growth (YoY)+86.3% as of 2026-07-10
- Revenue CAGR (3y)+24.8% SEC XBRL
- Beta1.28 as of 2026-07-10
Dividend: yield +0.7%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Extreme customer concentration in Power Solutions segment (88% of segment revenue from single data center customer in 2025)","Supply chain dependency on single major supplier of power generation equipment with no long-term contractual guarantees","Significant exposure to volatile oil and gas market cycles, geopolitical risks (Russia-Ukraine, Middle East), and commodity price fluctuations that affect E&P spending"]
Competitors & peers
- Generac Holdings (GNRC)
- Caterpillar (CAT)
- Cummins (CMI)
- Wärtsilä
- Aggreko
- United Rental (URAL)
- H&E Equipment Services
- Superior Energy Services
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.