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Solaris Energy Infrastructure, Inc. (SEI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Solaris Energy Infrastructure, Inc. (SEI - Free Report) reported $341.09 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 104.4%. EPS of $0.45 for the same period compares to $0.32 a year ago.

The reported revenue represents a surprise of +39.48% over the Zacks Consensus Estimate of $244.55 million. With the consensus EPS estimate being $0.22, the EPS surprise was +104.55%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Solaris Energy Infrastructure, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Solaris Logistics Solutions - Activity - Average Systems (fully utilized systems): 104 compared to the 99 average estimate based on three analysts.
  • Solaris Power Solutions - Activity - Managed (capacity): 820.00 MW versus the three-analyst average estimate of 1,003.33 MW.
  • Revenue- Solaris Power Solutions: $284.21 million versus $180.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +170.8% change.
  • Revenue- Solaris Logistics Solutions: $56.88 million versus the four-analyst average estimate of $67.89 million. The reported number represents a year-over-year change of -8.1%.
  • Adjusted EBITDA- Solaris Logistics Solutions: $23.93 million versus $23.59 million estimated by three analysts on average.
  • Adjusted EBITDA- Solaris Power Solutions: $126.95 million versus $111.43 million estimated by three analysts on average.
  • Adjusted EBITDA- Corporate: $-14.75 million versus $-13.45 million estimated by two analysts on average.

View all Key Company Metrics for Solaris Energy Infrastructure, Inc. here>>>

Shares of Solaris Energy Infrastructure, Inc. have returned -24.4% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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