Solaris Energy Infrastructure Inc (MEX:SEI)

Q2 2026 Solaris Energy Infrastructure Inc Earnings Call Transcript

Aug 6, 2026 / 01:00 PM GMT

Release Date Price: MXN907.89

Transcript 10-Q8-K

Key Points

Positve

Record-setting Q2 2026 with revenue of $219 million (up 12% sequentially) and adjusted EBITDA of $108 million (up 30% sequentially).
Executed long-term contracts with three leading investment-grade technology companies, including two expansions in the last six months, enhancing earnings and cash flow visibility.
Acquisition of Global Energy Services Alliance (GISA) adds over 600 skilled workers, de-risking execution and expanding capabilities across the full power asset lifecycle.
Successfully issued $1.3 billion in senior unsecured notes and secured a new $650 million revolving credit facility, ending the quarter with over $800 million in cash and $1.4 billion in total liquidity.
Equity investment in Deployable Energy, an SMR company, achieved criticality under a Department of Energy program, validating the technology and de-risking its commercial readiness.

Negative

Logistics segment revenue declined 10% sequentially to $61 million due to lower last-mile transportation activity.
Grid interconnection delays remain widespread, with one customer informed of a seven-to-eight-year wait, highlighting persistent infrastructure bottlenecks.
Q3 2026 adjusted EBITDA guidance of $90-$105 million is lower than Q2's actual $108 million, indicating a potential near-term dip.
The company faces significant execution risks related to construction timelines, permitting challenges, and supply chain constraints for multiple simultaneous projects.
Despite strong performance, management notes a 'significant disconnect' between public market valuations and the company's fundamentals, suggesting investor skepticism or undervaluation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SEI.N - Solaris Energy Infrastructure, Inc.
Q2 2026 Solaris Energy Infrastructure Inc Earnings Call
Aug 06, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Solaris second quarter 2026 earnings conference call. All participants will be in a listen-only mode. Should you need assistance please signal conference specialist by pressing the star key followed by zero.

After today's remarks there will be an opportunity to ask questions. To ask a question you may press star then one on your touch tone phone. To withdraw your question please press star then two.

Please note that this event is being recorded. I would now like to turn the conference over to Yvonne Fletcher, Senior Vice President of Finance and Investor Relations. Please go ahead, ma'am.

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