Solaris Energy Infrastructure third quarter 2026 revenue of $341M and $0.42 EPS significantly beat estimates

Solaris Energy Infrastructure reported record third quarter 2026 results, characterized by substantial outperformance against analyst estimates as its transformation into a power infrastructure provider gains momentum. Driven by surging demand for data center capacity, the company raised its near-term EBITDA guidance and secured its largest power contract to date.

Key Highlights

• Revenue grew to $341.1 million, a 55% sequential increase, significantly exceeding the $273.7 million consensus estimate.
• Diluted EPS of $0.42 surged past the $0.17 expectation, while total Adjusted EBITDA rose 26% sequentially to $136 million.
• The company secured a new 15-year, 900 MW power contract with a technology customer, bringing total long-term contracted capacity to 3.2 GW.