SEI: Record results, higher guidance, and a 900 MW long-term contract extend the growth runway

Q3 set records for revenue and adjusted EBITDA, while higher guidance reflects project ramp-up and services growth. A 900 MW, 15-year contract and more than $16 billion of backlog strengthen long-term visibility, amid permitting and equipment constraints.

Based on Solaris Energy Infrastructure, Inc. [SEI] Q3 2026 Audio Transcript — Nov. 5 2026