SEI Solaris Energy Infrastructure, Inc. — QuoTrend

Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-12-26	Reiterated	Northland Securities		$86 → $104
Jun-04-26	Reiterated	Morgan Stanley	Overweight	$81 → $90
Apr-30-26	Reiterated	Northland Securities		$81 → $86
Apr-29-26	Reiterated	Raymond James	Outperform	$70 → $82
Apr-29-26	Reiterated	Stifel Nicolaus		$71 → $93
Apr-27-26	Reiterated	Morgan Stanley		$72 → $81
Apr-15-26	Reiterated	Piper Sandler	Overweight	$65 → $72
Jan-27-26	Reiterated	UBS		$65
Jan-05-26	Reiterated	Northland Securities		$61 → $70
Dec-02-25	Initiated	Morgan Stanley	Overweight	$68

Financial Statements

DataTimeframe

Line Item (USD, M)		TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023	FY 2022 12/31/2022	FY 2021 12/31/2021	FY 2020 12/31/2020	FY 2019 12/31/2019	FY 2018 12/31/2018
Total Revenue		692	622	313	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A		458	337	232
Gross Profit		236	285	81
Selling, General and Administrative Excl. Other		68	62	36
Research and Development		0	0	0
Other Operating Expense		2	88	-8
Operating Income		166	135	53
Interest Expense		23	28	12
Unusual Expense		—	—	—
Non-Operating Income (Expense)		38	35	4
Net Income Before Taxes		103	73	37
Income Taxes		26	15	8
Consolidated Net Income		46	30	16
Net Income From Continuing Operations		77	58	29
Net Income		46	30	16
EPS (Recurring)		0.98	0.69	0.51
EPS (Basic, Before Extraordinaries)		0.98	0.69	0.51
EPS (Diluted)		0.99	0.66	0.51
EBITDA		213	182	96
Other After Tax Adjustments		—	—	—
Stock Option Compensation Expense		—	—	—
Price To Earnings Ratio		83.72	69.65	—
Price To Sales Ratio		6.23	3.40	—
Gross Margin		34.10	45.82	25.88
Operating Margin		23.99	21.70	16.93
Net Margin		6.65	4.82	5.11
Shares Outstanding		52	46	29
Market Capitalization		4,310	2,115	—
Operating Lease Expense		—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Wirtz Christopher P.	Chief Accounting Officer	May 13 '26	Sale	77.22	700	54,054	36,085	May 13 12:00 AM
Argo Laurie H	Director	May 12 '26	Sale	72.88	5,200	378,976	44,839	May 13 12:00 AM
Powell Christopher M	Chief Legal Officer	May 11 '26	Sale	74.63	36,852	2,750,444	114,117	May 12 12:00 AM
Walker Ray N JR	Director	May 08 '26	Sale	72.11	56,841	4,098,805	5,760	May 11 12:00 AM
TEAGUE AJ	Director	May 08 '26	Buy	72.98	6,175	450,652	109,890	May 11 12:00 AM
Keenan W Howard JR	Director	May 06 '26	Sale	74.50	2,000,000	149,000,000	0	May 07 12:00 AM
KTR Management Company, LLC	10% Owner	Apr 30 '26	Sale	70.75	2,000,000	141,500,000	0	May 04 12:00 AM
Durrett Cynthia M.	CHIEF ADMINISTRATIVE OFFICER	Dec 17 '25	Sale	44.62	47,011	2,097,631	131,152	Dec 18 12:00 AM
TEAGUE AJ	Director	Dec 17 '25	Buy	43.12	4,620	199,214	106,465	Dec 18 12:00 AM
Brock Amanda M	Co-Chief Executive Officer	Dec 17 '25	Buy	40.89	3,669	150,025	141,080	Dec 18 12:00 AM
Argo Laurie H	Director	Dec 17 '25	Sale	44.25	2,300	101,775	50,039	Dec 18 12:00 AM
BURKE JAMES R	Director	Dec 10 '25	Sale	53.03	11,277	598,019	5,696	Dec 12 12:00 AM
KTR Management Company, LLC	10% Owner	Nov 04 '25	Sale	50.15	2,114,783	106,056,367	0	Nov 06 12:00 AM
BURKE JAMES R	Director	Sep 10 '25	Sale	29.22	5,000	146,100	16,973	Sep 12 12:00 AM
Zartler William A	CHAIRMAN AND CEO	Sep 09 '25	Buy	24.83	10,000	248,300	1,049,227	Sep 09 12:00 AM