Latest revenue
$90.9M
as of 2026-03-31
Latest net income
$21.4M
as of 2026-03-31
Net margin
23.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- —
- Enterprise value
- —
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.6%
- 52-wk high
- $81.24
- 52-wk low
- $24.57
- Beta
- —
- Shares out
- —
5-year trend
What this company does
Item 1. Business Our Company We provide modular and scalable equipment-based solutions for power generation, control and distribution, and the management of raw materials in oil and natural gas well completions. Headquartered in Houston, Texas, Solaris serves multiple U.S. end markets, including data center, energy, and other commercial and industrial sectors. We operate through two reportable business segments: •Solaris Power Solutions: This segment delivers power generation, control, and distribution solutions. Our offerings support data center, energy, and other commercial and industrial sector customers by providing flexible, on-demand power infrastructure, including power control and…
AI summary unavailable — showing raw filing excerpt
Generated from SEI's filing dated 2026-02-27
Key risks
Item 1A. Risk Factors The following are certain risk factors that affect our business, financial condition, results of operations and cash flows. Many of these risks are beyond our control. These risk factors should be considered in connection with evaluating the forward-looking statements contained in this Annual Report. The risks and uncertainties described below are not the only ones that we face. If any of the events described below were to actually occur, our business, financial condition, results of operations and cash flows could be adversely affected and our results could differ materially from expected and historical results, any of which may also adversely affect the holders of…
AI summary unavailable — showing raw filing excerpt
Generated from SEI's filing dated 2026-02-27
Profitability
Operating margin
21.8%
29.0%Net margin
4.8%
4.0%Return on equity
5.3%
20.3%Return on assets
1.4%
0.0%Leverage
Debt / equity
2.80×
29.7%Long-term debt / equity
0.32×
63.1%Debt / assets
73.7%
7.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $90.9M | +4.2% | $21.4M | +303.0% | 23.6% |
Q4 2025 2025-12-31 | $363.1M | +259.5% | $-1.7M | -126.5% | -0.5% |
Q3 2025 2025-09-30 | $84.4M | +20.1% | $14.6M | +1603.1% | 17.2% |
Q2 2025 2025-06-30 | $87.4M | +18.3% | $12.0M | +92.6% | 13.7% |
Q1 2025 2025-03-31 | $87.2M | +28.5% | $5.3M | +23.2% | 6.1% |
Q4 2024 2024-12-31 | $101.0M | — | $6.3M | — | 6.2% |
Q3 2024 2024-09-30 | $70.3M | +0.9% | $-968.0K | -119.6% | -1.4% |
Q2 2024 2024-06-30 | $73.9M | -4.3% | $6.2M | -17.6% | 8.4% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Oil & Gas Field Machinery & Equipment · SIC 3533
Your notes
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Insider activity
Insider buying
$1.1M
Insider selling
$650.8M
Net activity
−$649.7M
Distinct insiders
14
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SEI
Institutional value
$1.36B
Total shares held
25.6M
Distinct holders
193
-139 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $233.0M | -189.5K (-4.4%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $115.3M | — | New |
| 3 | JANE STREET GROUP, LLC | 1.6M | $88.6M | -72.6K (-4.4%) | Trimmed |
| 4 | JENNISON ASSOCIATES LLC | 1.2M | $66.7M | +805.3K (+215.1%) | Added |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $64.7M | -321.7K (-21.9%) | Trimmed |
| 6 | DIMENSIONAL FUND ADVISORS LP | 871.5K | $49.2M | +143.0K (+19.6%) | Added |
| 7 | Voya Investment Management LLC | 790.6K | $44.7M | +314.2K (+65.9%) | Added |
| 8 | UBS Group AG | 712.7K | $40.3M | +70.5K (+11.0%) | Added |
| 9 | Korea Investment CORP | 670.5K | $37.9M | +643.4K (+2374.2%) | Added |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 606.2K | $34.3M | — | New |
| 11 | EMERALD ADVISERS, LLC | 594.7K | $33.6M | -32.0K (-5.1%) | Trimmed |
| 12 | Nuveen, LLC | 545.3K | $30.8M | -171.7K (-23.9%) | Trimmed |
| 13 | DEUTSCHE BANK AG\ | 448.9K | $25.4M | +51.5K (+13.0%) | Added |
| 14 | KENNEDY CAPITAL MANAGEMENT LLC | 443.1K | $25.0M | -186.6K (-29.6%) | Trimmed |
| 15 | Assenagon Asset Management S.A. | 431.9K | $24.4M | +204.4K (+89.8%) | Added |
| 16 | FRANKLIN RESOURCES INC | 395.1K | $22.3M | +339.0K (+604.1%) | Added |
| 17 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 388.0K | $21.9M | +327.0K (+536.1%) | Added |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 385.9K | $21.8M | +99.1K (+34.5%) | Added |
| 19 | ROYCE & ASSOCIATES LP | 327.2K | $18.5M | -4.8K (-1.4%) | Trimmed |
| 20 | VANGUARD FIDUCIARY TRUST CO | 319.2K | $18.0M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SEI's latest filing finishes processing.