Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum

Solaris Energy Infrastructure (SEI) raised its 2026 Adjusted EBITDA guidance, with Q3 expectations climbing 23% and Q4 jumping 48% from previous midpoints. The upward revision reflects stronger core power services and contributions from two recent acquisitions: GESA and Omega Foundation Services.

SEI also issued Q1 2027 guidance of $200-240 million, signaling its expansion into a broader full-cycle power infrastructure platform. The company is positioning itself to serve data centers and industrial markets, sectors driving demand for power infrastructure as AI and cloud computing growth accelerates.

The dual guidance raise—both near-term and forward-looking—marks a significant operational shift for SEI. The acquisitions of GESA and Omega Foundation Services are already moving the needle on EBITDA, with the Q4 2026 48% increase suggesting rapid integration and synergy capture.