Solaris raises 2026 EBITDA guidance outlook

• Solaris Energy Infrastructure raised its fourth-quarter 2026 adjusted EBITDA guidance to $145 million–$180 million as it expands power infrastructure capacity.
• The company expects remaining 2026 capital expenditures of about $1 billion, mainly focused on Solaris Power Solutions.
• Solaris plans to increase generation capacity toward 3,200 MW by the end of 2029, supported by long-term contracts and expansion projects.

Solaris Energy Infrastructure (NASDAQ:SEI) raised its fourth-quarter 2026 adjusted EBITDA guidance to $145 million–$180 million as the company expands power infrastructure to support rising electricity demand from data centers.

The company also provided third-quarter 2026 adjusted EBITDA guidance of $90 million–$105 million and projected remaining 2026 capital expenditures of approximately $1 billion.

The company said most remaining capital spending will support Solaris Power Solutions, while it also approved a third-quarter dividend of $0.12 per share payable on September 25, 2026.

Solaris expects generation capacity to increase toward approximately 3,200 MW by the end of 2029, supported by long-term contracts, while its acquisition of Omega Foundation Services adds engineering, procurement, and construction capabilities.

Solaris Energy Infrastructure provides energy infrastructure solutions and is expanding its power generation and technology portfolio through projects supporting industrial customers and data center demand.