Solaris Energy Infrastructure Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
84.0%projected annual EPS growth
Analyst Coverage
14analysts covering
FY Revenue (est.)
$867Mnext fiscal year
FY EPS (est.)
$1.01next fiscal year
Monitoring Framework
Key Performance Indicators
Consolidated Power Generation Capacity Quarterly3.2KTarget: 3,200 MW pro forma (targeting over 3,100 MW by 2029)
Quarterly Adjusted EBITDA Quarterly84MTarget: $83 million to $93 million (Q2 2026 Guidance)
Contracted Power Capacity Tenor Annually10.0Target: 10 years (with 5-year option)
Watch Items
- Customer Concentration RiskAction: Monitor the deployment and scaling of the third long-term contract (over 600 MW) with the new global technology customer, which is expected to begin in late 2026 and scale through 2028.
- Leverage and Debt CoverageTrigger: S&P Global Ratings-adjusted debt to EBITDA spiking to 5.6x-6.1x in 2026Action: Track the timely commissioning and cash flow conversion of newly signed contracts expected in Q1 2027 to reduce leverage below 4.5x.
Research as of 19 Jun 2026