Solaris Energy Infrastructure, Inc. reported significant financial growth in its fiscal year ending December 31, 2025, with total revenues reaching $622.2 million, a 98.7% increase from $313.1 million in 2024. The company's profitability also improved, with net income attributable to Class A common shareholders rising to $28.9 million, compared to $14.8 million in the previous year. This growth was primarily driven by the expansion of the Solaris Power Solutions segment, which generated $333.5 million in revenue, a substantial increase from $38.6 million in 2024, following the acquisition of Mobile Energy Rentals, LLC (MER) in September 2024.
The company experienced notable changes in its operational structure, including the acquisition of HVMVLV, LLC on August 15, 2025, which enhanced its capabilities in power control and distribution. This acquisition contributed to the overall growth of the Solaris Power Solutions segment, which accounted for 54% of total revenue and 68% of total segment Adjusted EBITDA for the year. Additionally, Solaris entered into a long-term commercial arrangement with a major data center customer, expected to provide approximately 900 megawatts of power generation capacity starting in 2026.
Operationally, Solaris reported a total employee headcount of 468 as of December 31, 2025, reflecting its commitment to expanding its workforce to support growth initiatives. The company also noted an increase in its fully utilized systems count to 93, an 11% rise from the previous quarter, driven by higher oilfield activity. The company’s capital expenditures for the year totaled $646.8 million, primarily directed towards the growth of the Solaris Power Solutions segment, with expectations for continued investment in 2026.
Looking ahead, Solaris anticipates sustained demand for its power generation solutions, particularly in light of the increasing needs for power in the U.S. and the constraints of existing electrical grid infrastructure. The company plans to continue expanding its capacity, with an estimated total power generation capacity of approximately 2,200 megawatts by early 2028. However, the company also acknowledged potential risks, including market volatility, regulatory changes, and supply chain constraints, which could impact its operational performance and financial results in the future.
About Solaris Energy Infrastructure, Inc.
Solaris Energy Infrastructure provides mobile power generation and logistics solutions for the energy, data center, and industrial sectors. Through its Solaris Power Solutions and Solaris Logistics Solutions segments, it offers equipment leasing, custom equipment manufacturing, and supply chain services to oil and natural gas operators. The company focuses on reliable, efficient, and scalable solutions, serving primarily U.S. markets with a competitive edge in technology and operational expertise.
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