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SEI — NYSE Oil & Gas

Solaris Energy Infrastructure, Inc.

$55,52
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Mcap
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P/E
—
EV / Rev
—
Div yield
0,72 %
Op margin
21,8 %
ROE
3,9 %
Net margin
4,8 %
Debt / equity
0,92
Beta
—
52w range
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Volume
3
Day range
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Prev close
$67,47
Open
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Next earnings
2026-10-28
Ex-dividend
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TR 1Y
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About

Solaris Energy Infrastructure, Inc. is classified under Energy / Integrated Oil & Gas and appears profitable on the latest normalized snapshot.

Business. Solaris Energy Infrastructure, Inc. (SEI) is an integrated oil and gas company engaged in the exploration, production, and sale of crude oil and natural gas. The firm is headquartered in the United States and trades on the New York Stock Exchange under the ticker symbol SEI. As an integrated operator, its business activities span the upstream and downstream segments of the energy value chain. The company’s financial performance is typically evaluated through industry-standard metrics such as production volumes, reserve replacement ratios, and operating costs per barrel of oil equivalent.

Classification99 %
SectorEnergy
Industry groupOil & Gas
Generated · rules-based
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
—
not yet scored
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership→
Jennison Associates LLC
largest disclosed fund holder
Profitability→
3,9 %
return on equity
Quality
—
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning SEI.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy · THIS SECTOR+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SEI. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Peers
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · BP (BP)
    • EarningsQ3 2026 earnings (expected)2026-10-30 · estimated · Chevron (CVX)
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    Briefing · model-assisted

    This is the first analysis for Solaris Energy Infrastructure, Inc. (SEI), meaning there is no prior basis for computing material changes in the company's fundamentals or market position. Consequently, the primary signal available for assessment comes from recent activity within its shareholder base rather than shifts in operational metrics or analyst coverage. The most notable development involves a major modification in holdings by investor ID 587, as detected in late June 2026. Data indicates a significant fluctuation in the number of shares held by this entity as of March 31, 2026, with records showing a shift between a position of 27 shares and a substantially larger holding of 11,834 shares. This activity represents a major severity event in the watcher signals, highlighting a notable adjustment in the investor's stake during the reporting period. In terms of broader market structure, SEI currently maintains a shareholder base comprising 27 top holders. However, the company lacks visibility from traditional financial research channels, with zero analysts currently covering the stock and no membership in major market indices. Additionally, the company reports an officer count of zero in the available data, suggesting a specific corporate structure or data reporting status that distinguishes it from typical publicly traded entities. The significance of these signals lies in the contrast between the active trading behavior of specific investors and the absence of broader market engagement. While investor ID 587 adjusted its position significantly, the lack of analyst coverage and index inclusion suggests that SEI remains a niche or less-followed entity in the current market landscape. Investors should note that these observations are based on the initial analysis of the ticker, with no historical delta to compare against.

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Solaris Energy Infrastructure, Inc. (SEI) is an integrated oil and gas company engaged in the exploration, production, and sale of crude oil and natural gas. The firm is headquartered in the United States and trades on the New York Stock Exchange under the ticker symbol SEI. As an integrated operator, its business activities span the upstream and downstream segments of the energy value chain. The company’s financial performance is typically evaluated through industry-standard metrics such as production volumes, reserve replacement ratios, and operating costs per barrel of oil equivalent.

    Classification99 %
    SectorEnergy
    Industry groupOil & Gas
    AI synthesis
    GENERATED

    Solaris Energy Infrastructure, Inc. (SEI) is currently classified as Integrated Oil & Gas within Integrated Oil & Gas (Energy). Classification confidence: 0.98 (rule-based classification). Capital structure on the latest snapshot: total assets 2,995,925,000 USD, total equity 781,065,000, short-term debt 319,729,000, long-term debt 395,368,000. Net cash position is approximately -370,629,000 USD. Profitability profile: revenue 90,875,000, gross profit 0, operating income 50,559,000, net income 21,438,000. Return on equity ~3.9%. Return on assets ~1.0%. Operating-cash-flow to net-income ratio is 6.93. Risk profile from automated assessment: liquidity risk high, dilution risk medium. Flags: Current ratio is close to the minimum comfort range.; Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] 8-K: 8-K (sec_8k_material) on SEI — filing_type=8-K; max_severity=medium; ignored_items=['7.01', '9.01']; material_items=['3.02']; all_items_found=['3.02', '7.01', '9.01']; severity_per_code={'3.02': 'medium'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001628280-26-047296). Additional context: 8-K: filing_type=8-K; max_severity=medium; ignored_items=['7.01', '9.01']; material_items=['3.02']; all_items_found=['3.02', '7.01', '9.01']; severity_per_code={'3.02': 'medium'}; contributing_watchers=sec_8k_material. Comparable peers identified within the same class: Chevron, Shell, BP.

    This is the first analysis for Solaris Energy Infrastructure, Inc. (SEI), meaning there is no prior basis for computing material changes in the company's fundamentals or market position. Consequently, the primary signal available for assessment comes from recent activity within its shareholder base rather than shifts in operational metrics or analyst coverage. The most notable development involves a major modification in holdings by investor ID 587, as detected in late June 2026. Data indicates a significant fluctuation in the number of shares held by this entity as of March 31, 2026, with records showing a shift between a position of 27 shares and a substantially larger holding of 11,834 shares. This activity represents a major severity event in the watcher signals, highlighting a notable adjustment in the investor's stake during the reporting period. In terms of broader market structure, SEI currently maintains a shareholder base comprising 27 top holders. However, the company lacks visibility from traditional financial research channels, with zero analysts currently covering the stock and no membership in major market indices. Additionally, the company reports an officer count of zero in the available data, suggesting a specific corporate structure or data reporting status that distinguishes it from typical publicly traded entities. The significance of these signals lies in the contrast between the active trading behavior of specific investors and the absence of broader market engagement. While investor ID 587 adjusted its position significantly, the lack of analyst coverage and index inclusion suggests that SEI remains a niche or less-followed entity in the current market landscape. Investors should note that these observations are based on the initial analysis of the ticker, with no historical delta to compare against.

    Key takeaways
    • Return on equity is about 3.9%.
    • Debt to equity is about 0.92x.
    • [TRIGGER] 8-K: 8-K (sec_8k_material) on SEI — filing_type=8-K; max_severity=medium; ignored_items=['7.01', '9.01']; material_items=['3.02']; all_items_found=['3.02', '7.01', '9.01']; severity_per_code={'3.02': 'medium'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001628280-26-047296)
    • Likely peers from the same classification include Chevron, Shell, BP.
    • Factors that could cause our actual results to differ materially from the results contemplated by such forward-looking statements include: • the level of domestic spending and access to capital markets which we serve, namely (i) power generation and (ii) the oil and natural gas industry; • changes in tariffs, trade barriers, price and exchange controls and other regulatory requirements, and the impact of such policies on us, our customers and the global economic environment, including access to resources needed for our products and services; • customer concentration, the potential for future consolidation amongst current or potential customers and the possibility that customers may not continue to outsource their power system needs, which could affect demand for our products and services, especially in the power generation industry; • development of alternative power generation technologies or increased grid capacity that could reduce the demand for our products and services; • ability to secure customer contracts and such ability’s impact on our revenue and operating results; • developments and uncertainty in the global economy generally, and/or the energy, power and infrastructure sectors specifically, and the resulting impacts to the demand and supply for power generation or crude oil and natural gas or volatility of the prices for such projects, including a potential increase in Venezuelan oil supply and any related impact on global oil prices and domestic oil productions, and therefore the demand for the services we provide and the commercial opportunities available to us; • volatility in the political, legal and regulatory environments, including the impact of a lapse in federal appropriations that could disrupt our operations and future plans and opportunities; • geopolitical risks, including the war between Russia and Ukraine, the Israel and Hamas conflict, continued hostilities in the Middle East, U.S.
    • intervention in Venezuela and the U.S.-Iran conflict, which could each affect the stability and continued recovery of oil and gas markets; • uncertainty regarding methods by which the growing demand for power generation will be met in both the short and long term; • the success of Stateline (as defined in Note 2.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-03-31
    Q4 2025 · Quarter highlights

    Revenue $90.9M; Operating income $50.6M.

    Revenue$90.9M
    Operating income$50.6M
    Net income$21.4M
    Free cash flow-$264.3M
    EPS—
    Operating cash flow$79.0M
    Financials
    Income statement
    Revenue$90.9M
    Gross profit—
    Operating income$50.6M
    Net income$21.4M
    Margins
    Gross margin—
    Operating margin55.6%
    Net margin23.6%
    FCF margin-290.9%
    Balance sheet
    Total assets$3.00B
    Total liabilities$1.89B
    Total equity$781.1M
    Cash & equivalents$344.5M
    Long-term debt$395.4M
    Cash flow
    Operating cash flow$79.0M
    CapEx$343.4M
    Free cash flow-$264.3M
    SBC$6.7M
    P&L flow · revenue → net income
    Revenue $90.9MOperating costs $40.3MTax $29.1MNet income $21.4M
    Highlights
    • ▍Revenue $90.9M
    • ▍Operating income $50.6M
    • ▍Net margin 23.6%

    Valuation FY

    Market price
    $55,52
    Market cap
    —
    Enterprise valueⓘ
    —
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    —
    P / Bⓘ
    —
    P / Tangible bookⓘ
    —
    Tangible book
    $926.6M
    Net cashⓘ
    -$370.6M
    Current ratioⓘ
    1.1
    Debt / equityⓘ
    0.9
    ROAⓘ
    1.0%
    ROEⓘ
    3.9%
    Cash conversionⓘ
    693.0%
    CapEx / revenueⓘ
    1.0%
    SBC / revenueⓘ
    3.8%
    Dilution ratioⓘ
    —

    Revenue by segment

    Market share

    — missing data

    Business relationships

    Business relationships12 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries12
    EX21:0c0cc65d04cdEX21:0c0cc65d04cdSubsidiarie97%
    EX21:32ec1f621b0eEX21:32ec1f621b0eSubsidiarie97%
    EX21:54c9603e9062EX21:54c9603e9062Subsidiarie97%
    EX21:59c41c70ba92EX21:59c41c70ba92Subsidiarie97%
    EX21:673d2c186095EX21:673d2c186095Subsidiarie97%
    EX21:792138ccd6d9EX21:792138ccd6d9Subsidiarie97%
    EX21:acf1f5e07b95EX21:acf1f5e07b95Subsidiarie97%
    EX21:c7725e2f6b98EX21:c7725e2f6b98Subsidiarie97%
    EX21:e9ee6f57ea19EX21:e9ee6f57ea19Subsidiarie97%
    EX21:ece6e994b50cEX21:ece6e994b50cSubsidiarie97%
    EX21:ee8f4f1f00d3EX21:ee8f4f1f00d3Subsidiarie97%
    EX21:f58568581245EX21:f58568581245Subsidiarie97%

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPS—no estimate—no estimate1,48
    Revenue—no estimate—no estimate819,5M USD
    Operating income—no estimate—no estimate219,9M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Corporate eventM&A horizon
    M&A probabilityconf 3 %
    Probability
    3 %
    Base rate
    3 %
    Band
    —
    180-day horizon · target 2027-01-21 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Probabilistic model output — not investment advice. · generated 2026-07-25

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution14 analysts
    Strong buy3
    Buy10
    Hold1
    Sell0
    Strong sell0
    12-month price target$83,41 · Median $82,50
    Low $60,00High $110,80
    Operating income · consensus219,9M USD
    EPS surprise
    −15,7 %
    reported vs consensus · miss
    Revenue surprise
    −24,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$60,00
    Mean$83,41
    Median$82,50
    High$110,80
    Spot$55,52
    +50.2 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskMedium
    Liquidity riskHigh
    Filing-based flags
    • Current ratio is close to the minimum comfort range.
    • Net cash is negative after subtracting total debt.
    • Source documents mention dilution or offering risk.

    Benchmarks vs cohort

    Op Margin21,8 %Above median
    Net Margin4,9 %Below median
    ROE3,9 %Below median
    Capex / Rev104,0 %Best in class
    D/E0,92Below median
    Cash Conv6,93Best in class

    Corporate actions / M&A

    M&A probabilityconf —
    Probability
    3 %
    Base rate
    3 %
    Band
    Low
    180-day horizon · target 2027-01-21 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 6 114 783 sh3 transactions2 insiders
    • Keenan W Howard JRDirector · Solaris Energy Infrastructure, LLC Units → Class A Common StockDisposed 2 000 000conversion · 2026-05-06
    • KTR Management Company, LLC10% owner · Solaris Energy Infrastructure, LLC Units → Class A Common StockDisposed 2 000 000conversion · 2026-04-30
    • KTR Management Company, LLC10% owner · Solaris Energy Infrastructure, LLC Units → Class A Common StockDisposed 2 114 783conversion · 2025-11-06

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Regulatory filings
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Assets
      net_income / total_assets
    Source documents
    • Solaris Energy Infrastructure, Inc. company facts · 2026-07-07
    • Solaris Energy Infrastructure, Inc. 10-Q 2026-05-01 · 2026-07-07
    • Solaris Energy Infrastructure, Inc. 10-K 2026-02-27 · 2026-07-07
    • Solaris Energy Infrastructure, Inc. 10-Q 2025-11-06 · 2026-07-07
    • Solaris Energy Infrastructure, Inc. 10-Q 2025-08-01 · 2026-07-07
    • 8-K (sec_8k_material) on SEI · 2026-07-07

    Ownership & reference

    Top holders

    • Jennison Associates LLCInvestment Managers · as of 2026-03-310,05 %$67M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,03 %$65M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,01 %$49M
    • First Trust Advisors L.P.Investment Managers · as of 2026-03-310,01 %$14M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$41M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,01 %$40M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,01 %$96M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,01 %$22M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$62M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$21M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$22M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$5M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$6M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$12M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$134M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$6M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$7M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$3M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$2M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$2M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$1M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$22M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$1M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling5 buys · 13 sellsnet -$406,0M13 insiders · last 365d
    • Wirtz Christopher P.Chief Accounting Officer · Class A Common StockOther 1 303 @ $69,54$91K · 2026-06-01
    • Wirtz Christopher P.Chief Accounting Officer · Class A Common StockSold 700 @ $77,22$54K · 2026-05-13
    • Argo Laurie HDirector · Class A Common StockSold 5 200 @ $72,88$379K · 2026-05-12
    • Powell Christopher MChief Legal Officer · Class A Common StockSold 25 492 @ $74,84$1,9M · 2026-05-11
    • Powell Christopher MChief Legal Officer · Class A Common StockSold 9 179 @ $73,90$678K · 2026-05-11
    • Powell Christopher MChief Legal Officer · Class A Common StockSold 2 181 @ $75,33$164K · 2026-05-11
    • TEAGUE AJDirector · Class A Common StockBought 2 750 @ $72,98$201K · 2026-05-08
    • TEAGUE AJDirector · Class A Common StockBought 3 425 @ $72,98$250K · 2026-05-08
    • Walker Ray N JRDirector · Class A Common StockSold 56 841 @ $72,11$4,1M · 2026-05-08
    • Keenan W Howard JRDirector · Class A Common StockSold 2 000 000 @ $74,50$149,0M · 2026-05-06
    • Keenan W Howard JRDirector · Class B Common StockOther 2 000 000 · 2026-05-06
    • Keenan W Howard JRDirector · Class A Common StockOther 2 000 000 · 2026-05-06
    • KTR Management Company, LLC10% owner · Class B Common StockOther 2 000 000 · 2026-04-30
    • KTR Management Company, LLC10% owner · Class A Common StockOther 2 000 000 · 2026-04-30
    • KTR Management Company, LLC10% owner · Class A Common StockSold 2 000 000 @ $70,75$141,5M · 2026-04-30
    • Durrett Cynthia M.Director, Chief Administrative Officer · Class A Common StockOther 26 940 @ $49,63$1,3M · 2026-03-01
    • Powell Christopher MChief Legal Officer · Class A Common StockOther 18 165 · 2026-03-01
    • Powell Christopher MChief Legal Officer · Class A Common StockOther 29 723 · 2026-03-01
    • Powell Christopher MChief Legal Officer · Class A Common StockOther 27 534 @ $49,63$1,4M · 2026-03-01
    • Ramachandran Kyle S.President · Class A Common StockOther 37 004 · 2026-03-01
    • Ramachandran Kyle S.President · Class A Common StockOther 50 339 · 2026-03-01
    • Ramachandran Kyle S.President · Class A Common StockOther 49 902 @ $49,63$2,5M · 2026-03-01
    • Brock Amanda MDirector, Co-Chief Executive Officer · Class A Common StockOther 135 000 · 2026-03-01
    • Zartler William ADirector, Chairman and Co-CEO, 10% owner · Class A Common StockOther 150 000 · 2026-03-01
    • Zartler William ADirector, Chairman and Co-CEO, 10% owner · Class A Common StockOther 115 656 · 2026-03-01

    Short positioning

    15.2Mshares short+13.3% vs prior
    4.2days to cover
    59.5%short of daily vol
    29fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SEICanonical
    NYSE · USD

    Intel & risk

    PredictorM&A prob3 %Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskMedium
    Liquidity riskHigh
    Current ratio is close to the minimum comfort range.
    Net cash is negative after subtracting total debt.
    Source documents mention dilution or offering risk.
    Relationship graph
    SEICVXSHELBPEX21:0c0EX21:32eEX21:54cEX21:59cEX21:673EX21:792EX21:acfOil & Gas
    This companyPeerSectorSubsidiaries

    Evidence & claims

    From filings & derived data
    • Debt-to-equity (FY 2025-12-31): 2.33xDerived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 252.2%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 156.3%Derived (calculated)
    • Long-term debt (YoY) (2025-12-31 vs 2024-12-31): -41.7%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 183.8%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 89.6%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 58.7%Derived (calculated)
    • Net margin (FY 2025-12-31): 4.8%Derived (calculated)
    • Return on equity (FY 2025-12-31): 5.3%Derived (calculated)
    • Return on assets (FY 2025-12-31): 1.4%Derived (calculated)
    • Current ratio (FY 2025-12-31): 2.96xDerived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 90.8%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): 243.3%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 98.7%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 209.2%Derived (calculated)
    • Net income (annual): USD 30.17MSEC XBRL filing
    • Current assets (annual): USD 483.02MSEC XBRL filing
    • Long-term debt (annual): USD 184MSEC XBRL filing
    • Operating cash flow (annual): USD 209.1MSEC XBRL filing
    • Current liabilities (annual): USD 163.3MSEC XBRL filing
    • Revenue (annual): USD 622.21MSEC XBRL filing
    • Cash & equivalents (annual): USD 353.32MSEC XBRL filing
    • Shareholders' equity (annual): USD 564.34MSEC XBRL filing
    • Operating income (annual): USD 135.39MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-08-05 00:00 UTCTRANSCRIPTUpcomingEarnings call — Q3 2026
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
    2026-06-26 03:13 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-25 03:10 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-01 00:00 UTCINSIDER1 insider transaction — 2026-06
    2026-06-01INSIDERWirtz Christopher P. transacted 1.3k sh Class A Common Stock — Chief Accounting Officer ~$91k
    2026-05-19FILING8-K filing →
    2026-05-13 00:00 UTCINSIDER12 insider transactions — 2026-05 · net sell $155.8M 1 derivative
    2026-05-13INSIDERWirtz Christopher P. sold 700 sh Class A Common Stock — Chief Accounting Officer ~$54k
    2026-05-12FILING8-K filing →
    2026-05-12INSIDERArgo Laurie H sold 5.2k sh Class A Common Stock — Director ~$379k
    2026-05-11INSIDERPowell Christopher M sold 25.5k sh Class A Common Stock — Chief Legal Officer ~$1.91M
    2026-05-11INSIDERPowell Christopher M sold 9.2k sh Class A Common Stock — Chief Legal Officer ~$678k
    2026-05-11INSIDERPowell Christopher M sold 2.2k sh Class A Common Stock — Chief Legal Officer ~$164k
    2026-05-08INSIDERTEAGUE AJ bought 2.8k sh Class A Common Stock — Director ~$201k
    2026-05-08INSIDERTEAGUE AJ bought 3.4k sh Class A Common Stock — Director ~$250k
    2026-05-08INSIDERWalker Ray N JR sold 56.8k sh Class A Common Stock — Director ~$4.10M
    2026-05-06FILING8-K filing →
    2026-05-06INSIDERKeenan W Howard JR sold 2.00M sh Class A Common Stock — Director ~$149.00M
    2026-05-06INSIDERKeenan W Howard JR transacted 2.00M sh Class B Common Stock — Director
    2026-05-06INSIDERKeenan W Howard JR disposed of 2.00M sh Solaris Energy Infrastructure, LLC Units — Director
    2026-05-05FILING8-K filing →
    2026-05-01FILING10-Q filing →
    2026-04-30 00:00 UTCINSIDER4 insider transactions — 2026-04 · net sell $141.5M 1 derivative
    2026-04-30INSIDERKTR Management Company, LLC transacted 2.00M sh Class B Common Stock — 10% owner
    2026-04-30INSIDERKTR Management Company, LLC sold 2.00M sh Class A Common Stock — 10% owner ~$141.50M
    2026-04-30INSIDERKTR Management Company, LLC disposed of 2.00M sh Solaris Energy Infrastructure, LLC Units — 10% owner
    2026-04-28FILING8-K filing →
    2026-04-27FILING8-K filing →
    2026-04-08FILING8-K filing →
    2026-04-01FILINGDEF 14A filing →
    2026-03-31EARNINGSQuarterly results — Q4 2025 Revenue USD 90.9M · Net USD 21.4M
    2026-03-20FILING8-K filing →
    2026-03-01 00:00 UTCINSIDER15 insider transactions — 2026-03 · net sell $5.3M
    2026-03-01INSIDERDurrett Cynthia M. transacted 26.9k sh Class A Common Stock — Director, Chief Administrative Officer ~$1.34M
    2026-03-01INSIDERPowell Christopher M transacted 18.2k sh Class A Common Stock — Chief Legal Officer
    2026-03-01INSIDERPowell Christopher M transacted 29.7k sh Class A Common Stock — Chief Legal Officer
    2026-03-01INSIDERPowell Christopher M transacted 27.5k sh Class A Common Stock — Chief Legal Officer ~$1.37M
    2026-03-01INSIDERRamachandran Kyle S. transacted 37.0k sh Class A Common Stock — President
    Showing the 40 most recent of 58 entries.
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    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage