Solaris Oilfield Infrastructure investor presentation spotlights behind-the-meter power buildout for data centers

SOLARIS ENERGY INFRASTRUCTUR

SOLARIS ENERGY INFRASTRUCTUR

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  • Solaris outlined a shift toward behind-the-meter power for data centers, supported by a pro forma operated generation fleet of 3,200 MW.
  • Power Solutions expected to contribute more than 90% of adjusted EBITDA, with Logistics Solutions contributing less than 10%.
  • Data center portfolio exceeds 2,000 MW under long-term agreements with three technology customers, including a new contract for more than 600 MW.
  • Balance sheet actions include a USD 1.3 billion senior unsecured notes offering, a new USD 650 million undrawn revolving credit facility.
  • Q1 2026 adjusted EBITDA was about USD 84 million; Q2 guidance raised to USD 83-93 million; Q3 guidance set at USD 80-95 million.


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