Solaris Energy Infrastructure Lifts 2026 EBITDA Guidance on Data Center Shift

EarningsCorporate Action Impact 4
โดย Insider Monkey·US·Read original
Summary · why it matters

Solaris Energy Infrastructure raised its adjusted EBITDA guidance for the third and fourth quarters of 2026 and issued initial guidance for the first quarter of 2027, citing stronger contributions from its core power services business and better-than-expected performance from recently acquired businesses. The company now expects third-quarter 2026 adjusted EBITDA of $110 million to $130 million, up from a prior range of $90 million to $105 million, a 23% increase at the midpoint. For the fourth quarter of 2026, Solaris lifted guidance to $145 million to $180 million from $100 million to $120 million, a 48% increase at the midpoint, and set initial first-quarter 2027 adjusted EBITDA guidance of $200 million to $240 million. The update follows the company's September 2 announcement that it acquired Omega Foundation Services, a specialist in engineering, procurement and construction with heavy civil construction expertise across end markets including large-scale data centers. The stock has returned about 150% over the past 12 months and was up more than 25% year to date as of September 8, though it trades at roughly 86 times trailing earnings, well above the industry average, while short interest stood at 23.76% of the float as of August 14.

Impact on stocks 4

Energy Transition & Power Demand▲ · 2 stocks
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Theme Impact 2

Off-coverage companies 1

Omega Foundation ServicesPrivate▲ Positive
Capitalrelevance

Solaris's guidance lift credits better-than-expected performance from recently acquired businesses, including Omega Foundation Services.

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