Solaris Energy Infrastructure, Inc.(SEI)

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These Analysts Cut Their Forecasts On SEI Investments After Q2 Results
Benzinga· 2025-07-24 17:21
SEI Investments Company SEIC reported better-than-expected earnings for the second quarter on Wednesday.The company posted quarterly earnings of $1.20 per share which beat the analyst consensus estimate of $1.16 per share. The company reported quarterly sales of $559.601 million which beat the analyst consensus estimate of $555.724 million.“SEI achieved another strong quarter across our core businesses. We are executing with conviction and discipline, positioning the company for sustained growth. As we prep ...
SEI Investments Q2 Earnings Beat Estimates as Revenues & AUM Rise Y/Y
ZACKS· 2025-07-24 16:11
Key Takeaways SEIC's Q2 EPS rose 70% y/y to $1.78, beating the estimate of $1.18.Revenues grew 8% y/y to $559.6M but fell short of the consensus estimate of $561.1M.AUM rose 10% y/y to $517.5B, with the AUA climbing 11% to $1.14T.SEI Investments Co.’s (SEIC) second-quarter 2025 earnings per share (EPS) of $1.78 beat the Zacks Consensus Estimate of $1.18. Moreover, the bottom line reflected a rise of 70% from the prior-year quarter.Results were aided by higher revenues and a rise in assets under management ...
Solaris Energy Infrastructure, Inc.(SEI) - 2025 Q2 - Earnings Call Transcript
2025-07-24 14:00
Solaris Energy Infrastructure (SEI) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Speaker0Good day and welcome to the Solaris Energy Infrastructure Inc. Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded.I would now like to turn the conference over to Yvonne Fletcher, Senior Vice President of Finance and Investor Relations. Please go ahe ...
Solaris Energy Infrastructure, Inc.(SEI) - 2025 Q2 - Earnings Call Presentation
2025-07-24 13:00
Solaris Energy Infrastructure, Inc. Q2 2025 Earnings Supplement July 23, 2025 Early Mover Advantage in Addressing Nascent and Rapidly Expanding Market Opportunity Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Q4 2026 Q1 2027 Q2 2027 Contracted Contracted – Joint Venture (50.1% SEI Owned) Available 1,700 MW 150 MW Expected Fleet and Contract Growth Based on Current Order Book 600 MW (Current) Data Center - Contracted 67% Energy - Contracted 8% Available Capacity Beginning 2H 2026 25 ...
Solaris Energy Infrastructure, Inc. (SEI) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-24 00:45
Financial Performance - Solaris Energy Infrastructure, Inc. reported quarterly earnings of $0.34 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, and up from $0.13 per share a year ago, representing an earnings surprise of +142.86% [1] - The company posted revenues of $149.33 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 21.18%, compared to year-ago revenues of $73.89 million [2] Market Performance - Solaris Energy Infrastructure, Inc. shares have declined approximately 1.8% since the beginning of the year, while the S&P 500 has gained 7.3% [3] - The company has underperformed the market so far this year, raising questions about its future stock performance [4] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $132.42 million, and for the current fiscal year, it is $0.53 on revenues of $513.88 million [7] - The estimate revisions trend for Solaris Energy Infrastructure, Inc. was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Oil and Gas - Mechanical and Equipment industry, to which Solaris Energy Infrastructure, Inc. belongs, is currently ranked in the bottom 14% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]
Solaris Energy Infrastructure, Inc.(SEI) - 2025 Q2 - Quarterly Results
2025-07-23 22:32
Exhibit 99.1 Solaris Energy Infrastructure Announces Second Quarter 2025 Results, Updated Earnings Guidance and Continued Shareholder Returns HOUSTON, Texas, July 23, 2025 — (BUSINESS WIRE) — Solaris Energy Infrastructure, Inc. (NYSE:SEI) ("Solaris" or the "Company"), today announced second quarter 2025 financial and operational results and updated earnings guidance. Second Quarter 2025 Summary Results and Key Updates CEO Commentary "Solaris delivered another quarter of strong results as we continue to exec ...
SEI Reports Second-Quarter 2025 Financial Results
Prnewswire· 2025-07-23 20:01
OAKS, Pa., July 23, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second quarter 2025. Relative to the second quarter 2024, EPS increased by 70%, and revenue and operating income grew by 8% and 9%, respectively, with operating margin increasing to 27%. Q2 2025 EPS benefited by $0.58 from several items affecting comparability against prior quarters, most notably the $94.4 million gain on the sale of SEI's Family Office Services business. Consolidated O ...
SEI Appoints Karin Risi and Tom Naratil to Board of Directors
Prnewswire· 2025-07-22 21:28
Core Insights - SEI has appointed Karin Risi and Tom Naratil to its Board of Directors, effective immediately, while Stephanie Miller has resigned from the board [1][2] Group 1: Board Appointments - Karin Risi brings 30 years of experience in wealth management, having previously led Vanguard's $2.5 trillion Personal Investor and Wealth Management businesses [2][3] - Tom Naratil has a 39-year career at UBS, where he held several senior positions, including Co-President of Global Wealth Management [3][4] Group 2: Leadership Perspectives - Risi expressed enthusiasm for SEI's commitment to innovation and long-term value delivery, emphasizing the need to adapt to changing client needs in the asset and wealth management industry [4] - Naratil highlighted the importance of capitalizing on industry shifts for growth and expressed excitement about supporting SEI's leadership in achieving sustained growth [4] Group 3: Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.6 trillion in assets as of March 31, 2025 [5]
Solaris Energy to Report Q2 Earnings: Here's What You Need to Know
ZACKS· 2025-07-18 15:41
Core Insights - Solaris Energy Infrastructure Inc. (SEI) is scheduled to report its second-quarter 2025 results on July 23, with adjusted earnings expected to rise 15.4% year over year to 15 cents per share and revenues projected to increase by 66.8% to $123.2 million [1][2][7] Earnings Performance - In the last reported quarter, SEI's adjusted earnings of 20 cents per share exceeded the Zacks Consensus Estimate of 12 cents, driven by growth in Solaris Power Solutions [1] - SEI has beaten the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 6.93% [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for second-quarter revenues is $123.2 million, reflecting a significant increase of 66.8% compared to the previous year [2][7] - The earnings per share estimate of 15 cents indicates a 15.4% improvement from the prior year's reported number [2][7] Market Conditions - Average spot prices for West Texas Intermediate (WTI) crude oil in the second quarter were lower than in the first quarter, with prices of $63.54, $62.17, and $68.17 per barrel for April, May, and June respectively [3][4] - Despite softer crude prices, the pricing environment remains favorable for exploration and production activities, which likely supported steady demand for SEI's specialized equipment [4] Earnings Whispers - The current model does not indicate an earnings beat for SEI, as it holds a Zacks Rank of 4 (Sell) despite having a positive Earnings ESP of +31.03% [5]
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
Prnewswire· 2025-07-18 12:00
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at ScaleOAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their businesses. SEI will make a strategic investment in the Stratos business, a family of companies focused on supporting the success of financial advisors across business models and affiliation ...