Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, $0.01 par value "SEI" New York Stock Exchange (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38090 SOLARIS ENERGY INFRASTRUCTURE, IN ...

Third quarter Goodyear net loss of $34 million (12 cents per share); adjusted net income of $105 million (37 cents per share)Segment operating income of $347 million; SOI margin of 7.2%, up ~70 bps YoYFourth consecutive quarter of SOI margin expansion; TTM up ~300 bps YoYAmericas segment operating income of $251 million, SOI margin of 8.8%Asia Pacific segment operating income of $72 million, SOI margin of 11.7%Goodyear Forward targets increased, portfolio optimization in progressAKRON, Ohio, Nov. 4, 2024 /P ...

Exhibit 99.1 Solaris Energy Infrastructure Announces Third Quarter 2024 Results, New Power Solutions Contracts, and Continued Shareholder Returns for Fourth Quarter 2024 HOUSTON, Texas, November 4, 2024 — (BUSINESS WIRE) — Solaris Energy Infrastructure, Inc. (NYSE:SEI) ("Solaris" or the "Company"), today announced third quarter 2024 financial and operational results. Third Quarter 2024 Summary Results and Recent Highlights ● Revenue of $75 million ● Net loss of $2 million and ($0.04) per diluted Class A sha ...

Financial Data and Key Metrics Changes - Solaris generated $74 million in revenue, $21 million in adjusted EBITDA, and $18 million of free cash flow in Q2 2024, with a return of $5 million to shareholders in dividends [4][10] - Operating cash flow was $19 million, with $1 million in capital expenditures, resulting in $18 million in free cash flow [10] - The company ended the quarter with total debt of $16 million and net debt of $11 million, along with approximately $53 million of available liquidity [10] Business Line Data and Key Metrics Changes - The well site equipment rental business experienced a 10% decrease in fully utilized systems from Q1 2024, averaging 56 frac crews, down from 64 [10] - Ancillary services contribution improved due to increased fleets utilizing last-mile trucking services, with total annualized contribution margin per fully utilized system remaining roughly flat at $1.1 million [11] - Total annualized contribution margin per frac crew followed improved 6% sequentially to nearly $1.9 million [11] Market Data and Key Metrics Changes - U.S. drilling and completions activity showed anticipated choppiness, particularly in natural gas-exposed basins due to low gas prices, but stabilization was noted in gas-exposed activity and continued strength in oil basins like the Permian [7] - For Q3 2024, activity levels are expected to be relatively flat compared to Q2 [7][12] Company Strategy and Development Direction - The acquisition of Mobile Energy Rentals (MER) is seen as transformative, providing Solaris with entry into a new mobile distributed power product line and exposure to multiple end markets [4][5] - The company aims to sustain and grow shareholder return programs while increasing liquidity and strengthening the balance sheet [9] - Solaris plans to leverage operational synergies and cross-selling opportunities due to its presence on one-third of U.S. completion sites [6] Management's Comments on Operating Environment and Future Outlook - Management expressed a stable outlook for the completion market, with no radical changes expected in the near term [14][15] - The company is prepared for potential increases in activity, with a well-prepared balance sheet and mobile assets ready for deployment [20] - The management highlighted the importance of the MER acquisition in driving future growth and enhancing cash flow resilience [8][31] Other Important Information - The company announced a third quarter dividend of $0.12 per share, continuing its commitment to shareholder returns [8] - The definitive proxy for the MER acquisition has been filed, with a special meeting scheduled for August 30, 2024, to seek shareholder approval [13][29] Q&A Session Summary Question: Outlook for the completion market in Q4 and early 2025 - Management indicated that the market feels stable, with no significant changes expected going into early 2025 [14][15] Question: Market share gains from new technology rollouts - Management noted that the new top fill loading system has positioned the company well for business in the Rockies and Northeast [17][18] Question: Exposure to gas basins and potential activity uptick - Management stated that while there is no clear visibility into a pickup in the Haynesville, the company is prepared for increased activity with available assets [19][20] Question: Impact of U.S. Silica acquisition on Solaris - Management believes that the acquisition of U.S. Silica will not change their market position [21] Question: Long-term vision for MER business outside oil and gas - Management forecasts a 50:50 split between oil and gas and other markets within a year, with potential for international expansion [23][24] Question: Increased demand post-MER acquisition announcement - Management confirmed increased customer interest and synergy discussions since the acquisition announcement [28]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | |--------------------------------------------------|------------------------------------------------------------------ ...

Exhibit 99.1 Solaris Oilfield Infrastructure Announces Second Quarter 2024 Results and Continued Shareholder Returns for Third Quarter 2024 Second Quarter 2024 Summary Results and Highlights ● Revenue of $74 million ● Net income of $10 million and $0.20 per diluted Class A share; Adjusted pro forma net income* of $6 million and $0.13 per fully diluted share ● Adjusted EBITDA* of $21 million ● Generated $19 million of cash flow from operations and $18 million in free cash flow* ● Returned a total of $5 milli ...

Solaris Oilfield Infrastructure, Inc. (SOI) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and follo ...

For the last reported quarter, Solaris Oilfield Infrastructure came out with earnings of $0.16 per share versus the Zacks Consensus Estimate of $0.13 per share, representing a surprise of 23.08%. For the previous quarter, the company was expected to post earnings of $0.14 per share and it actually produced earnings of $0.15 per share, delivering a surprise of 7.14%. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise ...

An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to uti ...

Solaris Oilfield Infrastructure, Inc. (SOI) shares ended the last trading session 37.4% higher at $11.36. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 2.7% loss over the past four weeks. The surge can be attributed to Solaris' recent acquisition of the distributed power solution provider, Mobile Energy Rentals, LLC. Mobile Energy's distributed power solutions complement Solaris' electric offerings, thereby stren ...