Solaris Energy Infrastructure, Inc. Q4 2025 Earnings Call Summary

Performance was driven by a strategic shift toward the Power Solutions segment, which now accounts for approximately 70% of earnings and is projected to reach 90% as the primary growth engine. Management is executing a 'molecule to electron' strategy, integrating gas sourcing, generation, and distribution to provide full turnkey power for complex data center load profiles. The acquisition of HVMVLV has exceeded expectations, allowing the company to bring specialized voltage distribution and control eq ...