Solaris Energy (SEI) Q3 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, December 23, 2025 astatine 11:26 AM CST 38 min read

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Tuesday, November 4, 2025 astatine 9 a.m. ET

• Chairman and Co-Chief Executive Officer — William Zartler

• President and Chief Financial Officer — Kyle Ramachandran

• Co-Chief Executive Officer — Amanda Brock

William Zartler: Thank you, Yvonne, and convey you, everyone, for joining america this morning. Solaris had a large 3rd quarter, achieving grounds levels of quarterly gross and profit. Our beardown results show that we are executing good and are besides showing important advancement connected our growth. Solaris is astatine the halfway of what appears to beryllium a monolithic and increasing marketplace opportunity. Demand for reliable and businesslike powerfulness procreation is accelerating arsenic information halfway concern and associated powerfulness request continues to turn astatine a standard and gait that is providing important charismatic maturation opportunities for Solaris.

Many information centers present necessitate much than 1 gigawatt of energy request per site, which, successful immoderate cases, represents lone the archetypal signifier of what is apt to germinate into a multi-gigawatt facility. Many of these cardinal artificial quality players are present readying galore locations of this size with multiyear improvement plans. Power is simply a cardinal bottleneck for galore of these projects. Grid delays, extended instrumentality pb times, regulatory mandates and surging request are starring information halfway developers and hyperscalers to prime locations wherever they tin rapidly unafraid important powerfulness for aggregate years. Over the people of the past 18 months, Solaris has positioned itself to supply captious infrastructure and services to enactment this monolithic concern cycle.

In that abbreviated time, Solaris has rapidly go recognized arsenic a starring powerfulness solutions company. This is attributable to our palmy way grounds of delivering a scalable, reliable and flexible powerfulness solutions offering. In bid to proceed our maturation trajectory, we indispensable execute good connected each aspects of the business. This includes increasing a susceptible team, portion maintaining our culture, processing a beardown equilibrium expanse and creating powerfulness offerings that optimize capacity, timing, superior and flexibility. The optimal powerfulness solutions for our customers volition apt alteration based connected the application, scale, location, superior ratio and importantly, the timing needs of each unsocial project.

Solaris is successful a presumption to supply our customers with the astir due solution oregon solutions for their scope of needs astatine immoderate peculiar site. We tin supply aggregate procreation sources to our customers arsenic good arsenic state proviso infrastructure, powerfulness organisation instrumentality and resiliency instrumentality specified arsenic artillery vigor retention systems oregon BESS. Our solutions tin see a operation of earthy state turbines, earthy state reciprocating engines, grid power, BESS, substance cells and different renewable technologies. It is rapidly becoming evident that an all-of-the-above procreation attack could beryllium indispensable to conscionable the rapidly increasing powerfulness demand. Since we updated you past successful July, Solaris has achieved galore strategical milestones that person positioned america for important growth.