SEISolaris Energy Infrastructure, Inc.
Oil & Gas Field Machinery & Equipment
- Revenue
- $622M
- 99% YoY
- Operating margin
- 21.8%
- 29% YoY
- EBITDA
- $220M
- 120% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.6×
- $785M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear693% of net incomeCash flow under 80% of net income
- Dilutive SBCClear4% of revenueOver 10% of revenue
- Payouts exceed cash flowClear10% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear3% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $146M | $300M | $293M | $313M | $622M | 99% |
| Operating income | −$387K | $42M | $50M | $53M | $135M | 156% |
| Net income | −$868K | $21M | $24M | $16M | $30M | 91% |
| Operating cash flow | $16M | $68M | $89M | $59M | $209M | 252% |
| Capex | $20M | $81M | $64M | $188M | $647M | 243% |
| Stock-based comp | $5M | $6M | $8M | $11M | $23M | 121% |
| Buybacks | — | — | $26M | $8M | $0 | 100% |
| Dividends | $13M | $14M | $14M | $15M | $22M | 49% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $501K · 2
- Open-market sells, 12 mo
- $0 · 0
- Net
- $501K
Pay vs performance
No pay-versus-performance disclosure yet.