Solaris Energy Infrastructure (SEI) Adjusted EBITDA by Segment

Shows profit generated by each business line after normalizing for one-time items, revealing which parts of the company drive cash flow and steady returns. Helps investors spot high-margin segments, capital intensity differences, and where cost pressures or operational issues could hit overall profitability.

• Corporate and Other
• Power Solutions
• Logistics Solutions
• Stock Price

Power Solutions has gone from immaterial to the primary EBITDA engine, validating the company’s capacity adds and deal wins and explaining the recent step-change in profitability; Logistics remains a steady, cash‑generative but growth‑constrained base, so future upside depends on Power continuing to scale. Volatile Corporate & Other items introduce quarter-to-quarter noise and reflect investments/one‑offs. Management’s raised guidance and secured capacity support further expansion, but supply lead times, contract timing and sizeable funding needs mean results will remain lumpy until new MWs are fully energized.