Earnings call briefThird-quarter 2026
Solaris says expected capital through 2029 rose approximately $600 million
CFO Steve Tompsett said overall project costs remain in line with prior guidance.
GetSignal Solaris Energy Infrastructure SEI
Solaris said on its third-quarter call that total expected capital through 2029 has increased approximately $600 million, to reflect the purchase of an additional 200 MW and balance of plant required to support recent contracts.
Tompsett said third-quarter investments totaled approximately $547 million, below guidance due to payment timing, with those payments now expected in the fourth quarter.
Quotes from the call
“Overall project costs remain in line with prior guidance, but total expected capital through 2029 has increased approximately $600 million to reflect the purchase of the additional 200 MW recently added, as well as balance of plant required to support recent contracts.”
Key facts from the call
- Change in expected total capital through 2029
- Increase of approximately $600 million
- Third-quarter investments
- Approximately $547 million, below guidance due to payment timing
- Contracted backlog
- Over $16 billion of revenue, 11-year weighted average term
Source: Solaris' third-quarter 2026 earnings call, November 5, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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