Solaris Energy Infrastructure Inc. (SEI) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$69.12 +0.22% NYSE • Public Delayed / 60s Snapshot

Solaris Energy Infrastructure Inc. (SEI) carries a Roarable Rating of C+ (Hold) with 66/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $5.29B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510066
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk A-
Cash (11)Whales (10)SEC (16)Macro (17)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+3.6% Base Target
$91 Bull$72 Base$56 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:58% Call Buyers ($2.6M)
42% PutsMax Pain: $68.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How SEI Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$0 (0% FCF Margin)
Revenue$622.2MGross Profit $273.8M (44%)Cost of Sales $348.4MOp Profit $135.4M (21.8%)OpEx (R&D/SG&A) $138.4MNet Profit$30.2M (4.8%)Tax/Other $105.2M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $292.9M
FY24
Rev $313.1M
FY25
Rev $622.2M
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$622.2M44%21.8%$30.2M-$437.7M27.4%
FY 2024$313.1M44%16.9%$15.8M-$129.1M7.6%
FY 2023$292.9M44%17%$24.3M$76.2M2.2%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring SEI)

  • ✓Live walkthrough of SEI's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
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SEI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -4.25%📐 WEDGE COMPRESSION COIL
2026-10-30O $66.95H $73.18L $66.00C $70.70VOL 3.35M
RES: $78.86SUP: $57.24SMA50: $65.00SMA200: $63.48
$89.24$76.62$63.99$51.37$38.75RES $78.86SUP $57.24$70.702026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SEI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +98.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SEI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SEI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SEI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

SEI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Solaris Energy Infrastructure Inc. (SEI)?

In FY 2025 (10-K), SEI converted $622.2M of revenue into a 44% gross margin, 21.8% operating margin, and $0 in free cash flow (0% FCF margin).