SEI earnings / call / takeaways
SEI Q3 FY26 earnings call: key takeaways
What SEI said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 5, 2026·AI-generated from the call transcript and Lician data
- Solaris reported third-quarter revenue of $341 million, beating the $273.699 million consensus (24:54)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.17 | – | – |
| Revenue | $273.7M | – | – |
EPS basis: Provider EPS (EODHD), not yet checked against the SEC
What changed since last quarter
- The company raised its 2026 fourth-quarter adjusted EBITDA guidance to $165 to $185 million from $145 to $180 million. (24:54)
- Solaris increased its 2027 first-quarter adjusted EBITDA guidance to $220 to $260 million from $200 to $240 million. (24:54)
- The company signed a 15-year, 900-megawatt contract with an investment-grade customer, extending its weighted average contract tenor to 11 years. (16:55)
What analysts pressed on
- Whether the political shifts in Texas could impact permitting and project timelines. (34:20)
- How the company plans to manage the flexibility of its power contracts and potential termination clauses. (49:44)
- The long-term sustainability of the services business and its contribution to EBITDA beyond the first quarter of 2027. (1:00:09)
In their words
We are creating value for all stakeholders.
Bill Dardler (12:24)Speed to power and high reliability remain key drivers of the development of our bespoke power grids.
Bill Dardler (13:49)We have a strong customer record of performance and continue to earn our customers' trust.
Amanda (16:55)Our customers keep choosing to grow with us.
(1:04:07)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.