Solaris raises fourth-quarter adjusted EBITDA forecast to $165 million-$185 million
SEI•
SEI•Solaris raised its fourth-quarter 2026 adjusted EBITDA forecast to $165 million-$185 million from $145 million-$180 million, and its first-quarter 2027 forecast to $220 million-$260 million from $200 million-$240 million.
Solaris raised its fourth-quarter 2026 adjusted EBITDA guidance to $165 million-$185 million from $145 million-$180 million. It now forecasts first-quarter 2027 adjusted EBITDA of $220 million-$260 million, up from $200 million-$240 million, and expects full-year 2027 adjusted EBITDA to more than double from 2026. The company projects annual run-rate adjusted EBITDA above $1.6 billion once all equipment is deployed under contract. Contracted revenue backlog exceeds $16 billion, supported by 3,200 megawatts of long-term power contracts with an 11-year weighted-average term.
