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Solaris Energy Infrastructure Inc (SEI) Q4 2024 Earnings Call Highlights: Strong Revenue Growth ... [Yahoo! Finance]

Solaris Energy Infrastructure, Inc. Class A (SEI) 
Company Research Source: Yahoo! Finance
Power Solutions Contribution: Over 50% of adjusted EBITDA in Q4 2024, expected to contribute nearly 80% after fleet deployment. Dividend: $0.12 per share, 26th consecutive dividend, totaling over $8 million. Power Fleet Growth: Order for additional 700 megawatts, doubling fleet size to 1,400 megawatts by early 2027. Joint Venture: Partnership for 500 megawatts with a 6-year initial term, Solaris to own 50.1% of assets. Q1 2025 Guidance: Adjusted EBITDA between $44-48 million. Q2 2025 Guidance: Adjusted EBITDA between $50-55 million. Average Megawatts on Revenue: Expected to increase by 20% to 360 megawatts in Q1 2025, and by 17% to 420 megawatts in Q2 2025. Logistics Solutions Growth: Fully utilized systems expected to grow over 15% to approximately 90-95 systems in Q1 2025. Warning! GuruFocus has detected 12 Warning Sign with SEI. Release Date: February 21, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript Show less Read more
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