Solaris Energy Infrastructure, Inc. (SEI) Q2 2025 Earnings Call Transcript

Solaris Energy Infrastructure, Inc. (NYSE:SEI) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET

Company Participants

Yvonne Fletcher - SVP of Finance & IR
William Zartler - Chairman & CEO
Kyle Ramachandran - President & CFO

Conference Call Participants

Stephen Gengaro - Stifel
John Anderson - Barclays Bank
Scott Gruber - Citigroup Inc.
Derek Podhaizer - Piper Sandler & Co.
James Weston - Raymond James & Associates, Inc.
Jeffrey LeBlanc - Tudor, Pickering, Holt & Co.
Nathaniel Pendleton - Texas Capital
Michael Dudas - Vertical Research Partners
Robert Brooks - Northland Capital Markets
Thomas Sellers Meric - Janney Montgomery Scott
Blake McLean - Daniel Energy Partners

Operator

Good day, and welcome to the Solaris Energy Infrastructure, Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

I would now like to turn the conference over to Yvonne Fletcher, Senior Vice President of Finance and Investor Relations. Please go ahead.

Yvonne Fletcher

Thank you, operator. Good morning, and welcome to the Solaris Second Quarter 2025 Earnings Conference Call. Joining us today are our Chairman and CEO, Bill Zartler; and our President and CFO, Kyle Ramachandran.

Before we begin, I'd like to remind you of our standard cautionary remarks regarding the forward-looking nature of some of the statements that we will make today. Such forward-looking statements may include comments regarding future financial results and reflect a number of known and unknown risks. Please refer to our press release issued yesterday, along with other recent public filings with the Securities and Exchange Commission that outline those risks. We also encourage you to refer to our earnings supplement slide deck, which was published last night on the Investor Relations section of our website under Events and Presentations.

I would like to point out that our earnings