Solaris builds and services specialized equipment that moves sand and other proppant into oil and gas wells, plus runs a rail transloading yard and sells inventory software. Think of it as the logistics backbone for fracking crews.
Revenue hit USD 0.62B in 2025, up from USD 0.31B in 2024, with gross margin jumping to 45.87% from 25.86%. Net income stayed thin at USD 0.03B, so it's a high-volume, low-margin equipment and services business, not a software cash cow.
Their all-electric well-completion gear and Railtronix software create switching costs, but Halliburton and Schlumberger offer competing equipment and services with deeper pockets. The moat is eroding as those giants push into electrification and digital tools
Sell (sector percentile 15) — value F, growth B-, profitability B-, momentum B-, revisions C+. Updated daily, sector-relative, identical for every user.
Key events, in time order
New ETF offers broad US equity exposure via transparent, cost-efficient approach
Earnings call transcript released, adding details to results
Twelve research firms cover SEI with an average 'Moderate Buy' rating, reinforcing recent bullish analyst actions
Leopold's 13F shows trimmed positions in SEI and CORZ, with no specific amounts disclosed.
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The user is sharing a portfolio liquidation with $SEI representing a small portion. The discussion is a factual list of holdings and their percentages.
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