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Secured two significant long-term contracts for over 1 gigawatt of capacity with investment-grade global technology companies, extending contract terms to 10-15 years.

Transitioned to a 'molecule to electron' turnkey approach, providing not just generation but also fuel delivery, distribution, storage, and balance of plant infrastructure.

Expanded generation capacity by over 40% to 3.1 gigawatts through strategic transactions, including the acquisition of Genco Power Solutions and the purchase of 30 turbine delivery slots.

Capitalized on grid interconnection delays and electricity affordability concerns, which have accelerated the adoption of behind-the-meter power solutions for data centers.

Diversified the equipment supplier base by developing relationships with multiple OEMs to increase operational flexibility and reduce supply chain exposure.

Leveraged operational synergies from the Logistics Solutions segment, applying oilfield speed and mobilization expertise to the rapid deployment of power infrastructure.

Reported that demand for top fill equipment in the Logistics segment currently exceeds deployable supply, generating strong cash flow to reinvest in power growth.

Anticipating a pro forma annual adjusted EBITDA exceeding $1 billion once the full 3,100 megawatts of secured capacity is delivered and operating.

Expects energization for the newly announced 600-megawatt contract to begin ramping in late 2026, with revenue starting January 1, 2027.

Identifying over $1 billion of additional capital to be deployed in 2026 and 2027, with funding alternatives currently under evaluation.

Predicting more streamlined contracting processes in the future as the industry aligns toward standard contractual arrangements for behind-the-meter power.

Focusing on building internal repair and maintenance capabilities to manage the lifecycle of the growing installed base of smaller turbines over 10-20 year terms.

Closed the acquisition of Genco Power Solutions, adding 400 megawatts of capacity and approximately 100 megawatts of currently operated contracts.

Secured 30 turbine delivery slots providing 500 megawatts of capacity between 2027 and 2029 to address demand outpacing current supply.

Established a $300 million credit facility, subsequently upsized to allow up to $200 million in additional borrowings for near-term liquidity.

Noted that while negotiating complex initial commercial contracts takes time, the established trust and track record are expected to accelerate future deals.

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Management noted that while initial contracts take time to establish standard terms, the process is becoming more streamlined as relationships evolve.

The industry is being forced into behind-the-meter solutions due to grid constraints, leading to a general alignment on contractual frameworks.

The company expects a 20% to 50% EBITDA uplift from balance of plant services, though current guidance conservatively reflects the lower end of that range.

Solaris is pursuing a mixture of full turnkey solutions and standalone distribution projects depending on specific customer needs.

Management currently has no plans to divest the segment, citing its strong cash flow and the 'irreplaceable' nature of that capital for reinvestment.

The segment provides significant engineering and operational synergies, particularly in the culture of rapid mobilization required for power projects.

Solaris is positioned to 'scoop up' delivery slots from speculators or developers who lack the technical expertise to manage complex power service requirements.

The company's ability to provide the full 'kit' (balance of plant and SCRs) makes them a preferred partner when near-term capacity becomes available.

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