Solaris Energy Infrastructure, Inc. logo SEI - Solaris Energy Infrastructure, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 6
HOLD 1
SELL 0
STRONG
SELL
0
| PRICE TARGET: $80.71 DETAILS
HIGH: $93.00
LOW: $65.00
MEDIAN: $82.00
CONSENSUS: $80.71
UPSIDE: 8.67%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4
Revenue
Revenue 196.2 179.7 166.8 149.3 126.3 96.3 75.0 73.9 67.9 63.3 69.7 77.2 82.7 84.1 92.3 86.7 56.9 45.9 49.4 35.2 28.7 25.3 20.5 9.3 47.8 62.9 59.6 64.1 55.1 57.3 56.7 47.2 36.0 25.2 18.5 13.4 10.3 7.3 4.7 3.0 3.1 2.6
Cost of Revenue 123.5 124.5 111.2 97.6 87.8 68.7 57.9 55.7 49.8 46.4 51.3 54.7 61.6 65.4 71.9 68.4 44.6 39.6 45.3 31.9 25.9 24.0 21.2 13.8 33.7 28.1 31.6 31.7 23.0 25.0 22.0 18.0 14.3 9.0 6.3 4.6 3.6 2.9 2.8 2.4 2.0 1.5
Gross Profit 72.7 55.2 55.7 51.7 38.6 27.6 17.1 18.2 18.1 17.0 18.4 22.5 21.1 18.7 20.4 18.3 12.3 6.4 4.1 3.3 2.8 1.3 (0.7) (4.5) 14.1 34.8 28.0 32.4 32.1 32.3 34.7 29.1 21.7 16.2 12.2 8.8 6.7 4.4 1.9 0.6 1.2 1.1
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.1 0 0 0 0 0 0.1
SG&A Expenses 20.9 15.9 15.5 14.9 15.3 10.6 8.8 8.3 8.0 7.2 6.4 6.8 6.5 5.9 5.9 6.1 5.2 4.9 4.8 5.0 4.6 4.3 3.8 4.0 4.4 4.6 4.9 5.0 4.0 4.1 3.9 4.3 4.5 4.9 4.1 3.3 1.9 1.3 1.2 1.4 1.3 1.1
Other Expenses 1.3 (0.6) 2.2 (0.3) 1.2 (8.7) 3.0 (2.0) 0.1 0.5 2.0 (0.1) (0.3) 2.7 0.5 2.0 (0.3) (0.3) (2.7) 0.4 0.3 0.5 1.9 2.3 49.0 0 0 0 0.3 0.1 0.1 0.0 1.7 0.4 (0.0) 3.8 0 0 0 0 0 0.7
Operating Expenses 22.2 15.3 17.8 14.6 16.5 1.9 11.8 6.3 8.1 7.7 8.4 6.7 6.2 8.6 6.5 8.0 4.9 4.7 2.1 5.3 4.9 4.7 5.7 6.2 53.4 4.6 4.9 5.0 4.4 4.2 3.9 4.3 6.2 5.3 4.1 7.2 1.9 1.3 1.2 1.4 1.3 1.8
Operating Income
Operating Income 50.6 39.8 37.9 37.1 22.1 25.7 5.3 11.9 10.0 9.2 10 15.8 14.9 10.1 14.0 10.3 7.4 1.7 2.0 (2.0) (2.1) (3.4) (6.4) (10.7) (39.3) 30.1 22.8 27.3 27.7 28.2 30.8 24.8 15.5 10.9 8.1 1.6 4.9 3.0 0.7 (0.8) (0.1) (0.8)
Interest Expense 4.8 4.1 9.0 5.5 5.2 7.4 2.9 0.7 0.8 0.9 1.1 0.9 0.5 0.2 0.1 0.1 0.1 0.1 0.1 0.1 0.0 0.2 0.0 0.0 0 0 0.0 0.7 0.1 0.1 0.1 0.1 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Interest Income 2.8 3.0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.1 0.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 75.3 59.9 60.3 54.2 42.1 42.5 12.2 21.4 19.9 18.8 19.2 24.9 23.3 18.7 21.7 17.5 14.3 8.7 8.8 4.7 4.6 (44.6) 0.2 (4.1) 15.6 37.1 29.7 33.9 34.1 34.1 36.1 28.8 18.7 36.4 9.8 3.0 6.0 4.1 1.7 0.1 0.8 0.0
EBIT 50.6 39.8 37.9 35.8 22.1 25.7 1.2 11.9 10.0 9.2 10 15.8 14.9 10.1 14.0 10.3 7.4 1.7 2.0 (2.0) (2.1) (51.2) (6.4) (10.7) 8.5 30.1 22.8 27.3 27.7 28.2 30.8 24.8 15.5 34.0 8.1 1.6 4.8 3.0 0.7 (0.8) (0.1) (0.8)
Income Before Tax 47.3 (2.8) 28.9 30.1 16.9 18.3 (1.8) 11.2 9.2 8.3 8.9 14.9 14.4 9.9 13.8 10.2 7.3 1.7 1.9 (2.1) (2.1) (3.6) (6.4) (10.8) (39.2) 30.2 22.8 26.7 27.6 28.1 30.7 24.7 15.4 34.0 8.0 1.6 4.8 3.0 0.7 (0.8) (0.1) (0.5)
Income Tax Expense 15.2 0.7 4.1 6.0 3.9 4.3 0.5 1.3 1.9 1.4 1.3 2.7 2.5 1.9 2.3 1.9 1.6 0.5 0.5 (0.2) (0.2) (0.8) (0.8) (1.3) (6.1) 4.9 3.7 4.2 4.2 3.4 4.2 3.3 2.0 24.8 0.6 0.5 0.0 0.0 0.0 0.0 0.0 0.0
Net Income 21.4 (1.7) 14.6 12.0 5.3 6.3 (1.0) 6.2 4.3 4.3 4.9 7.5 7.6 4.8 7.4 5.5 3.5 0.6 0.9 (1.2) (1.2) (1.4) (3.3) (5.5) (19.1) 15.0 11.4 13.3 12.3 12.9 13.0 10.6 5.9 2.1 1.4 0.2 0 2.8 0 0 (0.1) (0.5)
Per Share Data
EPS (Basic) 0.40 -0.04 0.32 0.30 0.14 0.20 -0.04 0.20 0.14 0.14 0.16 0.24 0.23 0.15 0.22 0.17 0.11 0.02 0.03 -0.04 -0.04 -0.05 -0.11 -0.19 -0.65 0.45 0.36 0.42 0.43 0.47 0.50 0.40 0.24 0.12 0.13 0.01 0.27 -0.01 -0.05
EPS (Diluted) 0.42 -0.04 0.31 0.30 0.14 0.19 -0.04 0.20 0.14 0.14 0.16 0.24 0.23 0.15 0.22 0.17 0.11 0.01 0.03 -0.04 -0.04 -0.06 -0.11 -0.19 -0.65 0.45 0.36 0.42 0.43 0.47 0.49 0.40 0.23 0.12 0.12 0.01 0.27 -0.01 -0.05
Shares Outstanding 52.2 41.4 43.8 37.8 36.2 29.7 28.4 28.3 28.6 29.0 29.0 29.5 31.2 31.6 31.6 31.4 31.2 31.1 31.1 31.0 30.0 28.9 28.8 28.6 29.3 30.9 31.0 30.6 28.0 27.1 26.2 25.5 23.9 18.0 10.1 10.1 10.6 10.3 10.1 10.1 10.1 10.1
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q1
Current Assets
Cash & Cash Equivalents 344.5 353.3 106.7 99.6 16.7 114.3 18.6 5.1 3.4 5.8 3.5 9.4 2.2 8.8 10.4 15.4 25.1 36.5 42.8 46.3 55.1 60.4 60.9 63.6 46.0 66.9 51.7 29.7 9.4 25.1 2.1 5.4 26.4 63.4 54.0 70.1 1.8 3.6 1.6 0
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 148.3 103.1 130.4 114.1 89.8 71.8 63.3 54.3 49.1 47.3 55.4 62.9 72.0 71.4 71.1 66.9 45.7 35.0 37.5 31.3 21.4 18.2 18.0 11.2 49.4 38.6 45.9 44.3 40.3 39.7 34.6 27.1 20.1 13.0 9.8 7.4 5.6 4.5 3.7 0
Inventory 18.1 14.4 12.4 11.8 11.2 10.9 11.2 8.9 6.9 6.7 7.4 8.5 7.6 5.3 5.6 4.3 2.1 1.7 1.2 1.9 1.5 1.0 1.1 1.0 2.8 7.1 7.5 8.6 10.4 10.5 8.6 7.0 7.1 7.5 6.7 4.3 1.8 1.4 1.2 0
Other Current Assets 10.0 12.2 12.1 56.9 8.5 46.7 104.5 6.5 3.4 6.1 8.6 5.7 4.2 2.1 0.1 0.1 0.1 2.1 0 0.1 0 1.3 0 0 0 1.8 0 1.3 1.0 1.2 1.8 1.8 0.2 0.2 0 0 0 0.1 0.3 0
Total Current Assets 520.8 483.0 261.6 282.5 126.2 251.0 197.0 74.7 62.9 67.1 74.9 86.5 86.0 88.7 95.7 92.9 81.0 81.1 87.9 83.4 79.9 81.7 82.8 80.6 100.8 117.6 108.5 88.5 64.4 80.8 53.7 49.4 59.8 87.6 74.2 87.0 12.0 9.8 6.9 6.9
Non-Current Assets
Property, Plant & Equipment 2,240.0 1,355.9 1,050.0 969.0 784.7 648.7 529.1 322.1 331.3 335.8 340.2 330.2 317.1 302.2 289.1 271.7 251.6 244.3 244.9 245.4 247.0 250.6 255.1 260.3 267.8 314.5 319.3 322.4 318.9 296.5 269.0 234.9 193.8 151.2 100.0 74.3 61.0 54.4 50.3 0
Goodwill 105.4 105.4 106.4 104.0 104.0 104.0 101.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 13.0 17.2 17.2 17.2 17.2 17.2 17.2 17.2 17.2 17.2 13.0 13.0 13.0 13.0 13.0 0
Intangible Assets 72.7 59.8 62.7 65.2 68.1 71.5 73.7 0.3 0.5 0.7 0.9 1.1 1.2 1.4 1.6 1.8 2.0 2.2 2.4 2.6 2.8 3.0 3.2 3.4 3.6 3.8 4.0 4.2 4.3 4.5 4.7 4.9 5.1 5.3 0.1 0.1 0.0 0.0 0.0 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 18.2 16.4 7.7 7.8 2.9 3.0 3.0 1.7 1.9 3.6 2.1 2.4 2.0 1.8 2.5 2.7 3.1 2.7 3.1 3.3 3.4 3.8 3.7 4.1 3.0 0.6 0.7 0.7 1.4 1.5 1.5 1.1 1.2 0.3 0.2 0.2 1.1 0 0 (6.9)
Total Non-Current Assets 2,475.1 1,660.1 1,305.5 1,190.2 1,003.6 871.8 742.5 383.0 394.2 401.1 405.6 397.8 387.0 373.8 364.4 349.5 331.9 325.2 326.9 328.2 329.9 330.2 334.4 339.2 344.7 387.5 397.6 404.2 367.1 377.8 319.1 288.4 250.1 212.2 143.0 117.8 75.1 67.4 63.3 (6.9)
Total Assets 2,995.9 2,143.1 1,567.1 1,472.7 1,129.8 1,122.9 939.5 457.8 457.1 468.3 480.5 484.3 473.0 462.6 460.1 442.4 412.9 406.2 414.8 411.6 409.9 411.9 417.1 419.8 445.5 505.1 506.1 492.7 431.6 458.6 372.8 337.8 309.9 299.7 217.2 204.7 87.1 77.2 70.3 0
Current Liabilities
Account Payables 64.6 77.5 42.6 41.2 28.1 21.1 15.8 15.8 12.3 12.7 20.1 29.2 29.8 25.9 26.1 24.3 17.2 9.9 13.7 14.1 11.9 6.9 9.1 4.0 7.1 3.8 3.5 2.8 2.4 9.1 6.0 6.8 5.1 5 5.2 2.8 2.2 0.7 0.8 0
Short-Term Debt 325.0 8.3 17.9 16.7 12.2 8.1 4.1 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.3 0.2 0.2 0
Deferred Revenue 29.4 5.8 6.7 3.9 5.2 4.9 7.8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13.0 13.0 13.0 13.0 0 0 0 0 0 0 0 0 0 0
Other Current Liabilities 40.3 54.7 17.6 10.4 4.8 10.2 8.4 8.8 3.6 8 0.8 1.2 0 7.7 1.3 1.8 0.2 5.5 0.6 0.8 0.1 4.4 0.1 2.2 2.4 4.2 5.1 4.3 2.7 5.0 6.7 6.7 4.1 4.8 2.4 1.2 0.9 1.2 0 0
Total Current Liabilities 468.1 163.3 109.2 90.7 75.4 65.5 54.6 59.7 35.3 37.2 42.9 50.9 55.3 55.9 60.8 58.5 34.0 29.3 33.7 28.3 20.8 20.2 17.8 11.0 24.9 20.4 35.1 33.6 26.0 35.3 22.4 21.9 18.2 20.5 10.0 6.3 5.1 3.1 2.5 0
Non-Current Liabilities
Long-Term Debt 1,276.9 1,060.4 514.4 518.8 304 307.6 311.2 0 30 30 37 43 26 8 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13 8 0 0 0 0 0 2.6 2.6 0.2 0
Deferred Tax Liabilities 8.6 7.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 75.0 74.5 75.2 73.8 73.8 73.8 68.2 68.9 68.9 71.6 71.7 71.7 71.9 71.9 71.8 71.8 72.3 72.3 73.5 73.5 73.5 68.7 68.9 68.7 67.1 67.0 68.5 68.5 67.2 56.8 53.5 52.7 51.4 24.8 11.6 11.7 0 0 0 (67.5)
Total Non-Current Liabilities 1,423.2 1,152.6 598.9 601.7 386.3 390.6 391.5 80.9 111.9 115.5 124.9 124.9 107.3 89.5 86.5 79.3 78.9 79.0 80.4 80.6 80.9 76.2 76.4 76.4 74.9 75.0 79.5 82.9 85.1 82.4 61.7 52.8 51.5 25.0 11.8 11.9 2.8 2.8 0.4 (67.5)
Total Liabilities 1,891.2 1,315.9 708.1 692.4 461.7 456.2 446.1 140.6 147.2 152.7 167.8 175.9 162.6 145.4 147.4 137.8 112.9 108.3 114.1 108.9 101.7 96.4 94.3 87.4 99.8 95.4 114.6 116.5 111.1 117.7 84.1 74.7 69.7 45.5 21.8 18.2 7.9 5.9 2.9 (67.5)
Stockholders' Equity
Common Stock 0.6 0.5 0.5 0.4 0.4 0.4 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.2 0.1 0.1 72.4 69.3 68.3 0
Retained Earnings 40.6 26.1 34.1 25.4 18.3 17.7 15.1 19.7 17.1 17.3 16.8 15.2 13.1 12.8 11.5 7.6 5.6 5.9 8.6 11.1 15.7 20.5 25.1 31.5 40.1 74.2 62.5 54.3 52.0 35.5 33.2 20.2 9.6 (4.2) 1.5 0.2 6.9 2.1 (0.9) 0
Accumulated Other Comprehensive Income 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67.5
Total Stockholders' Equity 781.1 564.3 546.6 399.1 361.3 355.6 221.7 204.6 200.1 206.0 204.8 202.2 207.8 215.7 213.5 208.3 204.9 203.1 204.8 206.1 209.9 201.3 205.2 210.3 217.8 263.8 254.5 245.2 182.2 198.4 158.3 144.3 131.1 113.4 62.3 59.5 79.2 71.3 67.4 67.5
Total Liabilities & Equity 2,995.9 2,143.1 1,567.1 1,472.7 1,129.8 1,122.9 939.5 457.8 457.1 468.3 480.5 484.3 473.0 462.6 460.1 442.4 412.9 406.2 414.8 411.6 409.9 411.9 417.1 419.8 445.5 505.1 506.1 492.7 431.6 458.6 372.8 337.8 309.9 299.7 217.2 204.7 87.1 77.2 70.3 0
Debt Metrics
Total Debt 1,618.0 1,079.0 545.3 548.2 328.1 328.9 331.8 31.9 46.9 47.8 57.3 56.7 38.5 20.5 16.8 8.8 7.4 7.5 7.7 7.8 8.1 8.2 8.1 8.2 8.5 8.6 8.7 8.8 9.1 13.2 8.2 0.2 0.2 0.2 0.2 0.2 3.2 3.0 0.6 0
Net Debt 1,273.5 725.6 438.6 448.6 311.4 214.6 313.2 26.8 43.5 42.0 53.8 47.4 36.3 11.6 6.4 (6.6) (17.7) (29.0) (35.2) (38.5) (47.0) (52.2) (52.8) (55.4) (37.5) (58.3) (43.0) (20.9) (0.2) (11.9) 6.1 (5.2) (26.2) (63.2) (53.8) (69.9) 1.4 (0.5) (1.0) 0
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1
Operating Activities
Net Income 20.7 (1.7) 24.8 24.1 5.1 14.0 (2.2) 9.8 7.3 7.0 7.6 12.2 11.9 8.0 11.5 8.3 5.7 1.1 1.4 (1.9) (1.9) (2.8) (5.6) (9.5) (33.2) 25.3 19.1 22.5 23.4 24.7 26.4 21.4 13.4 9.2 7.4 1.1 4.8 3.0 0.7 (0.8) (0.1)
Depreciation & Amortization 24.8 0 22.4 18.4 20.1 16.7 11.0 9.6 9.9 9.5 9.2 9.1 8.4 8.7 7.7 7.1 6.9 6.9 6.8 6.8 6.7 6.6 6.6 6.7 7.1 7.0 6.9 6.6 6.4 5.9 5.3 4.0 3.2 2.4 1.7 1.4 1.2 1.1 1.0 0.9 0.9
Stock-Based Compensation 0 0 5.3 5.2 0 3.0 2.7 2.7 2.2 1.9 1.9 1.9 2.0 1.4 1.6 1.5 1.6 1.3 1.4 1.4 1.2 1.0 1.1 1.3 1.3 1.2 1.2 1.2 0.9 0.7 0.3 1.3 1.5 1.6 1.4 0.6 0.0 0.0 0.0 0.0 0.0
Change in Working Capital (3.8) 24.3 4.5 (28.6) (19.8) (13.0) (6.5) (4.2) (4.9) 4.0 (1.3) 1.3 (6.7) 4.1 0.4 (4.2) (9.6) (4.8) (2.4) (5.0) (3.3) 1.9 1.2 23.8 (6.7) (12.6) 0.3 (0.3) (11.9) 24.1 (7.9) (6.0) (15.7) (0.2) 0.3 (5.2) (3.2) (0.4) (0.5) 0.5 (2.0)
Other Non-Cash Items 22.1 73.3 3.1 0.4 16.0 (8.4) 5.3 (0.1) 0.6 (0.0) 2.2 (0.1) (1.1) 2.4 1.3 (1.3) 0.1 (0.2) 0.1 0.3 0.4 0.0 1.3 2.0 48.8 0.5 0.1 0.5 0.3 0.1 0.6 0.4 0.1 (23.8) 0.0 0.4 0.0 0.1 0.1 0 0
Operating Cash Flow 79.0 95.9 63.3 24.2 25.7 13.1 10.5 18.9 16.9 23.6 20.9 26.9 16.8 24.1 21.5 16.1 6.3 4.8 7.7 1.3 2.8 5.8 3.7 22.6 11.7 26.3 31.1 34.4 23.0 58.8 28.9 24.2 4.4 13.7 11.5 (1.3) 2.8 3.8 1.3 0.7 (1.2)
Investing Activities
Capital Expenditure (343.4) (254.5) (62.8) (185.1) (144.3) (126.7) (57.7) (0.7) (3.4) (7.3) (17.0) (21.2) (18.9) (21.9) (27.2) (20.6) (11.8) (5.9) (6.0) (5.1) (2.6) (1.8) (1.3) (0.9) (0.7) (1.9) (4.2) (8.3) (20.4) (36.1) (38.9) (45.0) (41.2) (44.9) (27.5) (13.9) (7.6) (5.0) (2.5) (1.2) (2.3)
Acquisitions (108.4) 0 (29.4) 0 0.0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities (2.8) (9.8) 7.1 (7.6) 0 6.6 (128.6) 0.4 0.0 0.1 2.1 0.1 0.1 0.1 0.8 0.6 0.3 0.0 0.0 0.0 0.0 0.1 0.1 0.7 0.0 0.1 0.7 0.0 0.0 0.4 0.1 0.1 (0.0) (5.0) (0.0) (0.0) 0.0 (0.0) (0.0) 0 0
Investing Cash Flow (454.6) (264.3) (85.1) (192.7) (144.3) (115.1) (186.3) (0.3) (3.3) (7.2) (14.9) (21.1) (18.8) (21.7) (26.4) (19.9) (11.5) (5.9) (6.0) (5.1) (2.6) (1.7) (1.3) (0.2) (0.7) (1.8) (3.5) (8.3) (20.3) (35.7) (38.8) (44.9) (41.2) (49.9) (27.5) (13.9) (7.6) (5.0) (2.5) (1.2) (2.3)
Financing Activities
Net Debt Issuance 393.1 526.7 (4.7) 226.3 (0.8) 5.6 308.1 (11.1) (0.6) (7.6) (6.6) 17.9 17.3 1.5 5.5 (0.6) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (13.0) 5.0 8.0 (0.0) (0.0) 0.9 (0.0) (1.6) 3.0 2.4 (0.2) 0.1 (0.0)
Stock Repurchased 0 10.5 (0.3) (0.1) (10.1) (0.1) (0.0) (0.0) (9.6) 0.7 (0.0) (11.3) (15.8) 1.1 (0.1) (0.0) (1.0) 0.8 (0.1) (0.0) (0.7) 0.3 (0.2) (0.1) (27.2) (3.3) (0.4) (0.3) (0.4) (0.0) (1.1) 0 0 0 0 0 0 0 0 0 0
Dividends Paid (6.9) (6.4) (5.8) (4.9) (4.7) (3.7) (3.6) (3.6) (3.6) (3.7) (3.4) (3.4) (3.7) (4.9) (3.5) (3.4) (3.4) (5.0) (4.8) (4.8) (4.8) (4.8) (4.9) (4.8) (4.8) (5.0) (4.8) (4.8) (4.8) (4.7) 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (19.5) (115.8) 0.3 69.5 (9.0) 143.5 (17.1) (2.2) (2.1) (3.4) (1.9) (1.9) (2.5) (1.6) (2.0) (2.0) (1.7) (1.0) (0.2) (0.2) 0.0 (0.3) 0 0.0 0.1 (1.0) (0.5) (0.7) (0.2) (0.4) (0.4) (0.2) (0.3) 0 0 85.1 0 0.8 0 0 0
Financing Cash Flow 366.7 415.0 (10.5) 290.8 (24.5) 145.3 287.3 (16.9) (15.9) (14.0) (11.9) 1.3 (4.7) (3.9) (0.0) (6) (6.1) (5.2) (5.1) (5.0) (5.5) (4.8) (5.1) (4.8) (31.9) (9.3) (5.7) (5.7) (18.4) (0.2) 6.5 (0.2) (0.3) 45.6 (0.0) 83.5 3.0 3.2 (0.2) 0.1 (0.0)
Cash Position
Net Change in Cash (8.9) 246.6 (32.3) 122.3 (143.1) 43.3 111.5 1.6 (2.4) 2.4 (5.9) 7.2 (6.7) (1.6) (4.9) (9.8) (11.4) (6.3) (3.4) (8.8) (5.3) (0.6) (2.7) 17.6 (20.9) 15.2 22.0 20.4 (15.7) 23.0 (3.4) (21.0) (37.0) 9.4 (16.1) 68.3 (1.8) 2.0 (1.4) (0.4) (3.5)
Cash at Beginning 353.3 106.7 139.0 16.7 159.9 116.5 5.1 3.4 5.8 3.5 9.4 2.2 8.8 10.4 15.4 25.1 36.5 42.8 46.3 55.1 60.4 60.9 63.6 46.0 66.9 51.7 29.7 9.4 25.1 2.1 5.4 26.4 63.4 54.0 70.1 1.8 3.6 1.6 3.0 3.4 6.9
Cash at End 344.5 353.3 106.7 139.0 16.7 159.9 116.5 5.1 3.4 5.8 3.5 9.4 2.2 8.8 10.4 15.4 25.1 36.5 42.8 46.3 55.1 60.4 60.9 63.6 46.0 66.9 51.7 29.7 9.4 25.1 2.1 5.4 26.4 63.4 54.0 70.1 1.8 3.6 1.6 3.0 3.4
Free Cash Flow (264.3) (158.6) 0.5 (160.9) (118.6) (113.6) (47.2) 18.2 13.5 16.3 3.9 5.8 (2.1) 2.2 (5.7) (4.4) (5.5) (1.2) 1.7 (3.8) 0.1 4.1 2.3 21.8 11.0 24.4 26.9 26.1 2.6 22.8 (9.9) (20.8) (36.7) (31.2) (16.1) (15.2) (4.8) (1.2) (1.2) (0.5) (3.5)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4
Income Statement
Revenue 196.2 179.7 166.8 149.3 126.3 96.3 75.0 73.9 67.9 63.3 69.7 77.2 82.7 84.1 92.3 86.7 56.9 45.9 49.4 35.2 28.7 25.3 20.5 9.3 47.8 62.9 59.6 64.1 55.1 57.3 56.7 47.2 36.0 25.2 18.5 13.4 10.3 7.3 4.7 3.0 3.1 2.6
Gross Profit 72.7 55.2 55.7 51.7 38.6 27.6 17.1 18.2 18.1 17.0 18.4 22.5 21.1 18.7 20.4 18.3 12.3 6.4 4.1 3.3 2.8 1.3 (0.7) (4.5) 14.1 34.8 28.0 32.4 32.1 32.3 34.7 29.1 21.7 16.2 12.2 8.8 6.7 4.4 1.9 0.6 1.2 1.1
Operating Income 50.6 39.8 37.9 37.1 22.1 25.7 5.3 11.9 10.0 9.2 10 15.8 14.9 10.1 14.0 10.3 7.4 1.7 2.0 (2.0) (2.1) (3.4) (6.4) (10.7) (39.3) 30.1 22.8 27.3 27.7 28.2 30.8 24.8 15.5 10.9 8.1 1.6 4.9 3.0 0.7 (0.8) (0.1) (0.8)
Net Income 21.4 (1.7) 14.6 12.0 5.3 6.3 (1.0) 6.2 4.3 4.3 4.9 7.5 7.6 4.8 7.4 5.5 3.5 0.6 0.9 (1.2) (1.2) (1.4) (3.3) (5.5) (19.1) 15.0 11.4 13.3 12.3 12.9 13.0 10.6 5.9 2.1 1.4 0.2 0 2.8 0 0 (0.1) (0.5)
EPS (Diluted) 0.42 -0.04 0.31 0.30 0.14 0.19 -0.04 0.20 0.14 0.14 0.16 0.24 0.23 0.15 0.22 0.17 0.11 0.01 0.03 -0.04 -0.04 -0.06 -0.11 -0.19 -0.65 0.45 0.36 0.42 0.43 0.47 0.49 0.40 0.23 0.12 0.12 0.01 0.27 -0.01 -0.05
Balance Sheet
Cash & Equivalents 344.5 353.3 106.7 99.6 16.7 114.3 18.6 5.1 3.4 5.8 3.5 9.4 2.2 8.8 10.4 15.4 25.1 36.5 42.8 46.3 55.1 60.4 60.9 63.6 46.0 66.9 51.7 29.7 9.4 25.1 2.1 5.4 26.4 63.4 54.0 70.1 1.8 3.6 1.6 0
Total Assets 2,995.9 2,143.1 1,567.1 1,472.7 1,129.8 1,122.9 939.5 457.8 457.1 468.3 480.5 484.3 473.0 462.6 460.1 442.4 412.9 406.2 414.8 411.6 409.9 411.9 417.1 419.8 445.5 505.1 506.1 492.7 431.6 458.6 372.8 337.8 309.9 299.7 217.2 204.7 87.1 77.2 70.3 0
Total Debt 1,618.0 1,079.0 545.3 548.2 328.1 328.9 331.8 31.9 46.9 47.8 57.3 56.7 38.5 20.5 16.8 8.8 7.4 7.5 7.7 7.8 8.1 8.2 8.1 8.2 8.5 8.6 8.7 8.8 9.1 13.2 8.2 0.2 0.2 0.2 0.2 0.2 3.2 3.0 0.6 0
Stockholders' Equity 781.1 564.3 546.6 399.1 361.3 355.6 221.7 204.6 200.1 206.0 204.8 202.2 207.8 215.7 213.5 208.3 204.9 203.1 204.8 206.1 209.9 201.3 205.2 210.3 217.8 263.8 254.5 245.2 182.2 198.4 158.3 144.3 131.1 113.4 62.3 59.5 79.2 71.3 67.4 67.5
Cash Flow
Operating Cash Flow 79.0 95.9 63.3 24.2 25.7 13.1 10.5 18.9 16.9 23.6 20.9 26.9 16.8 24.1 21.5 16.1 6.3 4.8 7.7 1.3 2.8 5.8 3.7 22.6 11.7 26.3 31.1 34.4 23.0 58.8 28.9 24.2 4.4 13.7 11.5 (1.3) 2.8 3.8 1.3 0.7 (1.2)
Capital Expenditure (343.4) (254.5) (62.8) (185.1) (144.3) (126.7) (57.7) (0.7) (3.4) (7.3) (17.0) (21.2) (18.9) (21.9) (27.2) (20.6) (11.8) (5.9) (6.0) (5.1) (2.6) (1.8) (1.3) (0.9) (0.7) (1.9) (4.2) (8.3) (20.4) (36.1) (38.9) (45.0) (41.2) (44.9) (27.5) (13.9) (7.6) (5.0) (2.5) (1.2) (2.3)
Free Cash Flow (264.3) (158.6) 0.5 (160.9) (118.6) (113.6) (47.2) 18.2 13.5 16.3 3.9 5.8 (2.1) 2.2 (5.7) (4.4) (5.5) (1.2) 1.7 (3.8) 0.1 4.1 2.3 21.8 11.0 24.4 26.9 26.1 2.6 22.8 (9.9) (20.8) (36.7) (31.2) (16.1) (15.2) (4.8) (1.2) (1.2) (0.5) (3.5)