SND
Smart Sand, Inc.3.6300
-0.3800-9.48%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
144.21MP/E (TTM)
36.30Basic EPS (TTM)
0.10Dividend Yield
0%Recent Filings
8-K
8-K
10-Q
Q2 FY2025 results
Smart Sand's Q2 revenue climbed 16% year-over-year to $85.8M, fueled by 19% higher sand sales from increased volumes and delivery mix shifts, though SmartSystems dipped 58% on lower fleet use. Gross profit fell 31% to $9.0M amid elevated logistics and production costs, yielding a slim operating loss of $0.1M versus $3.5M income last year; yet a hefty $21.7M tax benefit—tied to depletion deductions—flipped the quarter to $21.4M net income and $0.54 diluted EPS. YTD, revenue edged down 4% to $151.3M with a $2.8M net loss, but free cash flow turned negative at $(2.6)M after $6.2M capex, while cash swelled to $4.3M and $21.0M revolver availability cushions liquidity. Volumes rebounded in Q2. Customer concentration lingers as a key risk.
8-K
Q2 revenue surges 31%
Smart Sand reported Q2 2025 revenue of $85.8 million, up 31% from Q1's $65.6 million, driven by 33% higher sales volumes of 1,424,000 tons despite softer prices. Adjusted EBITDA climbed to $7.8 million from $1.4 million, fueled by Northeast frac sand gains and 28% IPS volume growth, though logistics costs rose. Volumes rebounded sharply. The company anticipates flat H2 volumes and full-year free cash flow positivity, while returning $6.4 million to shareholders via buybacks and a $0.10 dividend.
8-K
Special dividend declared
Smart Sand declared a special cash dividend of $0.10 per share on July 23, 2025, payable August 14 to shareholders of record on August 4. This move underscores the company's commitment to returning value amid cost management efforts. CEO Charles Young highlighted ongoing efficiency drives to enable future payouts. Yet, it signals confidence in liquidity without straining operations.
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