Smart Sand Inc Stock Price, News & Analysis

Smart Sand (NASDAQ: SND) reported 3Q 2025 revenue $92.8M, tons sold ~1,472,000 (3% sequential, 24% YoY) and 3Q net income $3.0M or $0.08 per share. Contribution margin was $21.7M ($14.76/ton) and Adjusted EBITDA $13.6M. Cash flow from operations was $18.2M and free cash flow was $14.8M after $3.4M capex.

The quarter included a $4.4M contractual excess-tons payment. Company projects full-year 2025 volumes of 5.1–5.4M tons, full-year capex of $15–$17M (ex-acquisitions), and expects to be free cash flow positive in 2025. YTD shareholder returns total $6.4M via buybacks and a $0.10/share special dividend.

Smart Sand (NASDAQ:SND) announced its participation in the upcoming Lytham Partners Fall 2025 Investor Conference, scheduled for September 30, 2025. The company will deliver a webcast presentation at 2:45 p.m. ET and conduct one-on-one meetings with investors throughout the virtual event.

Investors can access the webcast through the conference website at lythampartners.com/fall2025/ or directly via the webinar link. The presentation will be available for replay after the event. Individual meetings with management can be arranged through Lytham Partners.

Smart Sand (NASDAQ: SND) reported strong Q2 2025 results with revenue of $85.8 million and net income of $21.4 million, including a $21.7 million tax benefit. The company achieved 1,424,000 tons sold, representing a 33% sequential increase and 12% year-over-year growth. Key financial metrics include $15.8 million contribution margin and $7.8 million Adjusted EBITDA.

The company continues its shareholder return strategy, having repurchased approximately 1 million shares and declared a $0.10/share dividend payable August 14, 2025. Total shareholder returns for 2025 through August 14 reached $6.4 million. Smart Sand maintains strong liquidity with $4.3 million cash and $21.0 million in undrawn credit facility availability.

Management expects H2 2025 sales volumes to align with H1 and projects positive free cash flow for the year, supported by growing demand in key markets including Montney and Duvernay shale in Canada, and Appalachian and Bakken basins.

Smart Sand (NASDAQ:SND) has scheduled its second quarter 2025 earnings release for Tuesday, August 12, 2025, after market close. The company will make its earnings release, financial statements, and investor presentations available on their website at www.smartsand.com. Investors can direct specific questions to CFO Lee Beckelman.

Smart Sand (NASDAQ: SND) has announced a special cash dividend of $0.10 per share, payable on August 14, 2025, to stockholders of record as of August 4, 2025.

The company, a fully integrated frac and industrial sand supplier, produces premium Northern White sand used in hydraulic fracturing of oil and natural gas wells, along with various industrial applications. Smart Sand operates mines in Wisconsin and Illinois, with access to four Class I rail lines for nationwide distribution.

CEO Charles Young emphasized the company's commitment to returning value to stockholders while focusing on cost management and operational efficiency.

Smart Sand (NASDAQ: SND) reported its Q1 2025 results with total revenue of $65.6 million and 1.1 million tons sold. The company generated $8.7 million in operating cash flow and $5.2 million in free cash flow. However, financial performance showed decline with a net loss of $(24.2) million or $(0.62) per share. Sales volumes decreased 27% sequentially and 20% year-over-year, while gross profit fell to $2.8 million. Despite challenges, industrial sales achieved record growth with a 9% sequential increase. The company continued its shareholder return initiatives, repurchasing 135,000 shares and maintaining its share buyback program with $9.7 million remaining. Management expects Q2 2025 sales volumes to increase 10-20% compared to Q1, driven by stronger activity in key markets.

Smart Sand (NASDAQ: SND) has scheduled the release of its first quarter 2025 financial results for Tuesday, May 13, 2025, after market close. The company will make its earnings release, financial statements, and investor presentations available to stakeholders through their website at www.smartsand.com.

Investors seeking specific information can contact the company's CFO, Lee Beckelman, directly through calls or emails. This straightforward announcement demonstrates Smart Sand's commitment to transparent financial reporting and shareholder communication.

Smart Sand (NASDAQ: SND) has announced its participation in the upcoming Sidoti March Virtual Investor Conference, scheduled for March 19-20, 2025. The company will deliver a presentation on Thursday, March 20, 2025, at 10:00 am ET, which will be accessible via a live webinar link.

The company will also conduct one-on-one meetings with investors during both conference days. Interested participants can register for free through the Sidoti website, with no client relationship requirement for attendance.

Smart Sand (NASDAQ: SND) reported strong Q4 and full year 2024 results, with annual revenue reaching $311.4 million and total tons sold of 5,263,000, marking a 17% volume growth year-over-year. The company achieved record quarterly and annual volumes, with Q4 revenue at $91.4 million.

Key financial highlights include $17.9 million in operating cash flow and $10.9 million in free cash flow for 2024. The company issued its first dividend of $0.10 per share in October 2024 and approved a $10 million share repurchase program.

Growth was driven by strong sales in the Bakken and Marcellus formations, plus expanded presence in Utica and Canada markets. Looking ahead to 2025, Smart Sand expects sales volumes to be flat to up 5% from 2024 levels, with Q1 2025 showing moderation due to typical winter slowdown shifting from Q4.