Smart Sand Q2 revenue rises on record sales volumes
SND•Outlook
- Smart Sand expects 2026 sales volumes to rise 10%-20% over 2025 levels
- Company expects to generate positive free cash flow in 2026
- Smart Sand projects 2026 capital expenditures between $15 mln and $20 mln
Overview
- U.S. frac sand supplier's Q2 revenue rose 34% yr/yr on record sales volumes
- Q2 adjusted EBITDA more than doubled yr/yr, driven by higher sales volumes
- Company returned $12.1 mln to shareholders in 2026 via dividends and buybacks
Key details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | $115.10 mln | ||
| Q2 EPS | $0.25 | ||
| Q2 Net Income | $10.16 mln | ||
| Q2 Adjusted EBITDA | $18.70 mln | ||
| Q2 Gross Profit | $19.82 mln |
Result drivers
- Sales volumes - Record sales volumes were the main driver of higher revenue and gross profit, per company
- - Modest improvements in average selling prices contributed to revenue and profit growth
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