Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+2.44%
$4.18
100% positive prob.
5-Day Prediction
+6.71%
$4.35
100% positive prob.
20-Day Prediction
+13.85%
$4.65
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q3 2026 | BUY | +2.44% | +6.71% | +13.85% | 100.0% | Pending |
| Q2 2026 | SELL | -9.44% | -15.08% | -11.83% | 99.9% | Pending |
| Q1 2026 | SELL | -9.18% | -17.02% | -14.22% | 100.0% | -3.47% |
| Q4 2025 | BUY | +2.38% | +7.24% | +14.16% | 100.0% | -19.29% |
SEC 8-K filings with transcript text
Nov 10, 2026 · 100% conf.
1D
+2.44%
$4.18
5D
+6.71%
$4.35
20D
+13.85%
$4.65
2 a2026q3exhibit991.htm
Document
Smart Sand, Inc. Announces Third Quarter 2026 Results
•3Q 2026 revenue of $112.3 million
•3Q 2026 net income of $8.4 million
•3Q 2026 cash flow provided by operations of $21.1 million
•3Q 2026 contribution margin $26.4 million
•3Q 2026 Adjusted EBITDA of $18.0 million
•3Q 2026 free cash flow of $17.3 million
YARDLEY, Pennsylvania, November 10, 2026 – Smart Sand, Inc. (NASDAQ: SND) (the “Company” or “Smart Sand”), a leading supplier of premium Northern White frac sand and industrial sand and a proppant logistics solutions provider, today announced results for the third quarter of 2026.
“Smart Sand delivered another outstanding quarter of operational and financial results,” stated Charles Young, Smart Sand’s Chief Executive Officer. “In the quarter, we achieved strong sales volumes, contribution margin, Adjusted EBITDA and generated over $17.0 million in free cash flow.”
“We continue to see robust activity in our core operating basins, and we currently expect these activity levels to continue through the fourth quarter and into 2027,” Young continued. “Our Industrial Product Solution sales volumes continued to grow and our SmartSystems performed well in the quarter. For the full year 2026, we currently expect sales volumes to increase by 20% to 30% compared with 2025 sales volumes. We expect to generate positive free cash flow in 2026.”
“Smart Sand has been able to substantially grow our business this year while returning approximately $14.3 million in capital to our shareholders through dividends and share repurchases, including the dividend to be paid on November 30, 2026. Additionally, we have continued to invest in the continued growth of our business, including acquiring the right to operate a terminal in Williamsport, Pennsylvania that will become operational in 2027 and the right to a site in Fort St. John, British Columbia for potential future terminal development. We believe we have built the premier Northern White sand franchise in the industry by focusing on delivering high-quality sand and service to our customers and we have positioned ourselves well to take advantage of continued expected growth in demand for oil and natural gas in North America.”
Third Quarter 2026 Highlights
In the third quarter of 2026, tons sold totaled approximately 1,783,000, compared to 1,864,000 tons sold in the second quarter of 2026 and 1,472,000 tons sold in the third quarter of 2025, reflecting a 4% sequential decrease and a 21% year-over-year increase.
Revenues in the third quarter of 2026 were $112.3 million, compared to $115.1 million in the second quarter of 2026 and $92.8 million in the third quarter of 2025. The decrease sequentially was primarily driven by a 4% decrease in sales volumes partially offset by slightly higher average selling prices. The increase year over year was primarily driven by a 21% increase in sales volumes with higher average selling prices.
Cost of goods sold was $93.1 million for the third quarter of 2026, down from $95.2 million for the second quarter of 2026 and up from $77.9 million for the third quarter of 2025. The decrease sequentially was primarily due to a decrease in transload costs from lower sales volumes. The increase over the prior year period was primarily due to higher sales volumes and the related increase in mining, production and freight costs.
Gross profit for the third quarter of 2026 was $19.2 million compared to $19.8 million in the second quarter of 2026 and $14.9 million in the third quarter of 2025. Gross profit decreased sequentially due to decreased sales
volumes. The year over year gross profit increase was driven primarily by increased sales volumes and higher average selling prices offset by increased mining, production and freight costs related to increased sales volumes.
Operating expenses for the third quarter of 2026 were $10.0 million, up from $9.8 million for the second quarter of 2026 and $9.5 million for the third quarter of 2025. Operating expenses were higher sequentially and year over year primarily due to increases in wages and benefits and increases in accounting fees.
Total other expenses for the third quarter of 2026 were $0.3 million, compared to $0.2 million in total other income in the second quarter of 2026 and $0.3 million in total other expenses in the third quarter of 2025.
Total interest expense for the third quarter of 2026 was $0.3 million, consistent with interest expense in the second quarter of 2026 and third quarter of 2025.
In the third quarter of 2026, the Company recorded a net income of $8.4 million, or $0.21 per basic share and $0.20 per diluted share. The Company had a net income of $10.2 million, or $0.26 per basic share and $0.25 per diluted share, for the second quarter of 2026 and a net income of $3.0 million, or $0.08 per basic and diluted share, for the third quarter of 2025. Net increase decreased in the current period compared to the second quar
Aug 11, 2026 · 100% conf.
1D
-9.44%
$4.37
Act: +2.80%
5D
-15.08%
$4.10
20D
-11.83%
$4.25
3 a2026q2exhibit991.htm
Document
Smart Sand, Inc. Announces Second Quarter 2026 Results
•2Q 2026 revenue of $115.1 million
•2Q 2026 net income of $10.2 million
•2Q 2026 cash flow provided by operations of $3.4 million
•2Q 2026 contribution margin $27.1 million
•2Q 2026 Adjusted EBITDA of $18.7 million
•2Q 2026 free cash flow of $(1.4) million
YARDLEY, Pennsylvania, August 11, 2026 – Smart Sand, Inc. (NASDAQ: SND) (the “Company” or “Smart Sand”), a leading supplier of premium Northern White frac sand and industrial sand and a proppant logistics solutions provider, today announced results for the second quarter of 2026.
“The second quarter was one of the best quarters in Smart Sand’s history,” said Charles Young, Smart Sand’s Chief Executive Officer. “We achieved record quarterly sales volumes and revenues and, excluding one-time items, generated record contribution margin and Adjusted EBITDA. While delivering record performance, we maintained a strong cash position and low leverage levels. Including the dividend that will be paid on August 12th, we will have returned approximately $12.1 million of capital to shareholders year to date in 2026 through share repurchases and dividends.”
“Our outstanding operational and financial performance in the first half of 2026 demonstrates the dedication of our employees and the value of the Northern White sand franchise we have built,” Young continued. “We have seen strong demand across the key operating basins we serve, and we expect this demand to continue into the second half of 2026. Expected long-term growth in North American natural gas demand, driven by expanding LNG export capacity and increased gas-fired power generation to support electricity demand from AI data centers, continues to support consistent well completion activity, particularly in the Appalachian Basin in the Northeast United States and Canadian shale basins.”
“Our Industrial Product Solution sales volumes grew sequentially, and we expect to see continued growth in this business segment. Our redesigned SmartSystems fleet also continued to perform well in the quarter,” Young said.
“We expect activity levels to remain strong through the third quarter and potentially into the fourth quarter. Based on our strong first half results and current demand levels, we expect 2026 sales volumes to increase by 10% to 20% compared with 2025 sales volumes. We expect to generate positive free cash flow in 2026.”
Second Quarter 2026 Highlights
In the second quarter of 2026, tons sold totaled approximately 1,864,000, compared to 1,492,000 tons in the first quarter of 2026 and 1,424,000 tons in the second quarter of 2025, reflecting a 25% sequential increase and a 31% year-over-year increase.
Revenues in the second quarter of 2026 were $115.1 million, compared to $93.1 million in the first quarter of 2026 and $85.8 million in the second quarter of 2025. The increase in revenue sequentially and year over year was primarily driven by higher sales volumes and higher average selling prices.
Cost of goods sold increased to $95.2 million for the second quarter of 2026, up from $87.0 million for the first quarter of 2026 and $76.8 million for the second quarter of 2025. The increase sequentially was primarily due to an increase in freight and transload costs due to higher sales volumes. While higher sales volumes led to overall increased freight costs, we experienced an increase in volumes sold through Smart Sand controlled terminals that allowed us to have more cost efficient logistics costs per ton sold than selling through third party terminals. The
increase over the prior year period was primarily due to higher sales volumes and the related increase in mining, production and freight costs.
Gross profit for the second quarter of 2026 was $19.8 million compared to $6.1 million in the first quarter of 2026 and $9.0 million in the second quarter of 2025. Gross profit increased sequentially and year over year primarily due to increased sales volumes and slightly higher pricing, which was partially offset by an increase in cost of goods sold.
Operating expenses for the second quarter of 2026 were $9.8 million, down from $11.0 million for the first quarter of 2026 and up from $9.0 million for the second quarter of 2025. Operating expenses were lower in the second quarter of 2026 compared to the first quarter of 2026 primarily due to decreased wages and benefits. Operating expenses increased from the second quarter of 2025 primarily due to increased royalties associated with higher sales volumes.
Total other income for the second quarter of 2026 was $0.2 million, up from total other expenses in the first quarter of 2026 of $0.2 million and second quarter of 2025 of $0.3 million.
Total interest expense for the second quarter of 2026 was $0.3 million, consistent with interest expense in the first quarter of 2026 and second quarter of 2025.
In the second quarter of 2026, the Company recorded a
May 12, 2026 · 100% conf.
1D
-9.18%
$4.70
Act: -11.00%
5D
-17.02%
$4.30
Act: -3.47%
20D
-14.22%
$4.44
Act: +2.51%
2 a2026q1exhibit991.htm
Document
Smart Sand, Inc. Announces First Quarter 2026 Results
•1Q 2026 revenue of $93.1 million
•1Q 2026 net loss of $(3.9) million
•1Q 2026 cash flow provided by operations of $3.0 million
•1Q 2026 contribution margin $13.2 million
•1Q 2026 Adjusted EBITDA of $3.8 million
•1Q 2026 free cash flow of $0.8 million
YARDLEY, Pennsylvania, May 12, 2026 – Smart Sand, Inc. (NASDAQ: SND) (the “Company” or “Smart Sand”), a leading supplier of premium Northern White frac sand and industrial sand and a proppant logistics solutions provider, today announced results for the first quarter of 2026.
“Smart Sand delivered another strong quarter of operating and financial performance,” said Charles Young, Smart Sand’s Chief Executive Officer. “The first quarter was our fourth consecutive quarter with more than 1.4 million tons of sand sold, and we set a quarterly sales-volume record at just under 1.5 million tons. During the quarter, we generated positive free cash flow, and year to date through today we have returned approximately $5.7 million to shareholders through stock repurchases and dividends. During the quarter, we saw increasing sales activity in the Appalachian Basins and consistent activity in the Bakken Formation and the Montney and Duvernay shales in Canada.”
“We remain focused on being the premier provider of Northern White sand in North America,” Young continued. “Our strategic investments in our Blair, Wisconsin facility and our two terminals in Ohio are key drivers of increasing sales activity in the Utica Shale and across Canadian basins. We have positioned Smart Sand to benefit from expected long-term growth in North American natural gas demand driven by expanding LNG export capacity and increasing gas-fired power generation to support AI data center electricity needs.”
“We continue to expand our Industrial Products Solutions business, primarily through our Ottawa, Illinois facility. Industrial sales volumes in the first quarter of 2026 were consistent with the fourth quarter of 2025, and we currently expect industrial sales volumes to increase year over year,” Young said.
“In the first quarter, we successfully put our new SmartSystem design to work in the field. We believe the reconfigured design enables us to more efficiently and cost effectively meet the growing market demand for higher daily sand volumes used in oil and gas well completions. We are seeing strong customer interest in the new SmartSystem configuration. However, consistent with our focus on capital discipline, we want to see customer commitments for new systems before making incremental investments in additional SmartSystem fleets.”
“Smart Sand is committed to growing our leading Northern White sand franchise while continuing to return capital to shareholders.” said Charles Young. “We will remain true to our core operating principles of maintaining strong liquidity, prudent debt levels and positive annual cash flow. Our liquidity position is strong, with healthy cash balances and full availability under our $30 million credit facility. We expect to generate positive free cash flow in 2026, with sales volume growth in the 5% to 10% range over 2025 tons sold.”
First Quarter 2026 Highlights
In the first quarter of 2026, tons sold totaled approximately 1,492,000, compared to 1,478,000 tons in the fourth quarter of 2025 and 1,069,000 tons in the first quarter of 2025, reflecting a 1% sequential increase and a 40% year-over-year increase.
Revenues in the first quarter of 2026 were $93.1 million, compared to $86.0 million in the fourth quarter of 2025 and $65.6 million in the first quarter of 2025. The increase in revenue sequentially and year over year was primarily driven by higher sales volumes and higher average selling prices.
Cost of goods sold increased to $87.0 million for the first quarter of 2026, up from $74.8 million for the fourth quarter of 2025 and $62.8 million for the first quarter of 2025. The increase sequentially was primarily due to higher production and freight costs on similar volumes. The higher production costs, compared to the previous quarter, were primarily driven by increased drawdown and expensing of inventory to meet sales volumes levels for the first quarter 2026. The higher freight expense, compared to the fourth quarter 2025, was due primarily to the location mix of sand sales. The increase over the prior year period was primarily due to an increase in sales volumes.
Gross profit for the first quarter of 2026 was $6.1 million compared to $11.2 million in the fourth quarter of 2025 and $2.8 million in the first quarter of 2025. Gross profit decreased sequentially due to higher production and freight costs and increased over the prior year period due to the increase in sales volumes.
Operating expenses for the first quarter of 2026 were $11.0 million, down from $13.9 million for the fourth quarter of 2025 and up from $9.8 million for the first quarter of
This page provides Smart Sand Inc. (SND) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on SND's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.