Smart Sand Q4 revenue falls

Smart Sand

26/02/2026 21:09

Overview

Frac sand supplier's Q4 2025 revenue fell 7% sequentially due to lower selling prices

Company announced a new $20 mln share repurchase program

Industrial Products Solutions business sales volumes grew 60% yr/yr

Outlook

Smart Sand expects 2026 sales volume growth between 5% and 10%

Company plans 2026 capital expenditures between $15 mln and $20 mln

Result Drivers

SHALE MARKET ACTIVITY - Strong sales in key shale markets like Appalachian Basin and Bakken drove sales volumes

INDUSTRIAL PRODUCTS GROWTH - Sales volumes in Industrial Products Solutions business increased 60% yr/yr

Company press release: ID:nPn2Qsg3Da

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$86 mln
Q4 EPS
$0.03
Q4 Net Income
$1.2 mln
Q4 Adjusted EBITDA
$7.1 mln


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)