Smart Sand Q2 revenue rises 16%

Smart Sand

12/08/2025 21:12

Overview

Industrial sand supplier Smart Sand Q2 2025 revenue rises 16% yr/yr to $85.8 mln

Net income for Q2 2025 at $21.4 mln, includes significant tax benefit

Adjusted EBITDA increases to $7.8 mln, driven by higher sales volumes

Outlook

Smart Sand expects 2H 2025 sales volumes to align with 1H 2025

Company anticipates being free cash flow positive for 2025

Smart Sand projects 2025 capital expenditures between $13 mln and $17 mln

Company sees strong long-term fundamentals for Northern White sand

Result Drivers

SALES VOLUME INCREASE - Sales volumes rose 33% sequentially, driven by strategic investments in facilities and terminals

FACILITY INVESTMENTS - Investments in Blair and Ottawa facilities and Utica Shale terminals boosted frac sand sales in Northeast US and Canada

IPS GROWTH - Industrial Production Solutions business saw a 28% increase in sales volumes from 1Q, contributing 6% to total sales volumes in 1H 2025

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
$85.80 mln
Q2 EPS
$0.55
Q2 Net Income
$21.40 mln
Q2 Adjusted EBITDA
$7.80 mln
Q2 Gross Profit
$9 mln


Press Release: ID:nPn2Yx0N9a

(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.)