{"schema_version":"secwatch.filing_event.v1","accession":"0001529628-23-000116","form_type":"8-K","ticker":"SND","cik":"0001529628","company_name":"Smart Sand, Inc.","filed_at":"2023-11-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.387925+00:00","generated_at":"2026-06-08T14:55:40.342828+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Smart Sand Q3 2023 revenue $76.9M, net income $6.7M; tons sold up 12% YoY","bullets":["Revenue $76.9M (up from $71.6M YoY); net income $6.7M ($0.18 EPS) vs $2.7M YoY.","Adjusted EBITDA $13.3M, up from $11.3M YoY; gross profit $14.4M vs $11.4M YoY.","Tons sold ~1,219,000, +10% sequential and +12% YoY; contribution margin $17.20/ton.","Free cash flow $5.6M in Q3; FY2023 capex estimated at $20-23M.","Cash on hand $9.3M and $19.0M undrawn ABL commitment as of Sep 30, 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001529628-23-000116","json":"https://secwatch.observer/filing/0001529628-23-000116.json","markdown":"https://secwatch.observer/filing/0001529628-23-000116.md","text":"https://secwatch.observer/filing/0001529628-23-000116.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1529628/000152962823000116/0001529628-23-000116-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1529628/000152962823000116/snd-20231107.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T14:55:40.342828+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"54f609055f6a53dff285b0bae9ba0d6ea17c1270","claim":"Smart Sand, Inc. reported the third quarter ended September 30, 2023 results: revenue $76.9 million, net income $6.7 million, EPS $0.18 per basic and diluted share.","evidence_excerpt":"in such filing. --- EX-99.1 (EX-99.1) --- Smart Sand, Inc. Announces Third Quarter 2023 Results • 3Q 2023 total tons sold of approximately 1.2 million • 3Q 2023 revenue of $76.9 million • 3Q 2023 net income of $6.7 million • 3Q 2023 adjusted EBITDA of $13.3 million • 3Q 2023 net cash provided by operating activities of $12.5 million • 3Q 2023 free cash flow of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1529628/000152962823000116/0001529628-23-000116-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended September 30, 2023"},{"label":"Revenue","value":"$76.9 million"},{"label":"Net income","value":"$6.7 million"},{"label":"EPS","value":"$0.18 per basic and diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}