earnings
confidence high
sentiment neutral
materiality 0.65
Smart Sand Q1 2026 revenue $93.1M, net loss $3.9M; record sand sales volume 1.492M tons
Smart Sand, Inc.
2026-Q1 EPS reported
-$0.10
revenue$93,111,000
- Record quarterly sand sales ~1.492M tons (+40% YoY); revenue $93.1M vs $65.6M YoY.
- Net loss $(3.9)M ($(0.10)/share) vs net income $1.2M in Q4 2025; adjusted EBITDA $3.8M.
- Free cash flow $0.8M; FY 2026 capex guidance $15-20M; expects positive free cash flow for 2026.
- New $20M share repurchase program (through Apr 2, 2028); special dividend $0.10/share paid May 5, 2026 ($3.9M).
- Guidance: FY 2026 sales volume growth 5-10% vs 2025; liquidity $19.5M cash + $30M undrawn credit facility.