Smart Sand Q2 revenue rises 16%
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
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