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SND · 10-Q filed August 11, 2026

SND earnings analysis

What we found in SND's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.

Our reading of the filing · Free to read, no account needed

The provided 10-Q extract contains no quarterly income statement, balance sheet, cash-flow, segment, or MD&A results, so revenue, margins, EPS, free cash flow, and operating trends cannot be assessed from this filing text. The main disclosed capital-allocation action was the June repurchase of 470,088 shares at $5.32 per share, leaving $17,500,004 available under the authorization. Management reported effective disclosure controls and stated that there were no material changes to the risk factors from the December 31, 2025 Form 10-K.

What stood out

The parts that mattered.

Pulled out of the filing itself, with the figures the company reported.

Share repurchases resumed in June
The company repurchased 470,088 shares in June 2026 at an average price of $5.32 per share. The repurchases reduced remaining authorization from $20,000,000 to $17,500,004.
Repurchase authorization extends to 2028
The new repurchase plan became effective April 3, 2026 and continues through April 2, 2028. The plan does not obligate the company to repurchase any particular amount and may be modified or suspended at management’s discretion.
Internal controls remain effective
Management concluded that disclosure controls and procedures were effective as of June 30, 2026. The filing also states that no changes during the second quarter materially affected, or were reasonably likely to materially affect, internal control over financial reporting.
Guidance

What they said about what is next.

The provided 10-Q extract does not include quantitative revenue, EPS, margin, or cash-flow outlook. No explicit numeric guidance is disclosed; outlook may be deferred to the earnings press release or call.

How we read the filing overall

The filing reads about the same as the one before it.

One reading of one document. It is not advice, and it is not a forecast.
Earlier filings

What came before.

10-Q · May 12, 2026
Smart Sand, Inc. reported Q1 2026 financials showing a significant revenue increase of 42% year-over-year to $93.1 million, alongside a substantial reduction in net loss to $3.9 million, improving from $(24.2) million…

This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.

Read the next one first.

We read every filing SND makes the day it lands, and put it next to what the options market did about it. Members get both, and an alert when a filing arrives.

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