Latest revenue
$93.1M
as of 2026-03-31
Latest net income
$-3.9M
as of 2026-03-31
Net margin
-4.1%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $211.1M
- Enterprise value
- $211.1M
- P/E (trailing)
- 156.9×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 5.1%
- 52-wk high
- $5.84
- 52-wk low
- $1.76
- Beta
- —
- Shares out
- 43.0M
5-year trend
What this company does
ITEM 1. — BUSINESS The Company We are a fully integrated frac and industrial sand supply and services company. We offer complete mine to wellsite proppant supply and logistics solutions to our frac sand customers. We produce low-cost, high quality Northern White sand, which is a premium sand used as a proppant to enhance hydrocarbon recovery rates in the hydraulic fracturing of oil and natural gas wells and for a variety of industrial applications. We also offer proppant logistics solutions to our customers through our in-basin transloading terminals and our SmartSystemsTM wellsite proppant storage capabilities. In recent years, we have expanded our product line to offer Industrial Products…
AI summary unavailable — showing raw filing excerpt
Generated from SND's filing dated 2026-02-26
Key risks
ITEM 1A. — RISK FACTORS Risks Inherent in Our Business Our business and financial performance depend on the level of activity in the oil and natural gas industry. Substantially all of our revenues are derived from sales to companies in the oil and natural gas industry. As a result, our operations are dependent on the levels of activity in oil and natural gas exploration, development and production and prevailing oil and natural gas prices. More specifically, the demand for the proppants we produce and our wellsite storage and proppant management solutions is closely related to the number of oil and natural gas wells completed in geological formations where sand-based proppants are used in…
AI summary unavailable — showing raw filing excerpt
Generated from SND's filing dated 2026-02-26
Profitability
Gross margin
11.5%
20.3%Operating margin
-1.4%
240.0%Net margin
0.4%
57.6%Return on equity
0.6%
54.3%Return on assets
0.4%
54.8%Leverage
Debt / equity
0.42×
4.4%Long-term debt / equity
0.04×
3.6%Debt / assets
29.5%
3.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $93.1M | +42.0% | $-3.9M | +84.1% | -4.1% |
Q4 2025 2025-12-31 | $86.0M | -5.8% | $28.2M | +656.0% | 32.8% |
Q3 2025 2025-09-30 | $92.8M | +46.9% | $167.0K | +270.4% | 0.2% |
Q2 2025 2025-06-30 | $85.8M | +16.2% | $-2.8M | -559.3% | -3.3% |
Q1 2025 2025-03-31 | $65.6M | -21.1% | $-24.2M | -11118.1% | -37.0% |
Q4 2024 2024-12-31 | $91.4M | — | $3.7M | — | 4.1% |
Q3 2024 2024-09-30 | $63.2M | -17.9% | $-98.0K | -101.5% | -0.2% |
Q2 2024 2024-06-30 | $73.8M | -1.3% | $-430.0K | -115.9% | -0.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Mining & Quarrying of Nonmetallic Minerals (No Fuels) · SIC 1400
Your notes
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Insider activity
Insider buying
$192.6K
Insider selling
$1.6M
Net activity
−$1.4M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SND
Institutional value
$35.7M
Total shares held
8.1M
Distinct holders
39
-25 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $6.1M | — | New |
| 2 | DIMENSIONAL FUND ADVISORS LP | 798.8K | $4.1M | +162.8K (+25.6%) | Added |
| 3 | SPROTT INC. | 750.0K | $3.8M | +0 (+0.0%) | No change |
| 4 | Simcoe Capital LLC | 620.2K | $3.2M | — | New |
| 5 | BlackRock, Inc. | 483.8K | $2.5M | +52.3K (+12.1%) | Added |
| 6 | Truffle Hound Capital, LLC | 440.0K | $2.3M | +220.0K (+100.0%) | Added |
| 7 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 350.2K | $1.8M | +40.3K (+13.0%) | Added |
| 8 | SEI INVESTMENTS CO | 332.5K | $1.7M | +146.2K (+78.5%) | Added |
| 9 | RITHOLTZ WEALTH MANAGEMENT | 277.4K | $1.4M | +69.7K (+33.5%) | Added |
| 10 | EAM Investors, LLC | 240.1K | $1.2M | +0 (+0.0%) | No change |
| 11 | Walleye Capital LLC | 229.4K | $1.2M | +148.2K (+182.5%) | Added |
| 12 | JANE STREET GROUP, LLC | 209.5K | $1.1M | -199.3K (-48.7%) | Trimmed |
| 13 | CWA Asset Management Group, LLC | 193.0K | $988.2K | +115.8K (+149.9%) | Added |
| 14 | VANGUARD FIDUCIARY TRUST CO | 171.4K | $877.4K | — | New |
| 15 | WINTON GROUP Ltd | 161.7K | $827.9K | — | New |
| 16 | Connor, Clark & Lunn Investment Management Ltd. | 159.9K | $818.8K | +113.1K (+241.4%) | Added |
| 17 | Hillsdale Investment Management Inc. | 88.7K | $454.1K | — | New |
| 18 | Hudson Bay Capital Management LP | 51.2K | $262.4K | +7.9K (+18.3%) | Added |
| 19 | Quartz Partners, LLC | 42.1K | $215.4K | +13.3K (+46.3%) | Added |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 35.9K | $183.6K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SND's latest filing finishes processing.