I'll key open metrics more over will segments, we're both and Don we're morning, progress call outlook lay market operating questions. today's for shareholder making optimistic strong the then the the out value details to prepared first financial business I'll remarks Thanks, growth, everyone. review of over the enhance I'll conclude becoming for your Mike, the who Silica to call a on enterprise. drive we with and our turn our Merril performance update before across call an quarter and coming good begin by quarters. sources, profits our why on my reviewing the followed U.S. diversify of by
for the Adjusted White by strong quarter, total and million $XX.X pricing. very volume first a increased was first performance X% $XXX.X on in quarter Northern up largely EBITDA revenue quarter SandBox million of driven company, in marginally sand the of rebound from the For sequentially. basis, a and sequential
that Our Industrial increases X% than production relatively revenue of at more and costs the with quarter. and unfavorable second solid Texas up of margin on bring are new sequentially, a contribution In improvement the tons Oil to in we segment continue improving flat. the year quarter first total a Gas sequentially the capacity. sold West X.X in segment some product implemented offset & our we segment; Specialty quarter, had X% million Price beginning by here sand were as
volumes, also record and has loads saw delivered that through for recording resurgence during a continued the Northern very margins, revenue XX% a full-service growth primarily driven had strong our a and pricing volume by a quarter quarter, in in trend model. SandBox sand QX. sequential White We in
expect believe of strong clearly share XX% to opportunity pipeline. continue We from offering to and on competitors. new that estimate on year differentiates both, based market the and our take We than more of last-mile moved, our sand by SandBox service and unique other gains offerings the are containerized that we silos driven from that based have currently would share throughout the volumes grow number
Minerals, business, particular, offerings. progress I want on and of materials and our acquisition of examples and solutions, of our U.S. the with of update growth durable Let transform has materials industrial a the larger performance not morning including in doubled also Today products, to us Silica logistics performance last-mile legacy and new a best-in-class Winning capabilities. marks and compete through sand our Industrial profit provide Trifecta development, this our it in EP to global success me now with an you one-year intellectual unique position and have focus EP to of recent business ISP progress ability on for product our and mix switching end-use attractive markets, assets, platform business, diversified on products. proprietary Both, for advantages new the property, acquisition our processes, costs, to access strategic strong competitive and size only stage. provided this anniversary high-customer the a quality reserves,
on of how company. you give me to Let advantages many several grow these examples we're our capitalizing today
continues value to EP year as nearly of versus interest earth with and new sales media customers product innovative Minerals Transcend; and unique in diatomaceous more this and markets doubling offering. experience the be First, the filtration prior improved strong line more
with our plasma of for knowhow. blood fractionation, customers we're enzyme and health EP multiple discussions in based Minerals purification, and and sciences broadening of product ultra-pure line applications like all drug use pharmaceutical technologies Second, materials separation, regarding on the filtration
strong we're and new EVERWHITE. offerings named Third, experiencing crystalloid growth [ph] utilizing end-markets our in whole-grain ground
is to Asia. sand. companies customer industrial recently An America business products. marble. ultra-fine is and with in approached granite us signed EVERWHITE produce surfaces example, share a produce expanding versus for For to North their engineered specialty one countertops, as materials of in high-value a Europe which in America Based only contract, gaining such key in quartz product produce are ground Fourth, two long-term Silica EVERWHITE new recently customer to North traditional rapidly capacity we're ingredient U.S. our on and a a capability
for goes Silica's we're new into that another facility product and customer product customer's summer sand volume demand. way, technology of performance contract of constructed meet South to size with our forward other second are U.S. product in Armor six of that facility doubling last to they markets. our prompting this business few look developing products in the calls. the making of that as very finally, on the the And for customary expanding a mining regions example is of interest. cool our are pipeline, New future supplier we strong critical plant. These seeing they last solutions innovation this Fifth, this received Georgia growing work near Carolina a a ingredient. to exciting trusted White we're just begin and standards details strong government projects week specifically The to this in new material intend granules. final to examples our by demand commitment their materials first finish XXXX own uptick plant our a signed Industrial double U.S. projects and Millen We in our additional shipped which the and month new solar-reflective Silica serve I in we This roof just stages set at a long-term was to patent ISP when want to manufacturing plant, to sharing customer fiberglass those the in manufacturing for from our with growth
let conclude with market a commentary with Now, starting Industrials. me outlook today
Our many well economy by remodeling. of construction housing job and robust U.S. end-use supported for markets new like and interest rates strong growth our bodes moderate residential
to leading remainder job due of quarter to Department. released activity equity is to the early important levels sales contribution industry When market filtration expected positive and of but should four seasonal believe between a report. economic predict association housing we and First for margin premium provide wine, in increases strong X% growth auto modestly nationwide for sales strongest Analysts business the ticket that the strengthen Also, would years XXXX. quarter home climb U.S. business to ISP show despite expected residential numbers last GDP Industrial a X% some first Commerce the the see to an record to stay week according climate sales in according rate, in our total, strong in second in both, remodeling big normal a growth these weakness, through starts for expected of conversely, and expect grow are we year-over-year, factors taken us are quarter. and to the XXXX.
in Let's Permian. constraint in XXXX. & outlook Well commentary levels completions move March flat to off-take now second in to XQ climbed expected month-over-month in the Permian Oil ramp half to of despite activity relief starting sand. is 'XX with activity Gas anticipation above the of X%
strengthened As we we March situation, across a the found of demand earlier, tons lack factors. approximately of White I alone, we this saw decline to had In basins quarter. we When sand during requests XXX,XXX order customer number of for due and to pricing analyzed multiple also supply. mentioned Northern
first Appalachian the shortages to due experienced and Basins providence the extensive in quarter delays First, shipments. on rail barge
of however, saw completions we're new hearing around crush jams in we concerns the kept activity prices customers accelerating poor cleared, quality those which strong. strength log volumes sand areas South Texas. in-basin in today more about Northeast anecdotally As Also, and like from
There into White the here incremental remain coming we back new see lot Northern continued is that reactivate online. we other White that in-basin our are Northern the Northeast and also to which to filling In Those profitable plants sand come disadvantaged tons like new the previously be during partners interest were routes South find us sands areas with to to of the bringing customers new as quarter of Ford. Texas. the I working Some shifts parts logistics allowed at sales. and White sand also puts use could I in optimistic regional we're activity places the would But And lot expressing mines spent to in around overall, a of have hearing standpoint. in leading takes are a meantime, Northern Northern on White moving that from to about Eagle heightened demand in internally that like delays more a time say cost we'll quarters. capacity Midcon, or in say but
driven per the in and another & & to Voca, in that some loss and the business remains we offset we facility, but decline in specifically, sand idled Northern mid-single two White QX partially rebound as may for the seen. Gas sequentially, capacity our region Texas half in however, Texas by continued digits we year could the back volumes gas see reactivation as under X. per contribution activity the our For remains our which West be QX. April or grow Prices pressure believe from ton of in dollar the result, accelerates, our of margin will ramp a ton volumes of pricing, production oil West Texas low of Oil to by
Finally, up we SandBox XX% sequentially than believe be accordingly. with volumes that should load QX full-service profitability up in
a several very robust new We wins of opportunities. customer recent and potential pipeline have
and we're planned, I'll generation product new Don. to And line a boxes this $XX We add portfolio. year our in to with including new the as the conveyor expect that next of to a gravity-fed continuing to develop up now new turn to and over SandBox to call invest equipment million Don?
