US · Industrials · Industrial Distribution
EPS came in at 0.18 against a street estimate of 0.15 — a beat of 20.0%.
Analysts rate DNOW Inc. a strong buy (3 buy, 1 hold, 0 sell out of 4) with an average price target of $18.75.
CONFIDENT DNOW posted strong Q2 with $1.3B revenue (+10% QoQ), $60M EBITDA (+54% QoQ), $133M operating cash flow. U.S. up 13%. Raising FY26 guide to ~$5.0–5.1B revenue, 4.5% EBITDA margin. ERP conversions progressing; 17 MRC locations on SAP. Q2 2026 U.S. drove growth across upstream, midstream, gas utilities. Canada seasonal breakup pressure. International: U.K., Australia improving; Middle East geopolitical delays. Analysts pressed working capital runway, turnaround season certainty, ERP location pipeline. Management emphasized inventory/AR levers, refinery utilization tailwinds, 17 SAP 'liberated' locations driving margin recovery. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.99% |
| Wellington Management Company LLP | 10.79% |
| Vanguard Portfolio Management, LLC | 5.75% |
| Vanguard Capital Management, LLC | 4.54% |
| Dimensional Fund Advisors, Inc. | 4.40% |
| State Street Corp | 4.03% |
| First Trust Advisors L.P. | 3.65% |
| Engine Capital Management LP | 2.86% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,337 million, up from $634 million in the third quarter of 2025. • Third-quarter gross profit wa | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,337 million, compared with $634 million in the third quarter of 2025 and $1,307 million in the s | 2026-11-05 |
| Quarterly report · Q2 2026 DNOW INC. - FORM 10-Q SUMMARY FOR RETAIL INVESTOR HEADLINE NUMBERS • Revenue (Q2 2026): $1,307 million vs. $628 million in Q2 2025 (108% increase) • | 2026-08-06 |
| Results announced · Q3 2026 DNOW INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1,307 million in Q2 2026, up 10% sequentially from Q1 2026 ($1,183 million) and up | 2026-08-06 |
| Shareholder vote results · Q2 2026 DNOW INC. - 8-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Annual Stockholder Meeting held May 20, 2026 • Total shares voted: approximately 171 | 2026-05-20 |
| Quarterly report · Q1 2026 DNOW INC. – 10-Q SUMMARY (Q1 2026) HEADLINE NUMBERS • Revenue: $1,183 million (Q1 2026) vs. $599 million (Q1 2025) – nearly doubled due to MRC Globa | 2026-05-07 |
| Results announced · Q2 2026 DNOW INC. - Q1 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Revenue: $1,183 million (Q1 2026) vs. $599 million (Q1 2025) – 98% increase year-over-y | 2026-05-07 |
| Proxy statement · Q2 2026 DNOW INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine directors for one-year terms (currently nine independent | 2026-04-09 |
Readable in the app.
| Announcement | Date |
|---|---|
| Share repurchase program progressing with $75 million repurchased year-to-date DNOW Inc., an energy and industrial distributor, reported strong Q2 2026 results with significant momentum. Revenue reached $1.307 billion, up 10% sequentially and 13% in the U.S. segment. T | 2026-08-06 |
| Completed acquisition of Edge Controls for $46 million DNOW Inc., an energy and industrial distributor, reported Q1 2026 results with mixed signals. Revenue reached $1,183 million with sequential growth in midstream and gas utility sectors. Howe | 2026-05-07 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.