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Dnow Inc.(DNOW)Earnings, Financials & Key Ratios
DNOW•NYSE
$12.66
Price updated Jul 7, 2026
AboutDnow Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and industrial manufacturing operations in the United States, Canada, and internationally. The company offers its products under the DistributionNOW and DNOW brand names. It provides consumable maintenance, repair, and operating supplies; pipes, valves, fittings, flanges, gaskets, fasteners, electrical products, instrumentations, artificial lift, pumping solutions, valve actuation and modular process, and measurement and control equipment; and mill supplies, tools, safety supplies, and personal protective equipment, as well as applied products and applications, such as artificial lift systems, coatings, and miscellaneous expendable items. The company also offers original equipment manufacturer equipment, including pumps, generator sets, air and gas compressors, dryers, blowers, mixers, and valves; modular oil and gas tank battery solutions; and application systems, work processes, parts integration, optimization solutions, and after-sales support services. In addition, it provides supply chain and materials management solutions that include procurement, inventory planning and management, and warehouse management, as well as solutions for logistics, point-of-issue technology, project management, business process, and performance metrics reporting services. The company serves customers through a network of approximately 180 locations in the upstream, midstream, and downstream sectors of the energy industry, including drilling contractors, well-servicing companies, independent and national oil and gas companies, midstream operators, and refineries, as well as petrochemical, chemical, utilities, and other downstream energy processors; and industrial and manufacturing companies. NOW Inc. was founded in 1862 and is headquartered in Houston, Texas.Show more
- Revenue$2.82B+18.8%
- EBITDA-$29M-119.7%
- Net Income-$89M-209.9%
- EPS (Diluted)-0.75-200.0%
- Gross Margin16.95%-24.8%
- EBITDA Margin-1.03%-116.6%
- Operating Margin-2.87%-160.3%
- Net Margin-3.16%-192.5%
- ROE-5.29%-171.5%
DNOW Price & Volume
Dnow Inc. (DNOW) stock price & volume — 10-year historical chart
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Revenue Surge Masks Structural Operational Margin Erosion
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Mixed
Cash Flow:Deteriorating
Primary Risk:Operating margin structural erosion
Key Thesis Takeaways
- DNOW's recent 97.5% revenue growth in 2026Q1 appears disconnected from its ability to generate sustainable profitability, as evidenced by a negative 4.2% operating margin.
- The company's shift toward a debt-heavy capital structure, with total debt rising to $689 million, combined with significant goodwill accumulation to $652 million, introduces substantial risk to long-term equity value.
- Investors should monitor whether the firm can stabilize its volatile free cash flow, which swung to a negative $103 million in 2026Q1, before considering a more constructive outlook.
Verdict Logic
the company's decision to allocate $50 million toward share repurchases in 2026Q1 while simultaneously reporting a negative $103 million in free cash flow raises significant concerns regarding capital allocation discipline.
DNOW Growth Metrics
Dnow Inc. (DNOW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-0.65%
5 Years11.74%
3 Years9.7%
TTM41.3%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-291.36%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-
Return on Capital
10 Years-2.63%
5 Years7.49%
3 Years6.67%
Last Year-3.92%
DNOW Recent Earnings
Dnow Inc. (DNOW) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.01-80.0%
$0.05
Rev
$1.2B+10.0%
$1.1B
Q1 2026
Feb 20, 2026Metric
Actual
Est
EPS
$0.15+0.0%
$0.15
Rev
$959M-1.1%
$970M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.26+8.3%
$0.24
Rev
$634M-34.6%
$970M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.27+22.7%
$0.22
Rev
$628M+0.4%
$626M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.01vs $0.05-80.0% | $1.2Bvs $1.1B+10.0% |
| Q1 2026 | Feb 20, 2026 | $0.15vs $0.15+0.0% | $959Mvs $970M-1.1% |
| Q4 2025 | Nov 5, 2025 | $0.26vs $0.24+8.3% | $634Mvs $970M-34.6% |
| Q3 2025 | Aug 6, 2025 | $0.27vs $0.22+22.7% | $628Mvs $626M+0.4% |
Based on last 12 quarters of dataView full earnings history →
Latest DNOW News
Recent stock market news and headlines for Dnow Inc. (DNOW)
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Peers Comparison
Key metrics vs top competitors for Dnow Inc. (DNOW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.66 | $1.49B | -16.88 | 18.84% | -3.16% | -5.29% | — | |
| $155.29 | $2.41B | 28.97 | 11.89% | 4.27% | 17.9% | — | |
| $1356.43 | $64.04B | 38.32 | 4.51% | 9.7% | 43.13% | — | |
| $120.07 | $6.71B | 33.63 | -1.35% | 5.9% | 16.51% | — | |
| $47.11 | $54.08B | 43.22 | 8.67% | 15.39% | 33.25% | — | |
| $315.33 | $11.65B | 31.16 | 1.88% | 8.34% | 21.64% | — |
Compare DNOW vs Peers
Dnow Inc. (DNOW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DNOW SEC Filings & Documents
Dnow Inc. (DNOW) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
Feb 27, 2026·SEC
Material company update
Feb 20, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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DNOW Frequently Asked Questions
Dnow Inc. (DNOW) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Dnow Inc.'s revenue?
Dnow Inc. (DNOW) reported $3.40B in revenue for fiscal year 2025. This represents a 0% decrease from $3.41B in 2012.
How fast is Dnow Inc. growing?
Dnow Inc. (DNOW) grew revenue by 18.8% over the past year. This is strong growth.
Is DNOW profitable?
Dnow Inc. (DNOW) reported a net loss of $155.0M for fiscal year 2025.
Dividend & Returns
What is DNOW's return on equity?
Dnow Inc. (DNOW) has a return on equity (ROE) of -5.3%. Negative ROE indicates the company is unprofitable.
What is Dnow Inc.'s free cash flow?
Dnow Inc. (DNOW) generated $53.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.