DNOW's 108.1% revenue surge in 2026Q2 is acquisition-driven, but gross margins have collapsed from a stable 22-23% range to 7.1% in 2025Q4, indicating severe dilution and integration challenges.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.18+21.4% vs $0.15 | $1.3B-1.0% vs $1.4B |
Q3 2026 Aug 6, 2026 | $0.12+27.7% vs $0.09 | $1.3B+3.3% vs $1.3B |
Q2 2026 May 7, 2026 | $0.01-80.0% vs $0.05 | $1.2B+10.0% vs $1.1B |
Q1 2026 Feb 20, 2026 | $0.15+0.0% vs $0.15 | $959M-1.1% vs $970M |
DNOW NYSE: DNOW reported higher third-quarter revenue and profitability as improvements in margins, working capital and operating costs helped offset rising freight expenses and international project delays.
DNOW (DNOW) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.26 per share a year ago.
HOUSTON, Nov. 05, 2026 (GLOBE NEWSWIRE) -- DNOW Inc. (NYSE: DNOW) announced results for the third quarter ended September 30, 2026. Recent Capital Allocation Repurchased $17 million of common stock in the third quarter of 2026 and $92 million year-to-date under the Company's $160 million share repurchase program Third Quarter 2026 Highlights Revenue was $1,337 million Gross profit was $265 million, or 19.8% of revenue, and adjusted gross profit was $283 million, or 21.2% of revenue Net income attributable to DNOW Inc. was $26 million, or $0.14 per diluted share, and adjusted net income attributable to DNOW Inc. was $34 million, or $0.18 per diluted share Adjusted EBITDA was $76 million, or 5.7% of revenue Cash flow from operating activities was $120 million Cash and cash equivalents was $112 million and total long-term debt was $377 million at September 30, 2026, resulting in net debt of $265 million, or a net debt leverage ratio of 1.1 times David Cherechinsky, President and CEO of DNOW Inc., added, “Our team delivered another quarter of outstanding execution, generating third quarter Adjusted EBITDA of $76 million, nearly double our first quarter results, reflecting broad-based strength across the company.
HOUSTON, Oct. 27, 2026 (GLOBE NEWSWIRE) -- DNOW Inc. (NYSE:DNOW) has scheduled a conference call to discuss the results for the third quarter of 2026 on Thursday, November 5, 2026 at 8:00 am (US Central Time). Financial results for the third quarter ending September 30, 2026 are expected to be released that morning before the market opens.
Benchmark DNOW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Dnow Inc. (DNOW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.27 | $2.42B | -12.98 | 18.84% | -3.89% | -8.64% | — | |
| $140.68 | $2.18B | 23.38 | 11.89% | 4.45% | 18.55% | 0% | |
| $1440.70 | $68.02B | 31.37 | 4.51% | 11.17% | 48.78% | 0.68% | |
| $113.27 | $6.33B | 28.49 | 6.37% | 5.55% | 15.86% | 3.06% | |
| $52.99 | $60.81B | 42.97 | 8.67% | 15.62% | 35.13% | 1.65% | |
| $283.39 | $10.47B | 24.84 | 8.84% | 8.38% | 22.68% | 0.68% |
Dnow Inc. (DNOW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Dnow Inc. (DNOW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 20, 2026·SEC
May 7, 2026·SEC
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Dnow Inc. (DNOW) stock FAQ — growth, dividends, profitability & financials explained
Dnow Inc. (DNOW) reported $4.79B in revenue over the trailing twelve months. Revenue was $2.82B in fiscal year 2025. That is 17% less than the $3.41B of fiscal year 2012.
Dnow Inc. (DNOW) grew revenue by 96.8% over the trailing twelve months, compared with the twelve months before.
No. Dnow Inc. (DNOW) reported a net loss of $186.0M over the trailing twelve months.
Dnow Inc. (DNOW) had a return on equity (ROE) of -8.6% over the trailing twelve months. A negative ROE means the company lost money over the period.
Dnow Inc. (DNOW) generated $203.0M in free cash flow over the trailing twelve months.
