Zacks Investment Research·2d ago
NOW Rides on Strong Workflow Demand: Can It Outpace CRM & MSFT?ServiceNow benefits from broad workflow demand, cross-selling and AI partnerships that are fueling growth as competition with CRM and MSFT intensifies.
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. The balance sheet has expanded to $3.8B in assets with debt-to-eq...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 5, 2025 | $0.26+8.3% vs $0.24 | $634M-34.6% vs $970M |
ServiceNow benefits from broad workflow demand, cross-selling and AI partnerships that are fueling growth as competition with CRM and MSFT intensifies.
ServiceNow's Aramco Digital pact could expand AI workflow adoption across 50+ countries and sharpen its push against Salesforce and Microsoft.
EnerCom Announces SM Energy as a Keynote Speaker at the 31st EnerCom Denver - The Energy Investment Conference, on August 19, 2026, in Denver, C
HOUSTON, July 30, 2026 (GLOBE NEWSWIRE) -- DNOW Inc. (NYSE:DNOW) has scheduled a conference call to discuss the results for the second quarter of 2026 on Thursday, August 6, 2026 at 8:00 am (US Central Time). Financial results for the second quarter ending June 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 |
|---|---|---|---|---|---|---|---|
| $15.71 | $2.87B | -20.95 | 18.84% | -3.16% | -5.29% | — | |
| $191.08 | $2.96B | 35.65 | 11.89% | 4.35% | 18.27% | — | |
| $1270.67 | $59.99B | 35.89 | 4.51% | 9.92% | 44.11% | — | |
| $124.10 | $6.93B | 34.76 | -1.35% | 5.9% | 16.51% | — | |
| $50.99 | $58.51B | 46.78 | 8.67% | 15.46% | 34.03% | — | |
| $333.47 | $12.32B | 30.45 | 8.84% | 8.35% | 22.17% | — |
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 $4.08B in revenue for fiscal year 2025. This represents a 20% increase from $3.41B in 2012.
Dnow Inc. (DNOW) grew revenue by 18.8% over the past year. This is strong growth.
Dnow Inc. (DNOW) reported a net loss of $187.0M for fiscal year 2025.
Dnow Inc. (DNOW) has a return on equity (ROE) of -5.3%. Negative ROE indicates the company is unprofitable.
Dnow Inc. (DNOW) generated $33.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
