DNOW Résultats passés

Passé contrôle des critères 0/6

DNOW a connu une croissance annuelle moyenne de ses bénéfices de 10%, tandis que le secteur Trade Distributors a vu ses bénéfices augmenter de en hausse à 5.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 12.9% par an.

Informations clés

10.04%

Taux de croissance des bénéfices

12.37%

Taux de croissance du BPA

Trade Distributors Croissance de l'industrie	23.44%
Taux de croissance des recettes	12.93%
Rendement des fonds propres	-7.19%
Marge nette	-4.52%
Dernière mise à jour des bénéfices	31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit • Jun 24

Investors Appear Satisfied With DNOW Inc.'s (NYSE:DNOW) Prospects As Shares Rocket 28%

DNOW Inc. ( NYSE:DNOW ) shareholders have had their patience rewarded with a 28% share price jump in the last month...

Article d’analyse • Sep 10

Many Still Looking Away From DNOW Inc. (NYSE:DNOW)

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...

Mise à jour du récit • Aug 18

Whitco Acquisition And Energy Evolution Focus To Boost Growth Amid Shrinking Margins And Market Challenges

The consensus price target for DNOW has been raised from $15.00 to $17.00, primarily reflecting improvements in net profit margin and higher revenue growth forecasts. What's in the News Special/Extraordinary Shareholders Meeting scheduled at Houston headquarters.

Article d’analyse • Aug 09

DNOW Inc. Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

NYSE:DNOW 1 Year Share Price vs Fair Value Explore DNOW's Fair Values from the Community and select yours DNOW Inc...

Article d’analyse • Jun 30

Is It Time To Consider Buying DNOW Inc. (NYSE:DNOW)?

While DNOW Inc. ( NYSE:DNOW ) might not have the largest market cap around , it saw a decent share price growth of 12...

Article d’analyse • May 15

We Think You Can Look Beyond DNOW's (NYSE:DNOW) Lackluster Earnings

Investors were disappointed with the weak earnings posted by DNOW Inc. ( NYSE:DNOW ). However, our analysis suggests...

Article d’analyse • Apr 28

DNOW Inc.'s (NYSE:DNOW) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 21.9x DNOW Inc. ( NYSE:DNOW ) may be sending bearish signals at the...

Article d’analyse • Apr 07

DNOW (NYSE:DNOW) Is Looking To Continue Growing Its Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...

Seeking Alpha • Mar 16

DNOW: Flat Growth Still Does Not Warrant A Buy

Summary DNOW's topline saw slight growth in late 2024, mainly due to the U.S. segment, but overall growth remains pressured by weak international performance. Adjusted EBITDA margin stayed flat at 7.9%, with EPS beating estimates at $0.25. Consolidated topline growth is expected to be impacted by short-term headwinds including a softer demand environment, lower upstream customer spending, and project delays in international business. Volume pressure should impact margin in 2025, despite the expected gains from cost control initiatives. I am maintaining my neutral view due to the unfavorable outlook in the short-term. Read the full article on Seeking Alpha

Seeking Alpha • Nov 16

DNOW Inc: Not Really Attractive At This Stage As Growth Is Slowing Down.

Summary DNOW Inc. faces near-term headwinds with declining topline in Canada and International segments. Despite positive long-term prospects in midstream and energy transition projects, the company's topline growth, particularly in its core U.S. segment, is expected to be under pressure from reduced customer activities. Given the weak near-term outlook and expected revenue and margin pressures, I am downgrading DNOW Inc. to a HOLD rating for now, despite favorable long-term growth potential. Read the full article on Seeking Alpha

Nouveau récit • Sep 14

Whitco Acquisition And Energy Evolution Focus To Boost Growth Amid Shrinking Margins And Market Challenges

Expansion through acquisition and increasing demand for midstream services highlight a strategic push into new markets and upgrading infrastructure for better supply chain capabilities.

Seeking Alpha • Aug 21

DNOW Inc.: A Diversified Approach Will Offset The Near-Term Sluggishness

Summary DNOW has a strong base with cash flow growth in 2024, strong liquidity, and reasonable valuation compared to peers. The company focuses on expanding revenue bases in traditional and non-traditional operations, with opportunities in various sectors and international markets. DNOW aims to strengthen market share through industrial offerings, with key strategies in actuated valves, PVF products, and digital initiatives. Read the full article on Seeking Alpha

Seeking Alpha • May 23

DNOW: Good Long Term Driven By Energy Transition Projects

Summary DNOW Inc's Canada segment saw a double-digit decline in Q1 2024 due to unfavorable weather events, but delayed projects are expected to drive sales in the future. The U.S. segment remains strong, and the addition of Whitco Supply should boost the company's overall revenue in 2024. DNOW's long-term margin outlook is promising, with expected volume growth and a focus on operational efficiencies and margin expansion. The company's stock is available at an attractive discount to its historical levels. Read the full article on Seeking Alpha

Seeking Alpha • Feb 21

DNOW: An Attractive Valuation With Strong Financials And Outlook

Summary DNOW Inc. experienced reduced sales in the Canada segment, but overall revenue grew by 8.7% in FY23. Near-term weakness is expected in the U.S. and Canada segments, but strength in the International segment will support revenue growth in FY24. DNOW's focus on capitalizing on increasing projects and pursuing M&As with higher profitability and a discounted valuation makes it an attractive buying opportunity with good long-term prospects. Read the full article on Seeking Alpha

Seeking Alpha • Nov 08

NOW Inc.: Steady Drivers But Lacks A Punch In The Short Term

Summary DNOW continues to invest in supercenters and has won large project awards in various sectors, indicating potential growth opportunities. Near-term outlook is affected by customer budget exhaustion and fewer business days, but cash flow growth in 2023 improves financial strength. Iron and steel prices have decreased, which could ease DNOW's margin, but the rate of decline has slowed. Overall, the stock appears reasonably valued. Read the full article on Seeking Alpha

Seeking Alpha • Aug 07

NOW Inc.: Project Additions Offset The Industry Slackness (Rating Downgrade)

Summary NOW Inc. focuses on technological improvement, ESG initiatives, and midstream project execution to insulate itself from energy sector volatility. Slower energy market activity and the recent uptrend in input cost may depress its growth and operating margin. DNOW's cash flows have improved significantly, and the stock appears reasonably valued, making it a good option for holding for modest gains. Read the full article on Seeking Alpha

Seeking Alpha • Feb 15

NOW Q4 2022 Earnings Preview

NOW (NYSE:DNOW) is scheduled to announce Q4 earnings results on Thursday, February 16th, before market open. The consensus EPS Estimate is $0.21 (+200.0% Y/Y) and the consensus Revenue Estimate is $530.77M (+22.9% Y/Y). Over the last 2 years, DNOW has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time.

Seeking Alpha • Nov 09

NOW Inc.: A Combination Of Pipeline And Clear Energy Projects Will Fuel Its Low Relative Valuation

Summary Higher demand in crude pipeline transfer, chemical injection applications, and water transfer can benefit NOW in the short-to-medium term. Along with the traditional MRO and PVF sales, NOW sees prospects in carbon capture and DigitalNOW projects. Despite negative cash flows, robust liquidity will allow shareholders' returns through share repurchase. I believe the stock is relatively undervalued at this level. DNOW Is Still Attractive I discussed NOW Inc.'s (DNOW) strengths and weaknesses in detail in my previous article. Despite the short-term weakness in the economy, demand is rising in crude pipeline transfer, chemical injection applications, and water transfer projects. Its performance in Canada has been impressive, given the renewed interest in oil sands, midstream valves, and artificial lift projects. It also focused on alternative energy services, including carbon capture projects in the US and the recent investment in a supercenter in the Bakken. In Q4, however, the company's US Drilling Services revenues can decrease following the economic uncertainty and the adverse effects of seasonality in the energy market. Also, its cash flows turned negative in 9M 2022. The balance sheet remains DNOW's forte, with no debt and robust liquidity. I believe the stock is undervalued versus its peers at this level. Investors might want to buy the stock to reap better returns in the medium term. Projects That Outline Growth Federal Reserve Bank of St. Louis In the past year until September, the producer price index for iron and steel mills increased by 13%, indicating a rise in input cost. Since the start of 2022, however, it has fallen by 18%. Lower iron & steel prices can improve the margin. DNOW expects to see demand rising in crude pipeline transfer, chemical injection applications, and water transfer projects. As spare capacity in water transfer and water injection diminishes, the company expands the aftermarket services. Also, the horizontal rental pumps are seeing increased demand in saltwater disposal, water transfer, and frac protection activities. In LNG operations, the company supplied line pipe in an LNG processing facility in Q3. In Q4, it plans to open a PBF plus supercenter in Williston to provide its customers with technical sales and product application support. Also included in the facility are downhole pump sales and power service stocking and service offerings. The company's Williston supercenter will also house US energy and US processes businesses, providing opportunities to generate synergies through revenue capture from cross-selling products and services. Outlook And Forecast NOW Inc.'s Filings The energy indicators started to weaken at the close of the year. Over the past year, the crude oil price declined by 14%, while the rig count registered a modest 6% growth. The US completion activity, however, maintained its strength, increasing by 23% in the past year. The volatility has adversely affected the company's US Drilling Services outlook. In Q4 2022, DNOW expects its US revenues to decrease by " mid to high single-digit" percentage points. Despite that, the annual revenues in FY2022 will likely increase compared to a year ago. In FY2022, EBITDA can expand significantly (by at least 3x) compared to FY2021 due to a more robust business model, revenue growth, and stronger gross margins. Digitization And Clean Energy Projects DNOW recently provided a pipeline project that collects and transfers CO2. The carbon capture project aims to enhance oil recovery operations in the Northern U.S. It also offers multistage pumps used in the green hydrogen project. The company's DigitalNOW initiatives took another step forward. Digital revenue as a percentage of SAP revenue improved to 42% in Q3. Plus, it received another project commitment to provide its AccessNOW security, monitoring, and inventory management solution. Q3 Drivers And A Geographic Break-Up NOW Inc.'s Filings The company's US revenues increased by 7% in Q3 2022 compared to Q2. The US energy centers contributed ~75% of total US revenues. In the steel line pipe products, the margin declined while the operating margin expanded in the non-pipe products, resulting in mild topline improvement. Inventory charges also reduced during Q3. Excluding Canada, its revenues from international markets decreased (5% down) quarter-over-quarter in Q3. Revenues from Canada increased the most (19% up sequentially) because various projects in oil sands, midstream valve, and artificial lift pushed the revenue up in Q3. The situation in the UK remains fluid, with rapid and frequent policy changes in the past few months. Besides that region, the energy market was upbeat in Europe, and activities in the company's joint contractors increased. EPC activity picked up as several projects were initiated. In the Middle East, a few projects also started to reactivate and develop. The company's gross margin expanded by 40 basis points in Q3. The company's high-grading strategy, lower inventory charges, and healthy project margin yielded positive results. The company believes its warehousing, selling, and administrative expense is critical to better operating performance. EBITDA margin expanded marginally in Q3 compared to Q2. Cash Flows And Balance Sheet In 9M 2022, although the company's revenues grew versus the previous year, investment in inventory in a new supercenter in the Bakken and added employees used cash flow from operations (or CFO). So, CFO turned negative in 9M 2022 from a healthy positive balance a year ago. However, capex declined sharply in the past year. So, free cash flow remained negative but improved considerably during this period. DNOW's liquidity was $756 million as of September 30, 2022. Its debt-free balance sheet has a definitive advantage over its peers (FAST, MSM, and MRC). The company's $80 million share repurchase program, initiated during Q2, will continue through 2024. Keeping shareholders' returns in mind, the company will prioritize acquisitions and organic growth in its capital decisions. Analyst Rating And Relative Valuation Seeking Alpha According to data provided by Seeking Alpha, three sell-side analysts rated DNOW a "buy" in the past 90 days (including "Strong Buy"), while one analyst rated it a "hold." None of the analysts rated it a "sell." The consensus target price is $14.5, suggesting a 17% upside at the current price. Seeking Alpha

Seeking Alpha • Nov 01

NOW Q3 2022 Earnings Preview

NOW (NYSE:DNOW) is scheduled to announce Q3 earnings results on Wednesday, Nov. 2, before market open. The consensus EPS estimate is $0.25 (+400% Y/Y) and the consensus revenue estimate is $565.15M (+28.7% Y/Y). Over the last 2 years, DNOW has beaten EPS estimates 75% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 4 upward revisions, while revenue estimates have seen 4 upward revisions.

Ventilation des recettes et des dépenses

Comment DNOW gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NYSE:DNOW Recettes, dépenses et bénéfices (USD Millions )
Date	Recettes	Les revenus	Dépenses G+A
31 Mar 26	3,404	-154	626
31 Dec 25	2,820	-89	494
30 Sep 25	2,432	89	420
30 Jun 25	2,404	78	416
31 Mar 25	2,409	76	414
31 Dec 24	2,373	76	407
30 Sep 24	2,357	202	398
30 Jun 24	2,339	223	391
31 Mar 24	2,300	233	385
31 Dec 23	2,321	246	388
30 Sep 23	2,313	129	384
30 Jun 23	2,302	135	382
31 Mar 23	2,247	127	373
31 Dec 22	2,136	126	355
30 Sep 22	2,021	107	359
30 Jun 22	1,883	72	350
31 Mar 22	1,744	45	346
31 Dec 21	1,632	5	341
30 Sep 21	1,519	-51	334
30 Jun 21	1,406	-78	331
31 Mar 21	1,376	-106	343
31 Dec 20	1,619	-427	397
30 Sep 20	1,939	-522	444
30 Jun 20	2,364	-490	497
31 Mar 20	2,770	-446	536
31 Dec 19	2,951	-97	541
30 Sep 19	3,076	58	542
30 Jun 19	3,147	67	548
31 Mar 19	3,148	67	551
31 Dec 18	3,127	51	557
30 Sep 18	3,032	32	550
30 Jun 18	2,907	4	549
31 Mar 18	2,781	-27	548
31 Dec 17	2,648	-52	542
30 Sep 17	2,517	-120	549
30 Jun 17	2,340	-167	548
31 Mar 17	2,190	-194	550
31 Dec 16	2,107	-234	567
30 Sep 16	2,213	-412	584
30 Jun 16	2,446	-581	597
31 Mar 16	2,695	-555	608
31 Dec 15	3,010	-502	619
30 Sep 15	3,372	-238	646

Des revenus de qualité: DNOW n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: DNOW n'est actuellement pas rentable.

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: DNOW n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 10% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de DNOW au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: DNOW n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Trade Distributors ( 4.9% ).

Rendement des fonds propres

ROE élevé: DNOW a un retour sur capitaux propres négatif ( -7.19% ), car il n'est actuellement pas rentable.

Rendement des actifs

Rendement des capitaux employés

Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

Données	Dernière mise à jour (heure UTC)
Analyse de l'entreprise	2026/07/06 00:50
Cours de l'action en fin de journée	2026/07/06 00:00
Les revenus	2026/03/31
Revenus annuels	2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

Paquet	Données	Cadre temporel	Exemple de source américaine ^*
Finances de l'entreprise	10 ans	Compte de résultat Tableau des flux de trésorerie Bilan	Formulaire 10-K de la SEC Formulaire 10-Q de la SEC
Estimations consensuelles des analystes	+3 ans	Prévisions financières Objectifs de prix des analystes	Rapports de recherche des analystes Blue Matrix
Prix du marché	30 ans	Cours des actions Dividendes, scissions et actions	Données de marché ICE Formulaire S-1 de la SEC
Propriété	10 ans	Actionnaires principaux Délits d'initiés	Formulaire 4 de la SEC Formulaire 13D de la SEC
Gestion	10 ans	L'équipe dirigeante Conseil d'administration	Formulaire 10-K de la SEC Formulaire SEC DEF 14A
Principaux développements	10 ans	Annonces de l'entreprise	Formulaire 8-K de la SEC

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés^.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

DNOW Inc. est couverte par 20 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

Analyste	Institution
David Manthey	Baird
James West	Barclays
Douglas Becker	Benchmark Company

DNOW Résultats passés

Passé contrôle des critères 0/6

Informations clés

Mises à jour récentes des performances passées

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

DNOW Inc. to Report Q1, 2026 Results on May 07, 2026

Full year 2025 earnings: EPS misses analyst expectations

DNOW Inc. to Report Q4, 2025 Results on Feb 20, 2026

Third quarter 2025 earnings: EPS misses analyst expectations

DNOW Inc. to Report Q3, 2025 Results on Nov 05, 2025

Recent updates

Securities Class Action Investigation Launched After DNOW Reports Fourth-Quarter Loss and Guidance Miss

DNOW: MRC Global Integration And Buybacks Will Support Future Upside

DNOW Stock Sees Strong Revenue Surge as MRC Global Merger Integration Advances

DNOW (DNOW) Stock Could Be 16% Undervalued After Its Name Change

DNOW: A Mispriced Energy Supply Company Trading At Near Book Value

DNOW Eyes US$5b Revenues as Integration Progress Faces Legal Scrutiny and ERP Setbacks

DNOW: ERP Integration Setbacks And Buybacks Will Support Future Upside

DNOW Achieves Key Merger Milestones With MRC Global and Sets Higher Synergy Target for 2026

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

DNOW: Transitory ERP Fixes And Ongoing Buybacks Will Support Future Upside

DNOW Inc. to Report Q1, 2026 Results on May 07, 2026

DNOW: Transitory ERP Issues And Completed Buyback Will Support Future Upside

DNOW Inc., Annual General Meeting, May 20, 2026

DNOW: Transitory ERP Cleanup And Completed Buyback Will Drive Future Upside

DNOW: Transitory ERP Issues And Completed Buyback Will Support Future Upside

DNOW: ERP Issues Will Ease And Buybacks Will Support Upside

DNOW: ERP Issues Will Resolve And Share Repurchases Will Support Upside

Price target decreased by 8.6% to US$16.00

Full year 2025 earnings: EPS misses analyst expectations

DNOW Inc. to Report Q4, 2025 Results on Feb 20, 2026

Investors Appear Satisfied With DNOW Inc.'s (NYSE:DNOW) Prospects As Shares Rocket 28%

New major risk - Shareholder dilution

Consensus revenue estimates increase by 15%, EPS downgraded

DNOW Inc. Announces Board and Executive Changes

DNOW Inc. (NYSE:DNOW) completed the acquisition of MRC Global Inc. (NYSE:MRC) from group of shareholders.

Third quarter 2025 earnings: EPS misses analyst expectations

DNOW Inc. to Report Q3, 2025 Results on Nov 05, 2025

DNOW Inc. and MRC Global Inc. Announces Executive Appointments for Combined Company

Many Still Looking Away From DNOW Inc. (NYSE:DNOW)

Whitco Acquisition And Energy Evolution Focus To Boost Growth Amid Shrinking Margins And Market Challenges

DNOW Inc. Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

DNOW Inc. Reaffirms Financial Guidance for the Full Year of 2025

DNOW Inc. to Report Q2, 2025 Results on Aug 06, 2025

Is It Time To Consider Buying DNOW Inc. (NYSE:DNOW)?

DNOW Inc. (NYSE:DNOW) entered into a definitive merger agreement to acquire MRC Global Inc. (NYSE:MRC) for $1.2 billion.

We Think You Can Look Beyond DNOW's (NYSE:DNOW) Lackluster Earnings

Price target decreased by 10.0% to US$16.50

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

DNOW Inc.'s (NYSE:DNOW) P/E Still Appears To Be Reasonable

DNOW Inc. to Report Q1, 2025 Results on May 07, 2025

Investor sentiment deteriorates as stock falls 16%

DNOW Inc., Annual General Meeting, May 21, 2025

DNOW (NYSE:DNOW) Is Looking To Continue Growing Its Returns On Capital

DNOW: Flat Growth Still Does Not Warrant A Buy

Consensus EPS estimates increase by 15%

Price target increased by 17% to US$18.33

Full year 2024 earnings: EPS exceeds analyst expectations

DNOW Inc. to Report Q4, 2024 Results on Feb 13, 2025

DNOW Inc. (NYSE:DNOW) announces an Equity Buyback for $160 million worth of its shares.

Independent Director recently sold US$402k worth of stock

DNOW Inc. (NYSE:DNOW) acquired Trojan Rentals, Llc.

Consensus EPS estimates fall by 16%

DNOW Inc: Not Really Attractive At This Stage As Growth Is Slowing Down.

Consensus EPS estimates fall by 16%

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Investor sentiment improves as stock rises 18%

DNOW Inc. to Report Q3, 2024 Results on Nov 07, 2024

Whitco Acquisition And Energy Evolution Focus To Boost Growth Amid Shrinking Margins And Market Challenges

Insufficient new directors

DNOW Inc.: A Diversified Approach Will Offset The Near-Term Sluggishness

Consensus EPS estimates fall by 24%

Second quarter 2024 earnings: EPS misses analyst expectations

DNOW Inc. to Report Q2, 2024 Results on Aug 07, 2024

DNOW: Good Long Term Driven By Energy Transition Projects

Dnow Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2024

First quarter 2024 earnings: EPS and revenues miss analyst expectations

DNOW Inc. to Report Q1, 2024 Results on May 10, 2024

Price target increased by 11% to US$16.67