DNOW Inc.

NYSE:DNOW 株式レポート

時価総額：US$2.5b

DNOW マネジメント

マネジメント 基準チェック /34

DNOWの CEO はDave Cherechinskyで、 Jun2020年に任命され、 の在任期間は 5.92年です。 の年間総報酬は$ 7.12Mで、 14%給与と86%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.62%を直接所有しており、その価値は$ 15.70M 。経営陣と取締役会の平均在任期間はそれぞれ5.9年と7.2年です。

主要情報

Dave Cherechinsky

最高経営責任者

US$7.1m

報酬総額

CEO給与比率14.04%
CEO在任期間5.9yrs
CEOの所有権0.6%
経営陣の平均在職期間5.9yrs
取締役会の平均在任期間7.2yrs

経営陣の近況

Recent updates

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

Analysts have trimmed their price target on DNOW to $16, a $2 reduction, as they factor in lingering ERP related risks that they continue to view as temporary. Analyst Commentary Recent research reflects a more cautious stance on DNOW, with the price target reset to $16 as ERP related risks are built into forecasts.

DNOW: Positioned For Growth Amid Integration And Energy Cycle Recovery

Apr 16

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

Analysts have trimmed their price target on DNOW to $16 from $18, citing lingering ERP related risks that are reflected in slightly higher discount rate and P/E assumptions, while still viewing these operational issues as temporary. Analyst Commentary Bullish Takeaways Bullish analysts view the reduced US$16 price target as still consistent with the idea that current ERP-related disruptions are temporary and not a structural change to DNOW's business model.

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

Narrative Update Analysts have reduced their price target on DNOW to $16 from $18, citing lingering ERP-related risks that they expect to be temporary. Analyst Commentary Bullish and bearish analysts are responding differently to the recent ERP related headlines, and that split is showing up in how they talk about DNOW's risk and reward trade off around the revised US$16 price target.

DNOW: ERP Issues Will Ease And Buybacks Will Support Upside

Narrative Update on DNOW The consensus analyst price target for DNOW has moved down by $2 to $16, as analysts factor in higher risk from lingering ERP issues while still viewing these challenges as likely temporary. Analyst Commentary Recent Street research reflects a more cautious stance on DNOW, with the consensus target moving to $16 as ERP related execution risk is worked into models.

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

Analysts have trimmed their price target on DNOW to $16 from $17 and point to lingering ERP related risks as the key reason for the reset, even as they expect these operational issues to be temporary. Analyst Commentary Bullish Takeaways Bullish analysts view the ERP issues as temporary, suggesting that longer term execution and customer service metrics could stabilise once the system is fully embedded.

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

Feb 07
Investors Appear Satisfied With DNOW Inc.'s (NYSE:DNOW) Prospects As Shares Rocket 28%

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

Sep 10
Many Still Looking Away From DNOW Inc. (NYSE:DNOW)

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.

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

Aug 09
DNOW Inc. Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

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

Jun 30
Is It Time To Consider Buying DNOW Inc. (NYSE:DNOW)?

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

May 15
We Think You Can Look Beyond DNOW's (NYSE:DNOW) Lackluster Earnings

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

Apr 28
DNOW Inc.'s (NYSE:DNOW) P/E Still Appears To Be Reasonable

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

Apr 07
DNOW (NYSE:DNOW) Is Looking To Continue Growing Its Returns On Capital

DNOW: Flat Growth Still Does Not Warrant A Buy

Mar 16

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

Nov 16
User avatar

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.

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

Aug 21

DNOW: Good Long Term Driven By Energy Transition Projects

May 23

DNOW: An Attractive Valuation With Strong Financials And Outlook

Feb 21

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

Nov 08

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

Aug 07

NOW Q4 2022 Earnings Preview

Feb 15

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

Nov 09

NOW Q3 2022 Earnings Preview

Nov 01

NOW Inc.: Strong Margins, Improved Fundamentals, And Low Relative Valuation

Aug 12

NOW Non-GAAP EPS of $0.26 beats by $0.09, revenue of $539M beats by $49.94M

Aug 03

The Return Trends At NOW (NYSE:DNOW) Look Promising

May 18
The Return Trends At NOW (NYSE:DNOW) Look Promising

CEO報酬分析

DNOW の収益と比較して、Dave Cherechinsky の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025US$7mUS$999k

-US$89m

Sep 30 2025n/an/a

US$93m

Jun 30 2025n/an/a

US$82m

Mar 31 2025n/an/a

US$80m

Dec 31 2024US$6mUS$978k

US$76m

Sep 30 2024n/an/a

US$202m

Jun 30 2024n/an/a

US$223m

Mar 31 2024n/an/a

US$233m

Dec 31 2023US$6mUS$947k

US$246m

Sep 30 2023n/an/a

US$129m

Jun 30 2023n/an/a

US$135m

Mar 31 2023n/an/a

US$127m

Dec 31 2022US$5mUS$797k

US$126m

Sep 30 2022n/an/a

US$107m

Jun 30 2022n/an/a

US$72m

Mar 31 2022n/an/a

US$45m

Dec 31 2021US$6mUS$650k

US$5m

Sep 30 2021n/an/a

-US$51m

Jun 30 2021n/an/a

-US$78m

Mar 31 2021n/an/a

-US$106m

Dec 31 2020US$1mUS$555k

-US$427m

Sep 30 2020n/an/a

-US$522m

Jun 30 2020n/an/a

-US$490m

Mar 31 2020n/an/a

-US$446m

Dec 31 2019US$2mUS$425k

-US$97m

報酬と市場: Daveの 総報酬 ($USD 7.12M ) は、 US市場 ($USD 7.11M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Daveの報酬は増加しましたが、会社は利益を上げていません。

CEO

Dave Cherechinsky (61 yo)

5.9yrs
在職期間
US$7,118,605
報酬

Mr. David A. Cherechinsky, also known as Dave, serves as Director at DNOW Inc. since June 1, 2020. He serves as Chief Executive Officer and President at DNOW Inc since June 01, 2020. He served as Chief Fin...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
David Cherechinsky
CEO, President & Director5.9yrsUS$7.12m0.62%
$ 15.7m
Mark Johnson
Senior VP & CFO5.9yrsUS$2.44m0.16%
$ 3.9m
Gillian Anderson
VP & Chief Accounting Officerless than a yearUS$564.11k0.019%
$ 483.2k
Kelly Munson
Chief Administrative & Information Officer6.2yrsUS$1.53m0.092%
$ 2.3m
Raymond Chang
VP, General Counsel & Secretary12.3yrsUS$2.02m0.19%
$ 4.9m
Rocio Surratt
VP of Finance & Corporate Controller5.8yrsUS$915.01kデータなし
Brad Wise
Vice President of Digital Strategy & Investor Relationsno dataデータなしデータなし
Scott Hauck
Executive Vice President of Digital Strategy6.3yrsデータなしデータなし
Clent Rawlinson
Senior Vice President of North America Sales & Operations5.3yrsデータなしデータなし
John McCarthy
Senior Vice President of U.S. Sales & Operationsless than a yearデータなしデータなし
Stephen Smith
Senior Vice President of International Sales and Operationsless than a yearデータなしデータなし
Toby Eoff
President of Process Solutions9.6yrsデータなしデータなし
5.9yrs
平均在職期間
51.5yo
平均年齢

経験豊富な経営陣: DNOWの経営陣は経験豊富で経験豊富です（平均在職期間は5.9年）。

取締役

名称ポジション在職期間報酬所有権
David Cherechinsky
CEO, President & Director5.9yrsUS$7.12m0.62%
$ 15.7m
Richard Alario
Independent Chairman & Lead Independent Director12yrsUS$365.01k0.15%
$ 3.7m
Rodney Eads
Independent Director12yrsUS$270.00k0.062%
$ 1.6m
George Damiris
Independent Directorless than a yearUS$22.50k0.029%
$ 731.5k
Paul Coppinger
Independent Director8.4yrsUS$267.50k0.036%
$ 900.2k
Karen David-Green
Independent Director3.2yrsUS$257.50k0.017%
$ 429.4k
Ronald Jadin
Independent Directorless than a yearUS$22.50k0.029%
$ 731.5k
Terry Bonno
Independent Director12yrsUS$265.00k0.061%
$ 1.5m
Galen Cobb
Independent Director12yrsUS$257.50k0.059%
$ 1.5m
Sonya Reed
Independent Director4.8yrsUS$260.00k0.031%
$ 785.6k
7.2yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: DNOWの 取締役会 は 経験豊富 であると考えられます ( 7.2年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/01 14:06
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

DNOW Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
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James WestBarclays
Douglas BeckerBenchmark Company