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Now (DNOW)
NYSE:DNOW
Earnings Data
Report Date
Feb 12, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.19Last Year’s EPS
0.25Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Q3 2025
Earnings Call Date:Sep 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements, including strong revenue and EBITDA growth, successful inventory management, and high free cash flow. However, challenges such as flat U.S. revenue, lower Canadian rig counts, and a hypercompetitive market environment present notable concerns. The merger with MRC Global is seen as a promising future opportunity.Company Guidance
Strong Revenue Growth
The third quarter delivered the strongest revenue since Q4 2019 at $634 million, marking the highest revenue quarter in almost 6 years and representing the fifth consecutive year of revenue growth for DNOW.
Improvement in EBITDA
EBITDA for the third quarter was $51 million or 8% of revenue, reflecting continued earnings durability and a marked improvement year-over-year, with a significant increase from less than 1% of revenue to an average of 7.8% post-2020 transformation.
High Free Cash Flow
DNOW delivered $39 million in free cash flow for the third quarter, elevating year-to-date free cash flow to $58 million, with expectations to approach $150 million for the full year 2025.
Successful Inventory Management
DNOW improved inventory turn rates and days sales outstanding, demonstrating efficient use of its balance sheet, with an inventory turn rate of 5.2x, a record high since Q4 2021.
Merger with MRC Global
The announced merger with MRC Global has received shareholder and regulatory approvals, expected to generate $70 million of annual cost synergies within 3 years.
DNOW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DNOW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Sep 30, 2025 | $15.24 | $15.25 | +0.07% |
Aug 06, 2025 | $15.24 | $14.10 | -7.48% |
May 07, 2025 | $16.03 | $14.66 | -8.55% |
Feb 13, 2025 | $14.14 | $16.98 | +20.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Now (DNOW) report earnings?
Now (DNOW) is schdueled to report earning on Feb 12, 2026, Before Open (Confirmed).
What is Now (DNOW) earnings time?
Now (DNOW) earnings time is at Feb 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DNOW EPS forecast?
DNOW EPS forecast for the fiscal quarter 2025 (Q4) is 0.19.