Latest revenue
$1.18B
as of 2026-03-31
Latest net income
$-44.0M
as of 2026-03-31
Net margin
-3.7%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.39B
- Enterprise value
- $2.39B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $17.26
- 52-wk low
- $10.94
- Beta
- —
- Shares out
- 182.5M
5-year trend
What this company does
ITEM 1. BUSINESS Overview DNOW Inc., (“DNOW” or the “Company”), headquartered in Houston, Texas, was incorporated in Delaware on November 22, 2013. On June 2, 2014, DNOW stock began regular trading on the New York Stock Exchange under the ticker symbol “DNOW”. We are a premier provider of energy and industrial solutions, serving as a global leader in the distribution of pipe, valves and fittings (“PVF”), and pumps, as well as in the fabrication, assembly and testing of process and production equipment. We provide a broad mix of quality products customers require to build and maintain essential infrastructure and operating equipment across the upstream, midstream, gas utilities, downstream,…
AI summary unavailable — showing raw filing excerpt
Generated from DNOW's filing dated 2026-02-26
Key risks
ITEM 1A. RISK FACTORS You should carefully consider each of the following risks in addition to all other information contained or incorporated herein. These risks relate principally to our business and the industry in which we operate or to the securities markets generally and ownership of our common stock. Our business, prospects, financial condition, results of operations or cash flows could be materially and adversely affected by any of these risks, and, as a result, the trading price of our common stock could decline. This information should be read in conjunction with Item 7, Management’s Discussion and Analysis of Financial Condition and Results of Operations, Item 7A, Quantitative…
AI summary unavailable — showing raw filing excerpt
Generated from DNOW's filing dated 2026-02-26
Profitability
Gross margin
17.0%
24.3%Operating margin
-3.3%
169.3%Net margin
-3.2%
192.5%Return on equity
-4.0%
155.3%Return on assets
-2.3%
145.4%Leverage
Debt / equity
0.76×
71.3%Long-term debt / equity
0.18×
Debt / assets
43.1%
40.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.18B | +97.5% | $-44.0M | -309.5% | -3.7% |
Q4 2025 2025-12-31 | $959.0M | +68.0% | $-160.0M | -795.7% | -16.7% |
Q3 2025 2025-09-30 | $634.0M | +4.6% | $25.0M | +92.3% | 3.9% |
Q2 2025 2025-06-30 | $628.0M | -0.8% | $25.0M | +4.2% | 4.0% |
Q1 2025 2025-03-31 | $599.0M | +6.4% | $21.0M | 0.0% | 3.5% |
Q4 2024 2024-12-31 | $571.0M | — | $23.0M | — | 4.0% |
Q3 2024 2024-09-30 | $606.0M | +3.1% | $13.0M | -62.9% | 2.1% |
Q2 2024 2024-06-30 | $633.0M | +6.6% | $24.0M | -29.4% | 3.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Oil & Gas Field Machinery & Equipment · SIC 3533
Your notes
Keep private notes on DNOW — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns DNOW
Institutional value
$1.28B
Total shares held
109.0M
Distinct holders
192
-114 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 29.7M | $353.6M | -26.1K (-0.1%) | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.4M | $124.1M | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 10.4M | $123.7M | +8.0K (+0.1%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 8.3M | $99.2M | — | New |
| 5 | FIRST TRUST ADVISORS LP | 4.1M | $48.4M | +3.9M (+2335.0%) | Added |
| 6 | River Road Asset Management, LLC | 4.0M | $47.7M | — | New |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.9M | $46.4M | +220.6K (+6.0%) | Added |
| 8 | Verbena Value LP | 3.3M | $39.3M | -385.1K (-10.5%) | Trimmed |
| 9 | PZENA INVESTMENT MANAGEMENT LLC | 3.1M | $36.9M | -1.1M (-25.6%) | Trimmed |
| 10 | Global Alpha Capital Management Ltd. | 3.0M | $35.8M | +233.0K (+8.4%) | Added |
| 11 | Nuveen, LLC | 1.7M | $20.8M | -305.4K (-14.9%) | Trimmed |
| 12 | ROYCE & ASSOCIATES LP | 1.7M | $19.8M | +243.6K (+17.2%) | Added |
| 13 | Tejara Capital Ltd | 1.4M | $16.1M | +666.5K (+97.2%) | Added |
| 14 | Invesco Ltd. | 1.3M | $15.5M | +93.2K (+7.7%) | Added |
| 15 | UBS Group AG | 1.3M | $15.4M | +654.9K (+102.8%) | Added |
| 16 | VANGUARD FIDUCIARY TRUST CO | 1.2M | $14.2M | — | New |
| 17 | KENNEDY CAPITAL MANAGEMENT LLC | 1.2M | $14.1M | +182.6K (+18.3%) | Added |
| 18 | Penn Capital Management Company, LLC | 1.2M | $14.1M | -1.1K (-0.1%) | Trimmed |
| 19 | Bank of New York Mellon Corp | 1.1M | $13.4M | -29.1K (-2.5%) | Trimmed |
| 20 | Allianz Asset Management GmbH | 1.1M | $13.2M | -813.1K (-42.4%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once DNOW's latest filing finishes processing.