Stocks Consumer discretionary DNOW
NYSE · Consumer discretionaryDNOW Inc. (DNOW)
DNOW Inc. brought in $4.8B of revenue over the twelve months to September 30, 2026, up 96.8% from a year earlier. It posted a net loss of $186M. Operating cash flow minus capital spending left $134M of free cash flow in fiscal 2025. At September 30, 2026 it held $112M in cash against $377M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about DNOW Inc.
- Net worth
- DNOW Inc. has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $2.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $2.8B (+18.8% year on year), with a net loss of $89M. Over the 12 months to September 30, 2026: revenue $4.8B, net loss $186M.
- Cash flow
- In fiscal 2025 operations brought in $155M of cash; after $21M of capital spending, free cash flow was $134M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- DNOW Inc.'s next report is expected around February 19, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What DNOW Inc. does
DNOW Inc. is registered with the SEC under industry code SIC 3533 (Oil & Gas Field Machinery & Equipment). Its shares trade on NYSE under the ticker DNOW.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2.8B | -$89M | -$0.76 | $134M |
| 2024 | $2.4B | $78M | $0.71 | $289M |
| 2023 | $2.3B | $250M | $2.27 | $171M |
| 2022 | $2.1B | $128M | $1.13 | -$9M |
| 2021 | $1.6B | $5M | $0.05 | $25M |
| 2020 | $1.6B | -$427M | -$3.91 | $181M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where DNOW ranks in Consumer discretionary
Latest SEC filings
What DNOW Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 111% to $1.3B versus the same quarter last year; diluted EPS $0.14 versus $0.21.
- November 5, 2026
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 108% to $1.3B versus the same quarter last year; diluted EPS -$0.11 versus $0.13.
- August 6, 2026
- July 14, 2026Passive stake changed SCHEDULE 13G/A
- June 5, 2026Passive stake changed SCHEDULE 13G/A
- June 1, 2026
- May 20, 2026
- May 15, 2026Passive stake changed SCHEDULE 13G/A
- May 7, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 97% to $1.2B versus the same quarter last year; diluted EPS -$0.24 versus $0.19.
What is DNOW worth? A DCF from its reported cash flow
Insider trades
What the people running DNOW Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 10, 2026 | Johnson Mark BSee Remarks | Exercised options | 21,985 | $209.5K |
| August 10, 2026 | Johnson Mark BSee Remarks | Sold | 21,985 | $369.1K |
| August 10, 2026 | Johnson Mark BSee Remarks | Exercised options | 50,181 | $514.9K |
| August 10, 2026 | Johnson Mark BSee Remarks | Sold | 50,181 | $842.5K |
| August 10, 2026 | Johnson Mark BSee Remarks | Sold | 40,675 | $682.9K |
| August 10, 2026 | Cherechinsky David APresident and CEO, Director | Exercised options | 57,929 | $552.1K |
| August 10, 2026 | Cherechinsky David APresident and CEO, Director | Sold | 57,929 | $969.2K |
| August 10, 2026 | Cherechinsky David APresident and CEO, Director | Exercised options | 198,213 | $2M |
Who owns DNOW
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Wellington Management Group LLP13G, passive with 3 related filers | 10.6% | June 5, 2026 |
| Vanguard Portfolio Management13G, passive | 5.63% | April 29, 2026 |
| Vanguard Capital Management13G, passive | 5.21% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 301 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 28,908,385 | -783,090 |
| Wellington Management Group Llp | 19,513,068 | +2,633,894 |
| Vanguard Portfolio Management LLC | 10,397,158 | -26,395 |
| Vanguard Capital Management LLC | 8,202,459 | -129,100 |
| Dimensional Fund Advisors LP | 7,956,916 | -2,425,704 |
| State Street Corp | 7,279,614 | +175,510 |
| First Trust Advisors LP | 6,607,074 | +2,541,346 |
| Engine Capital Management, LP | 5,169,462 | +3,600 |
| Geode Capital Management, LLC | 4,769,830 | +216,024 |
| Renaissance Technologies LLC | 4,697,825 | +239,800 |
| Greenhaven Associates Inc | 4,343,617 | +3,519,130 |
| River Road Asset Management, LLC | 3,936,101 | -73,124 |
| Rubric Capital Management LP | 3,898,635 | +2,631,108 |
| Verbena Value LP | 3,607,059 | +309,155 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,279,914 | -614,884 |
| ACK Asset Management LLC | 3,000,000 | new |
| Charles Schwab Investment Management Inc | 2,989,585 | +19,094 |
| Pzena Investment Management LLC | 2,893,482 | -201,833 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,845,675 | +215,438 |
| Fuller & Thaler Asset Management, Inc. | 2,818,746 | -99,875 |
Insiders
13 insiders reported holding 2,883,080 shares in total, about $39.8M at the last price.
| Holder | Shares |
|---|---|
| Cherechinsky David APresident and CEO, Director | 1,163,864 |
| Chang Raymond WVP and General Counsel | 360,388 |
| Alario Richard JDirector | 294,169 |
| Johnson Mark BSee Remarks | 249,545 |
| Munson Kelly T.See Remarks | 172,085 |
| Bonno TerryDirector | 124,994 |
| Cobb GalenDirector | 122,594 |
| Coppinger Paul MDirector | 78,846 |
| Reed SonyaDirector | 70,360 |
| Anderson GillianVP and CAO | 69,597 |
Questions about DNOW
What does DNOW Inc. do?
DNOW Inc. is a company in the Consumer discretionary sector, listed on NYSE as DNOW. Its shares trade on NYSE under the ticker DNOW.
What is DNOW Inc.'s net worth?
DNOW Inc. has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $2.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is DNOW Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $186M on revenue of $4.8B.
How much revenue does DNOW Inc. make?
Over the twelve months to September 30, 2026 DNOW Inc. reported revenue of $4.8B. That is 96.8% more than a year earlier.
When did DNOW Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is DNOW Inc.'s next earnings report?
DNOW Inc.'s next report is expected around February 19, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values DNOW Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.