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DNOW Inc.

DNOW Consumer Discretionary Oil and Gas Field Machinery
$15.41
▼ -2.3% Today
as of Oct 22, 16:48 ET
Last 30 days -1.47% Sep 14 → Oct 22
$14.92 $15.27 $15.61 $15.96 $16.31 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$16.09
High
$16.05
Low
$14.96
Volume
$4M
Avg Vol
$3M
Mkt Cap
$2.8B
P/E (TTM)
—
Beta
—
52w High
$17.26
52w Low
$10.94
Div Yield
—
Shares Out
$181M

Recent Press Releases & News last 60 days · 2 items

Sep 22 · 20:18 Simply Wall St.
DNOW (DNOW) Heads To Investor Conference, Is It Still 17% Below Fair Value?
Sep 15 · 12:52 Zacks
Is the Options Market Predicting a Spike in DNOW Stock?

DNOW earnings at a glance

DNOW Inc. (DNOW) is scheduled to report earnings on Wednesday, November 4, 2026 — in 12 days. Analysts expect earnings per share of $0.15, compared with $0.26 in the same quarter last year (-42%). The options market is pricing a move of about ±16.0% after the report, a range of roughly $12.95 to $17.87 from today's $15.41. Over its last 6 reports the stock rose the next day 1 time and fell 5, moving ±7.8% on average; after the most recent report on Aug 6, 2026 it moved +8.2%. That means options currently expect more movement than DNOW has typically delivered. DNOW beat the consensus EPS estimate in 5 of its last 6 reported quarters. Implied volatility is currently 135%. The share price of $15.41 sits in the middle of its 52-week range.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$11
$17
71% of range
Avg surprise (last 6)
+7.0%
Avg reaction (last 6)
-5.1%
17% positive
Latest IV / EM
135%
EM ±16.0% · $16 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.01$0.09$0.17$0.24$0.32 Actual $0.28Actual $0.31Actual $0.32Actual $0.19Actual $0.21Actual $0.12Actual $0.22Est $0.19Actual $0.27Est $0.22Actual $0.26Est $0.24Actual $0.15Est $0.12Actual $0.01Est $0.05Actual $0.12Est $0.08 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258KMar/2026Jun/2026
Revenue vs Net Income Revenue Net income
$-44M$310M$664M$1.0B$1.4B Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Thu Aug 6, 2026Jun/2026 $0.12 $0.08 +50.0% -70.4% +8.2% earnings
Thu May 7, 2026Mar/2026 $0.01 $0.05 -80.0% -95.5% -3.3% earnings
Fri Feb 20, 20268K 2026-02-20 $0.15 $0.12 +25.0% — -19.1% earnings
Wed Nov 5, 2025Sep/2025 $0.26 $0.24 +8.3% — -0.3% earnings
Wed Aug 6, 2025Jun/2025 $0.27 $0.22 +22.7% — -7.5% earnings
Wed May 7, 2025Mar/2025 $0.22 $0.19 +15.8% — -8.5% earnings
Mon Sep 30, 2024Sep 2024 $0.12 — — — — financials
Sun Jun 30, 2024Jun 2024 $0.21 — — — — financials
Sun Mar 31, 2024Mar 2024 $0.19 — — — — financials
Sat Sep 30, 2023Sep 2023 $0.32 — — — — financials
Fri Jun 30, 2023Jun 2023 $0.31 — — — — financials
Fri Mar 31, 2023Mar 2023 $0.28 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Wed Nov 4, 2026Sep/2026OTHER $0.15$0.26 -42.3%

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$1.31B$1.18B—$634M$628M$599M—$606M
Cost of revenue$1.06B$990M—$489M$499M$461M—$471M
Gross profit$243M$193M——$129M$138M——
Operating income$1M$-50M—$33M$17M$29M—$23M
Net income$-21M$-44M—$25M$14M$22M—$13M
EPS (diluted)$-0.11$-0.24—$0.23$0.13$0.19—$0.12

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$114M$116M$164M$266M$232M$219M$256M$261M
Inventory$1.06B$1.19B$1.19B$377M$383M$385M$352M$364M
Total current assets$2.12B$2.25B$2.28B$1.10B$1.08B$1.07B$1.03B$1.06B
Total assets$3.82B$3.93B$3.92B$1.66B$1.66B$1.65B$1.62B$1.59B
Long-term debt$474M$571M$411M—————
Total liabilities$1.72B$1.78B$1.69B$475M$500M$507M$493M$469M
Total equity$2.09B$2.14B$2.23B$1.18B$1.15B$1.14B$1.12B$1.12B

Implied volatility — last 90 days

25%70%115%160%205% Jun 07 — IV 57% · EM ±7.9%Jun 08 — IV 47% · EM ±6.2%Jun 09 — IV 53% · EM ±6.7%Jun 10 — IV 36% · EM ±4.3%Jun 11 — IV 35% · EM ±3.8%Jun 12 — IV 35% · EM ±3.6%Jun 15 — IV 65% · EM ±4.7%Jun 16 — IV 169% · EM ±10.0%Jun 19 — IV 44% · EM ±9.6%Jun 22 — IV 31% · EM ±6.4%Jun 23 — IV 36% · EM ±7.3%Jun 24 — IV 61% · EM ±12.2%Jun 25 — IV 34% · EM ±6.7%Jun 26 — IV 67% · EM ±12.7%Jun 29 — IV 90% · EM ±16.0%Jun 30 — IV 67% · EM ±11.6%Jul 01 — IV 72% · EM ±12.1%Jul 02 — IV 34% · EM ±5.6%Jul 03 — IV 36% · EM ±5.6%Jul 06 — IV 31% · EM ±4.3%Jul 07 — IV 42% · EM ±5.5%Jul 08 — IV 65% · EM ±8.1%Jul 09 — IV 82% · EM ±9.7%Jul 10 — IV 87% · EM ±9.6%Jul 13 — IV 133% · EM ±11.1%Jul 14 — IV 116% · EM ±8.4%Jul 15 — IV 205% · EM ±12.1%Jul 20 — IV 39% · EM ±9.1%Jul 21 — IV 42% · EM ±9.6%Jul 22 — IV 51% · EM ±11.6%Jul 23 — IV 42% · EM ±9.4%Jul 24 — IV 45% · EM ±9.9%Jul 27 — IV 48% · EM ±10.0%Jul 28 — IV 49% · EM ±10.1%Jul 29 — IV 39% · EM ±7.9%Jul 30 — IV 41% · EM ±8.0%Jul 31 — IV 59% · EM ±11.3%Aug 03 — IV 53% · EM ±9.3%Aug 04 — IV 50% · EM ±8.7%Aug 05 — IV 69% · EM ±11.6%Aug 06 — IV 34% · EM ±5.5%Aug 07 — IV 56% · EM ±8.8%Aug 10 — IV 40% · EM ±5.6%Aug 11 — IV 68% · EM ±8.9%Aug 13 — IV 31% · EM ±3.7%Aug 14 — IV 61% · EM ±6.7%Aug 17 — IV 48% · EM ±4.0%Aug 18 — IV 35% · EM ±2.5%Aug 19 — IV 69% · EM ±4.1%Aug 20 — IV 162% · EM ±6.8%Aug 24 — IV 56% · EM ±11.6%Aug 25 — IV 32% · EM ±6.5%Aug 26 — IV 26% · EM ±5.2%Aug 27 — IV 36% · EM ±7.1%Aug 28 — IV 31% · EM ±6.0%Aug 31 — IV 42% · EM ±7.5%Sep 01 — IV 44% · EM ±7.6%Sep 02 — IV 30% · EM ±5.1%Sep 03 — IV 37% · EM ±6.0%Sep 04 — IV 29% · EM ±4.5%Sep 07 — IV 32% · EM ±4.5%Sep 08 — IV 30% · EM ±4.0%Sep 10 — IV 71% · EM ±8.4%Sep 15 — IV 47% · EM ±3.4%Sep 21 — IV 42% · EM ±8.7%Sep 22 — IV 35% · EM ±7.1%Sep 23 — IV 38% · EM ±7.6%Sep 24 — IV 30% · EM ±6.0%Sep 25 — IV 38% · EM ±7.2%Sep 28 — IV 51% · EM ±9.0%Sep 29 — IV 45% · EM ±7.8%Sep 30 — IV 73% · EM ±12.3%Oct 01 — IV 46% · EM ±7.5%Oct 06 — IV 31% · EM ±4.1%Oct 07 — IV 75% · EM ±9.4%Oct 08 — IV 135% · EM ±16.0%

Sector peers

INVX
Innovex International, Inc.
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FLOC
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$1.7B $18.81-1.5%
NPKI
NPK International Inc.
$969M $10.76-1.4%
FET
Forum Energy Technologies, Inc.
$944M $81.56-3.1%
WHD
Cactus, Inc.
$5.1B $60.38-3.3%
OIS
Oil States International, Inc.
$488M $8.04-3.0%

DNOW earnings FAQ

When is DNOW's next earnings date?

DNOW Inc. is expected to report on November 4, 2026.

What is DNOW's expected move for earnings?

Options currently price a move of about ±16.0%, or $2.46 per share either way from $15.41.

How does DNOW stock usually react to earnings?

Across the last 6 reports the average next-day move was ±7.8%, up 1 times and down 5 times.

What EPS are analysts expecting from DNOW Inc.?

The consensus estimate is $0.15 per share, versus $0.26 a year ago.

What is DNOW's implied volatility?

DNOW's at-the-money implied volatility is about 135% based on the latest options snapshot.

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