$DNOW

DistributionNOW (DNOW) reported Q2 results and integration progress after acquiring MRC Global. Management said gas utility revenue rose 15% sequentially to an 11-quarter high, while downstream revenue fell $12 million. DNOW generated $133M operating cash flow, ended with $114M cash, and raised 2026 outlook to revenue of about $5.0B-$5.1B and EBITDA margin near 4.5%.

DNOW (NYSE:DNOW) reported Q2 CY2026 results. Revenue rose 108% year on year to $1.31 billion, beating Wall Street estimates by 3.1%, according to the company. Non-GAAP adjusted EPS was $0.12, clearing analysts’ consensus, and the stock rose 5.6% to $15.01 after the release.

DNOW Inc. (DNOW) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 dnow-ex99_1.htm EX-99.1 EX-99.1 Earnings Conference Call August 6, 2026 8:00 a.m. CT 1 (888) 660-6431 (within North America) 1 (929) 203-2118 (outside of North America) Access Code: 7372055 Webcast: ir.dnow.com DNOW Reports Second Quarter 2026 Results HOUSTON, TX, Augus

Freedom Capital upgraded DistributionNOW (NYSE: DNOW) to a “strong-buy” rating, according to a Monday research note cited by Zacks.com. Other firms recently issued mixed views, with DA Davidson starting coverage at a $17 target. DNOW shares opened at $13.40; last quarter it reported $0.01 EPS vs $0.05 consensus on $1.18B revenue.

Bloomberg reported that Seth Klarman’s Baupost Group delivered about 20% annualized returns over its first 26 years, but about 4% annualized from 2014-2024, with roughly $7 billion in client withdrawals from 2021-2025. The firm is refocusing on distressed debt and special situations. The article highlights Baupost stakes in DNOW ($43.2M), NCLH ($67.9M), and MOH ($84.5M), citing DNOW’s $2.22B post-MRC deal scale, NCLH’s Q1 2026 profit ($104.7M), and MOH’s Q1 2026 adjusted EPS of $2.35 vs $1.29 co

The Rosen Law Firm said it is investigating potential securities claims for DNOW Inc. (NYSE: DNOW) shareholders, alleging the company may have issued materially misleading business information. The notice cites a Feb. 20, 2026 StockStory report that DNOW shares fell 19.1% after Q4 2025 results showed a significant loss and missed expectations. The firm is preparing a class action and invites investors to join via its website or contact details.

Rosen and Global Investor Counsel urged investors in DNOW Inc. to contact them to discuss potential claims, according to the press release. The notice does not provide specific financial figures or allegations. It says investors can inquire about the matter, while directing questions to the company listed in the release.

Texas Capital Securities has initiated coverage on Now Inc (NYSE:DNOW) with a Buy rating and a $19.00 price target, citing the company's strong market position post-MRC Global acquisition, digital offerings, and automation capabilities. The firm expects solid growth driven by cost synergies and cross-selling, with InvestingPro data confirming Now Inc's strong financial health and minimal debt. This move comes as Now Inc recently completed its acquisition of MRC Global and reported strong Q3 2025 earnings.

Explore DNOW's (DNOW) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Although the revenue and EPS for DNOW (DNOW) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.