DNOW Earnings

DNOW reported its earnings on 2026-02-20, showcasing a revenue of 959.00M against an estimate of 939.00M, resulting in a 2.13% surprise. The EPS was 0.15, surpassing the expected 0.12 by 25%. The stock experienced a -19.13% price change on the earnings day and a -28.61% change over the next five days, reflecting market reactions to the results.

Following DNOW's earnings announcement on 2026-02-20, the stock price moved by -19.13% on the day of the release. Over the subsequent five days, it saw a -28.61% change. Historically, DNOW's stock price tends to shift by an average of 4.78% in the 10 days leading up to earnings and -0.06% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate DNOW's annual revenue to reach 595.00M, while the EPS is projected at 0.21. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between DNOW's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DNOW's stock price typically moves by 4.78% in the 10 days before its earnings and -0.06% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.21 and revenue of 595.00M.

The earnings call indicates strong financial performance with increased revenue, operating cash flow, and net earnings. Despite higher production costs, the company is actively returning capital to shareholders through share repurchases, which is generally viewed positively. The Q&A section reveals positive reception to acquisitions and strategic delays that allow for better preparation. However, there are some concerns about increased production costs and sustainability of pre-strip levels. Overall, the positive elements outweigh the negatives, suggesting a positive stock price movement.