DNOW Earnings

DNOW reported its FY2025Q4 earnings on 2026-02-16, showcasing a revenue of 0.00 against an estimate of 939.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.12 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following DNOW's FY2025Q4 earnings announcement on 2026-02-16, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, DNOW's stock price tends to shift by an average of +2.75% in the 10 days leading up to earnings and +0.90% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate DNOW’s annual revenue to reach 970.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 14.93% and EPS estimates Revise Upward by 62.5% 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 Revise Upward by 14.93%, while EPS estimates moved Revise Upward by 62.5% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DNOW's stock price typically moves by +2.75% in the 10 days before its earnings and +0.90% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 970.00M.

The earnings call reflects a positive outlook with strong financial performance, including improved EBITDA and free cash flow. The MRC Global merger presents synergy opportunities, and there's optimism in market expansion, especially in energy evolution markets. While there are challenges in integration and uncertain midstream growth projections, management maintains confidence in achieving cost synergies. The positive aspects outweigh the uncertainties, leading to a positive sentiment, likely resulting in a stock price increase of 2% to 8% over the next two weeks.