Jun 2026 (Q2 FY26) — Aug 6, 2026
DNOW Inc. Q2 FY26 — Strong Revenue Growth, Record Cash Flow, and ERP Progress
Read the full callDNOW (DNOW) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
DNOW earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,307 | +108.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 0.1 | −2.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -21.0 | −250.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$15.02 −1.05% · −$0.16
Performance +7.4% 1Y
1Y: $13.99 on 14 Oct 2025 → $15.02. High $16.87 (9 Feb 2026), low $11.12 (17 Mar 2026).
- Previous close
- $15.18
- 52-week range
- $11.12 – $16.87
- One year
- +7.44%
Overview
- Symbol
- DNOW
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
DNOW earnings calls (DNOW)
Financials
What the filings say
Net profit, year on year: −250% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 606 | 571 | 599 | 628 | 634 | 959 | 1,183 | 1,307 |
| Operating profit | 23 | 29 | 29 | 17 | 33 | -188 | -50 | 1 |
| Operating margin | 3.8% | 5.1% | 4.8% | 2.7% | 5.2% | −19.6% | −4.2% | 0.1% |
| Profit before tax | 22 | 30 | 29 | 17 | 32 | -194 | -60 | -9 |
| Tax rate | 40.9% | 23.3% | 24.1% | 17.6% | 21.9% | 17.0% | 26.7% | −133.3% |
| Net profit | 13 | 23 | 21 | 14 | 25 | -161 | -44 | -21 |
| EPS ($ per share) | 0.12 | — | 0.19 | 0.13 | 0.23 | — | -0.24 | -0.11 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 |
| Reserves | -678 | -775 | -1,208 | -1,203 | -1,075 | -828 | -747 | -836 |
| Total liabilities | 581 | 447 | 309 | 392 | 476 | 466 | 493 | 1,686 |
| Fixed assets | 106 | 120 | 98 | 111 | 119 | 131 | 157 | 264 |
| Total assets | 1,795 | 1,591 | 1,008 | 1,104 | 1,320 | 1,532 | 1,621 | 3,924 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 73 | 224 | 189 | 30 | 0 | 188 | 298 | 155 |
| Cash from investing | -9 | -22 | 22 | -96 | -87 | -48 | -304 | -590 |
| Cash from financing | -37 | -138 | -8 | -6 | -10 | -55 | -33 | 339 |
| Net cash flow | 18 | 67 | 204 | -74 | -101 | 87 | -43 | -92 |
| Capital expenditure | -11 | -12 | -8 | -5 | -9 | -17 | -9 | -21 |
| Free cash flow | 62 | 212 | 181 | 25 | -9 | 171 | 289 | 134 |
Insider filings
40 filings between Feb 7, 2026 and Aug 10, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$7.47M
7 sales by 3 insiders
Compensation
not trading decisions- 17
- Award — granted as compensation
- 6
- Option exercise — converted options into shares
- 10
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Cherechinsky David A | — | $4.29M | Aug 10, 2026 |
| Johnson Mark B | — | $1.89M | Aug 10, 2026 |
| Chang Raymond W | — | $1.29M | Aug 10, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 10, 2026 | Johnson Mark B See Remarks | Option exercise | 21,985 | $209.5K |
| Aug 10, 2026 | Johnson Mark B See Remarks | Sale | 21,985 | $369.1K |
| Aug 10, 2026 | Johnson Mark B See Remarks | Option exercise | 50,181 | $514.9K |
| Aug 10, 2026 | Johnson Mark B See Remarks | Sale | 50,181 | $842.5K |
| Aug 10, 2026 | Johnson Mark B See Remarks | Sale | 40,675 | $682.9K |
| Aug 10, 2026 | Cherechinsky David A President and CEO | Option exercise | 57,929 | $552.1K |
| Aug 10, 2026 | Cherechinsky David A President and CEO | Sale | 57,929 | $969.2K |
| Aug 10, 2026 | Cherechinsky David A President and CEO | Option exercise | 198,213 | $2.03M |
| Aug 10, 2026 | Cherechinsky David A President and CEO | Sale | 198,213 | $3.32M |
| Aug 10, 2026 | Chang Raymond W VP and General Counsel | Option exercise | 43,621 | $415.7K |
| Aug 10, 2026 | Chang Raymond W VP and General Counsel | Sale | 43,621 | $740.7K |
| Aug 10, 2026 | Chang Raymond W VP and General Counsel | Option exercise | 32,617 | $334.7K |
| Aug 10, 2026 | Chang Raymond W VP and General Counsel | Sale | 32,617 | $553.8K |
| May 20, 2026 | Reed Sonya Director | Award | 12,122 | $0 |
| May 20, 2026 | Damiris George John Director | Award | 12,122 | $0 |
| May 20, 2026 | Cobb Galen Director | Award | 12,122 | $0 |
| May 20, 2026 | David-Green Karen Director | Award | 12,122 | $0 |
| May 20, 2026 | COPPINGER PAUL M Director | Award | 12,122 | $0 |
| May 20, 2026 | JADIN RONALD L Director | Award | 12,122 | $0 |
| May 20, 2026 | Bonno Terry Director | Award | 12,122 | $0 |
| May 20, 2026 | ALARIO RICHARD J Director | Award | 17,122 | $0 |
| Mar 12, 2026 | Anderson Gillian VP and CAO | Tax withheld | 834 | $9.4K |
| Feb 23, 2026 | Johnson Mark B See Remarks | Award | 61,674 | $0 |
| Feb 23, 2026 | Chang Raymond W VP and General Counsel | Award | 40,242 | $0 |
| Feb 23, 2026 | Cherechinsky David A President and CEO | Award | 203,603 | $0 |
| Feb 23, 2026 | Anderson Gillian VP and CAO | Award | 18,726 | $0 |
| Feb 23, 2026 | Munson Kelly T. See Remarks | Award | 28,823 | $0 |
| Feb 20, 2026 | Munson Kelly T. See Remarks | Tax withheld | 8,760 | $115.9K |
| Feb 20, 2026 | Munson Kelly T. See Remarks | Award | 15,000 | — |
| Feb 20, 2026 | Munson Kelly T. See Remarks | Tax withheld | 5,903 | $78.1K |
| Feb 20, 2026 | Chang Raymond W See remarks | Tax withheld | 12,533 | $165.8K |
| Feb 20, 2026 | Chang Raymond W See remarks | Award | 20,999 | — |
| Feb 20, 2026 | Chang Raymond W See remarks | Tax withheld | 8,264 | $109.3K |
| Feb 20, 2026 | Johnson Mark B See remarks | Tax withheld | 12,264 | $162.3K |
| Feb 20, 2026 | Johnson Mark B See remarks | Award | 20,999 | — |
| Feb 20, 2026 | Johnson Mark B See remarks | Tax withheld | 8,264 | $109.3K |
| Feb 20, 2026 | Cherechinsky David A See remarks | Tax withheld | 52,558 | $695.3K |
| Feb 20, 2026 | Cherechinsky David A See remarks | Award | 89,995 | — |
| Feb 20, 2026 | Cherechinsky David A See remarks | Tax withheld | 35,414 | $468.5K |
| Feb 7, 2026 | Anderson Gillian VP and CAO | Tax withheld | 1,247 | $20.9K |
| May 21, 2025 | David-Green Karen Director | Award | 10,156 | $0 |
| May 21, 2025 | Cobb Galen Director | Award | 10,156 | $0 |
| May 21, 2025 | EADS RODNEY W Director | Award | 10,156 | $0 |
| May 21, 2025 | COPPINGER PAUL M Director | Award | 10,156 | $0 |
| May 21, 2025 | Bonno Terry Director | Award | 10,156 | $0 |
| May 21, 2025 | ALARIO RICHARD J Director | Award | 14,625 | $0 |
| May 21, 2025 | Reed Sonya Director | Award | 10,156 | $0 |
| Feb 25, 2025 | Munson Kelly T. See Remarks | Award | 17,742 | $0 |
| Feb 25, 2025 | Surratt Fanny R. See Remarks | Award | 8,873 | $0 |
| Feb 25, 2025 | Johnson Mark B See remarks | Award | 33,390 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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