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DNOW DNOW Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Industrials

Scale

Market cap
$2.9bn
Revenue TTM
$4.1bn
Net income TTM
$-201m
Free cash flow
$136m
Composite score
44.5
Sector rank
#1421

Valuation

P / E
EV / EBITDA
EV / sales
0.8
FCF yield
4.69%
Earnings yield vs 10-yr
-11.66pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-4.9%
EBITDA margin
-3.1%
ROE
-9.6%
ROIC
-8.3%
Revenue growth
69.8%

Insider activity, last 90 days

Net open-market
$-7.47m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In the six months ended June 30, 2026, this sector represented 39% of our total Company revenue. The Upstream sector revenue increased 17% i n the six months ended June 30, 2026 compared to the corresponding period of 2025. Natural gas prices also drive customer activity and have experienced volatility but increased throughout 2025, driven by climate and seasonal weather patterns, increased LNG exports and lower storage levels. Despite this, we expect opportunities for revenue synergies from cross-selling products related to our acquisitions will support growth in this sector. …DNOW Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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