DNOW · DNOW Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active Rigs (Canada) | 150 | 2Q26 filing | — |
| Active Rigs (International) | 1,056 | 2Q26 filing | — |
| Active Rigs (U.S.) | 554 | 2Q26 filing | — |
| Active Rigs (Worldwide) | 1,760 | 2Q26 filing | — |
| Adjusted EBITDA non-GAAP | $99M | Six months ended June 30, 2026 | — |
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| Adjusted EBITDA as a percentage of revenue non-GAAP | 4.6% | Second Quarter 2026 | — |
| Adjusted gross profit non-GAAP | $272M | Second Quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross profit, as reported 243M
+7M Amortization of intangibles
+19M Increase in LIFO reserve
+3M Inventory-related transaction charges
= Adjusted Gross Profit 272M
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| Adjusted gross profit as a percentage of revenue non-GAAP | 20.8% | Second Quarter 2026 | — |
| Free Cash Flow non-GAAP | $21M | Six months ended June 30, 2026 | — |
| Hot-Rolled Coil Prices (steel) ($/short ton) | $1,045.84 | 2Q26 filing | — |
| Natural Gas Prices ($/MMBtu) | $2.95 | 2Q26 filing | — |
| Net Debt non-GAAP | $360M | Second Quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt 474M
-114M Less: cash
= Net Debt 360M
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| Trailing twelve months Adjusted EBITDA non-GAAP | $211M | June 30, 2026 | — |
| U.S. Wells Completed | 3,018 | 2Q26 filing | — |
| WTI ($/bbl) | $95.75 | 2Q26 filing | — |
| Adjusted EBITDA margin non-GAAP | 7.4% | Year Ended December 31, 2025 | — |
| Cash provided by operating activities | $155M | full year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DNOW
this stock
DNOW Inc.
|
$2.88B | +20.2% | +25.7% | — | 7.1% |
|
GWW
W.W. Grainger, Inc.
|
$62.22B | +29.5% | +4.5% | 33.7 | 2.0% |
|
FAST
Fastenal Co
|
$58.68B | +24.0% | +8.7% | 43.7 | 2.7% |
|
FERG
Ferguson Enterprises Inc. /DE/
|
$45.12B | +2.6% | +4.1% | — | 2.6% |
|
WCC
Wesco International Inc
|
$16.39B | +37.5% | +2.2% | 23.3 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DNOW | +1.6% | +12.8% | +34.8% | +12.8% | +20.2% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | +1.1% | +9.8% | +21.3% | +9.8% | +7.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.