DNOW Inc

DNOW

Market cap $2.56B

PAGP, DNOW, ROCK, MLR and SBH stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.

Q3 2025 delivered record revenue of $634M, with 4.6% YoY growth and EBITDA margin expanding to 8%. The MRC Global acquisition expands scale and customer base, supporting topline growth beyond FY25 amid ongoing U.S. market strength. Operating leverage and cost management are expected to benefit margins in the quarters ahead.

Explore DNOW's (DNOW) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

HOUSTON--(BUSINESS WIRE)--DNOW Inc. (NYSE: DNOW) (“DNOW” or the “Company”) today announced that it has completed its acquisition of MRC Global Inc. (“MRC Global”), creating a premier solutions provider to the energy and industrial markets. Under the terms of the merger agreement, each share of MRC Global's common stock was converted into the right to receive 0.9489 shares of DNOW's common stock. In addition, MRC Global's stock will no longer be listed for trading on the New York Stock Exchange.

DNOW Inc. ( DNOW ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Brad Wise - Vice President of Digital Strategy & Investor Relations David Cherechinsky - CEO, President & Director Mark Johnson - Senior VP & CFO Conference Call Participants Adam Farley - Stifel, Nicolaus & Company, Incorporated, Research Division Jeffrey Robertson - Water Tower Research LLC Nathan Jones - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator " Brad Wise Vice President of Digital Strategy & Investor Relations " David Cherechinsky CEO, President & Director " Mark Johnson Senior VP & CFO " Adam Farley Stifel, Nicolaus & Company, Incorporated, Research Division " Stifel, Nicolaus & Company, Incorporated, Research Division Jeffrey Robertson Water Tower Research LLC " Water Tower Research LLC Nathan Jones Stifel, Nicolaus & Company, Incorporated, Research Division " Stifel, Nicolaus & Company, Incorporated, Research Division Operator Good morning. My name is Van, and I will be your conference operator today.

Although the revenue and EPS for DNOW (DNOW) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

DNOW (DNOW) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.21 per share a year ago.

HOUSTON--(BUSINESS WIRE)--DNOW Reports Third Quarter 2025 Results.

HOUSTON--(BUSINESS WIRE)--DNOW Announces Third Quarter 2025 Earnings Conference Call.

HOUSTON--(BUSINESS WIRE)--DNOW Inc. (NYSE: DNOW) (“DNOW” or “the Company”) today announced its future leadership team effective upon the completion of the pending transaction with MRC Global Inc. (NYSE: MRC) (“MRC Global”). The team will be comprised of leaders from both companies who bring expertise and proven track records in customer service, operational excellence, and supply chain management across the energy and industrial sectors. They collectively possess deep industry knowledge, have s.