DNOW: Improving Fundamentals Turn This Cheap Stock Into A Buy (Rating Upgrade)

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.

Seeking Alpha • Dec 13, 2025

Why DNOW (DNOW) International Revenue Trends Deserve Your Attention

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

Zacks Investment Research • Nov 10, 2025

DNOW Completes Combination with MRC Global

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.

Business Wire • Nov 6, 2025

DNOW Inc. (DNOW) Q3 2025 Earnings Call Transcript

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.

Seeking Alpha • Nov 6, 2025

DNOW Reports Third Quarter 2025 Results

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

Business Wire • Nov 5, 2025

DNOW (DNOW) Reports Q3 Earnings: What Key Metrics Have to Say

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.

Zacks Investment Research • Nov 5, 2025

DNOW (DNOW) Tops Q3 Earnings Estimates

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.

Zacks Investment Research • Nov 5, 2025

DNOW Announces Third Quarter 2025 Earnings Conference Call

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

Business Wire • Nov 3, 2025

DNOW Announces Future Leadership Team for Combined Company

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.

Business Wire • Oct 13, 2025

Is DNOW INC (DNOW) Stock Outpacing Its Industrial Products Peers This Year?

Here is how DNOW (DNOW) and Graham (GHM) have performed compared to their sector so far this year.

Zacks Investment Research • Sep 30, 2025