DNOW (DNOW) Reports Earnings Tomorrow: What To Expect

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DNOW (DNOW) Reports Earnings Tomorrow: What To Expect

DNOW (DNOW) Reports Earnings Tomorrow: What To Expect

Petr Huřťák

Thu, February 19, 2026 at 12:01 PM GMT+9 2 min read

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DNOW

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Energy and industrial distributor DNOW (NYSE:DNOW) will be announcing earnings results this Friday morning. Here’s what to look for.

DNOW met analysts’ revenue expectations last quarter, reporting revenues of $634 million, up 4.6% year on year. It was a strong quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Is DNOW a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting DNOW’s revenue to grow 72.6% year on year to $985.6 million, improving from the 2.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.15 per share.

DNOW Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. DNOW has missed Wall Street’s revenue estimates four times over the last two years.

Looking at DNOW’s peers in the industrial distributors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Watsco’s revenues decreased 10% year on year, missing analysts’ expectations by 1.9%, and Richardson Electronics reported revenues up 5.7%, topping estimates by 4.8%. Watsco’s stock price was unchanged after the resultswhile Richardson Electronics was down 11.7%.

Read our full analysis of Watsco’s results here and Richardson Electronics’s results here.

There has been positive sentiment among investors in the industrial distributors segment, with share prices up 7.8% on average over the last month. DNOW is up 15.7% during the same time and is heading into earnings with an average analyst price target of $17 (compared to the current share price of $16.33).

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