Now Inc — MarketDX

United States

DNOW

Core & Main Q2 Earnings Preview: Revenue Growth Expected

Core & Main, a water and fire protection solutions company, will report its second-quarter earnings before the market opens on Wednesday. Analysts expect revenue to grow 2% year over year, a slowdown from the 6.6% increase recorded in the same quarter last year. The company beat revenue expectations last quarter with $1.91 billion in revenue, flat year on year, and also exceeded EBITDA estimates. However, Core & Main has missed Wall Street's revenue estimates multiple times over the past two years. In the industrial distributors segment, peers DNOW and Watsco have already reported, with DNOW beating expectations and Watsco falling short. Core & Main's stock is down 4.1% over the last month, trading at $44.32, below the average analyst price target of $59.43.

CNM · Capital · Neutral Earnings preview with expected revenue growth slowdown and historical misses; stock below price target.

DNOW · Capital · Neutral Peer DNOW reported beating expectations, providing context for Core & Main's upcoming results.

WSO · Capital · Neutral Peer Watsco reported falling short, providing context for Core & Main's upcoming results.

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United States

Canada

DNOW

DNOW International Revenue Reaches $151 Million in Q2 2026

DNOW reported international revenue of $151 million for the quarter ending June 2026, representing 11.6% of total revenue and falling slightly short of the $152 million consensus estimate. Canada contributed $47 million, or 3.6% of total revenue, exceeding the $43.1 million estimate by 9.05%. Total revenue for the quarter was $1.31 billion, up 108.1% year over year. Analysts project full-year revenue of $5.01 billion, with international contributing 11.9% and Canada 3.8%.

DNOW

DNOW · Capital · Neutral International revenue slightly missed consensus, but Canada beat estimates; overall revenue surged 108.1% YoY.

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DNOW▼

Rosen Law Firm Files Securities Class Action Against DNOW Inc.

Rosen Law Firm has filed a securities class action lawsuit on behalf of investors who held DNOW Inc. common stock as of the August 5, 2025 record date and were entitled to vote at the September 9, 2025 special meeting. The lawsuit alleges that defendants made false or misleading statements and failed to disclose material issues affecting MRC Global's new enterprise resource planning system, which they knew or should have known would challenge DNOW's merger with MRC Global. Investors who wish to serve as lead plaintiff must move the Court no later than October 2, 2026. Rosen Law Firm, which has recovered billions of dollars for investors and was ranked number one by ISS Securities Class Action Services in 2017, is handling the case on a contingency fee basis.

DNOW ▼

DNOW · Regulation · Negative Securities class action lawsuit alleges false statements and undisclosed issues affecting merger with MRC Global.

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DNOW▼2

Rosen Law Firm investigates DNOW over potential securities claims

The Rosen Law Firm is investigating potential securities claims on behalf of DNOW Inc. shareholders, alleging the company may have issued materially misleading business information. The investigation follows a February 20, 2026 StockStory article reporting that DNOW shares fell 19.1% after disappointing fourth-quarter 2025 financial results, which included a significant loss and missed Wall Street expectations. The law firm is preparing a class action seeking recovery of investor losses and encourages affected shareholders to contact them.

DNOW ▼

DNOW · Capital · Negative Investigation into potentially misleading business information and class action seeking recovery of investor losses following disappointing Q4 2025 results.

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DNOW▼

DNOW Shares Drop 7.2% in Six Months Amid Margin and Profitability Concerns

DNOW shares have fallen 7.2% over the past six months to $12.71, underperforming the S&P 500's 9% gain, as the company faces shrinking operating margins, declining earnings per share, and falling returns on invested capital. Its operating margin decreased by 6.9 percentage points over the last five years, turning negative to negative 4.6% on a trailing 12-month basis. Earnings per share declined 13.9% annually over the last two years even as revenue grew 21.7%, signaling deteriorating profitability. The stock trades at a forward price-to-sales ratio of 0.5 times, but a lack of published earnings estimates makes reliable valuation difficult, leading analysts to recommend avoiding the stock for now.

DNOW ▼

DNOW · Capital · Negative Article reports declining operating margins, falling EPS, and negative ROIC, signaling deteriorating profitability and financial health.

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DNOW▼2

Rosen Law Firm Investigates DNOW Inc. Over Potential Securities Claims

The Rosen Law Firm is investigating potential securities claims on behalf of DNOW Inc. shareholders, alleging the company may have issued materially misleading business information. The investigation follows a February 20, 2026 StockStory article reporting that DNOW shares fell 19.1% after disappointing fourth-quarter 2025 financial results, which included a significant loss and missed Wall Street expectations. The law firm is preparing a class action seeking recovery of investor losses and encourages affected shareholders to contact them.

DNOW ▼

DNOW · Capital · Negative Company reported disappointing Q4 2025 financial results with a significant loss and missed expectations, triggering a 19.1% share drop and a securities investigation.

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DNOW▼

NOW Stock Screens as Overvalued Despite 79% Five-Year Decline

NOW stock appears overvalued on earnings even after a 79% share price drop over the past five years. The company trades at a price-to-earnings ratio of about 70.9 times, far above the IT industry average of roughly 17.9 times and a peer group average around 60.4 times. NOW fails all six valuation checks in the Simply Wall St framework, suggesting the stock is not a clear bargain. The premium multiple implies a lot of optimism is already priced in, and the key risk is whether weaker execution or capital needs could pressure margins and dilute shareholders.

DNOW ▼

DNOW · Capital · Negative Stock appears overvalued with high P/E ratio and fails all valuation checks, suggesting poor value.

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DNOW▼

Rosen Law Firm investigates DNOW Inc. over potential securities claims

The Rosen Law Firm is investigating potential securities claims on behalf of DNOW Inc. shareholders, alleging the company may have issued materially misleading business information. The investigation follows a February 20, 2026 StockStory article reporting that DNOW shares fell 19.1% after disappointing fourth-quarter 2025 financial results, which included a significant loss and missed Wall Street expectations. The law firm is preparing a class action seeking recovery of investor losses and encourages affected shareholders to contact them.

DNOW ▼

DNOW · Capital · Negative Rosen Law Firm investigates potential securities claims following disappointing Q4 2025 results and a 19.1% share price drop.

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DNOW

Now Corporation Approves Board Changes, New Risk Chief, And Office Move

Now Corporation approved board-level leadership changes at a recent meeting, confirming new committee appointments and electing a new Chief Risk Officer. The board also approved the relocation of the company's principal office. The stock is trading at ₱0.59, up 49.4% over the past year but down 15.7% year to date and 6.3% over the past 30 days. These governance updates come as the company reported revenue of ₱134 million, with risk checks highlighting limited meaningful revenue, declining earnings over the past five years, and a highly volatile share price.

DNOW

DNOW · Capital · Neutral Board changes and office move are governance updates, but revenue is low and earnings declining, making net impact unclear.

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DNOW▲

Industrial Distributors Stocks Post Mixed Q1 Results

Industrial distributors stocks reported mixed first-quarter earnings, with the group's revenues beating analysts' consensus estimates by 2.1% while next-quarter revenue guidance came in 1.2% below expectations. DNOW led the group with revenues of $1.18 billion, up 97.5% year on year and exceeding estimates by 12.7%, though adjusted operating income missed significantly. Richardson Electronics posted the best quarter, with revenues of $55.47 million beating estimates by 4.4% and strong EPS and EBITDA beats, sending its stock up 53.9%. DXP was the weakest performer, with revenues of $521.7 million missing estimates by 1.9% and significant misses on adjusted operating income and EPS, causing its stock to fall 4.2%. Transcat and Boise Cascade also reported, with Transcat's revenues of $89.33 million slightly missing estimates but beating on operating income and EBITDA, while Boise Cascade's revenues of $1.50 billion topped estimates by 1.9% with solid beats on operating income and EPS.

RELL ▲DNOW ▲DXPE ▼BCC ▲TRNS ▲

RELL · Capital · Positive Richardson Electronics beat revenue estimates by 4.4% with strong EPS and EBITDA beats, stock up 53.9%.

DNOW · Capital · Positive DNOW's revenues beat estimates by 12.7%, though adjusted operating income missed significantly.

DXPE · Capital · Negative DXP's revenues missed estimates by 1.9% with significant misses on adjusted operating income and EPS.

BCC · Capital · Positive Boise Cascade's revenues topped estimates by 1.9% with solid beats on operating income and EPS.

TRNS · Capital · Positive Transcat's revenues slightly missed estimates but beat on operating income and EBITDA.

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