DNOW 4Q adj EPS 15c, est15c

DNOW 4Q adj EPS 15c, est15c

DNOW to Report Q4 Earnings: Key Highlights and Expectations

Industrial and energy distributor DNOW Inc. (NYSE: DNOW) is set to release its fourth-quarter 2025 earnings results, with analysts anticipating adjusted earnings per share of $0.15, in line with estimates. The company faces heightened scrutiny as it aims to build on its third-quarter performance, which saw revenues rise 4.6% year-over-year to $634 million while exceeding both EPS and EBITDA forecasts.

For Q4, revenue is projected to surge 72.6% year-over-year to $985.6 million, a significant acceleration from the 2.9% growth recorded in the same period of 2024. This reflects improved market conditions in the industrial distribution sector, though DNOW has missed Wall Street's revenue estimates four times in the past two years, underscoring volatility in its performance. Analysts have largely maintained their forecasts over the past 30 days, signaling confidence in the company's ability to meet expectations.

Peer performance offers mixed signals. For instance, Watsco Inc. reported a 10% year-over-year revenue decline in Q4, missing estimates by 1.9%, while Richardson Electronics exceeded expectations with a 5.7% revenue increase. These outcomes highlight the sector's divergent trajectories. The industrial distributors segment has seen positive investor sentiment recently, with share prices rising 7.8% on average over the past month. DNOW's stock has outperformed, gaining 15.7% during the same period, trading at $16.33 as of February 19, 2026, compared to an average analyst price target of $17.

With elevated expectations, investors will closely watch DNOW's ability to sustain momentum amid competitive pressures and macroeconomic uncertainties. The earnings report, combined with guidance for 2026, will likely shape near-term sentiment for the stock.