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DNOW stock ticker logo

DNOW Inc.

NYSE•DNOW
CEO: Mr. David A. Cherechinsky CPA
セクター: Energy
業種: Oil & Gas Equipment & Services
上場日: 2014-05-20
DNOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and customer on-site locations in the United States, Canada, and internationally. The company provides consumable maintenance, repair, and operating supplies; pipes, manual and automated valves, fittings, flanges, gaskets, fasteners, electrical instrumentations, artificial lift, pumping solutions, valve actuation and modular process, and measurement and control equipment; and mill supplies, tools, safety supplies, and personal protective equipment, as well as artificial lift systems, coatings, and miscellaneous expendable items. It also offers original equipment manufacturer equipment, including pumps, generator sets, air compressors, dryers, blowers, mixers, and valves; modular oil and gas tank battery solutions; and application systems, work processes, parts integration, optimization solutions, and after-sales support services. In addition, the company provides supply chain and materials management; inventory planning and management, procurement, and warehouse management, as well as solutions for logistics, point of issue technology, project management, business process, and performance metrics reporting services. It serves customers in the upstream, midstream, and downstream sectors of the energy industry, including drilling contractors, well-servicing companies, independent and national oil and gas companies, midstream operators, and refineries, as well as petrochemical, chemical, utilities, RNG facilities, and other downstream energy processors; and industrial and manufacturing companies. The company was formerly known as NOW Inc. and changed its name to DNOW Inc. in January 2024. DNOW Inc. was founded in 1862 and is headquartered in Houston, Texas.
連絡先情報
7402 North Eldridge Parkway, Houston, TX, 77041, United States
281-823-4700
www.dnow.com
時価総額
$1.47B
PER (TTM)
-25.7
25.3
配当利回り
--
52週高値
$17.48
52週安値
$11.34
52週レンジ
18%
順位31Top 21.6%
5.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$959.00M+0.00%
直近4四半期の推移

EPS

-$0.95+0.00%
直近4四半期の推移

フリーCF

$76.00M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Jumps Post-Acquisition Total revenue reached $2.82B in 2025, up 18.8% from $2.37B in 2024, driven by MRC Global acquisition.
Adjusted Gross Profit Rises Adjusted Gross Profit increased $102M to $651M in 2025, maintaining 23.1% margin despite LIFO impact.
Net Loss After Merger Net loss attributable to DNOW Inc. was $(89)M in 2025, compared to $78M net income in 2024.

リスク要因

Energy Price Volatility Threat WTI crude dropped 14.5% in 2025 to $65.46/barrel, depressing oil/gas customer spending and revenue outlook.
Integration Challenges Persist Risk exists regarding successful integration of MRC Global and realizing anticipated revenue and cost synergies.
ERP System Stabilization Issues Continued challenges expected stabilizing the inherited MRC Global U.S. cloud-based ERP system, risking disruption.

見通し

Leverage Acquisition Scale Strategy focuses on leveraging MRC Global brand equity and expanded footprint to drive growth across markets.
Capital Spending Focused Expect $55M capital expenditures in 2026, primarily funding the critical MRC Global Enterprise Resource Planning system.
Energy Transition Opportunities Expect growth supporting customers shifting capital toward energy transition projects like carbon capture and RNG.

同業比較

売上高 (TTM)

WKC stock ticker logoWKC
$36.93B
-12.4%
DNOW stock ticker logoDNOW
$2.82B
+18.8%
MRC stock ticker logoMRC
$2.76B
-13.7%

粗利益率 (最新四半期)

FLNG stock ticker logoFLNG
50.6%
-7.8pp
INVX stock ticker logoINVX
23.3%
-9.5pp
EFXT stock ticker logoEFXT
19.0%
-1.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
EFXT$2.77B31.16.7%26.1%
NESR$2.28B44.55.4%18.9%
XPRO$1.87B36.13.4%9.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
17.0%
高成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月30日
|
EPS:$0.14
|
売上高:$1.12B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし