DNOW is the ticker symbol for DNOW Inc., a publicly traded Energy sector company listed on NYSE. 13F Pro tracks DNOW with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is DNOW a good stock to buy?

13F Pro's AI ranking engine scores DNOW at 48.8/100, ranked #1,696 of 2,962 stocks based on 32 fundamental signals including profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for DNOW is available at https://13fpro.ai/company/DNOW. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source DNOW data?

All DNOW Inc. fundamentals and ownership data come directly from SEC EDGAR. DNOW Inc. files with the SEC under CIK 1599617. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

DNOW Inc.(DNOW)— Stock Profile, AI Score & Financials

Energy · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

DNOW Inc. (DNOW) stock profile, AI quality score, and SEC EDGAR financial data, a Energy sector company. 13F Pro's AI-powered ranking engine scores DNOW at 48.8/100 on a 32-signal composite quality model, placing it at rank #1,696 of 2,962 stocks — the bottom half of the AI-ranked universe. DNOW scores in the top quartile across revenue growth (88.1), revenue scale (75.1). Areas of concern include earnings quality (13.7) and balance sheet strength (20.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), DNOW Inc. reports quarterly revenue of $1.3B, net income of $-21.0M, free cash flow of $124.0M. Top institutional holders of DNOW by reported 13-F value include BlackRock, WELLINGTON MANAGEMENT GROUP LLP, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DNOW trades on the NYSE exchange and files with the SEC under CIK 1599617. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DNOW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DNOW Inc. directly from SEC EDGAR.

AI Quality Score

48.8/100

AI Rank

#1,696

Revenue

$1.3B

Net Income

$-21.0M

Free Cash Flow

$124.0M

DNOW key financials by period

DNOW Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-K	$2.8B	$-89.0M	-3.3%
FY 2024	10-K	$2.4B	$78.0M	4.6%
FY 2023	10-K	$2.3B	$250.0M	6.2%
FY 2022	10-K	$2.1B	$128.0M	6.1%
FY 2021	10-K	$1.6B	$5.0M	0.5%
FY 2020	10-K	$1.6B	$-427.0M	-25.9%

Institutions holding DNOW

Institutional investors reporting a position in DNOW Inc. on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	28,908,385	$374.9M	2026-06-30
WELLINGTON MANAGEMENT GROUP LLP	19,513,068	$253.1M	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	10,397,158	$134.9M	2026-06-30
VANGUARD CAPITAL MANAGEMENT	8,202,459	$106.4M	2026-06-30
DIMENSIONAL FUND ADVISORS	7,956,916	$103.2M	2026-06-30
STATE STREET	7,279,614	$94.4M	2026-06-30
FIRST ADVISORS	6,607,074	$85.7M	2026-06-30
Engine Capital Management	5,169,462	$67.0M	2026-06-30
GEODE CAPITAL MANAGEMENT	4,769,830	$61.9M	2026-06-30
RENAISSANCE TECHNOLOGIES	4,697,825	$60.9M	2026-06-30

SEC EDGAR: CIK 1599617 →

DNOW Inc.

DNOW

NYSEMid CapEnergy

13F Pro Quality Score

48.8/100

Rank #1,696 of 2,962 stocks

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

88.1/100

Profitability

21.7/100

Balance Sheet

20.1/100

Earnings Quality

13.7/100

Free Cash Flow

36.6/100

Institutional Flow

70.8/100

Revenue Scale

75.1/100

Dilution Risk

56.5/100

Price Chart

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What's Driving DNOW's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

DNOW revenue doubled to $1.31B on MRC Global acquisition, but net loss of $21M reflects integration headwinds and LIFO inventory impacts.

Biggest Revenue Drivers

Largest Expense Items

Impairment and other charges$4Mn/a (nil in prior year)

$4M impairment on operating right-of-use asset for Houston corporate office lease.

Margins: Gross margin declined to 18.6% from 20.5% YoY due to LIFO reserve increases ($19M), acquisition inventory fair-value step-ups ($3M), and product/customer mix shift from MRC Global integration. Adjusted gross margin was 20.8% vs. 23.2% YoY, reflecting lower profitability from acquired operations.

Watch Items from the Filing

MRC Global integration drag: Operating loss of $8M in U.S. segment Q2 2026 vs. $15M profit in Q2 2025; $62M operating loss in first half 2026 vs. $36M profit in first half 2025, driven by inventory write-downs ($44M) and elevated SG&A from acquisition.
Asbestos litigation exposure: Named defendant in ~444 lawsuits with ~497 claims; third-party insurance covers substantial portion but policy caps present risk if future claims exceed coverage limits.
Multi-state unclaimed property audit underway; timing and outcome unpredictable; potential assessment of penalties, interest and remittance requirements if noncompliance found.
Tariff headwinds: Significant products sourced from China/India; tariff pass-throughs successful in some cases but caused delays/cancellations among downstream clients in others.
Strong sector fundamentals: Gas Utilities sector (23% of H1 revenue) driven by ~33% of gas distribution lines >40 years old requiring replacement; Midstream expansion supported by $1T+ North American infrastructure investment opportunity.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →