Every material Form 8-K NOW filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
DNOW reported third quarter 2026 results, with revenue of $1,337 million, up from $634 million a year earlier and $1,307 million in the prior quarter. Net income attributable to DNOW was $26 million, or $0.14 per diluted share, down from $0.21 a year earlier, while Adjusted EBITDA rose to $76 million from $51 million. Shareholders also see the company repurchasing $92 million of stock year to date under a $160 million program.
Q3 2026 revenue was $1,337 million versus $634 million in Q3 2025 and $1,307 million in Q2 2026.
Diluted EPS was $0.14 versus $0.21 in Q3 2025; adjusted diluted EPS was $0.18 versus $0.26.
Operating cash flow was $120 million and net debt leverage ratio was 1.1 times at September 30, 2026.
Share repurchases totaled $17 million in Q3 2026 and $92 million year to date under a $160 million program.
DNOW reported second-quarter 2026 results with revenue of $1.3 billion, up from $628 million a year earlier and 10% above the first quarter. The company posted a net loss attributable to DNOW Inc. of $21 million, or $0.11 per diluted share, compared with net income of $0.13 per diluted share a year earlier, while adjusted EBITDA rose to $60 million. Shareholders also saw $75 million of share repurchases in the first half of 2026 under a $160 million program.
Q2 2026 revenue was $1,307 million, versus $628 million in Q2 2025 and $1,183 million in Q1 2026.
Net loss attributable to DNOW Inc. was $21 million, or $(0.11) per diluted share; adjusted net income was $21 million, or $0.12 per diluted share.
Adjusted EBITDA was $60 million, or 4.6% of revenue, up from $51 million a year earlier.
Operating cash flow was $133 million; the company repurchased $25 million of stock in Q2 and $75 million year-to-date under its $160 million program.
DNOW reported first-quarter 2026 revenue of $1,183 million, up from $599 million a year earlier, as it completed its first full quarter with MRC Global. The company swung to a net loss of $44 million, or $0.24 per diluted share, from net income of $21 million a year earlier, and adjusted EPS fell to $0.01 from $0.22, which matters to shareholders because profit weakened despite the larger revenue base.
Revenue was $1,183 million versus $599 million in Q1 2025 and $959 million in Q4 2025.
Net loss attributable to DNOW Inc. was $44 million, or $(0.24) per diluted share; adjusted EPS was $0.01 versus $0.22 a year earlier.
Adjusted EBITDA was $39 million, or 3.3% of revenue, compared with $46 million a year earlier.
The company repurchased $50 million of common stock under a $160 million program and completed the $46 million Edge Controls acquisition in February.
DNOW director Rodney Eads notified the company on February 25, 2026 that he will not seek reelection to the Board at the 2026 annual stockholder meeting, and he will leave the Board when his current term expires on that date. The filing states he is not leaving because of any disagreement with the company on its operations, policies or practices.
Notice given to DNOW on February 25, 2026
Rodney Eads will step off the Board when his current term expires at the 2026 annual meeting of stockholders
Filing states no disagreement with the company on operations, policies or practices
Company and Board thanked Mr. Eads for his service
DNOW reported fourth-quarter and full-year 2025 results, the first to include its completed merger with MRC Global, which closed on November 6, 2025. Full-year revenue rose to $2.82 billion from $2.37 billion, but a GAAP net loss of $89 million, or $(0.76) per diluted share, was driven mainly by transaction charges, and adjusted diluted EPS fell to $0.86 from $0.91.
Full-year 2025 revenue was $2,820 million versus $2,373 million in 2024
Fourth-quarter net loss attributable to DNOW was $147 million, or $(0.95) per diluted share, primarily due to transaction charges
Fourth-quarter adjusted net income was $23 million, or $0.15 per diluted share, versus $0.25 a year earlier
First-year merger cost synergies are projected at $23 million, and the $70 million three-year synergy commitment is unchanged
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every NOW filing is on SEC EDGAR ↗. 8-K briefs of other companies →