DNOW shares tumble 5% as Q1 earnings beat fails to impress

Published 07/05/2025, 12:04
DNOW shares tumble 5% as Q1 earnings beat fails to impress

HOUSTON - DNOW Inc. (NYSE:DNOW) reported better-than-expected first quarter earnings and revenue on Wednesday.

But the company’s shares fell 5.12% in premarket trading following the release.

The energy and industrial products supplier posted adjusted earnings per share of $0.22 for Q1 2025, beating analyst estimates of $0.18. Revenue came in at $599 million, surpassing expectations of $587.75 million and rising 6.4% YoY.

"We beat first-quarter expectations with revenue growth of 5% sequentially to $599 million, and delivered our second-best first-quarter EBITDA of $46 million, in a market with fewer operating rigs and completions," said David Cherechinsky, President and CEO of DNOW.

The company reported net income of $22 million, or $0.20 per diluted share, compared to $21 million, or $0.19 per share, in Q1 2024. EBITDA excluding other costs was $46 million or 7.7% of revenue.

DNOW repurchased $8 million of common stock during the quarter under its $160 million share repurchase program authorized this year. The company also completed the acquisition of Natron International Pte. Ltd in April to expand its electrical supply capabilities in Asia Pacific.

Cash and cash equivalents stood at $219 million at quarter-end, with no long-term debt and total liquidity of approximately $567 million.

While touting the company’s strong balance sheet, Cherechinsky noted "uncertainties stemming from the decline in oil prices and tariff-induced trade disruptions" make future market conditions difficult to predict.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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