Recent 8-K filings for DNOW

• May 20, 2026, 4:15 PM ET other material materiality 0.15 neutral item 5.07

  DNOW stockholders re-elect nine directors, ratify KPMG, and approve say-on-pay at 2026 annual meeting

  All nine director nominees elected; highest vote total for Ronald Jadin (160.9M) and lowest for Paul Coppinger (156.6M).

• May 7, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  DNOW reports Q1 2026 net loss of $44M; revenue $1.18B, repurchased $50M in shares

  Revenue $1,183M; gross profit $193M (16.3% rev); adjusted gross profit $256M (21.6% rev).

• February 27, 2026, 6:59 PM ET leadership materiality 0.20 neutral item 5.02

  DNOW director Rodney Eads to step down at 2026 annual meeting, not seeking reelection

  Board member Rodney Eads notified DNOW on Feb 25, 2026 he will not stand for reelection at the upcoming annual meeting.

• February 20, 2026, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  DNOW reports FY 2025 revenue $2.82B, adjusted EPS $0.86; MRC merger synergies ahead of plan

  Q4 revenue $959M; Q4 adjusted net income $23M ($0.15 EPS); FY adjusted net income $104M ($0.86 EPS).

• January 16, 2026, 6:59 PM ET M&A materiality 0.80 neutral item 9.01

  DNOW Inc. files amended 8-K to include MRC Global financial statements and discloses inventory control weakness

  DNOW completed acquisition of MRC Global on November 6, 2025, as previously disclosed.

• November 6, 2025, 6:59 PM ET M&A materiality 0.90 positive item 1.01item 2.01item 2.03item 5.02item 7.01item 9.01 ◈ Debt Financings◈ M&A Transactions

  DNOW completes acquisition of MRC Global; expects $70M annual synergies

  Acquisition of MRC Global closed Nov 6, 2025; each MRC share converted to 0.9489 DNOW share.

• November 5, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  DNOW Q3 2025 revenue $634M, EPS $0.23; MRC merger $1.5B close in Q4

  Revenue $634M, net income $25M ($0.23 diluted EPS); non-GAAP EPS $0.26.

• October 7, 2025, 7:59 PM ET M&A materiality 0.65 positive item 8.01

  DNOW clears HSR waiting period for MRC Global acquisition

  Hart-Scott-Rodino waiting period expired October 6, 2025.

• September 9, 2025, 7:59 PM ET other material materiality 0.80 positive item 5.07

  DNOW stockholders approve stock issuance for MRC Global merger

  Special meeting held Sep 9, 2025; 94,776,670 votes for, 38,288 against, 46,081 abstain.

• August 29, 2025, 7:59 PM ET litigation materiality 0.70 negative item 8.01

  DNOW discloses three shareholder lawsuits and supplemental proxy disclosures for MRC Global merger

  Three NY state complaints allege material omissions in joint proxy statement; DNOW denies merit but voluntarily supplements to avoid delay.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  DNOW Q2 revenue $628M, net income $25M; EBITDA $51M best Q2 ever; reaffirms FY guidance

  Revenue $628M, up 5% sequentially; net income $25M ($0.23 diluted EPS); non-GAAP EPS $0.27.

• June 26, 2025, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 7.01item 9.01

  DNOW to acquire MRC Global in $1.5B all-stock merger; expects $70M annual cost synergies

  MRC shareholders receive 0.9489 DNOW shares per MRC share; 8.5% premium to MRC's 30-day VWAP of $12.77.

• May 23, 2025, 7:59 PM ET other material materiality 0.30 neutral item 4.01item 9.01

  DNOW appoints KPMG as auditor for FY2025, dismisses EY after competitive review

  Audit Committee approved KPMG as independent auditor for fiscal 2025; EY dismissed effective May 21, 2025.

• May 21, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  DNOW shareholders re-elect all eight directors, ratify auditor, approve say-on-pay at 2025 annual meeting

  All eight director nominees re-elected; votes for ranged from 87.9M (Alario) to 91.8M (David-Green).

• May 7, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  DNOW Q1 2025: Revenue $599M, EPS $0.20; beats expectations; repurchases and acquisition

  Revenue $599M (+5% sequential), net income $22M ($0.20 diluted EPS), non-GAAP net income $24M ($0.22).

• February 13, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  DNOW Q4 rev $571M, EPS $0.21; doubles buyback to $160M; acquires Trojan for $114M

  Q4 revenue $571M, net income $23M ($0.21 diluted); full-year revenue $2,373M, net income $81M ($0.74).

• January 24, 2025, 6:59 PM ET other material materiality 0.70 positive item 7.01item 8.01item 9.01

  DNOW announces new $160M share repurchase program, double prior $80M program

  Board authorized up to $160M share repurchase program, effective immediately.

• November 7, 2024, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  DNOW Q3 2024: Revenue $606M, Non-GAAP EPS $0.21, Zero Debt, $7M Buyback

  Revenue of $606M; net income $13M ($0.12 diluted); non-GAAP net income $22M ($0.21 diluted).

• August 7, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  DNOW reports Q2 2024 revenue $633M, net income $24M, EBITDA $50M, cash $197M with zero debt

  Net income attributable to DNOW of $24M ($0.21 diluted EPS); non-GAAP net income $28M ($0.25 diluted EPS).

• May 22, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

  DNOW stockholders re-elect eight directors, approve LTIP, ratify E&Y, back say-on-pay

  All eight director nominees re-elected to one-year terms expiring 2025; support ranged from 91.7% to 99.4%.

• May 10, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  DNOW reports Q1 revenue $563M, EPS $0.19; acquires Whitco Supply for $185M; upgrades FY outlook

  Q1 revenue $563M; net income $21M ($0.19 diluted); non-GAAP EPS $0.21.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

11 positive 2 negative 8 neutral

source · DNOW on sec.gov