Recent 8-K filings for DNOW

• 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 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 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 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