The 88% EPS miss signals significant operational deterioration. Monitor the Q2 2026 earnings call for commentary on demand trends, cost structure, and any guidance. The stock may gap down on open; consider waiting for the call for clarity on recovery timeline.
Price Chart
Executive Summary
DNOW reported Q1 2026 EPS of $0.01, an 88.2% miss vs the $0.09 consensus, and revenue of $1.27B in line with estimates. This marks a sharp sequential and year-over-year earnings decline from prior quarters, signaling operational headwinds in the oil & gas equipment segment. The stock is likely to face selling pressure given the magnitude of the EPS miss and deteriorating profitability.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $0.01 missed consensus of $0.09 by 88.2%
- Revenue of $1.27B was in line with consensus estimates
- EPS declined sharply from $0.15 in Q4 2025 and $0.26 in Q3 2025
- No guidance was provided in the filing
Financial Impact
EPS miss of $0.08 per share vs consensus, representing an 88.2% negative surprise
Risk Factors
- Further earnings deterioration if oil & gas equipment demand weakens
- Potential for negative earnings revisions by analysts following the miss
- No forward guidance increases uncertainty about near-term trajectory
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3335878 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | Insider Cluster | $16.31 $15.65 | ▼ −4.05% | ▼ −2.30% | $15.28 (−6.32%) |
Aug 10, 2026 7w ago | 144 | $16.66 $16.14 | ▼ −3.12% | ▼ −2.06% | $15.28 (−8.28%) |
Aug 6, 2026 8w ago | 8-K | $15.39 $15.80 | ▲ +2.66% | ▲ +2.06% | $15.28 (−0.71%) |
Jul 30, 2026 9w ago | Press Release | $13.74 $16.28 | ▼ −18.49% | ▼ −14.52% | $15.28 (−11.21%) |
Jun 16, 2026 15w ago | Institutional Cluster | $13.49 $13.12 | ▼ −2.74% | ▼ −2.94% | $15.28 (+13.27%) |
Jun 11, 2026 16w ago | Institutional Cluster | $13.66 $12.84 | ▼ −6.00% | ▼ −7.89% | $15.28 (+11.86%) |
May 7, 2026 21w ago | 8-K | $13.05 $13.23 | ▲ +1.38% | ▼ −1.76% | $15.28 (+17.09%) |
Apr 9, 2026 25w ago | DEFA14A | $12.25 $13.50 | ▲ +10.20% | ▲ +2.64% | $15.28 (+24.73%) |
US Market Status
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