distributionnow is one of the largest distributors to the energy and industrial sectors. with ~ 4,500 employees and approximately 300 locations worldwide, we stock and sell a comprehensive offering of products for the upstream, midstream, and downstream & industrial market segments. we offer more than 300,000 stock keeping units, including pipe, valves and valve automation, fittings, instrumentation, mill and industrial supplies, tools, safety supplies, electrical products, drilling and production equipment, artificial lift, pumps, fabricated equipment, industrial paints and coatings. as a defining element of our iso 9001 certified quality management system, our supplier evaluation program is industry-recognized for its focus on ensuring product quality through daily inspections, quarterly enhanced inspections, and supplier quality audits. our approved manufacturers list is one of our most powerful benefits to our customers, some of whom have chosen to adopt it as their own while other
Company profile
Ticker
DNOW, DNOW-MM
Exchange
Website
CEO
Richard Alario
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
DNOW Australia • DNOW Brasil Distribuicao de Produtos Industriais Ltda • DNOW Canada ULC • DNOW de Mexico • DNOW L.P. • DNOW Singapore Pte. Ltd. • DNOW UK Limited • Istok Business Services LLC • NOW Brazil Holding LLC • NOW Canada Holding B.V. ...
DNOW stock data
Latest filings (excl ownership)
DEFR14A
Revised proxy
8 Apr 24
ARS
2023 FY
Annual report to shareholders
5 Apr 24
DEFA14A
Additional proxy soliciting materials
5 Apr 24
DEF 14A
Definitive proxy
5 Apr 24
10-K
2023 FY
Annual report
15 Feb 24
8-K
Earnings Conference Call
15 Feb 24
8-K
Amendments to Articles of Incorporation or Bylaws
9 Jan 24
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
NOW Inc. Reports Third Quarter 2023 Results
2 Nov 23
10-Q
2023 Q2
Quarterly report
2 Aug 23
Transcripts
DNOW
Earnings call transcript
2023 Q4
15 Feb 24
DNOW
Earnings call transcript
2023 Q3
2 Nov 23
DNOW
Earnings call transcript
2023 Q2
2 Aug 23
DNOW
Earnings call transcript
2023 Q1
4 May 23
DNOW
Earnings call transcript
2023 Q1
4 May 23
DNOW
Earnings call transcript
2022 Q4
16 Feb 23
DNOW
Earnings call transcript
2022 Q3
3 Nov 22
DNOW
Earnings call transcript
2022 Q2
3 Aug 22
DNOW
Earnings call transcript
2022 Q1
7 May 22
DNOW
Earnings call transcript
2021 Q4
17 Feb 22
Latest ownership filings
4
Fanny R. Surratt
23 Feb 24
4
Kelly T. Munson
23 Feb 24
4
David A Cherechinsky
23 Feb 24
4
Mark B Johnson
23 Feb 24
4
Raymond W Chang
23 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
DIMENSIONAL FUND ADVISORS LP
9 Feb 24
SC 13G/A
BlackRock Inc.
22 Jan 24
4
Terry Bonno
25 May 23
4
Sonya Reed
25 May 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 194.00 mm | 194.00 mm | 194.00 mm | 194.00 mm | 194.00 mm | 194.00 mm |
Cash burn (monthly) | 3.00 mm | 6.08 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 20.76 mm | 42.09 mm | n/a | n/a | n/a | n/a |
Cash remaining | 173.24 mm | 151.91 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 57.7 | 25.0 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
93.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 224 |
Opened positions | 20 |
Closed positions | 43 |
Increased positions | 58 |
Reduced positions | 96 |
13F shares | Current |
---|---|
Total value | 1.18 tn |
Total shares | 101.41 mm |
Total puts | 15.10 k |
Total calls | 13.50 k |
Total put/call ratio | 1.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 16.95 mm | $201.21 bn |
Vanguard | 12.46 mm | $147.92 bn |
Dimensional Fund Advisors | 5.93 mm | $70.44 bn |
American Century Companies | 4.28 mm | $50.83 bn |
STT State Street | 4.05 mm | $48.05 bn |
Renaissance Technologies | 4.02 mm | $47.66 bn |
Nuveen Asset Management | 2.65 mm | $31.40 bn |
Barrow Hanley Mewhinney & Strauss | 2.53 mm | $30.03 bn |
JPM JPMorgan Chase & Co. | 2.46 mm | $29.16 bn |
FMR | 2.35 mm | $27.84 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
24 May 23 | Eads Rodney W | Common stock | Grant | Acquire A | No | No | 0 | 12,967 | 0.00 | 96,869 |
24 May 23 | Coppinger Paul M | Common stock | Grant | Acquire A | No | No | 0 | 12,967 | 0.00 | 74,043 |
24 May 23 | Karen David-Green | Common stock | Grant | Acquire A | No | No | 0 | 12,967 | 0.00 | 12,967 |
24 May 23 | Alario Richard J | Common stock | Grant | Acquire A | No | No | 0 | 19,814 | 0.00 | 249,111 |
24 May 23 | Sonya Reed | Common stock | Grant | Acquire A | No | No | 0 | 12,967 | 0.00 | 39,371 |
News
Key Takeaways From Dnow Analyst Ratings
8 Apr 24
Susquehanna Maintains Neutral on Dnow, Raises Price Target to $16
8 Apr 24
Stifel Maintains Buy on Dnow, Raises Price Target to $18
28 Mar 24
Why Herbalife Shares Are Trading Lower By Around 36%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
15 Feb 24
12 Industrials Stocks Moving In Thursday's Intraday Session
15 Feb 24
Press releases
EnerCom is Pleased to Announce that Registration is Now Open for the 29th Annual EnerCom Denver - The Energy Investment Conference
16 Apr 24
DNOW Announces First Quarter 2024 Earnings Conference Call
12 Apr 24
DNOW Completes Acquisition of Whitco Supply
12 Mar 24
DNOW Inc. Reports Fourth Quarter and Full-Year 2023 Results
15 Feb 24
DNOW Inc. Announces Agreement to Acquire Whitco Supply, LLC
6 Feb 24