Dnow Q3 2026 EPS Tops Estimates at $0.18, but Revenue Misses at $1.34B

Dnow (DNOW) posted mixed third-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $1.34 billion, up 111% from a year earlier, below the $1.35 billion estimate, and adjusted EPS was $0.18, down 31% from a year earlier, above the $0.15 estimate.

Q3 2026 scorecard

By our calculation, revenue was $13.6 million below the estimate and adjusted EPS was $0.03 above it. The QoQ column compares with the previous quarter's revenue of $1.31 billion and adjusted EPS of $0.12. The YoY column compares with $634.0 million and $0.26 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 3 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $634.0 million, $959.0 million, $1.18 billion, $1.31 billion and $1.34 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.07 and revenue of $1.22 billion next quarter, based on 3 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 111% increase to $1.34 billion.
• Estimate record. Whether Dnow extends a record of beating EPS estimates in 6 of its last 8 reports.
• Related coverage. See our reports on Warby Parker, US Foods, International Seaways and Iron Mountain.

Sources: Results are from Dnow's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Dnow's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.