Finance

DNOW Preps for Q4 Print as Analysts Sharpen Energy-Equipment View

DNOW Inc. is set to report fourth-quarter results before the market open on Feb. 20. Analysts expect 4Q earnings of $0.15 per share on about $969.5 million in revenue, a mix that underscores softer margins even as revenue looks to rebound from year-ago levels. Benzinga notes this comes as revisions from highly regarded analysts move expectations.

📅 February 20, 2026
⏱️ 2 min read
DNOW Preps for Q4 Print as Analysts Sharpen Energy-Equipment View

Key Takeaways

  • Q4 consensus: EPS $0.15 on $969.5 million revenue, down from $0.25 and $571 million a year earlier.
  • Q3 results released Nov. 5 were mixed.
  • DNOW trades around $16.40; closed at $16.36 on Feb. 19.
  • Analysts highlighted include Adam Farley (Stifel, Buy, PT $18) and Nathan Jones (Stifel, Buy, PT $18), with Charles Minervino (Susquehanna) Neutral-to-Positive at PT $16.
  • Benzinga notes these analysts are among 'Wall Street's most accurate' in its rankings.

People Involved

  • Adam Farley Analyst, Stifel
  • Charles Minervino Analyst, Susquehanna
  • Nathan Jones Analyst, Stifel

Entities Involved

  • DNOW Inc. (NYSE: DNOW) Oilfield equipment and services maker and distributor

MarketMoodz Analysis

Investors should treat the Q4 print as a litmus test for how DNOW translates higher energy capex into earnings, especially with the year-over-year EPS decline even as revenue climbs. The direction of margins and any commentary on supply-chain costs will matter as the stock trades around the mid-teens and faces peer competition.

Historically, revisions from top-rated analysts often precede moves in both earnings and multiple expansion or contraction for energy-equipment players. Benzinga’s ranking of these analysts as among the most accurate adds credibility to the revisions, but the true market reaction will hinge on DNOW’s actual Q4 results and any guidance for 2025 capex cycles, with attention on how quickly demand rebounds as commodity price dynamics shift.

Source: Original Article

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