DNOW (DNOW) reported $634 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 4.6%. EPS of $0.26 for the same period compares to $0.21 a year ago.
The reported revenue represents a surprise of -0.81% over the Zacks Consensus Estimate of $639.2 million. With the consensus EPS estimate being $0.24, the EPS surprise was +8.33%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how DNOW performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- United States: $527 million versus the two-analyst average estimate of $527.25 million. The reported number represents a year-over-year change of +9.3%.
- Geographic Revenue- Other International: $54 million versus $56.25 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.5% change.
- Geographic Revenue- Canada: $53 million compared to the $55.75 million average estimate based on two analysts. The reported number represents a change of -18.5% year over year.
View all Key Company Metrics for DNOW here>>>
Shares of DNOW have returned -5.9% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
DNOW Inc. (DNOW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
