NYSE$DNOW

DNOW Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

DNOW Inc. reported second quarter results for 2024.

DNOW Inc. announced second quarter results with revenue of $633 million and net income of $24 million, or $0.21 per diluted share. The company delivered $50 million in EBITDA and produced $18 million in free cash flow. They also repurchased $10 million in shares.

  • Revenue was $633 million for the second quarter of 2024
  • Net income attributable to DNOW Inc. was $24 million, or $0.21 per diluted share, for the second quarter of 2024.
  • Non-GAAP net income attributable to DNOW Inc. excluding other costs was $28 million, or $0.25 per diluted share, for the second quarter of 2024.
  • Cash and cash equivalents was $197 million at June 30, 2024 with total liquidity of approximately $579 million

Headline financials

Total Revenue

$633M

Previous: $594M+6.6%
EPS

$0.21

Previous: $0.25-16.0%
Capital Expenditures

-$4M

Previous: -$11M+63.6%
Free Cash Flow

$20M

Previous: $23M-13.0%
Net Income

$24M

Previous: $34M-29.4%
Operating Income

$33M

Previous: $36M-8.3%
Gross Profit

$138M

Previous: $134M+3.0%
Stock-Based Comp

$4M

Previous: $4M+0.0%

Revenue & EPS history

NOW · Revenue · Quarterly

$633M

Q2 2024+6.6%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Company is on a path to complete the $80 million share repurchase program this year. They continue to execute on their strategy to bolster DNOW’s capabilities and expand their core market, while further penetrating into midstream, energy evolution and adjacent industrial markets, providing additional opportunities for growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.5%

Avg return

Earnings day

+1.0%

Avg return

5 days after

-0.8%

Avg return

30 days after

46%

23 / 50 earnings

Positive

+23.8%

Q4 2023

Best reaction

-19.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.3%-1.0%-2.1%
Q4 2025-19.2%-28.6%-29.4%
Q3 2025-0.3%-10.1%-4.5%
Q1 2025-8.4%-5.6%-8.0%
Q4 2024+20.1%+24.4%+5.4%
Q3 2024+3.6%+8.4%+6.4%
Q2 2024-8.8%-11.3%-14.4%
Q1 2024-7.3%-6.3%-9.2%
Q4 2023+23.8%+29.1%+47.1%
Q3 2023-3.2%-7.3%-8.9%
Q2 2023-10.0%-5.1%+2.1%
Q1 2023-8.0%-9.1%-6.3%
Q4 2022-6.9%-11.0%-27.9%
Q3 2022-2.5%-1.4%-0.5%
Q2 2022+1.7%+1.4%+5.9%
Q1 2022-6.0%-18.4%-1.8%
Q4 2021-1.2%-1.9%+3.1%
Q3 2021+20.0%+24.7%+11.0%
Q2 2021-17.8%-20.0%-21.7%
Q1 2021+11.2%+11.4%+9.1%
Q4 2020-6.6%-2.8%-1.2%
Q3 2020+4.6%+19.3%+35.4%
Q2 2020+3.9%+7.5%-16.4%
Q1 2020-3.3%+5.2%+45.0%
Q4 2019+0.8%-7.9%-41.0%
Q3 2019+12.3%+12.5%+2.9%
Q2 2019+3.8%+5.9%+4.0%
Q1 2019+8.9%+2.4%-8.6%
Q4 2018+10.5%+12.0%-0.1%
Q3 2018+16.4%+24.1%+5.1%
Q2 2018+17.7%+18.1%+16.9%
Q1 2018+13.2%+16.2%+12.9%
Q4 2017+5.0%+0.0%+7.0%
Q3 2017-11.5%-8.8%-15.4%
Q2 2017-16.2%-16.9%-24.7%
Q1 2017-2.8%+0.3%-1.0%
Q4 2016-9.0%-10.2%-25.8%
Q3 2016-16.4%-16.4%+2.9%
Q2 2016+10.1%+15.0%+14.6%
Q1 2016-1.2%
Q4 2015+7.7%
Q3 2015+4.1%
Q2 2015+9.5%
Q1 2015+2.1%
Q4 2012-4.9%
Q4 2014-4.1%
Q3 2013-0.3%
Q3 2014-1.9%
Q2 2013+2.2%
Q2 2014-8.1%
Q1 2014
Q4 2013
Q1 2013

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