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DNOW (DNOW) investor relations material
DNOW Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Achieved record Q2 2025 EBITDA of $51M (8.1% of revenue) and revenue of $628M, up 5% sequentially and at the top end of guidance.
Net income was $25M ($0.23 per diluted share); adjusted net income was $29M ($0.27 per diluted share).
Announced a definitive all-stock merger agreement with MRC Global valued at $1.5B, expected to close in Q4 2025, targeting $70M in annual cost synergies.
Maintained a debt-free balance sheet with $232M in cash and $582M in total liquidity.
Repurchased $19M in shares during Q2 2025, $27M year-to-date, with the program paused pending merger completion.
Financial highlights
Q2 2025 revenue: $628M (up 5% sequentially, down 0.8% YoY); EBITDA: $51M (8.1% margin); net income: $25M.
Gross margin: 22.9%, up year-over-year; operating profit: $32M.
Free cash flow: $41M in Q2 2025; cash from operations: $45M.
Working capital as a percent of revenue improved to 14.4% in Q2 2025.
No outstanding debt; $582M in total liquidity as of June 30, 2025.
Outlook and guidance
Q3 2025 revenue expected to increase low single digits sequentially; EBITDA to approach 8% of revenue.
Full-year 2025 revenue expected flat to up high single digits vs. 2024; EBITDA and $150M free cash flow guidance reaffirmed.
Q4 2025 expected to see a typical 5% seasonal revenue decline.
Share repurchase program paused pending merger close.
What are the critical areas for integration with MRC Global?
How will tariffs impact growth going forward?
What drove the Q2 EBITDA outperformance?
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Next DNOW earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
DNOW Inc is a distributor of energy and industrial products, including pipes, valves, fittings, and tools. The company serves customers in the oil and gas, petrochemical, and industrial sectors. It operates through a network of supply chain service centers across North America and internationally. DNOW Inc is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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