Dnow Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.2%projected annual EPS growth
Analyst Coverage
4analysts covering
FY Revenue (est.)
$5.1Bnext fiscal year
FY EPS (est.)
$0.35next fiscal year
Monitoring Framework
Key Performance Indicators
Annual Merger Cost Synergies Quarterly23MTarget: 70000000 by year three
Days Sales Outstanding (DSO) Quarterly69.0Target: Stabilization around historic levels (~63 days)
Inventory Churn Rate Quarterly330.0%Target: Optimization and reduction of combined working capital
Watch Items
- ERP System Integration and SAP MigrationTrigger: Delays in migrating MRC Global's U.S. locations to DNOW's SAP platformAction: Monitor sequential revenue growth and operational friction in the U.S. segment
- Upstream Oil and Gas Market SoftnessTrigger: Upstream revenue contribution falling below 35% of U.S. revenueAction: Assess cross-selling performance in less cyclical sectors like gas utilities and data centers
Research as of 20 Jun 2026