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NYSE · Consumer Discretionary

DNOW INC DNOW

DNOW Inc. distributes pipe, valves, fittings, and pumps in the United States, Canada, and internationally. The company offers flanges, gaskets, fasteners, electrical, instrumentation, artificial lift, and pumping systems, process and production equipment, production measurement technology, maintenance, repair and operating consumables (MRO), and general and specialty products; personal protective equipment; and mill, tools, safety supplies, as well as vapor recovery systems under EcoVapo brand.

Sources StockAnalysis company profile stockanalysis.com
Oil and Gas Field Machinery

Company profile

Business mix

  • The company offers flanges, gaskets, fasteners, electrical, instrumentation, artificial lift, and pumping systems, process and production equipment, production measurement technology, maintenance, repair and operating consumables (MRO).
  • It also offers original equipment manufacturer equipment, including pumps, generator sets, air compressors, dryers, blowers, mixers, and valves.
  • In addition, the company provides supply chain and materials management; inventory planning; integrated supply; integrated supply; product quality programs; manufacturer assessments; multiple daily deliveries; volume purchasing; truck stocking.
  • It serves customers in the upstream, midstream, and Gas Utilities sectors, as well as downstream and industrial.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 2.2% Buyback -28.81%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baupost Group Seth Klarman 0.8% $43,174 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $43,174 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +3,625,000 / 0
Baupost Group Seth Klarman 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$43,174
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +3,625,000 (New) Total shares 3,625,000 Value $43,174

Recent mentions

No public mentions.