DNOW 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-11-05

• Gas Utilities: regulated natural gas utilities and infrastructure, including local gas distribution, transmission and storage, residential and commercial gas meters and metering infrastructure, pipeline integrity and modernization, utility construction and maintenance and related gas infrastructure …

• The Upstream sector of our business encompasses the surface infrastructure, equipment and processing systems used to gather production from existing and newly completed oil and natural gas wells; separate crude oil, natural gas and produced water; and perform the initial treating and conditioning ne…

• The Gas Utilities sector contributed 24% of our total Company revenue in the nine months ended September 30, 2026. Market growth fundamentals of this sector are positive due to the demand for natural gas, distribution integrity upgrade programs as well as new home construction in certain U.S. states…

• Downstream and Industrial sector generated 18% of our total Company revenue in the nine months ended September 30, 2026. We expect this sector to deliver strong growth in the coming years driven by increased customer activity levels related to maintenance, repair and operations (“MRO”) activities, p…

• The outlook for energy transition projects within the Downstream and Industrial sector is supported by government incentives and policies. Many of our customers have made commitments to net zero emissions to address climate change. Our customer base represents many of the primary leaders in the ener…

相对上期删除的文字 · 来源:10-Q · 2026-08-06

• Gas Utilities: gas utilities (storage and distribution of natural gas)

• The Upstream sector of our business includes the traditional exploration, production and extraction of oil and gas, as well as the use, transfer and disposal of produced water, and is the most cyclical of our markets. In the six months ended June 30, 2026, this sector represented 39% of our total Co…

• The majority of the revenue in this sector comes from large independents and major exploration and production companies, which are expected to strongly influence the increase in capital spending in the coming years for this sector.

• The Gas Utilities sector contributed 23% of our total Company revenue in the six months ended June 30, 2026, and we expect revenue from this sector to increase in future periods following the November 2025 acquisition of MRC Global. Market growth fundamentals of this sector are positive due to the d…

• Downstream and Industrial sector generated 18% of our total Company revenue in the six months ended June 30, 2026. We expect this sector to deliver strong growth in the coming years driven by increased customer activity levels related to maintenance, repair and operations (“MRO”) activities, project…

相对上期新增的文字 · 来源:10-Q · 2026-11-05

• During the three months ended September 30, 2026, the following officer (as defined in Rule 16a-1(f) of the Exchange Act) adopted a “Rule 10b5-1 trading arrangement”, as defined in Item 408 of Regulation S-K, for the sale of our common stock. Trading arrangements were entered into during an open ins…

• On August 21, 2026, Mark Johnson, Senior Vice President and Chief Financial Officer, entered into a Rule 10b5-1 trading arrangement that is scheduled to expire no later than March 31, 2028. The trading arrangement provides for the potential sale of up to 95,000 shares currently held by Mr. Johnson a…

相对上期删除的文字 · 来源:10-Q · 2026-08-06

• During the three months ended June 30, 2026, no director or officer of the Company adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.