Earnings history

last 4 reports each · paired by recencyMethod

DNOW

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±10.6%−10.74%×1.01

Q2 FY26±7.4%+8.23%×1.11

Q1 FY26±11.1%−3.33%×0.30

Feb 20 '26±7.4%−19.13%×2.58

BKR

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±7.6%−7.36%×0.97

Q2 FY26±8.7%+5.83%×0.67

= impliedDNOW realized, solidBKR realized, hatchedOne scale, both sides: full bar = 20%× = |realized| ÷ impliedSource: market data

DNOW compared with BKR: revenue, margins and what each company keeps, and the suppliers and customers both name