NL · NYSE · Security & Protection Services

NLI (NL)

Holds CompX engineered components and a Kronos titanium-dioxide stake.

$7.08
vs last close+0.25 (+3.59%)
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NL Industries, Inc.NL
Industrials

Holds majority-owned CompX, which makes security and marine components, and a minority Kronos stake tied to titanium dioxide pigments. The structure is Valhi-controlled, service-supported through Contran, and still shaped by legacy lead-pigment and environmental obligations.

Consolidated revenue comes through majority-owned CompX, which makes engineered components for security products and recreational marine hardware. Kronos adds economic exposure to titanium dioxide pigments through a minority stake rather than a consolidated operating segment.

Geography follows the holdings: CompX sells components into varied industrial and consumer applications, while Kronos production is rooted in North America and Europe. The parent has no direct employees; subsidiaries and Contran intercorporate services carry day-to-day functions.

Valhi control, overlapping related-company management, and legacy lead-pigment litigation shape the public-company profile. Environmental remediation, former product-liability claims, and titanium-dioxide regulation remain structural dependencies.

Company facts

CEOCourtney J. Riley
ListedMay 26, 2026
ExchangeNYSE
HeadquartersDallas, TX
CountryUnited States
Employees2,812
CIK0000072162
ISINUS6291564077

Market cap$333.7M
EPS (ttm)−$0.5211
P/E (ttm)−13.11
ROE-7.0%
P/B0.9193
P/S2.06
Dividend yieldDiv yield5.71%
Beta0.50vs XLI 0.26

No analyst consensus on record.

Next report
Nov 5, 26
estimated · in 44 days
EPS estimate
$0.21
Revenue estimate
$44.0M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.34$0.01$0.01−$0.16−$0.63$0.09$0.18Pending
Estimate$0.21$0.21$0.19$0.18$0.19$0.23$0.21$0.21
Surprise+61.9%−95.2%−94.7%−189.4%−440.5%−60.2%−15.9%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$38.4M$40.3M$40.4M$40.0M$37.7M$40.6M$43.6MPending
Estimate$37.7M$40.6M$43.6M$44.0M
Surprise0.0%+0.1%0.0%
Estimate$0.21
ReportedDue Nov 5, 2026
Estimate$44.0M
ReportedDue Nov 5, 2026
View details

Debt to equity0.40%
Current ratio902.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$33.7M$38.4M$40.3M$40.4M$40.0M$37.7M$40.6M$43.6M
Net income$36.0M$16.5M$667.0K$355.0K−$7.9M−$31.0M$4.3M$9.0M
Net margin107.0%43.1%1.7%0.9%0.0%0.0%10.7%20.5%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$2.0M$33.7M$3.1M$2.8M$1.9M$1.7M$4.7M$6.1M
YoY growth−44.7%+597.6%+53.1%+254.1%−9.1%−94.9%+49.5%+119.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $107.0M · Total debt $1.4M · Total assets $470.6M · Shareholders' equity $363.0M

Revenue
$43.6M
Operating income
$6.1M
Net income
$9.0M
View details

Dividend yield
5.71%
Next ex-date
Dec 3, 26
estimated · in 72 days
Annual dividend
$0.39
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25Jun '25Sep '25Nov '25Mar '26Jun '26Sep '26
Dividend$0.08$0.09$0.09$0.09$0.09$0.10$0.10$0.10
Annual yield4.03%4.85%5.04%5.49%6.49%6.29%6.27%5.63%
Ex-dateNov 29Mar 11Jun 9Sep 5Nov 21Mar 10Jun 4Sep 3
Payment dateDec 17Mar 27Jun 24Sep 23Dec 16Mar 26Jun 23Sep 22
View details

Institutions11.41%5.58M shares
86 holders · as of Jun 30, 2026
Insiders0.41%198.5K shares
7 holders · as of May 15, 2026
Other88.18%43.12M shares
remainder

48.90M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Dimensional Fund Advisors LPInstitution
4.21%2.06Mas of Jun 30, 2026
BlackRock, Inc.Institution
1.10%540,104as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
0.66%324,989as of Jun 30, 2026
Aristides Capital LLCInstitution
0.64%312,962as of Jun 30, 2026
Bridgeway Capital Management, LLCInstitution
0.64%310,993as of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • Allegion

    Security locks and access-control peer to CompX Security Products

  • Chemours

    Major TiO2 pigment producer and Kronos's North American peer

  • Brunswick

    Marine controls, accessories, and electronics peer to CompX Marine

  • Tronox

    Integrated TiO2 pigment producer competing with Kronos globally

  • LCI Industries

    Engineered RV and marine component supplier with OEM overlap

Compare

CompanyPriceChange
NLI$7.08+3.59%$333.7M2.1+8.0%
Allegion$153.96+1.72%$12.87B19.916.43.0+12.7%
Chemours$14.96+2.96%$2.18B9.80.4−1.5%
Brunswick$66.48+0.73%$4.29B13.50.8+7.7%
Tronox$4.44+2.90%$687.5M0.2+18.7%
LCI Industries$87.86+1.04%$2.11B9.9−12.5%
Median19.911.70.6+7.7%