NL INDUSTRIES INC Q2 FY26 Results

Summary

NLI Holdings, Inc. reported a strong second quarter of 2026 with net income attributable to stockholders of $9.0 million, or $.18 per share, a significant improvement from $0.3 million, or $.01 per share, in the prior year period. The first six months of 2026 also showed substantial growth, with net income at $13.3 million, or $.27 per share, compared to $1.0 million, or $.02 per share, in the first half of 2025. The company's segments contributed to this growth, with CompX's net sales increasing to $43.6 million and Kronos reporting a 13% rise in net sales to $558.1 million, alongside a significant jump in operating income to $37.6 million. Management commentary was not explicitly provided in this section, but the financial results indicate a positive performance trend.

Key Highlights

1. 1

   NLI reported net income attributable to NLI stockholders of $9.0 million, or $.18 per share, in the second quarter of 2026, a significant increase from $0.3 million, or $.01 per share, in the second quarter of 2025.

2. 2

   For the first six months of 2026, NLI reported net income attributable to NLI stockholders of $13.3 million, or $.27 per share, compared to $1.0 million, or $.02 per share for the first six months of 2025.

3. 3

   CompX's net sales were $43.6 million for the second quarter of 2026, up from $40.3 million in the second quarter of 2025, driven by higher Security Products and Marine Components sales.

4. 4

   Kronos' net sales in the second quarter of 2026 were $558.1 million, an increase of $63.7 million, or 13%, compared to the second quarter of 2025.

5. 5

   Kronos' income from operations in the second quarter of 2026 was $37.6 million, a substantial increase from $7.4 million in the second quarter of 2025.

6. 6

   Corporate expenses decreased by $.7 million in the second quarter of 2026 compared to the second quarter of 2025, primarily due to lower environmental remediation and related costs.