NLI
Holds CompX engineered components and a Kronos titanium-dioxide stake.
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Profile
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
Key statistics
Year to date +24.0% · Average volume (30d) 40.0K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.21 | $0.18 | −15.9% | $43.6M | $43.6M | 0.0% | +9.57% |
| May 6, 2026Q1 FY26 | $0.23 | $0.09 | −60.2% | $40.6M | $40.6M | +0.1% | +1.52% |
| Mar 9, 2026Q4 FY25 | $0.19 | −$0.63 | −440.5% | $37.7M | $37.7M | 0.0% | −3.92% |
| Nov 6, 2025Q3 FY25 | $0.18 | −$0.16 | −189.4% | — | $40.0M | — | +0.85% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $40.3M | $40.4M | $40.0M | $37.7M | $40.6M | $43.6M | |
| Gross profit | $12.2M | $12.9M | $11.0M | $12.1M | $13.3M | $15.5M | |
| Operating income | $3.1M | $2.8M | $1.9M | $1.7M | $4.7M | $6.1M | |
| Net income | $667.0K | $355.0K | −$7.9M | −$31.0M | $4.3M | $9.0M | |
| Diluted EPS | $0.01 | $0.01 | −$0.16 | −$0.63 | $0.09 | $0.18 | |
| Gross margin | 30.2% | 31.9% | 27.6% | 32.1% | 32.7% | 35.6% | |
| Operating margin | 7.8% | 6.9% | 4.6% | 4.6% | 11.6% | 14.1% |
Fiscal years (4-quarter sums)FY21 $140.8M · FY22 $166.6M · FY23 $161.3M · FY24 $145.9M · FY25 $158.3M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $107.0M · Total debt $1.4M · Total assets $470.6M · Shareholders' equity $363.0M
Dividends
Raised for 5 straight years — most recently to $0.10 from $0.09 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 4, 2026 | Jun 4 | Jun 23 | $0.10 | |
| Mar 10, 2026 | Mar 10 | Mar 26 | $0.10 | raised from $0.09 |
| Nov 21, 2025 | Nov 21 | Dec 16 | $0.09 | |
| Sep 5, 2025 | Sep 5 | Sep 23 | $0.09 | |
| Aug 18, 2025 | Aug 18 | Aug 28 | $0.21 | special dividend |
| Jun 9, 2025 | Jun 9 | Jun 24 | $0.09 | |
| Mar 11, 2025 | Mar 11 | Mar 27 | $0.09 | raised from $0.08 |
| Nov 29, 2024 | Nov 29 | Dec 17 | $0.08 |
Ownership
Shares outstanding 48.86M · Float 8.27M · 16.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2.06M | 4.21% | 13F | Aug 11, 2026 |
| BlackRock, Inc. | 540.1K | 1.11% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 325.0K | 0.67% | 13F | Aug 13, 2026 |
| Aristides Capital LLC | 313.0K | 0.64% | 13F | Aug 13, 2026 |
| Bridgeway Capital Management, LLC | 311.0K | 0.64% | 13F | Aug 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| NLI | $6.73 | −0.59% | $328.8M | — | — | 2.0 | +8.0% |
| Allegion | $158.87 | +0.86% | $13.39B | 20.7 | 16.8 | 3.1 | +12.7% |
| Chemours | $15.70 | +0.45% | $2.35B | — | 10.3 | 0.4 | −1.5% |
| Brunswick | $76.64 | −0.01% | $4.98B | — | 15.6 | 0.9 | +7.7% |
| Tronox | $5.50 | +2.04% | $861.4M | — | — | 0.3 | +18.7% |
| LCI Industries | $102.96 | −0.05% | $2.50B | 12.0 | 11.5 | 0.6 | −12.5% |
| Median | 16.3 | 13.5 | 0.6 | +7.7% |