Kronos Worldwide, Inc. (KRO)

NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04

$7.74+3.06%

Close 2026-11-04 · 1-day change

Investment OutlookAs of Nov 4, 2026

What could strengthen or challenge Kronos Worldwide, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

0.0%

+10% or more+5%0%−5%−10% or less

0.61 → 0.61 EPS · FY ending Dec 31, 2027 · 1 analyst

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.

Price, analyst earnings & P/E reference

The EPS and P/E reference is not available for KRO yet.

Measure / period	Management expectations	Analyst expectations

Management figures unavailable.

Current consensus figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Stable positive cash from operations	Cash flow is volatile but improving overall.	Improving	cash from operations remains negative over next year	Cash from operations: $53.3M FY2026-Q2; GAAP. Published target: cash from operations > 0. Target period is not explicitly aligned with this observation. Aug 5, 202653,300,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Operating income returns to profitability	Kronos is improving profit with operating income up to $12.6M in 2026-Q1.	Improving	operating income falls below $12.6M in next quarters	Operating income: $37.6M FY2026-Q2; GAAP. Published target: operating income > $12.6M. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 5, 202637,600,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 1 of 2 supplied quarters. Management reported: “Despite a challenging macroeconomic environment, we remain focused on controlling what we can control through disciplined execution, delivering sustainable earnings improvement and generating stronger cash flow."” “"Higher sales volumes, improving operating performance and the benefits of our cost reduction initiatives contributed to stronger results during the quarter.” Delivery assessment Nov 4, 2026
Revenue growth to support recovery	A primary condition in Kronos Worldwide, Inc.'s published investment case. The stated target is >=7% YoY revenue growth.	Intact	YoY revenue growth falls below 7% next year	Revenue growth: 12.88% FY2026-Q2; GAAP. Published target: >=7% YoY revenue growth. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Aug 5, 202612.884304 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$0.61

$0.28 → $0.61 · observed estimates

FY2027 revenue$2.10B

$2.18B → $2.10B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$0.28	$2,182,913,000	1 / 1
2026-07-25	$0.39	$2,088,773,350	1 / 2
2026-07-26	$0.38	$2,122,421,350	1 / 2
2026-07-27	$0.28	$2,182,913,000	1 / 1
2026-07-28	$0.28	$2,182,913,000	1 / 1
2026-07-29	$0.28	$2,182,913,000	1 / 1
2026-07-30	$0.38	$2,122,421,350	1 / 2
2026-07-31	$0.39	$2,088,773,350	1 / 2
2026-08-01	$0.28	$2,182,913,000	1 / 1
2026-08-02	$0.38	$2,122,421,350	1 / 2
2026-08-03	$0.38	$2,122,421,350	1 / 2
2026-08-04	$0.38	$2,122,421,350	1 / 2
2026-08-05	$0.38	$2,122,421,350	1 / 2
2026-08-06	$0.28	$2,182,913,000	1 / 1
2026-08-07	$0.28	$2,182,913,000	1 / 1
2026-08-08	$0.38	$2,122,421,350	1 / 2
2026-08-09	$0.28	$2,182,913,000	1 / 1
2026-08-10	$0.28	$2,182,913,000	1 / 1
2026-08-12	$0.28	$2,182,913,000	1 / 1
2026-08-13	$0.28	$2,182,913,000	1 / 1
2026-08-14	$0.28	$2,182,913,000	1 / 1
2026-08-15	$0.28	$2,182,913,000	1 / 1
2026-08-16	$0.28	$2,182,913,000	1 / 1
2026-08-17	$0.28	$2,182,913,000	1 / 1
2026-08-18	$0.28	$2,182,913,000	1 / 1
2026-08-19	$0.28	$2,182,913,000	1 / 1
2026-08-20	$0.40	$2,131,487,999	1 / 1
2026-08-21	$0.40	$2,131,487,999	1 / 1
2026-08-22	$0.40	$2,131,487,999	1 / 1
2026-08-23	$0.40	$2,131,487,999	1 / 1
2026-08-24	$0.40	$2,131,487,999	1 / 1
2026-08-25	$0.61	$2,101,744,000	1 / 1
2026-08-26	$0.61	$2,101,744,000	1 / 1
2026-08-27	$0.61	$2,101,744,000	1 / 1
2026-08-28	$0.61	$2,101,744,000	1 / 1
2026-08-29	$0.61	$2,101,744,000	1 / 1
2026-08-30	$0.61	$2,101,744,000	1 / 1
2026-08-31	$0.61	$2,101,744,000	1 / 1
2026-09-01	$0.61	$2,101,744,000	1 / 1
2026-09-02	$0.61	$2,101,744,000	1 / 1
2026-09-03	$0.61	$2,101,744,000	1 / 1
2026-09-04	$0.61	$2,101,744,000	1 / 1
2026-09-05	$0.61	$2,101,744,000	1 / 1
2026-09-06	$0.61	$2,101,744,000	1 / 1
2026-09-07	$0.61	$2,101,744,000	1 / 1
2026-09-08	$0.61	$2,101,744,000	1 / 1
2026-09-09	$0.61	$2,101,744,000	1 / 1
2026-09-10	$0.61	$2,101,744,000	1 / 1
2026-09-11	$0.61	$2,101,744,000	1 / 1
2026-09-12	$0.61	$2,101,744,000	1 / 1
2026-09-13	$0.61	$2,101,744,000	1 / 1
2026-09-14	$0.61	$2,101,744,000	1 / 1
2026-09-15	$0.61	$2,101,744,000	1 / 1
2026-09-16	$0.61	$2,101,744,000	1 / 1
2026-09-17	$0.61	$2,101,744,000	1 / 1
2026-09-18	$0.61	$2,101,744,000	1 / 1
2026-09-19	$0.61	$2,101,744,000	1 / 1
2026-09-20	$0.61	$2,101,744,000	1 / 1
2026-09-21	$0.61	$2,101,744,000	1 / 1
2026-09-22	$0.61	$2,101,744,000	1 / 1
2026-09-23	$0.61	$2,101,744,000	1 / 1
2026-09-24	$0.61	$2,101,744,000	1 / 1
2026-09-25	$0.61	$2,101,744,000	1 / 1
2026-09-26	$0.61	$2,101,744,000	1 / 1
2026-09-27	$0.61	$2,101,744,000	1 / 1
2026-09-28	$0.61	$2,101,744,000	1 / 1
2026-09-29	$0.61	$2,101,744,000	1 / 1
2026-09-30	$0.61	$2,101,744,000	1 / 1
2026-10-01	$0.61	$2,101,744,000	1 / 1
2026-10-02	$0.61	$2,101,744,000	1 / 1
2026-10-03	$0.61	$2,101,744,000	1 / 1
2026-10-04	$0.61	$2,101,744,000	1 / 1
2026-10-05	$0.61	$2,101,744,000	1 / 1
2026-10-06	$0.61	$2,101,744,000	1 / 1
2026-10-07	$0.61	$2,101,744,000	1 / 1
2026-10-08	$0.61	$2,101,744,000	1 / 1
2026-10-09	$0.61	$2,101,744,000	1 / 1
2026-10-10	$0.61	$2,101,744,000	1 / 1
2026-10-11	$0.61	$2,101,744,000	1 / 1
2026-10-12	$0.61	$2,101,744,000	1 / 1
2026-10-13	$0.61	$2,101,744,000	1 / 1
2026-10-14	$0.61	$2,101,744,000	1 / 1
2026-10-15	$0.61	$2,101,744,000	1 / 1
2026-10-16	$0.61	$2,101,744,000	1 / 1
2026-10-17	$0.61	$2,101,744,000	1 / 1
2026-10-18	$0.61	$2,101,744,000	1 / 1
2026-10-19	$0.61	$2,101,744,000	1 / 1
2026-10-20	$0.61	$2,101,744,000	1 / 1
2026-10-21	$0.61	$2,101,744,000	1 / 1
2026-10-22	$0.61	$2,101,744,000	1 / 1
2026-10-23	$0.61	$2,101,744,000	1 / 1
2026-10-24	$0.61	$2,101,744,000	1 / 1
2026-10-25	$0.61	$2,101,744,000	1 / 1
2026-10-26	$0.61	$2,101,744,000	1 / 1
2026-10-27	$0.61	$2,101,744,000	1 / 1
2026-10-28	$0.61	$2,101,744,000	1 / 1
2026-10-29	$0.61	$2,101,744,000	1 / 1
2026-10-30	$0.61	$2,101,744,000	1 / 1
2026-10-31	$0.61	$2,101,744,000	1 / 1
2026-11-01	$0.61	$2,101,744,000	1 / 1
2026-11-02	$0.61	$2,101,744,000	1 / 1
2026-11-03	$0.61	$2,101,744,000	1 / 1
2026-11-04	$0.61	$2,101,744,000	1 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Sell*
2026-06-01	1	1
2026-07-01	1	1
2026-08-01	1	1
2026-09-01	1	1
2026-10-01	1	1
2026-11-01	1	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 1 Buy / Strong Buy · 0 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Oct 6–Nov 4 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Stable positive cash from operationsCash from operations: $53.3M
Operating income returns to profitabilityOperating income: $37.6M
Revenue growth to support recoveryRevenue growth: 12.88%

Next proof point

Nov 5, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.8%Typical daily move · historical

Downside history

-26.5%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Kronos Worldwide, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 31, 2026

What kind of bet this is

This is a cyclical recovery case, not yet a durable earnings story. The thesis is on watch: the signal has improved from mixed to mildly favorable, but earnings quality remains fragile and risk is elevated.

What's priced into Kronos Worldwide, Inc.

KRO is described as cheap versus peers, while the model shows a negative expectations gap, meaning expectations appear cautious. Pricing fragility is low because the evidence points to weak execution quality, not a broader stack of expensive valuation and turbulence; confidence in this assessment is low.

What the fundamentals likely do

In the near term, operating income, gross profit, and revenue all improved from the first to the second quarter of 2026, in line with management’s focus on profitability, cost work, and commercial execution. Two recent earnings beats and a sector tailwind support the setup, but recent quarters have included misses and erratic surprises, so the next report remains a risk.

What Kronos Worldwide, Inc. hinges on

Over the next few quarters, the thesis depends on KRO sustaining its recent operating improvement and avoiding a guidance cut. Sector conditions are another swing factor: continued strength from LIN, ECL, and SHW could support Materials momentum, while misses or lower guidance from those companies could weaken that tailwind.

Bottom line

For the next one to three years, KRO remains a watch-stage recovery thesis with encouraging recent execution but fragile earnings and elevated risk. The key test is whether operating gains continue as sector support and near-term guidance become clearer. Not investment advice.

Development preview · refreshed Nov 5, 2026Open Living FV detail

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$0.61

$0.28 → $0.61 · observed estimates

FY2027 revenue$2.10B

$2.18B → $2.10B · observed estimates

Exact estimates & source dates

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$0.28	$2,182,913,000	1 / 1
2026-07-25	$0.39	$2,088,773,350	1 / 2
2026-07-26	$0.38	$2,122,421,350	1 / 2
2026-07-27	$0.28	$2,182,913,000	1 / 1
2026-07-28	$0.28	$2,182,913,000	1 / 1
2026-07-29	$0.28	$2,182,913,000	1 / 1
2026-07-30	$0.38	$2,122,421,350	1 / 2
2026-07-31	$0.39	$2,088,773,350	1 / 2
2026-08-01	$0.28	$2,182,913,000	1 / 1
2026-08-02	$0.38	$2,122,421,350	1 / 2
2026-08-03	$0.38	$2,122,421,350	1 / 2
2026-08-04	$0.38	$2,122,421,350	1 / 2
2026-08-05	$0.38	$2,122,421,350	1 / 2
2026-08-06	$0.28	$2,182,913,000	1 / 1
2026-08-07	$0.28	$2,182,913,000	1 / 1
2026-08-08	$0.38	$2,122,421,350	1 / 2
2026-08-09	$0.28	$2,182,913,000	1 / 1
2026-08-10	$0.28	$2,182,913,000	1 / 1
2026-08-12	$0.28	$2,182,913,000	1 / 1
2026-08-13	$0.28	$2,182,913,000	1 / 1
2026-08-14	$0.28	$2,182,913,000	1 / 1
2026-08-15	$0.28	$2,182,913,000	1 / 1
2026-08-16	$0.28	$2,182,913,000	1 / 1
2026-08-17	$0.28	$2,182,913,000	1 / 1
2026-08-18	$0.28	$2,182,913,000	1 / 1
2026-08-19	$0.28	$2,182,913,000	1 / 1
2026-08-20	$0.40	$2,131,487,999	1 / 1
2026-08-21	$0.40	$2,131,487,999	1 / 1
2026-08-22	$0.40	$2,131,487,999	1 / 1
2026-08-23	$0.40	$2,131,487,999	1 / 1
2026-08-24	$0.40	$2,131,487,999	1 / 1
2026-08-25	$0.61	$2,101,744,000	1 / 1
2026-08-26	$0.61	$2,101,744,000	1 / 1
2026-08-27	$0.61	$2,101,744,000	1 / 1
2026-08-28	$0.61	$2,101,744,000	1 / 1
2026-08-29	$0.61	$2,101,744,000	1 / 1
2026-08-30	$0.61	$2,101,744,000	1 / 1
2026-08-31	$0.61	$2,101,744,000	1 / 1
2026-09-01	$0.61	$2,101,744,000	1 / 1
2026-09-02	$0.61	$2,101,744,000	1 / 1
2026-09-03	$0.61	$2,101,744,000	1 / 1
2026-09-04	$0.61	$2,101,744,000	1 / 1
2026-09-05	$0.61	$2,101,744,000	1 / 1
2026-09-06	$0.61	$2,101,744,000	1 / 1
2026-09-07	$0.61	$2,101,744,000	1 / 1
2026-09-08	$0.61	$2,101,744,000	1 / 1
2026-09-09	$0.61	$2,101,744,000	1 / 1
2026-09-10	$0.61	$2,101,744,000	1 / 1
2026-09-11	$0.61	$2,101,744,000	1 / 1
2026-09-12	$0.61	$2,101,744,000	1 / 1
2026-09-13	$0.61	$2,101,744,000	1 / 1
2026-09-14	$0.61	$2,101,744,000	1 / 1
2026-09-15	$0.61	$2,101,744,000	1 / 1
2026-09-16	$0.61	$2,101,744,000	1 / 1
2026-09-17	$0.61	$2,101,744,000	1 / 1
2026-09-18	$0.61	$2,101,744,000	1 / 1
2026-09-19	$0.61	$2,101,744,000	1 / 1
2026-09-20	$0.61	$2,101,744,000	1 / 1
2026-09-21	$0.61	$2,101,744,000	1 / 1
2026-09-22	$0.61	$2,101,744,000	1 / 1
2026-09-23	$0.61	$2,101,744,000	1 / 1
2026-09-24	$0.61	$2,101,744,000	1 / 1
2026-09-25	$0.61	$2,101,744,000	1 / 1
2026-09-26	$0.61	$2,101,744,000	1 / 1
2026-09-27	$0.61	$2,101,744,000	1 / 1
2026-09-28	$0.61	$2,101,744,000	1 / 1
2026-09-29	$0.61	$2,101,744,000	1 / 1
2026-09-30	$0.61	$2,101,744,000	1 / 1
2026-10-01	$0.61	$2,101,744,000	1 / 1
2026-10-02	$0.61	$2,101,744,000	1 / 1
2026-10-03	$0.61	$2,101,744,000	1 / 1
2026-10-04	$0.61	$2,101,744,000	1 / 1
2026-10-05	$0.61	$2,101,744,000	1 / 1
2026-10-06	$0.61	$2,101,744,000	1 / 1
2026-10-07	$0.61	$2,101,744,000	1 / 1
2026-10-08	$0.61	$2,101,744,000	1 / 1
2026-10-09	$0.61	$2,101,744,000	1 / 1
2026-10-10	$0.61	$2,101,744,000	1 / 1
2026-10-11	$0.61	$2,101,744,000	1 / 1
2026-10-12	$0.61	$2,101,744,000	1 / 1
2026-10-13	$0.61	$2,101,744,000	1 / 1
2026-10-14	$0.61	$2,101,744,000	1 / 1
2026-10-15	$0.61	$2,101,744,000	1 / 1
2026-10-16	$0.61	$2,101,744,000	1 / 1
2026-10-17	$0.61	$2,101,744,000	1 / 1
2026-10-18	$0.61	$2,101,744,000	1 / 1
2026-10-19	$0.61	$2,101,744,000	1 / 1
2026-10-20	$0.61	$2,101,744,000	1 / 1
2026-10-21	$0.61	$2,101,744,000	1 / 1
2026-10-22	$0.61	$2,101,744,000	1 / 1
2026-10-23	$0.61	$2,101,744,000	1 / 1
2026-10-24	$0.61	$2,101,744,000	1 / 1
2026-10-25	$0.61	$2,101,744,000	1 / 1
2026-10-26	$0.61	$2,101,744,000	1 / 1
2026-10-27	$0.61	$2,101,744,000	1 / 1
2026-10-28	$0.61	$2,101,744,000	1 / 1
2026-10-29	$0.61	$2,101,744,000	1 / 1
2026-10-30	$0.61	$2,101,744,000	1 / 1
2026-10-31	$0.61	$2,101,744,000	1 / 1
2026-11-01	$0.61	$2,101,744,000	1 / 1
2026-11-02	$0.61	$2,101,744,000	1 / 1
2026-11-03	$0.61	$2,101,744,000	1 / 1
2026-11-04	$0.61	$2,101,744,000	1 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings