Kronos Worldwide, Inc. (KRO)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
$7.07-8.72%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · KRO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -64.7% |
| Our one-year growth estimate | diamond | 7.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 71.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has been missing across recent quarters and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 33 industry peers
KRO — dividend update
Dated 2026-08-05
Regulation FD Disclosure The registrant hereby furnishes the information set forth in its press release entitled “Kronos Worldwide, Inc. Announces Quarterly Dividend ” that the registrant also issued on August 5, 2026, a copy of which is attached hereto as Exhibit 99.2 and incorporated herein by reference. The press release the registrant furnishes as Exhibit 99.2 to this current report is not “filed” for purposes of section 18 of the Securities Exchange Act of 1934, as amended, or otherw…
Why it matters: The supplied figures show cash from operations was negative $51.3 million in Q1. A positive Q3 figure would mark a clear change in cash generation.
Supportive ifThe November 5 report shows Q3 cash from operations above zero.
Worry ifThe November 5 report shows Q3 cash from operations at or below zero.
Why it matters: Average TiO₂ prices rose 4% in the first half. Management said price actions aim to cover higher costs. A further rise may help protect profit.
Supportive ifThe November 5 report shows the average TiO₂ selling price rose in Q3 from the Q2 average. The company says price actions helped cover higher costs.
Worry ifThe Q3 average TiO₂ selling price is flat or lower than Q2, or price actions fail to cover higher costs.
Why it matters: The board declared a $0.05 quarterly dividend, payable December 10 to holders of record on November 19. A change to the payment would alter this stated cash return.
Watch forKronos pays $0.05 per share on December 10, 2026, as announced, with no later notice changing the amount or date.
Also watch forKronos announces that it has cut, delayed, or canceled the $0.05 payment due December 10.
Why it matters: Higher volume and market share gains helped lift Q2 sales. A further gain would show that commercial progress lasted beyond one quarter.
Supportive ifThe November 5 report shows Q3 TiO₂ sales volume above Q2, or further market share gains across markets.
Worry ifQ3 TiO₂ sales volume falls below Q2 and the company reports no further market share gains.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$184 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $518 loss on $10,000 · 5.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,646 loss on $10,000 · 26.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Q2 segment profit was $41 million, up from $10.9 million a year earlier. A higher Q3 result would show the gains continued.
Supportive ifIn the November 5, 2026 earnings report, TiO₂ segment profit is above $41 million. Higher sales volume or lower production costs support the gain.
Worry ifQ3 TiO₂ segment profit is below $41 million, or falls year over year as sales prices or costs weigh on results.