NL Industries, Inc. (NL)
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-11-04
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · NL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Kronos’ income from operations increased in both the second quarter and first six months of 2026 compared to corresponding 2025 periods primarily due to higher sales volumes, lower production costs,…
Stated in 2 of 3 supplied quarters. Management reported: “Kronos’ income from operations increased in both the second quarter and first six months of 2026 compared to corresponding 2025 periods primarily due to higher sales volumes, lower production costs, including lower raw material costs (primarily feedstock) and lower unabsorbed fixed costs, and the benefits of the cost reduction initiatives implemented in the fourth quarter of 2025 designed to permanently improve its cost structure and operational efficiency.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Kronos’ income from operations increased in both the second quarter and first six months of 2026 compared to corresponding 2025 periods primarily due to higher sales volumes, lower production costs,…”
“Lower production costs benefited in part from cost reduction initiatives implemented in the fourth quarter of 2025, including workforce reductions and other measures, which were designed to permanent…”
CompX’s segment profit was $8.9 million for the second quarter of 2026 compared to $6.3 million for the second quarter of 2025 and $16.0 million for the first six months of 2026 compared to $12.2 mil…
Stated in 2 of 3 supplied quarters. Management reported: “CompX’s segment profit was $8.9 million for the second quarter of 2026 compared to $6.3 million for the second quarter of 2025 and $16.0 million for the first six months of 2026 compared to $12.2 million for the same prior year period.” “CompX’s segment profit increased to $7.1 million in the first quarter of 2026 compared to $5.9 million in the first quarter of 2025 primarily due to higher gross margin at Security Products as a result of a more favorable customer and product mix and, to a lesser extent, the impact of higher sales at Marine Components.”
“CompX’s segment profit was $8.9 million for the second quarter of 2026 compared to $6.3 million for the second quarter of 2025 and $16.0 million for the first six months of 2026 compared to $12.2 mil…”
“CompX’s segment profit increased to $7.1 million in the first quarter of 2026 compared to $5.9 million in the first quarter of 2025 primarily due to higher gross margin at Security Products as a resu…”
Susan E NLI HOLDINGS ANNOUNCES QUARTERLY DIVIDEND FOR THE FOURTH QUARTER OF 2026 AT $.10 PER SHARE DALLAS, TEXAS – October 29, 2026 – NLI Holdings, Inc. (NYSE: NL) today announced that its boar…
Stated in 1 of 3 supplied quarters. Management reported: “Susan E NLI HOLDINGS ANNOUNCES QUARTERLY DIVIDEND FOR THE FOURTH QUARTER OF 2026 AT $.10 PER SHARE DALLAS, TEXAS – October 29, 2026 – NLI Holdings, Inc. (NYSE: NL) today announced that its board of directors has declared a quarterly dividend of ten cents ($0.10) per share on its common stock, payable on December 15, 2026 to stockholders of record at the close of business on November 19, 2026.”
“Susan E NLI HOLDINGS ANNOUNCES QUARTERLY DIVIDEND FOR THE FOURTH QUARTER OF 2026 AT $.10 PER SHARE DALLAS, TEXAS – October 29, 2026 – NLI Holdings, Inc. (NYSE: NL) today announced that its boar…”
Finalize the reincorporation merger with NLI Holdings, Inc. to change the state of incorporation from New Jersey to Delaware.
Manage and address financial obligations and liabilities assumed as a result of the reincorporation merger.
Over the trailing year it converted -7.21x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-04.