NL Industries reports Q4 net loss of $31 mln

NLI Holdings

09/03/2026 20:31

Corrects Q4 gross margin to $12.1 million from 12.1% in Key Details table; removes reference to production costs

Overview

Component products and chemicals firm reported Q4 net loss of $31 mln

CompX segment profit rose in Q4 2025 due to higher salFes and improved margins

Kronos faced decreased Q4 sales due to lower TiO2 prices

Outlook

Company did not provide specific guidance for future quarters or full year

Result Drivers

COMPX SEGMENT PROFIT - Increased due to higher sales and improved margins, particularly in Marine Components

KRONOS SALES DECLINE - Decreased due to lower TiO2 prices

PENSION PLAN TERMINATION - Loss of $19.7 mln related to termination of U.S. pension plan

Company press release: ID:nGNE63ljmG

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
-$30.4 mln
Q4 Gross Margin
12.1 mln
Q4 Operating Income
$2.9 mln


Analyst Coverage

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)