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NL Industries (NL)
NYSE:NL
US Market
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NL Industries (NL) Price & Analysis

109 Followers

NL Stock Chart & Stats

$5.81
-$0.03(-0.52%)
At close: 4:00 PM EDT
$5.81
-$0.03(-0.52%)

Bulls Say, Bears Say

Bulls Say
Very Low Leverage / Strong Balance SheetExtremely low debt provides durable financial flexibility: it lowers solvency risk, preserves borrowing capacity for downturns or opportunistic investments, and reduces fixed financial costs. Over 2–6 months this supports stability, funding optionality for real estate activity or supporting distributions if earnings recover.
Delaware Reincorporation Improves GovernanceReincorporation to Delaware and updated charter/bylaws enhance director/officer indemnification and governance flexibility. This structural legal change supports longer-term strategic options, smoother corporate actions and may improve investor confidence in governance and execution over multiple quarters.
Recent Improvement In Profitability And Equity IncomeSecond-quarter gains reflect operational improvements at Kronos (higher volumes, lower feedstock costs, cost cuts) and stronger segment sales at NLI’s manufacturing businesses. If these efficiency and volume trends persist, they can sustain higher equity income and recurring operating profits for NL over coming quarters.
Bears Say
Earnings Volatility / Inconsistent ProfitabilityNL’s net income has swung from strong years to losses in 2025 and negative in the TTM, signaling inconsistent earnings generation. Such volatility undermines durable ability to fund dividends and reinvestment, and increases execution risk for strategic plans over the next several quarters.
Volatile Cash GenerationOperating and free cash flow have fluctuated materially, with a sharp deterioration in 2025 then modest recovery. This volatility weakens the reliability of internal funding for capex, property needs, or dividends and raises the risk that cash shortfalls could force belt-tightening if adverse conditions recur.
Dependence On Kronos And Cyclical TiO2 MarketNL’s earnings are materially tied to Kronos and the TiO2 industry, which is cyclically sensitive to volumes and pricing. Lower TiO2 pricing and cyclical demand can quickly depress equity income and dividends to NL, concentrating downside risk in the coming 2–6 months if industry headwinds re-emerge.

NL Industries News

NL FAQ

What was NL Industries’s price range in the past 12 months?
NL Industries lowest stock price was $5.04 and its highest was $8.60 in the past 12 months.
    What is NL Industries’s market cap?
    NL Industries’s market cap is $317.35M.
      When is NL Industries’s upcoming earnings report date?
      NL Industries’s upcoming earnings report date is Oct 29, 2026 which is in 79 days.
        How were NL Industries’s earnings last quarter?
        NL Industries released its earnings results on Aug 05, 2026. The company reported $0.18 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          Is NL Industries overvalued?
          According to Wall Street analysts NL Industries’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does NL Industries pay dividends?
            NL Industries pays a Quarterly dividend of $0.1 which represents an annual dividend yield of 9.38%. See more information on NL Industries dividends here
              What is NL Industries’s EPS estimate?
              NL Industries’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does NL Industries have?
              NL Industries has 48,898,735 shares outstanding.
                What happened to NL Industries’s price movement after its last earnings report?
                NL Industries reported an EPS of $0.18 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 9.565%.
                  Which hedge fund is a major shareholder of NL Industries?
                  Currently, no hedge funds are holding shares in NL
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    NL Industries Stock Smart Score

                    4
                    Neutral
                    1
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                    3
                    4
                    5
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                    8
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                    10

                    Technicals

                    SMA
                    Negative
                    20 days / 200 days
                    Momentum
                    -23.30%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    9.38%
                    Trailing 12-Months
                    Asset Growth
                    -11.31%
                    Trailing 12-Months

                    Company Description

                    NL Industries

                    NL Industries, Inc., through its subsidiary CompX International Inc., is a global and domestic manufacturer specializing in diverse component products. The company provides an extensive portfolio of mechanical and electronic locking mechanisms. This range includes various cabinet locks, such as classic disc tumbler and pin tumbler designs, alongside modern electronic options like CompX eLock and StealthLock systems. These security solutions are integral to a wide array of applications, including ignition systems, mailboxes, office furniture (file and desk cabinets), tool storage, integrated inventory and access control for secure narcotics boxes, vending and cash containment systems, medical cabinetry, electronic circuit panels, general storage compartments, and gas station security. Beyond locking devices, NL Industries also supplies a broad selection of original equipment and aftermarket components, primarily for performance and ski/wakeboard boats. These offerings include stainless steel exhaust systems such as headers, pipes, and mufflers, as well as other exhaust-related parts. The company also provides instrumentation like GPS speedometers and tachometers, mechanical and electronic controls and throttles, and specialized marine accessories. The latter category encompasses wake enhancement devices, trim tabs, steering wheels, various billet aluminum accessories, grab handles, and pin cleats. Additionally, they offer electrical components such as dash panels, LED indicators, and wiring harnesses. Complementing its product lines, the company also delivers insurance brokerage and risk management services. NL Industries distributes its component products directly to original equipment manufacturers and leverages a network of distributors. Founded in 1891, NL Industries, Inc. is based in Dallas, Texas, and operates as a subsidiary of Valhi, Inc.

                    NL Industries (NL) Earnings & Revenues

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                    Ownership Overview

                    0.40%5.26%0.16%91.41%
                    0.16% Other Institutional Investors
                    91.41% Public Companies and
                    Individual Investors
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