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NL Industries (NL) investor relations material
NL Industries Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Net income attributable to stockholders fell to $0.3M–$0.4M ($0.01/share) in Q2 2025 from $7.9M ($0.16/share) in Q2 2024, mainly due to equity losses in Kronos and unrealized losses on marketable securities.
Six-month net income dropped to $1.0M ($0.02/share) from $14.7M ($0.30/share) year-over-year, with unrealized losses on securities and lower Kronos earnings as key drivers.
CompX segment profit rose 24% in Q2 and 39% for the first half, driven by higher sales and improved gross margin in both Security Products and Marine Components.
Kronos' acquisition of full control of Louisiana Pigment Company (LPC) in July 2024 is expected to add long-term value, though near-term results are limited by soft demand and higher debt service.
Financial highlights
Q2 2025 net sales for CompX increased to $40.4M; six-month sales up to $80.6M year-over-year.
Q2 gross margin rose to $12.9M; six-month gross margin up to $25.1M.
CompX segment profit reached $6.3M in Q2 (24% increase) and $12.2M for six months (39% increase).
Kronos' Q2 net sales were $494.4M, down 1% year-over-year; income from operations dropped to $7.4M from $35.9M.
Equity in earnings of Kronos swung to a $2.8M loss in Q2 2025 from $6.0M profit in Q2 2024; six-month Kronos earnings fell to $2.7M from $8.5M.
Unrealized loss on marketable equity securities was $8.6M for the first half of 2025, compared to a $3.2M gain in 2024.
Net cash used in operating activities was $40.2M for the first half of 2025, down from $22.3M provided in 2024, mainly due to a $56.8M environmental settlement payment.
Outlook and guidance
CompX expects Security Products sales to improve in 2025, led by government and healthcare markets, but gross margin will be pressured by higher raw material costs and tariffs.
Marine Components sales and profit are projected to rise in 2025, benefiting from government and industrial market demand.
Kronos anticipates continued weak demand and pricing pressure for TiO2, with lower operating results expected for full-year 2025.
Kronos is integrating LPC and expects long-term synergies, but near-term gains are limited by soft demand and increased debt service.
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Next NL Industries earnings date
Q3 20254 Nov, 2025
Next NL Industries earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
NL Industries Inc. is a holding company primarily engaged in the manufacture and sale of titanium dioxide pigments through its majority-owned subsidiary, Kronos Worldwide, Inc. Titanium dioxide is a white pigment used in a variety of applications, including coatings, plastics, paper, and other industrial and consumer products. The company also has operations in the environmental services sector, where it focuses on the management of closed environmental sites. The company is headquartered in Dallas, Texas, and its shares are listed on the NYSE.
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