AI Earnings Predictions for NL Industries Inc. (NL)

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NLI REPORTS SECOND QUARTER 2026 RESULTS

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DALLAS, TEXAS – August 5, 2026 – NLI Holdings, Inc. (NYSE: NL) reported net income attributable to NLI stockholders of $9.0 million, or $.18 per share, in the second quarter of 2026 compared to $.3 million, or $.01 per share, in the second quarter of 2025. NLI’s results include an unrealized gain of $.5 million in the second quarter of 2026 related to the change in value of marketable equity securities compared to an unrealized loss of $.1 million in the second quarter of 2025. For the first six months of 2026, NLI reported net income attributable to NLI stockholders of $13.3 million, or $.27 per share, compared to $1.0 million, or $.02 per share for the first six months of 2025. NLI results include an unrealized gain of $3.1 million in the first six months of 2026 related to the change in value of marketable equity securities compared to an unrealized loss of $8.6 million in the first six months of 2025.

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CompX’s net sales were $43.6 million for the second quarter of 2026 compared to $40.3 million in the second quarter of 2025 and $84.2 million for the first six months of 2026 compared to $80.6 million for the same prior year period. The increase in sales for both periods is due to higher Security Products sales across a variety of markets including the healthcare, transportation, tool storage and distributor markets and higher Marine Components sales to the industrial market. 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 in the second quarter and for the first six months of 2026 compared to the same periods in 2025 due to higher sales and gross margin predominantly at the Security Products segment and to a lesser extent the Marine Components segment.

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NLI recognized equity in earnings of Kronos of $4.6 million in the second quarter of 2026 compared to equity in losses of $2.8 million in the second quarter of 2025. NLI recognized equity in earnings of $3.2 million in the first six months of 2026 compared to $2.7 million in the same period of 2025. Kronos’ net sales of $558.1 million in the second quarter of 2026 were $63.7 million, or 13%, higher than in the second quarter of 2025. Kronos’ net sales of $1.1 billion in the first six months of 2026 were $83.7 million, or 9% higher than the first six months of 2025. Kronos’ net sales increased in the second quarter and first six months of 2026 compared to the same periods of 2025 primarily due to market share gains across all markets and the favorable impact of changes in currency exchange rates (primarily the euro), which Kronos estimates increased its net sales by approximately $10 million and $41 million, respectively. These favorable impacts were partially offset by lower average TiO2 selling prices and the unfavorable impact of both lower average selling prices and sales volumes within Kronos’ complementary businesses. Kronos started 2026 with average TiO2 selling prices lower than at the beginning of 2025; however, its average TiO2 selling prices increased 4% during the first six months of 2026. During the second quarter of 2026, Kronos announced and implemented various price increases and surcharges in response to higher operating costs. The table at the end of this press release shows how each of these items impacted Kronos’ net sales.

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Kronos’ income from operations in the second quarter of 2026 was $37.6 million as compared to $7.4 million in the second quarter of 2025. For the first six months of 2026, Kronos’ income from operations was $50.2 million as compared to $45.8 million in the first six months of 2025. 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. These favorable factors were partially offset by lower average TiO2 selling prices and the unfavorable impact of changes in currency exchange rates. Fluctuations in currency exchange rates (primarily the euro) decreased Kronos’ income from operations by approximately $12 million in the second quarter of 2026 and approximately $18 million in the first six months of 2026 compared to the same prior year periods.

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Corporate expenses decreased $.7 million in the second quarter of 2026 compared to the second quarter of 2025 primarily due to lower environmental remediation and related costs. Corporate expenses decreased $.4 million in the first six months of

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NL Industries, Inc._March 9, 2026 NYSE0000072162falseNL Industries, Inc.00000721622026-03-092026-03-09 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.   20549

FORM 8-K

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CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 ​ Date of Report (Date of earliest event reported) March 9, 2026 ​ NL Industries, Inc. (Exact name of registrant as specified in its charter) ​ ​

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New Jersey 1-640 13-5267260

(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)

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5430 LBJ Freeway, Suite 1700, Dallas, Texas 75240-2620

(Address of principal executive offices) (Zip Code)

​ Registrant’s telephone number, including area code (972) 233-1700 ​

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(Former name or former address, if changed since last report.)

​ Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2): ​ ​

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☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

​ Securities registered pursuant to Section 12(b) of the Act: ​ ​

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Title of each class ​ Trading Symbol(s) ​ Name of each exchange on which registered

Common stock ​ NL ​ New York Stock Exchange

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company  ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

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​ Item 2.02Results of Operations and Financial Condition. ​ The registrant hereby furnishes the information set forth in its press release entitled “NL Reports Fourth Quarter 2025 Results” issued on March 9, 2026, a copy of which is attached hereto as Exhibit 99.1 and incorporated herein by reference. ​ The press release the registrant furnishes as Exhibit 99.1 to this current report is not deemed “filed” for purposes of section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section.  Registration statements or other documents filed with the U.S. Securities and Exchange Commission shall not incorporate this information by reference, except as otherwise expressly stated in such filing. ​ ​ Item 9.01Financial Statements and Exhibits. ​ ​

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(d) Exhibits ​ ​

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​ Item No. ​ ​ ​ Description

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​ 99.1 ​ Press release dated March 9, 2026 entitled “NL Reports Fourth Quarter 2025 Results” and issued by the registrant.

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​ 104 ​ Cover Page Interactive Data File (embedded within the Inline XBRL document)

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SIGNATURE

​ Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

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NL INDUSTRIES, INC.

​ (Registrant)

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Date: March 9, 2026 By: /s/Amy A. Samford

​ Amy A. Samford Executive Vice President and Chief Financial Officer

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