NL Industries (NL) Q2 EPS Drops 94%
NL Industries (NYSE:NL), a holding company with major operations in specialty chemicals and engineered components, released results for Q2 2025 on Aug. 6, 2025. The most significant news was a sharp drop in GAAP net profit, driven by weakness in the Kronos Worldwide (NYSE:KRO) chemical segment, despite growth in its components business. Reported GAAP earnings per share were only $0.01, compared to analyst GAAP EPS estimates of $0.19 and last year’s $0.16 (GAAP) in Q2 2024, marking a 94.7% miss versus the analysts' GAAP EPS estimate. Net income attributable to NL stockholders (GAAP) dropped to $0.3 million from $7.9 million in Q2 2024. The quarter fell short of expectations, as NL Industries reported GAAP EPS of $0.01, missing the analyst estimate of $0.188, with pronounced pressure on the bottom line due to operational and market headwinds in its core titanium dioxide business.
Source: Analyst estimates for the quarter provided by FactSet.
NL Industries is structured around two principal subsidiaries: Kronos Worldwide, a global producer of titanium dioxide (TiO2) used as a pigment in coatings, plastics, and paper, and CompX, a supplier of security products and marine hardware components. The company's long-term success depends on demand for TiO2, trends in raw material costs, competitive market positioning, and its ability to operate its production facilities efficiently.
Source Fool.com
