NLI

Q2 FY2026 EarningsQ2 FY26 Normalized EPS of $0.18 missed the consensus estimate of $0.21, primarily due to higher-than-expected tax expenses and a shift in equity earnings from Kronos despite significant operational improvement. Revenue from the CompX segment rose 8% YoY to $43.6M, driven by strength in Security Products. While net income attributable to NLI stockholders surged YoY from $0.3M to $9.0M, the $0.03 EPS shortfall relative to expectations reflects a slightly higher effective tax rate (20%) and volatility in equity-method investments.