NLI

Q3 FY2026 EarningsQ3 FY26 normalized EPS of $0.26 significantly beat the $0.208 consensus by 25.0%. The strong performance was driven by a robust recovery at equity-method affiliate Kronos (TiO2), which contributed $10.6M in earnings compared to a loss last year, alongside 10% revenue growth at CompX. Net income of $12.7M turned around from a $7.8M loss YoY, supported by market share gains in Europe/North America and successful TiO2 price increases (+5% in Q3).