Every 8-K that NLI Holdings, Inc. (NL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NL filings page.
NLI Holdings, Inc. reported net income attributable to stockholders of $9.0 million, or $0.18 per share, for the second quarter of 2026, compared with $0.3 million, or $0.01 per share, a year earlier. For the first six months of 2026, net income attributable to stockholders was $13.3 million, or $0.27 per share, versus $1.0 million, or $0.02 per share, in the first half of 2025. Results include unrealized gains on marketable equity securities of $0.5 million in Q2 2026 and $3.1 million year-to-date, compared with unrealized losses of $0.1 million and $8.6 million in the respective 2025 periods.
Component-products subsidiary CompX generated net sales of $43.6 million in Q2 2026, up from $40.3 million, and segment profit of $8.9 million, up from $6.3 million, driven by higher Security Products and Marine Components sales. NLI recognized $4.6 million of equity in earnings from Kronos Worldwide in Q2 2026 versus equity in losses of $2.8 million a year earlier. Kronos net sales were $558.1 million in Q2 2026, 13% higher than 2025, and income from operations rose to $37.6 million from $7.4 million, helped by higher TiO2 volumes, lower production costs and cost-reduction initiatives, partially offset by lower average TiO2 prices and currency headwinds that reduced operating income by about $12 million in the quarter.
The board declared a quarterly dividend of $0.10 per share, payable September 22, 2026, to stockholders of record on September 3, 2026.
NLI Holdings, Inc., formerly NL Industries, Inc., completed a corporate reorganization to change its state of incorporation from New Jersey to Delaware through a merger of the New Jersey parent into its wholly owned Delaware subsidiary. The Delaware entity, NLI Holdings, continues as the surviving corporation.
At the effective time on May 26, 2026, each outstanding share of New Jersey common stock automatically converted into one share of Delaware common stock with the same $.125 par value, and existing stock certificates continue to represent the same number of shares. The common stock remains listed on the New York Stock Exchange under the symbol “NL”.
The company’s headquarters, business, management, facilities, assets, liabilities and net worth remain the same other than costs incident to the move and Delaware franchise taxes. Following the reincorporation, stockholder rights are now governed by Delaware law, a new certificate of incorporation, and new bylaws, including an election not to be governed by the anti-takeover provisions of Section 203 of the Delaware General Corporation Law. Existing directors and officers continue in their roles, and the company has entered into updated indemnification agreements with them to reflect Delaware law.
NL Industries, Inc. reported the results of its 2026 annual shareholder meeting and a new dividend. Shareholders elected eight directors, each receiving at least 89.1% support from shares eligible to vote. A nonbinding advisory resolution approving executive compensation also passed with 89.1% approval.
Investors strongly backed a plan to reincorporate from New Jersey to Delaware through a merger with wholly owned subsidiary NLI Holdings, Inc., which will also become the new corporate name. The reincorporation proposal received 95.1% approval from eligible shares, including 71.6% of shares not beneficially owned by controlling stockholder Valhi, Inc.
Shareholders also approved including a provision in the new Delaware charter opting out of Section 203 of the Delaware General Corporation Law, and authorized potential adjournments if more time were needed to secure votes. Separately, the board declared a quarterly dividend of $0.10 per share, payable on June 23, 2026, to shareholders of record on June 4, 2026.
NL Industries reported stronger first quarter 2026 results, with net income attributable to stockholders of $4.3 million, or $0.09 per share, compared to $0.7 million, or $0.01 per share, in the first quarter of 2025.
Results included a $2.7 million unrealized gain on marketable equity securities, versus an $8.5 million unrealized loss a year earlier. CompX net sales were $40.6 million versus $40.3 million, and segment profit rose to $7.1 million from $5.9 million, helped by better margins in Security Products and higher Marine Components sales.
NL recorded equity in losses of Kronos of $1.5 million, compared with equity in earnings of $5.5 million in 2025, as Kronos’ income from operations fell to $12.6 million from $38.4 million despite a 4% increase in net sales to $509.8 million. Corporate expenses inched higher and interest and dividend income declined due to lower balances and rates.
NL Industries, Inc. reported a sharp downturn for 2025, moving from net income attributable to stockholders of $67.2 million, or $1.38 per share, in 2024 to a net loss of $37.8 million, or $.77 per share. In the fourth quarter of 2025, NL recorded a net loss of $31.0 million, or $.63 per share, compared to net income of $16.5 million, or $.34 per share, a year earlier.
Results were pressured by equity in losses of Kronos of $25.3 million for the fourth quarter and $33.9 million for the year, an unrealized loss on marketable equity securities of $13.6 million for 2025, and a $19.7 million settlement loss tied to termination of the U.S. pension plan. The prior year also benefited from a $31.4 million environmental remediation settlement.
Subsidiary CompX grew full-year net sales to $158.3 million from $145.9 million and increased segment profit to $22.6 million from $17.0 million, helped by higher sales and better gross margins. Kronos’ net sales declined about 1% for both the quarter and full year, as lower TiO₂ selling prices and significant unabsorbed fixed production costs drove a 2025 operating loss of $36.5 million versus prior-year operating income of $122.9 million.
NL Industries, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.10 per share on its common stock for the first quarter of 2026. The dividend will be payable on March 26, 2026 to shareholders of record at the close of business on March 10, 2026.
The company describes its operations as spanning component products, including security products and recreational marine components, as well as chemicals through its titanium dioxide (TiO2) business.
NL Industries furnished a current report announcing its press release titled “NL Reports Third Quarter 2025 Results,” issued on November 6, 2025, which is attached as Exhibit 99.1 and incorporated by reference.
The company states the press release is furnished, not filed, and therefore is not subject to Section 18 liabilities; other filings will incorporate it only if expressly stated.
NL Industries, Inc. filed a current report to furnish, rather than file, a press release dated October 30, 2025. The company is using this report to make the press release publicly available under a Regulation FD disclosure item, which focuses on fair and broad dissemination of information.
The press release itself is attached as Exhibit 99.1 and is incorporated by reference into this report, but it is explicitly not treated as filed for purposes of liability under the Securities Exchange Act. The filing also includes a cover page interactive data file as Exhibit 104.
NL Industries, Inc. filed a current report to reference actions taken by its affiliate, Kronos Worldwide, Inc. The 8-K states that information disclosed by Kronos Worldwide under Items 1.01 and 2.03 of its own filing dated September 15, 2025 is incorporated by reference.
NL Industries also lists related exhibits, including a Third Supplemental Indenture dated September 15, 2025 involving Kronos International, Inc. and Deutsche Bank Trust Company Americas, and an Additional Notes Priority Joinder Agreement executed the same day, both incorporated by reference from Kronos Worldwide’s filing.