Kronos Worldwide, Inc. (KRO) AI Stock Analysis

NYSE: KROAI research summary: business, growth, valuation, analysts, bull and bear case.

KRO AI stock analysis summary

AI Research

Kronos Worldwide, Inc. (KRO) is a major producer and distributor of titanium dioxide pigments (TiO2). Over the trailing twelve months, the company generated $1.94B in revenue but posted an eps of -$0.95 and a profit margin of -5.6%. However, operational results rebounded in the quarter ended June 30, 2026, with quarterly revenue growing 12.9% and quarterly earnings up 124.8% year-over-year.

Market cap
$855.2M
Revenue (TTM)
$1.94B
P/E
—
fwd 4.9x
1Y return
53.7%
S&P 500 16.8%
Avg. target
$8.50
14.4% vs last close

Bull case

  • Quarterly earnings jumped 124.8% year-over-year in the latest quarter ended June 30, 2026.
  • The forward P/E ratio of 4.9x stands well below the US-listed Basic Materials peer median of 13.4x.
  • Analyst consensus projects FY2026 EPS to surge 141.5% to $0.40 alongside $2.06B in revenue.

Bear case

  • Kronos reported a net income of -$110.9M and an operating margin of -2.3% in FY2025.
  • Free cash flow was negative at -$40.4M in FY2025, while net debt totaled $562.0M as of June 30, 2026.
  • The 5-year dividend growth rate contracted by an annualized 22.6%.

What Kronos Worldwide does

Kronos Worldwide, Inc. is a leading producer and distributor of titanium dioxide pigments (TiO2) across Europe, North America, the Asia Pacific, and other global markets. It manufactures TiO2 in rutile and anatase crystalline forms for applications in paints, coatings, plastics, paper, fibers, ceramics, inks, foods, and cosmetics. The company also produces ilmenite feedstock, iron-based chemicals for wastewater treatment and agricultural products, and specialty chemicals used in pearlescent pigments, electroceramic capacitors, and natural gas pipelines. Kronos distributes these products under the KRONOS brand through a network of agents and distributors.

Growth and profitability

Kronos delivered a 5-year revenue CAGR of 2.6% from FY2020 to FY2025. Annual performance has fluctuated, with revenue reaching $1.94B in FY2021 before falling to $1.67B in FY2023. In FY2025, revenue was $1.86B, down 1.5% year-over-year, alongside a gross margin of 11.5%, an operating margin of -2.3%, and a net income of -$110.9M. For the trailing twelve months, revenue was $1.94B with an operating margin of 6.7%. Growth rebounded in the latest quarter ended June 30, 2026, where quarterly revenue rose 12.9% and quarterly earnings grew 124.8% year-over-year.

KRO income statement →

Balance sheet and cash flow

As of June 30, 2026, Kronos held $26.6M in cash and short-term investments against total debt of $588.6M, resulting in net debt of $562.0M. Shareholders' equity stood at $751.0M, with total assets of $1.74B. The current ratio was 3.30 and the debt-to-equity ratio was 0.78. In FY2025, operating cash flow was $2.5M, while capital expenditures reached $42.9M, leading to free cash flow of -$40.4M. The company paid $23.0M in dividends during FY2025, and its 5-year share count change was -0.3%.

KRO balance sheet →

Valuation and performance

At $7.43 per share, Kronos has a market cap of $855.2M and an enterprise value of $1.55B. Its forward P/E of 4.9x is lower than the 13.4x median of its US-listed Basic Materials peers, and its price-to-sales of 0.4x compares to the peer median of 1.8x. However, its EV/EBITDA of 55.5x is elevated relative to the peer group median of 10.5x. Over the past year, KRO has delivered a 53.7% return compared to 16.8% for the S&P 500, though its 5-year return of -27.6% trails the S&P 500's 83.0% return.

KRO key metrics →

KRO dividend

Kronos offers a forward annual dividend of $0.20 per share, representing a dividend yield of 2.69% and a payout ratio of 33.9%. Dividends are distributed quarterly and have been paid for 17 consecutive years. The annualized 5-year dividend growth rate is -22.6%, and the most recent ex-dividend date was September 3, 2026.

KRO dividend history →

What analysts expect

Wall Street coverage includes 2 analysts with polarized recommendations: 1 Strong Buy and 1 Strong Sell. The mean price target of $8.50 implies upside of 14.4% from the last close of $7.43. For the fiscal year ending December 31, 2026, analysts estimate revenue of $2.06B and EPS of $0.40, a projected earnings growth of 141.5%. Kronos has topped earnings estimates in 2 of the last 4 quarters, and its next earnings date is November 5, 2026.

KRO forecast and price target →

Key risks and what to watch

  • Profitability has been volatile, as evidenced by a trailing twelve month return on equity of -13.7%.
  • Net debt of $562.0M creates financial leverage when cash stands at $26.6M against $588.6M in total debt.
  • With insiders owning 81.3% of shares, public float is limited and corporate control is highly concentrated.
  • Free cash flow has turned negative in two of the last three fiscal years, including -$40.4M in FY2025.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this KRO AI stock analysis

This page is an AI-written research summary of Kronos Worldwide, Inc. (KRO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: KRO income statement, KRO balance sheet, KRO key metrics, KRO analyst forecast, KRO chart. See the KRO stock overview for the latest quote and news.

KRO AI stock analysis FAQ

What is Kronos Worldwide's dividend yield?

Kronos has a forward annual dividend of $0.20 per share, which equates to a 2.69% dividend yield. The payout ratio stands at 33.9%.

What is the consensus analyst target for KRO?

The mean analyst price target is $8.50, representing a potential gain of 14.4% over the last close of $7.43. Analyst sentiment is split between 1 Strong Buy and 1 Strong Sell.

How did Kronos perform in its most recent quarter?

In the quarter ended June 30, 2026, Kronos achieved quarterly revenue growth of 12.9% and quarterly earnings growth of 124.8% compared to the prior-year period.

What is the debt position of Kronos Worldwide?

As of June 30, 2026, Kronos reported total debt of $588.6M and cash and short-term investments of $26.6M, leaving net debt at $562.0M with a debt-to-equity ratio of 0.78.

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