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KRO Stock Analysis 2026 - KRONOS WORLDWIDE INC AI Rating

KRO NYSE Industrial Inorganic Chemicals CIK: 0001257640
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 KRO Key Takeaways

Revenue: $1.9B
Net Margin: -6.0%
Free Cash Flow: $-40.4M
Current Ratio: 2.70x
Debt/Equity: 0.74x
EPS: $-0.96
AI Rating: STRONG SELL with 92% confidence

Is KRO a Good Investment? Thesis Analysis

Claude

Kronos Worldwide is in financial distress with negative operating income (-$36.5M), persistent net losses (-$110.9M), and sharply negative free cash flow (-$40.4M), indicating the company is burning cash faster than it can generate it. The company cannot cover interest expenses from operations (interest coverage: -1.9x) despite moderate debt levels, while declining revenue (-1.5% YoY) and razor-thin gross margins (11.5%) suggest structural profitability challenges in the cyclical chemicals industry.

Why Buy KRO? Key Strengths

Claude
  • + Current ratio of 2.70x indicates adequate short-term liquidity to meet obligations
  • + Moderate debt-to-equity ratio of 0.74x provides some balance sheet cushion
  • + Still generating minimal positive operating cash flow ($2.5M) despite operational losses

KRO Investment Risks to Consider

Claude
  • ! Severe and widening free cash flow deficit (-$40.4M) with deteriorating EPS (-228% YoY) indicates accelerating financial deterioration
  • ! Cannot service debt from operations; negative interest coverage (-1.9x) signals inability to maintain current debt load without asset sales or restructuring
  • ! Extremely thin gross margins (11.5%) and negative operating margins (-2.0%) in cyclical chemicals sector with declining revenue suggest structural competitiveness problems
  • ! Dangerously low cash balance ($33.2M) relative to long-term debt ($557.4M) and annual capex needs ($42.9M) leaves minimal buffer

Key Metrics to Watch

Claude
  • * Free cash flow trend and cash burn rate relative to cash reserves
  • * Revenue stabilization and gross margin improvement
  • * Operating income return to positive territory and debt service capability

KRO Financial Metrics

Revenue
$1.9B
Net Income
$-110.9M
EPS (Diluted)
$-0.96
Free Cash Flow
$-40.4M
Total Assets
$1.8B
Cash Position
$33.2M

💡 AI Analyst Insight

Strong liquidity with a 2.70x current ratio provides a solid financial cushion.

KRO Profitability Ratios

Gross Margin 11.5%
Operating Margin -2.0%
Net Margin -6.0%
ROE -14.8%
ROA -6.1%
FCF Margin -2.2%

KRO vs Industrial Sector

How KRONOS WORLDWIDE INC compares to Industrial sector averages

Net Margin
KRO -6.0%
vs
Sector Avg 10.0%
KRO Sector
ROE
KRO -14.8%
vs
Sector Avg 15.0%
KRO Sector
Current Ratio
KRO 2.7x
vs
Sector Avg 1.8x
KRO Sector
Debt/Equity
KRO 0.7x
vs
Sector Avg 0.7x
KRO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is KRO Overvalued or Undervalued?

Based on fundamental analysis, KRONOS WORLDWIDE INC shows some fundamental concerns relative to the Industrial sector in 2026.

Return on Equity
-14.8%
Sector avg: 15%
Net Profit Margin
-6.0%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.74x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

KRO Balance Sheet & Liquidity

Current Ratio
2.70x
Quick Ratio
0.99x
Debt/Equity
0.74x
Debt/Assets
0.0%
Interest Coverage
-1.92x
Long-term Debt
$557.4M

KRO 5-Year Financial Trend & Growth Analysis

KRO 5-year financial data: Year 2021: Revenue $1.9B, Net Income $87.1M, EPS $0.75. Year 2022: Revenue $1.9B, Net Income $63.9M, EPS $0.55. Year 2023: Revenue $1.9B, Net Income $112.9M, EPS $0.98. Year 2024: Revenue $1.9B, Net Income $104.5M, EPS $0.90. Year 2025: Revenue $1.9B, Net Income -$49.1M, EPS $-0.43.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: KRONOS WORLDWIDE INC's revenue has remained relatively flat over the 5-year period, with a 3% decline. The most recent EPS of $-0.43 indicates the company is currently unprofitable.

KRO Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.2%
Free cash flow / Revenue

KRO Quarterly Performance

Quarterly financial performance data for KRONOS WORLDWIDE INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $456.9M -$28.1M $-0.24
Q2 2025 $494.4M $8.9M $0.08
Q1 2025 $478.8M $8.1M $0.07
Q3 2024 $396.9M -$20.4M $-0.18
Q2 2024 $443.2M -$8.2M $-0.07
Q1 2024 $426.3M $8.1M $0.07
Q3 2023 $396.9M -$20.4M $0.18
Q2 2023 $443.2M -$8.2M $-0.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

KRO Capital Allocation

Operating Cash Flow
$2.5M
Cash generated from operations
Stock Buybacks
$2.9M
Shares repurchased (TTM)
Capital Expenditures
$42.9M
Investment in assets
Dividends Paid
$23.0M
Returned to shareholders

KRO SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for KRONOS WORLDWIDE INC (CIK: 0001257640)

📋 Recent SEC Filings

Date Form Document Action
Mar 24, 2026 DEF 14A kro-20260513xdef14a.htm View →
Mar 9, 2026 8-K kro-20260309x8k.htm View →
Mar 9, 2026 10-K kro-20251231x10k.htm View →
Feb 25, 2026 8-K kro-20260220x8k.htm View →
Nov 6, 2025 8-K kro-20251106x8k.htm View →

Frequently Asked Questions about KRO

What is the AI rating for KRO?

KRONOS WORLDWIDE INC (KRO) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are KRO's key strengths?

Claude: Current ratio of 2.70x indicates adequate short-term liquidity to meet obligations. Moderate debt-to-equity ratio of 0.74x provides some balance sheet cushion.

What are the risks of investing in KRO?

Claude: Severe and widening free cash flow deficit (-$40.4M) with deteriorating EPS (-228% YoY) indicates accelerating financial deterioration. Cannot service debt from operations; negative interest coverage (-1.9x) signals inability to maintain current debt load without asset sales or restructuring.

What is KRO's revenue and growth?

KRONOS WORLDWIDE INC reported revenue of $1.9B.

Does KRO pay dividends?

KRONOS WORLDWIDE INC pays dividends, with $23.0M distributed to shareholders in the trailing twelve months.

Where can I find KRO SEC filings?

Official SEC filings for KRONOS WORLDWIDE INC (CIK: 0001257640) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KRO's EPS?

KRONOS WORLDWIDE INC has a diluted EPS of $-0.96.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is KRO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, KRONOS WORLDWIDE INC has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KRO stock overvalued or undervalued?

Valuation metrics for KRO: ROE of -14.8% (sector avg: 15%), net margin of -6.0% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy KRO stock in 2026?

Our dual AI analysis gives KRONOS WORLDWIDE INC a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is KRO's free cash flow?

KRONOS WORLDWIDE INC's operating cash flow is $2.5M, with capital expenditures of $42.9M. FCF margin is -2.2%.

How does KRO compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -6.0% (avg: 10%), ROE -14.8% (avg: 15%), current ratio 2.70 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI