CompX International Inc. Class A (CIX)

Over the past six months, CompX International's stock experienced several notable events. The company reported its third-quarter 2025 results on November 5, 2025, with earnings showing year-over-year growth but a decrease from the previous quarter. CompX announced a regular quarterly dividend on May 21, 2025, and has a history of paying both regular and special dividends. The stock experienced a price dip, but the Marine Components segment has shown a turnaround, with increased revenue. CompX International was upgraded to "buy" by Seeking Alpha, citing the turnaround in the Marine Components segment and compelling valuation.

The demand for CompX International's products, particularly in the Marine Components segment, is influenced by seasonality related to the recreational marine industry. Demand for marine components may be stronger during periods of higher recreational boating activity, typically warmer months. The company also serves the government and industrial markets, which may have different demand patterns.

CompX International, Inc. manufactures and sells security products and marine components. The Security Products segment offers locking solutions, hardware, and assemblies for various applications, emphasizing corrosion resistance and tamper-proof designs. The Marine Components segment manufactures fittings for recreational boats and commercial vessels, serving leading boat builders in North America and Europe. CompX caters to OEMs, distributors, and retail outlets across sectors like recreational transportation, postal, office furniture, and healthcare.

CompX International, Inc. primarily operates in North America, with its Marine Hardware segment also serving Europe. The company has manufacturing and operational locations in Mauldin, South Carolina; Grayslake, Illinois; and Neenah, Wisconsin.

CompX International has a strong brand reputation built on quality, reliability, and innovation, recognized as a leading provider in the key control and management sector and a key supplier to major players in the RV and marine industries. The company experienced a turnaround in its Marine Components segment, driven by increased sales to the towboat, government, and industrial markets, positively impacting its reputation within those sectors.

CompX International Inc. has a concentrated ownership structure. Harold C. Simmons is the largest individual shareholder, owning 87.36% of the company, with Contran Corp holding a significant stake of 87.28%. Approximately 88.0% of the company's shares are held by company insiders. Institutional investors own approximately 4.31% to 5.56% of the company's stock.