CompX International Inc. Class A (CIX)

Over the past six months, CompX International's stock price has seen some positive movement, including an 11.52% increase from March 3, 2025, to March 2, 2026, and a 1.3% increase on March 27, 2026. CompX reported that its Q4 2025 earnings rose year-over-year due to margin gains, despite a dip in sales, and Q3 2025 profit increased year-over-year, driven by strong segment sales growth. The company declared a quarterly dividend of $0.30, paid on March 24, 2026, with an ex-dividend date of March 16, 2026, representing an annualized dividend of $1.20 and a yield of 5.2%.

Demand seasonality for CompX International's products is influenced by its two main segments. Demand in the marine segment has historically correlated with consumer sentiment. The security products segment generally remains stable, with long-term demand supported by secular trends in e-commerce and smart locks.

CompX International, Inc. (CIX) is a leading manufacturer of security products and high-end components for the recreational boating, military, and industrial markets. The company operates within the Industrials sector, specifically in the Security & Protection Services and Office Services and Supplies industries. The security products segment manufactures a wide variety of locking systems used in diverse applications. The marine components segment produces high-end components for recreational boating, military, and industrial markets.

CompX International is a diversified domestic manufacturer with its principal manufacturing facilities located in the United States, specifically in Mauldin, South Carolina; Grayslake, Illinois; and Neenah, Wisconsin. The company generates the majority of its revenue from the United States, followed by Canada, Mexico, and other international markets.

CompX International maintains a reputation for manufacturing high-quality, durable, and well-designed products for medium to high-end applications. The company emphasizes its commitment to U.S. manufacturing and domestic sourcing, which helps ensure quality control and supply reliability. CompX also holds a broad patent portfolio and operates ISO-9001 certified plants, contributing to its competitive edge.

CompX International operates under a concentrated ownership model, with Contran Corporation holding approximately 87.31% of outstanding shares. NL Industries, Inc., a subsidiary of Valhi, Inc., holds approximately 87.3% of CompX's Class A common stock. The ultimate control of CompX is attributed to Lisa K. Simmons and Thomas C. Connelly, along with associated family trusts. Major institutional owners include Dimensional Fund Advisors Lp, Royce & Associates Lp, Renaissance Technologies Llc, BlackRock, Inc., and Vanguard Group Inc. Retail investors hold approximately 94.07% of the stock, and Harold C. Simmons Family Trust No 2 is identified as the largest individual shareholder.