Tronox Q1 Earnings Miss Estimates, Sales Rise Y/Y On Higher Volumes
TROX beats Q1 revenue estimates as higher TiO2 and zircon volumes offset pricing pressure, while the company sees stronger Q2 demand and cash flow.
TROX - Tronox Holdings plc
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$8.00
DETAILS
HIGH:
$10.00
LOW:
$4.00
MEDIAN:
$9.00
CONSENSUS:
$8.00
UPSIDE:
5.96%
Stock News
Tronox Holdings plc (TROX) Q1 2026 Earnings Call Transcript
Tronox Holdings plc (TROX) Q1 2026 Earnings Call Transcript
Tronox (TROX) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Tronox (TROX) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Tronox (TROX) Reports Q1 Loss, Tops Revenue Estimates
Tronox (TROX) came out with a quarterly loss of $0.55 per share versus the Zacks Consensus Estimate of a loss of $0.49. This compares to a loss of $0.15 per share a year ago.
Tronox Reports First Quarter 2026 Financial Results
STAMFORD, Conn., May 6, 2026 /PRNewswire/ -- Tronox Holdings plc (NYSE:TROX) ("Tronox" or the "Company"), the world's leading integrated manufacturer of titanium dioxide ("TiO2") pigment, today reported its financial results for the quarter ending March 31, 2026, as follows: First Quarter 2026 Financial Highlights: Revenue of $760 million, a 4% increase compared to the prior quarter and a 3% increase compared to the prior year Loss from operations of $41 million; Net loss attributable to Tronox of $103 million including $15 million of restructuring and other charges, net of taxes, primarily associated with the closure of the Company's Botlek and Fuzhou pigment plants; Adjusted net loss attributable to Tronox was $88 million (non-GAAP) GAAP diluted loss per share was $0.65; Adjusted diluted loss per share was $0.55 (non-GAAP) Adjusted EBITDA of $62 million; Adjusted EBITDA margin of 8.2% (non-GAAP) Capital expenditures of $67 million in the quarter Updated Outlook: Expect free cash flow to be positive in Q2 2026, largely offsetting Q1 cash use; Expect to deliver meaningful positive free cash flow for full year 2026 Expect Q2 2026 TiO2 volumes to increase sequentially in the high single-digit percentage range Expect Q2 2026 zircon volume levels to moderate slightly compared to Q1 TiO2 and zircon Q2 2026 volumes could be higher, depending on regional inventory availability TiO2 and zircon pricing both expected to improve sequentially in the mid-single-digit percentage range in Q2 2026 as a result of announced price increases and cost input-related surcharges Q2 2026 Adjusted EBITDA expected to be $65-$85 million This outlook is based on Tronox's views on current global economic activity and is subject to changes and impacts associated with the general macroeconomic, geopolitical, and industry-related conditions, global supply chain, and inflation-related challenges, among others.
Olin (OLN) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Olin (OLN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Analysts Estimate Tronox (TROX) to Report a Decline in Earnings: What to Look Out for
Tronox (TROX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Tronox Declares Second Quarter 2026 Dividend
STAMFORD, Conn., April 28, 2026 /PRNewswire/ -- Tronox Holdings plc (NYSE:TROX), the world's leading integrated manufacturer of titanium dioxide pigment, announced today that its Board of Directors declared a quarterly dividend of $0.05 per share.
TROX's Rare-Earth Option and China Exit Could Reshape 2026
Tronox's China exit, pricing push and rare-earths option set the stage for 2026, but weak margins and uneven demand still cloud the recovery path.
What Drives Tronox Holdings' TiO2 Cycle and Cash Recovery
TROX navigates a TiO2 downturn as volumes rebound late 2025 and cost cuts, pricing moves set up cash flow recovery into 2026.
TROX Trades at a Discounted Valuation: Time to Buy the Stock?
TROX has surged 76.8% and trades at a discount, but weak margins, high debt and cautious EBITDA outlook keep the buy case far from clear.
Tronox Announces Dates for First Quarter 2026 Earnings Release & Webcast Conference Call
STAMFORD, Conn., April 9, 2026 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its first quarter 2026 earnings release and webcast conference call: Earnings Release: Wednesday, May 6, 2026, after market close via PR Newswire and the Tronox Holdings plc website: tronox.com Webcast Conference Call: Thursday, May 7, 2026 at 9:00 AM ET (New York).
JPMorgan Chase & Co. Reduces Holdings in Tronox Holdings PLC $TROX
JPMorgan Chase and Co. reduced its stake in Tronox Holdings PLC (NYSE: TROX) by 59.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 625,842 shares of the company's stock after selling 909,659 shares during the period. JPMorgan Chase and Co. owned
Tronox Holdings PLC $TROX Position Boosted by Citigroup Inc.
Citigroup Inc. increased its position in Tronox Holdings PLC (NYSE: TROX) by 693.0% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 469,051 shares of the company's stock after purchasing an additional 409,902 shares during the period. Citigroup Inc. owned 0.30% of Tronox worth $1,886,000
Tronox: Poised To Benefit Greatly From Anti-Dumping Efforts
Tronox Holdings is rated Buy, driven by capital rotation into hard assets and anti-dumping catalysts favoring Western TiO₂ suppliers. TROX's recent 92% rally reflects both global anti-dumping actions and internal cost-cutting, positioning it to benefit from reduced Chinese exports. Operational improvements, including plant closures and CAPEX cuts, are expected to drive $125–$175M in run-rate savings and positive cash flow margins by FY 2026.
Tronox Holdings PLC (NYSE:TROX) Receives Average Recommendation of “Hold” from Analysts
Tronox Holdings PLC (NYSE: TROX - Get Free Report) has been assigned an average recommendation of "Hold" from the eleven brokerages that are presently covering the firm, MarketBeat reports. Two analysts have rated the stock with a sell recommendation, four have given a hold recommendation and five have issued a buy recommendation on the company. The
Tronox Holdings PLC $TROX Shares Purchased by Counterpoint Mutual Funds LLC
Counterpoint Mutual Funds LLC boosted its stake in Tronox Holdings PLC (NYSE: TROX) by 887.3% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 689,150 shares of the company's stock after purchasing an additional 619,351 shares during the period. Tronox comprises approximately 0.2% of Counterpoint Mutual
Tronox Holdings plc (TROX) Q4 2025 Earnings Call Transcript
Tronox Holdings plc (TROX) Q4 2025 Earnings Call Transcript
Tronox (TROX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Tronox (TROX) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Tronox (TROX) Reports Q4 Loss, Misses Revenue Estimates
Tronox (TROX) came out with a quarterly loss of $0.6 per share versus the Zacks Consensus Estimate of a loss of $0.43. This compares to earnings of $0.03 per share a year ago.
Price Targets
Tronox price target lowered to $10 from $11 at Deutsche Bank
$10.00
(was $8.01)
Deutsche Bank
Tronox downgraded to Sell from Buy at Goldman Sachs
$9.00
(was $8.86)
Goldman Sachs
Tronox downgraded to Hold from Buy at Fermium Research
$9.00
(was $8.41)
Frank Mitsch
·
Fermium Research
Tronox price target raised to $9 from $7.50 at UBS
$9.00
(was $8.90)
UBS
Tronox downgraded to Hold from Buy at Truist
$9.00
(was $8.90)
Peter Osterland
·
Truist Financial
Tronox price target raised to $4 from $3.50 at Mizuho
$4.00
(was $7.75)
Mizuho Securities
Tronox price target raised to $8 from $7 at Truist
$8.00
(was $6.25)
Truist Financial
Tronox price target raised to $7.50 from $5.50 at Goldman Sachs
$7.50
(was $6.53)
Duffy Fischer
·
Goldman Sachs
Tronox price target raised to $8 from $6 at Deutsche Bank
$8.00
(was $6.62)
David Begleiter
·
Deutsche Bank
Tronox price target raised to $7 from $5 at Truist
$7.00
(was $5.54)
Truist Financial
Tronox price target raised to $5.25 from $3.80 at UBS
$5.25
(was $5.67)
UBS
Tronox price target raised to $6 from $5 at Deutsche Bank
$6.00
(was $4.38)
David Begleiter
·
Deutsche Bank
Tronox upgraded to Market Perform from Underperform at BMO Capital
$6.00
(was $4.99)
BMO Capital
Tronox price target raised to $3.90 from $3.60 at UBS
$3.90
(was $4.00)
UBS
Tronox price target lowered to $3.50 from $4 at Mizuho
$3.50
(was $4.06)
Mizuho Securities
Tronox price target raised to $6 from $5 at Alembic Global
$6.00
(was $4.94)
Hassan Ahmed
·
Alembic Global
Tronox price target lowered to $5 from $17 at Alembic Global
$5.00
(was $3.19)
Hassan Ahmed
·
Alembic Global
Tronox price target lowered to $5 from $9 at Truist
$5.00
(was $3.18)
Truist Financial
Tronox downgraded to Market Perform from Outperform at BMO Capital
$7.00
(was $5.31)
John McNulty
·
BMO Capital
Tronox price target lowered to $8 from $12 at Morgan Stanley
$8.00
(was $5.37)
Vincent Andrews
·
Morgan Stanley