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.
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: 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 (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.
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.
First Eagle Small Cap Opportunity Fund Q3 2025 Portfolio Review
First Eagle Small Cap Opportunity Fund A Shares (without sales charge*) posted a return of 13.00% in third quarter 2025. The leading detractors in the quarter were FTAI Infrastructure Inc. (FIP), Portillo's, Inc. Class A (PTLO), Tronox Holdings Plc (TROX), Intrepid Potash, Inc. (IPI) and Goodyear Tire & Rubber Company (GT). Leading contributors this quarter included Coeur Mining, Inc. (CDE), Ameresco, Inc. Class A (AMRC), CECO Environmental Corp. (CECO), Hecla Mining Company (HL) and Performant Healthcare, Inc. (PHLT).
Tronox Holdings plc (TROX) Q3 2025 Earnings Call Transcript
Tronox Holdings plc ( TROX ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Jennifer Guenther - VP, Chief Sustainability Officer, Head of Investor Relations & External Affairs John Romano - CEO & Director John Srivisal - Senior VP & CFO Conference Call Participants James Cannon - UBS Investment Bank, Research Division Peter Osterland - Truist Securities, Inc., Research Division Justin Pellegrino - Morgan Stanley, Research Division Roger Spitz - BofA Securities, Research Division Frank Mitsch - Fermium Research, LLC Edward Brucker - Barclays Bank PLC, Research Division Hassan Ahmed - Alembic Global Advisors Presentation Operator Good morning. Welcome to the Tronox Holdings plc Q3 2025 Earnings Conference Call.
Tronox (TROX) Reports Q3 Loss, Misses Revenue Estimates
Tronox (TROX) came out with a quarterly loss of $0.46 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to a loss of $0.13 per share a year ago.
