Earnings summaries and quarterly performance for Tronox Holdings.
Executive leadership at Tronox Holdings.
JR
John Romano
Detailed
Chief Executive Officer
CEO
AW
Amy Webb
Detailed
Vice President, Chief Human Resources Officer
DJ
D. John Srivisal
Detailed
Senior Vice President, Chief Financial Officer
EA
Emad AlJunaidi
Detailed
Senior Vice President, Integrated Supply Chain and Digital Transformation
JE
Jeffrey Engle
Detailed
Senior Vice President, Commercial and Strategy
JN
Jeffrey Neuman
Detailed
Senior Vice President, General Counsel and Secretary
JG
Jennifer Guenther
Detailed
Vice President, Chief Sustainability Officer, Head of Investor Relations and External Affairs
JF
Jonathan Flood
Detailed
Vice President, Corporate Controller and Principal Accounting Officer
Board of directors at Tronox Holdings.
FA
Fawaz Al-Fawaz
Detailed
Director
GM
Ginger M. Jones
Detailed
Independent Director
IK
Ilan Kaufthal
Detailed
Independent Chair of the Board
JT
Jean-Francois Turgeon
Detailed
Director
LF
Lucrèce Foufopoulos-De Ridder
Detailed
Independent Director
MK
Moazzam Khan
Detailed
Director
PB
Peter B. Johnston
Detailed
Independent Director
SN
Sipho Nkosi
Detailed
Independent Director
SJ
Stephen Jones
Detailed
Independent Director
Research analysts who have asked questions during Tronox Holdings earnings calls.
Hassan Ahmed
Alembic Global Advisors
4 questions for TROX
Also covers: CC, CE, DOW +7 more
JE
John Ezekiel Roberts
Mizuho Securities
4 questions for TROX
Also covers: ALB, APD, ASH +21 more
DB
David Begleiter
Deutsche Bank
3 questions for TROX
Also covers: ALB, APD, ASH +24 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
3 questions for TROX
Also covers: ALB, APD, ASH +30 more
John McNulty
BMO Capital Markets
3 questions for TROX
Also covers: APD, ASH, AVY +14 more
Michael Leithead
Barclays
3 questions for TROX
Also covers: AMBP, APD, AVY +15 more
PO
Peter Osterland
Truist Securities
3 questions for TROX
Also covers: ALB, CC, ESI +4 more
RS
Roger Spitz
Bank of America
3 questions for TROX
Also covers: AMBP, GLT, MAGN +4 more
Joshua Spector
UBS
2 questions for TROX
Also covers: ALB, AMBP, APD +37 more
Justin Pellegrino
Morgan Stanley
2 questions for TROX
Also covers: CC
PF
Patrick Fischer
Goldman Sachs
2 questions for TROX
Also covers: APD, AXTA, CC +8 more
AR
Aaron Rosenthal
JPMorgan Chase & Co.
1 question for TROX
Also covers: HUN, NE, PDS
Aziza Gazieva
Fermium Research
1 question for TROX
Also covers: AVNT, CE, PPG +1 more
CB
Caleb Boehnlein
BMO Capital Markets
1 question for TROX
Also covers: ECVT
Edward Brucker
Barclays Capital
1 question for TROX
Also covers: MAGN
Frank Mitsch
Fermium Research
1 question for TROX
Also covers: AVNT, CE, CTVA +13 more
JC
James Cannon
UBS Securities
1 question for TROX
Also covers: CE, EMN, ESI +3 more
JS
Josh Spector
UBS Group
1 question for TROX
Also covers: ALB, AMBP, APD +27 more
Vincent Andrews
Morgan Stanley
1 question for TROX
Also covers: ALB, APD, AVNT +20 more
Recent press releases and 8-K filings for TROX.
Tronox Announces China Plant Closure and Preliminary Q4 2025 Results
TROX
Earnings
Layoffs
Demand Weakening
- Tronox Holdings plc (TROX) announced the permanent closure of its Fuzhou, China TiO2 pigment plant due to weak Chinese domestic demand, rising costs, and excess production, impacting approximately 550 staff.
- The closure is expected to result in restructuring charges of approximately $60-80 million in Q4 2025, including $35-45 million in non-cash write-downs, but is projected to yield annual cost savings exceeding $15 million.
- For Q4 2025, preliminary revenue is expected to be $730 million, an 8% increase year-over-year, driven by 13% higher TiO2 volumes and 27% higher zircon volumes year-over-year.
- Preliminary Adjusted EBITDA for Q4 2025 is expected to be $57 million, and free cash flow is expected to be $53 million, exceeding guidance, despite an anticipated net loss of $176 million.
Jan 26, 2026, 9:30 PM
Tronox Announces Plant Closure and Preliminary Q4 2025 Financial Results
TROX
Earnings
Layoffs
Demand Weakening
- Tronox Holdings plc announced the permanent closure of its 46,000 metric ton per year TiO2 plant in Fuzhou, China, attributing the decision to weak Chinese domestic demand, increasing costs, and excess Chinese TiO2 production.
- The company anticipates restructuring and other related charges of approximately $60-80 million, including $35-45 million of non-cash write-downs, primarily in the fourth quarter 2025, with estimated annual cost savings exceeding $15 million.
- For the fourth quarter 2025, Tronox expects revenue of $730 million, an 8% increase compared to the prior year, a net loss attributable to Tronox of $176 million, and Adjusted EBITDA of $57 million.
- Free cash flow for Q4 2025 is expected to be $53 million, which substantially exceeded guidance due to positive impacts from lower inventory levels and working capital initiatives.
- TiO2 volumes increased 13% year-over-year and zircon volumes increased 27% year-over-year, while TiO2 pricing declined 8% year-over-year and zircon pricing was down 23% year-over-year.
Jan 26, 2026, 1:00 PM
Tronox receives conditional support for rare earth financing
TROX
New Projects/Investments
Debt Issuance
- On December 9, 2025, Tronox Holdings plc announced it received coordinated, non-binding, and conditional Letters of Support/Interest from Export Finance Australia (EFA) and Export-Import Bank of the United States (EXIM).
- The Letters indicate potential financing of up to US$600 million to support the development of Tronox's rare earth supply chain.
- This financing is intended for mine extensions, infrastructure support, and cracking and leaching capacity, including a proposed facility in Western Australia.
- This initiative aligns with the United States–Australia Framework for Securing of Supply in Critical Minerals and Rare Earths, aiming to advance Tronox's role as a rare earth elements supplier.
Dec 9, 2025, 11:45 AM
Tronox Reports Q3 2025 Results Amidst Market Headwinds, Provides Q4 Outlook and Strategic Updates
TROX
Earnings
Guidance Update
Demand Weakening
- Tronox reported Q3 2025 revenue of $699 million, a 13% decrease year-over-year, and a net loss of $99 million (adjusted diluted EPS loss of $0.46). Adjusted EBITDA was $74 million, and free cash flow was a use of $137 million.
- The quarter was impacted by weaker demand, downstream destocking, heightened competitive dynamics, and a temporary stay on anti-dumping duties in India. A significant zircon shipment was also rolled from Q3 to Q4.
- The company is implementing a cost improvement program, on track to deliver over $60 million in annualized savings by the end of 2025, and targeting $125-$175 million by the end of 2026. Operational measures include temporarily idling the Fuzhou pigment plant, adjusting Stallingborough, and temporarily shutting down a Namaqua furnace and West mine.
- For Q4 2025, Tronox expects revenue and adjusted EBITDA to be relatively flat to Q3, with TiO2 volumes projected to increase 3%-5% and zircon volumes 15%-20% sequentially. The company anticipates positive free cash flow in Q4 2025 and 2026.
- Strategic initiatives include progress on anti-dumping duties in Brazil and Saudi Arabia, with India's duties expected to be reinstated. Tronox also took a 5% equity interest in Lion Rock Minerals in October to advance its rare earth strategy.
Nov 6, 2025, 2:00 PM
Tronox Reports Q3 2025 Financial Results Amidst Weak Demand and Strategic Actions
TROX
Earnings
Demand Weakening
Guidance Update
- For Q3 2025, Tronox reported a Net Loss attributable to Tronox of $99 million and an Adjusted diluted loss per share of $0.46, on revenue of $699 million and Adjusted EBITDA of $74 million. Free cash flow was a use of $137 million.
- Q3 2025 results were impacted by persistent weak demand, increased downstream destocking, and heightened competitive dynamics, leading to TiO2 volumes declining 4% QoQ and 8% YoY.
- The company enhanced liquidity by raising $400 million of secured notes in Q3 2025, bringing total debt to $3.2 billion as of September 30, 2025, with total available liquidity of $664 million.
- Tronox is on track to deliver sustainable run-rate cost improvements of more than $60 million in 2025 and $125-$175 million by end of 2026. The Q4 dividend reflects an updated $0.05 per share level, following a 60% reduction.
- For Q4 2025, Tronox expects revenue and Adjusted EBITDA to be flattish to Q3 2025, with anticipated sequential pricing headwinds for TiO2 down ~2% and zircon declining ~6%.
Nov 6, 2025, 2:00 PM
Tronox Reports Q3 2025 Financial Results and Provides Q4 Outlook
TROX
Earnings
Guidance Update
Debt Issuance
- Tronox reported Q3 2025 revenue of $699 million, marking a 13% decrease compared to the prior year, and a net loss attributable to Tronox of $99 million.
- GAAP diluted loss per share was $0.63, and Adjusted EBITDA for the quarter was $74 million.
- The company expects Q4 2025 revenue and Adjusted EBITDA to be relatively flat to Q3 2025, anticipating TiO2 volume growth of 3-5% and zircon volume growth of 15-20%, despite projected pricing headwinds.
- Free cash flow was a use of $137 million in Q3 2025, but is expected to be a source in Q4 2025.
- Strategic actions include a cost improvement program on track to deliver $60 million in annualized savings by the end of 2025 and raising $400 million in senior secured notes to strengthen the balance sheet.
Nov 6, 2025, 1:30 PM
Tronox Holdings Reports Q3 2025 Financial Results and Provides Q4 Outlook
TROX
Earnings
Guidance Update
Demand Weakening
- Tronox Holdings plc reported Q3 2025 revenue of $699 million, marking a 4% decrease compared to the prior quarter and a 13% decrease compared to the prior year. The company recorded a net loss attributable to Tronox of $99 million and an adjusted diluted loss per share of $0.46.
- Adjusted EBITDA for Q3 2025 was $74 million, representing a 20% sequential decrease and a 48% year-over-year decrease, with an Adjusted EBITDA margin of 10.6%. Free cash flow was a use of $137 million in the quarter.
- For Q4 2025, Tronox expects revenue and Adjusted EBITDA to be relatively flat to Q3 2025, with free cash flow anticipated to be a source. This outlook assumes TiO2 volume growth of 3-5% and zircon volume growth of 15-20% sequentially, offset by pricing headwinds of approximately 2% for TiO2 and 6% for zircon.
- The company strengthened its balance sheet by raising $400 million in senior secured notes and is ahead of schedule on its cost improvement program, aiming for over $60 million in annualized savings by the end of 2025.
Nov 5, 2025, 9:30 PM
Tronox Holdings Faces Securities Class Action Lawsuit
TROX
Legal Proceedings
Guidance Update
Dividends
- Faruqi & Faruqi, LLP is investigating potential securities claims against Tronox Holdings plc (NYSE: TROX) on behalf of investors who suffered losses exceeding $75,000 between February 2, 2025, and July 30, 2025.
- The class action alleges that Tronox made materially false and misleading statements regarding its ability to forecast demand for its products, which led to sales declines and increased costs.
- On July 30, 2025, Tronox announced a significant reduction in TiO2 sales for Q2 2025, resulting in a downward revision of its 2025 full-year revenue guidance and a 60% reduction in its dividend.
- Following this announcement, Tronox's stock price declined by about 38%, from $5.14 to $3.19 per share, between July 30 and July 31, 2025.
- The deadline for investors to seek the role of lead plaintiff in this federal securities class action is November 3, 2025.
Nov 3, 2025, 3:27 PM
Tronox Faces Securities Class Action Investigation
TROX
Legal Proceedings
Guidance Update
Dividends
- Faruqi & Faruqi, LLP is investigating Tronox Holdings plc (TROX) for potential securities claims, with the deadline for lead plaintiff applications set for November 3, 2025.
- The investigation pertains to investors who purchased Tronox securities between February 2, 2025, and July 30, 2025.
- Allegations include that Tronox made materially false and misleading statements and/or concealed adverse facts regarding its ability to forecast product demand and the true state of its commercial division, which led to sales declines and increased costs.
- On July 30, 2025, Tronox announced a significant reduction in TiO2 sales for Q2 2025, subsequently lowering its 2025 full-year revenue guidance and reducing its dividend by 60%.
- Following this news, Tronox's stock price declined approximately 38%, from $5.14 per share on July 30, 2025, to $3.19 per share on July 31, 2025.
Oct 30, 2025, 3:16 PM
Faruqi & Faruqi Investigates Tronox Holdings Following Stock Decline and Guidance Revision
TROX
Legal Proceedings
Guidance Update
Demand Weakening
- Faruqi & Faruqi, LLP is investigating potential claims against Tronox Holdings plc (NYSE: TROX) for allegedly disseminating materially false and misleading statements and/or concealing material adverse facts regarding its ability to forecast demand for its pigment and zircon products.
- The investigation follows Tronox's July 30, 2025, announcement of Q2 2025 financial results, which revealed a significant reduction in TiO2 sales due to a "softer than anticipated coatings season and heightened competitive dynamics".
- As a result, Tronox revised its 2025 financial outlook, lowering its full-year revenue guidance and reducing its dividend by 60%.
- Following this news, Tronox's common stock declined dramatically from $5.14 per share on July 30, 2025, to $3.19 per share on July 31, 2025, a 38% decline.
- Investors who suffered losses in Tronox between February 2, 2025, and July 30, 2025, are encouraged to contact the firm, with a deadline of November 3, 2025, to seek the role of lead plaintiff in the federal securities class action.
Oct 26, 2025, 1:04 PM
Quarterly earnings call transcripts for Tronox Holdings.
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