TROX
Tronox Holdings·NYSE
--
--(--)
--
--(--)
TROX fundamentals
Tronox Holdings (TROX) released its earnings on Feb 19, 2026: revenue was 730.00M (YoY +7.99%), beat estimates; EPS was -0.6 (YoY -2100.00%), missed estimates.
Revenue / YoY
730.00M
+7.99%
EPS / YoY
-0.6
-2100.00%
Report date
Feb 19, 2026
TROX Earnings Call Summary for Q4,2025
- Volume Surge: Q4 TiO2 volumes up 9% YoY, driven by anti-dumping duty gains in India and Latin America. Zircon volumes increased 42% sequentially due to restocking.
- Cost Efficiency: Achieved $90 million in annualized savings, 3x the original target, with 2,000+ cost-saving initiatives underway.
- Free Cash Flow Target: 2026 guidance for positive free cash flow, with Q1 EBITDA expected in $55-65 million range.
- Strategic Moves: Closed Fuzhou and Botlek plants to streamline operations; advanced rare earths strategy with $400 million in potential financing.
- Market Recovery: TiO2 and zircon prices at inflection points, with Q1 price increases implemented and Q2 hikes expected. Structural shifts from anti-dumping duties driving long-term growth.
EPS
Actual | 0.29 | 0.03 | 0.05 | 0.19 | 0.43 | 0.61 | 0.72 | 0.53 | 0.6 | 0.84 | 0.69 | -0.17 | 0.15 | 0.16 | -0.08 | -0.38 | -0.05 | 0.07 | -0.13 | 0.03 | -0.15 | -0.28 | -0.46 | -0.6 | |||||||||||
Forecast | 0.2084 | -0.0202 | 0.0562 | 0.2008 | 0.2968 | 0.5154 | 0.6377 | 0.5834 | 0.6301 | 0.8517 | 0.7527 | 0.1139 | 0.0942 | 0.2731 | 0.0285 | -0.0228 | 0.005 | 0.1824 | 0.1681 | 0.0352 | 0.0018 | -0.0486 | -0.2252 | -0.4558 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +39.16% | +248.51% | -11.03% | -5.38% | +44.88% | +18.35% | +12.91% | -9.15% | -4.78% | -1.37% | -8.33% | -249.25% | +59.24% | -41.41% | -380.70% | -1566.67% | -1100.00% | -61.62% | -177.33% | -14.77% | -8433.33% | -476.13% | -104.26% | -31.64% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 722.00M | 578.00M | 675.00M | 783.00M | 891.00M | 927.00M | 870.00M | 884.00M | 965.00M | 945.00M | 895.00M | 649.00M | 708.00M | 794.00M | 662.00M | 686.00M | 774.00M | 820.00M | 804.00M | 676.00M | 738.00M | 731.00M | 699.00M | 730.00M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 713.67M | 593.71M | 643.02M | 758.24M | 840.52M | 920.89M | 905.33M | 856.56M | 933.26M | 1.02B | 896.90M | 660.75M | 687.22M | 821.82M | 710.14M | 668.95M | 753.98M | 848.04M | 790.63M | 697.32M | 748.76M | 781.02M | 736.33M | 708.02M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.17% | -2.65% | +4.97% | +3.27% | +6.01% | +0.66% | -3.90% | +3.20% | +3.40% | -6.95% | -0.21% | -1.78% | +3.02% | -3.39% | -6.78% | +2.55% | +2.66% | -3.31% | +1.69% | -3.06% | -1.44% | -6.40% | -5.07% | +3.10% |
Earnings Call
You can ask Aime
What is Tronox Holdings's gross profit margin?What were the key takeaways from Tronox Holdings's earnings call?What factors drove the changes in Tronox Holdings's revenue and profit?What is the market's earnings forecast for Tronox Holdings next quarter?What guidance did Tronox Holdings's management provide for the next earnings period?What does Tronox Holdings do and what are its main business segments?Did Tronox Holdings beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Tronox Holdings year over year?
