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TROX

Tronox Holdings·NYSE
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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
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.290.030.050.190.430.610.720.530.60.840.69-0.170.150.16-0.08-0.38-0.050.07-0.130.03-0.15-0.28-0.46-0.6
Forecast
0.2084-0.02020.05620.20080.29680.51540.63770.58340.63010.85170.75270.11390.09420.27310.0285-0.02280.0050.18240.16810.03520.0018-0.0486-0.2252-0.4558
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
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
----------------------722.00M578.00M675.00M783.00M891.00M927.00M870.00M884.00M965.00M945.00M895.00M649.00M708.00M794.00M662.00M686.00M774.00M820.00M804.00M676.00M738.00M731.00M699.00M730.00M
Forecast
----------------------713.67M593.71M643.02M758.24M840.52M920.89M905.33M856.56M933.26M1.02B896.90M660.75M687.22M821.82M710.14M668.95M753.98M848.04M790.63M697.32M748.76M781.02M736.33M708.02M
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