$TROX

Voya Investment Management’s Q2 2026 investor letter for its Voya MI Dynamic Small Cap Fund discussed market conditions and said the fund outperformed the index via stock selection. It highlighted Tronox Holdings plc (NYSE:TROX), a TiO2 pigment producer, noting its 0.40% portfolio weight detracted due to softer earnings guidance, high leverage concerns, and competitive headwinds from elevated Chinese export volumes. TROX closed at $5.96 on Aug 14, 2026.

Tronox (TROX) reported Q2 2026 revenue of $868 million, up 19%, driven by higher TiO2 and zircon volumes. Net loss was $171 million, including a $103 million tax valuation allowance. Adjusted EBITDA fell 22% to $73 million. Free cash flow was $60 million. Q3 2026 adjusted EBITDA guidance is $95 million to $115 million.

Tronox (NYSE:TROX) said it is shifting from temporary TiO2 and zircon surcharges to more sustainable pricing. CFO John Srivisal cited pricing as the largest driver of expected Q3 earnings improvement, alongside outage and cost-program benefits. Tronox expects Q3 adjusted EBITDA of $95M to $115M, net debt of $3.0B, and India duty recommendations on Chinese TiO2.

Analysts issued mixed ratings for materials stocks. Ternium SA (TX): Wells Fargo kept a Hold and set a $52 target; TipRanks consensus is Moderate Buy with a $55.08 average, while TipRanks also cites a Hold at $54. International Flavors & Fragrances (IFF): Citi maintained Buy at $101; consensus Strong Buy at $93.98. Tronox (TROX): Morgan Stanley kept Hold at $4; consensus Hold at $8.61.

Tronox Holdings plc (TROX) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Tronox Reports Second Quarter 2026 Financial Results STAMFORD, Conn., August 5, 2026/PRNewswire/ — Tronox Holdings plc (NYSE:TROX) (“Tronox” or the “Company”), the world’s leading integrated manufacturer of titanium dioxide (“TiO 2 ”) pigment, today reported its fina

Tronox Holdings plc (NYSE:TROX) reported Q2 2026 results for the quarter ended June 30, 2026. Revenue rose to $868 million, up 19% year over year. It posted a GAAP net loss of $171 million, or $1.07 per diluted share, and adjusted net loss of $82 million. Adjusted EBITDA was $73 million. The company expects full-year 2026 positive free cash flow and Q3 adjusted EBITDA of $95-$115 million.

Tronox Holdings plc (TROX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Tronox Declares Third Quarter 2026 Dividend STAMFORD, Conn., July 29, 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 divid

Tronox Holdings plc (NYSE:TROX) said it appointed Keith Schwarz to its board of directors effective immediately. He will also join the audit committee. The company said the board will have 9 directors, with 6 independent. Tronox cited Schwarz’s 35+ years of public accounting experience, including leadership roles at KPMG.

Voya Investment Management’s Q1 2026 investor letter for the Voya MI Dynamic Small Cap Fund says equity markets were volatile as easing inflation was offset by geopolitical and policy uncertainty. The fund underperformed the Russell 2000 on a NAV basis due to stock selection. It highlighted an overweight in Tronox (TROX), citing risk management; TROX closed at $8.07 on June 3, 2026, and fell after 1Q26 EBITDA guidance missed consensus.

Tronox (TROX) delivered earnings and revenue surprises of -119.05% and -5.28%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?