Tronox Holdings plc
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No SEC Form 4 filings for $TROX in the last 30 days.
See all $TROX insider activity →Tronox (TROX) shares fell 29.8% since its last earnings report. Q2 2026 showed a wider-than-expected loss of 51 cents per share, though revenue rose 19% to $868M, beating estimates. Higher costs impacted profitability. TiO2 and zircon sales increased, with zircon volumes up 61%. Cash flow was positive at $60M. The company has $3B in net debt.
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.
Over the past 7 days, alphai's AI scored 1 news story mentioning TROX (Tronox Holdings plc). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent TROX coverage spans earnings, financial news and corporate actions.
The article frames continued downside risk into the next earnings window, anchored to Q2 cost pressure and profitability drag.
The article frames TROX as facing near-term earnings-guidance softness and balance-sheet leverage risk, with additional demand pressure from elevated Chinese TiO2 exports.
Guidance and margin drivers (pricing transition, FX, outages) create a near-term earnings path for TROX, with trade-defense actions as a key demand/pricing swing factor.
Pricing actions and outage/cost progress are expected to drive Q3 earnings improvement, with India duty developments as a potential demand and pricing swing factor.
TROX shows analyst disagreement, which can increase volatility around future catalysts but offers no immediate fundamental trigger.
alphai scores every news story that mentions TROX with an AI model for sentiment and relevance, and aggregates insider trades from Tronox Holdings plc's SEC EDGAR Form 4 filings. Figures refresh continuously.
Tronox (TROX) shares fell 29.8% since its last earnings report. Q2 2026 showed a wider-than-expected loss of 51 cents per share, though revenue rose 19% to $868M, beating estimates. Higher costs impacted profitability. TiO2 and zircon sales increased, with zircon volumes up 61%. Cash flow was positive at $60M. The company has $3B in net debt.
5 min readVoya 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.
4 min readTronox (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.
7 min readTronox (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.
6 min readAnalysts 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.
3 min readTronox 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
6 min readTronox 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.
7 min readTronox 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
2 min readTronox 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.
2 min readVoya 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.
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