Tronox posts Q4 adjusted loss per share

Reuters
Yesterday
Tronox posts Q4 adjusted loss per share 

Overview

  • Titanium dioxide pigment maker's Q4 revenue grew 8% yr/yr

  • Reported adjusted loss per share for Q4 of $0.60

  • Company expects positive free cash flow in 2026 due to improved pricing

Outlook

  • Tronox expects Q1 2026 Adjusted EBITDA of $55-$65 mln

  • Company anticipates positive free cash flow in 2026

  • TiO2 pricing expected to improve in Q1 2026

Result Drivers

  • HIGHER SALES VOLUMES - Revenue increased by 8% due to higher TiO2 and zircon sales volumes, despite lower average selling prices

  • RESTRUCTURING CHARGES - Closure of Botlek and Fuzhou plants led to $80 mln in restructuring charges, impacting net loss

  • COST IMPROVEMENT - Achieved $90 mln in sustainable run-rate savings from cost improvement program by end of 2025

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Adjusted EPS

Miss

-$0.60

-$0.47 (9 Analysts)

Q4 Adjusted EBITDA Margin

7.80%

Q4 Income From Operations

-$114 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the specialty chemicals peer group is "buy."

  • Wall Street's median 12-month price target for Tronox Holdings PLC is $6.75, about 11.2% below its February 17 closing price of $7.60

Press Release: ID:nPn6Yshgya

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10