The earnings call highlights Tronox's proactive measures in cost improvement and liquidity management, with strategic opportunities in India. However, these positives are overshadowed by significant challenges, including declining revenues, weaker demand across markets, and ongoing macroeconomic pressures.
Company Guidance -
Q3 2025
During the Tronox Holdings Q2 2025 earnings call, the company provided updated guidance for the fiscal year 2025, reflecting a challenging macroeconomic environment. Tronox now expects 2025 revenue to range between $3 billion and $3.1 billion, with adjusted EBITDA anticipated between $410 million and $460 million. This forecast considers weaker pigment and zircon volumes due to revised global GDP estimates and customer feedback suggesting a softer second half. However, Tronox is optimistic about growth opportunities in India, aided by antidumping duties, and is actively managing costs through a disciplined strategy, aiming for $125 million to $175 million in sustainable run rate savings by the end of 2026. The company also adjusted its dividend by 60% and reduced capital expenditures to less than $330 million for the year to bolster financial flexibility.
Cost Improvement Program Progress
The cost improvement program is progressing ahead of plan, with $125 million to $175 million in sustainable run rate savings expected by the end of 2026.
Strong Liquidity Position
Tronox ended the quarter with liquidity of $397 million, including $132 million in cash and cash equivalents, and entered an inventory financing program for an additional $50 million.
Sales Growth in India
Tronox saw early sales momentum in India following the implementation of duties against Chinese imports, presenting a significant opportunity for sales volume growth.
TRONOX (TROX) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TROX Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
$5.06
$3.14
-37.94%
Apr 30, 2025
$5.20
$5.28
+1.54%
Feb 12, 2025
$9.30
$8.28
-10.97%
Oct 24, 2024
$12.59
$11.62
-7.70%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TRONOX Ltd (TROX) report earnings?
TRONOX Ltd (TROX) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).
What is TRONOX Ltd (TROX) earnings time?
TRONOX Ltd (TROX) earnings time is at Oct 22, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.