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Tronox (TROX)
:TROX
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -9.24%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment with notable achievements in TiO2 demand growth and a strong cost improvement plan. However, these are balanced by significant challenges including a net loss, decline in zircon revenues, and high production costs. The company's strategic actions and cost reductions are promising, but the financial setbacks and market challenges temper the overall outlook.Company Guidance
In the Q1 2025 earnings call, Tronox Holdings plc provided guidance on various metrics, indicating a mixed financial performance with strategic actions to mitigate challenges. The company reported a 9% sequential increase in revenue to $738 million, driven by a 12% uplift in TiO2 volumes, particularly in Europe due to antidumping duties. However, they faced a $61 million loss from operations and a net loss of $111 million, including $87 million in restructuring charges mainly from idling the Botlek plant. Adjusted EBITDA was $112 million, with a margin of 15.2%. Despite these hurdles, Tronox maintained its full-year guidance, projecting revenue between $3 billion and $3.4 billion and adjusted EBITDA in the range of $525 million to $625 million. They anticipate stronger performance in the second half of the year, with operational efficiencies and strategic measures expected to yield $125 million to $175 million in cost improvements by 2026. Additionally, the company targets a free cash flow of at least $50 million for 2025, supported by reduced capital expenditures and effective working capital management.Stronger Than Normal TiO2 Demand
The company realized a 12% increase in TiO2 volumes from Q4 2024 to Q1 2025, with Europe leading sequential growth due to antidumping duties.
Sequential Revenue Growth
Revenue increased by 9% sequentially to $738 million, primarily driven by higher TiO2 sales volumes.
Cost Improvement Program
The company expects to deliver $125 million to $175 million in sustainable run rate cost improvements by the end of 2026, with a focus on operational excellence and technology.
Progress on Mining Projects
The expansion at Fairbreeze and East OFS is expected to be completed in 2025, with the commissioning of Fairbreeze in July and East OFS in November leading to cost improvements from 2026 onward.
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TROX Earnings History
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
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TROX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $5.41 | $5.49 | +1.48% |
| Feb 12, 2025 | $9.67 | $8.61 | -10.96% |
| Oct 24, 2024 | $13.09 | $12.09 | -7.64% |
| Aug 01, 2024 | $15.10 | $12.85 | -14.90% |
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.
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FAQ
When does Tronox (TROX) report earnings?
Tronox (TROX) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Tronox (TROX) earnings time?
Tronox (TROX) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TROX EPS forecast?
TROX EPS forecast for the fiscal quarter 2025 (Q2) is 0.04.
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