The earnings call highlighted promising developments in cost savings and opportunities in India. However, significant challenges remain, including revenue declines, competitive pressures, and high leverage. The sentiment is cautious as the company navigates a difficult macroeconomic environment with strategic actions to manage through the downturn.

Company Guidance -

Q3 2025

During the Tronox Holdings Q2 2025 earnings call, the company provided guidance for the remainder of 2025, projecting revenue to be in the range of $3 billion to $3.1 billion and adjusted EBITDA to fall between $410 million and $460 million. This outlook considers a challenging demand environment with weaker-than-expected volumes, particularly in the TiO2 and zircon segments, where sales decreased year-over-year by 11% and 20% respectively. Despite these challenges, the company plans to mitigate impacts through a cost improvement program aimed at achieving $125 million to $175 million in sustainable run rate savings by the end of 2026. Tronox also revised its capital expenditure guidance to less than $330 million, down from previous estimates, and reduced its dividend by 60% to maintain financial flexibility. The company expects free cash flow to be a use of $100 million to $170 million, with net cash interest of approximately $150 million and net cash taxes of less than $10 million for the year.

Cost Improvement Program Progress

The cost improvement program is ahead of plan, with a target to achieve $125 million to $175 million in sustainable run rate savings by the end of 2026. The company expects to exit the year with nearly double the cost savings than previously targeted.

Strong Position in India

Positive sales momentum in India due to the implementation of antidumping duties in May and the Australia-India free trade agreement. The region presents significant opportunities for growth in TiO2 sales volume.

Inventory Financing Program

Tronox entered into an inventory financing program that provides an additional $50 million of liquidity, bolstering the company's financial position.

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

Daily Earnings Calendar >

TROX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	-0.14 / -	-0.13	―	―	―
Jul 30, 2025	2025 (Q2)	-0.05 / -0.28	0.07	-500.00% (-0.35)
Apr 30, 2025	2025 (Q1)	<0.01 / -0.15	-0.05	-200.00% (-0.10)
Feb 12, 2025	2024 (Q4)	0.04 / 0.03	-0.38	107.89% (+0.41)
Oct 24, 2024	2024 (Q3)	0.17 / -0.13	-0.08	-62.50% (-0.05)
Aug 01, 2024	2024 (Q2)	0.18 / 0.07	0.16	-56.25% (-0.09)
May 01, 2024	2024 (Q1)	<0.01 / -0.05	0.15	-133.33% (-0.20)
Feb 15, 2024	2023 (Q4)	-0.02 / -0.38	-0.17	-123.53% (-0.21)
Oct 25, 2023	2023 (Q3)	0.03 / -0.08	0.69	-111.59% (-0.77)
Jul 26, 2023	2023 (Q2)	0.27 / 0.16	0.84	-80.95% (-0.68)

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.

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 (Q3) is -0.14.

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