Company Performance - Tronox reported quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.05 per share, compared to a loss of $0.38 per share a year ago, indicating an earnings surprise of -40% [1] - The company posted revenues of $676 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 1.39%, and down from $686 million year-over-year [2] - Over the last four quarters, Tronox has not surpassed consensus EPS estimates and has topped consensus revenue estimates only twice [2] Stock Outlook - Tronox shares have lost about 1.2% since the beginning of the year, while the S&P 500 has gained 3.2% [3] - The current consensus EPS estimate for the coming quarter is $0.16 on revenues of $788.95 million, and for the current fiscal year, it is $0.76 on revenues of $3.24 billion [7] - The estimate revisions trend for Tronox is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell), indicating expected underperformance in the near future [6] Industry Context - The Chemical - Diversified industry, to which Tronox belongs, is currently in the bottom 11% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]

Core Viewpoint - Tronox Holdings plc reported its fourth quarter financial results for 2024, showing a mixed performance with a slight decline in revenue but significant improvements in operational efficiency and cost management [1][4][6]. Financial Performance - Fourth quarter revenue was $676 million, a decrease of 1% year-over-year, primarily due to unfavorable average selling prices and product mix impacts on TiO2 and zircon [3][8]. - TiO2 revenue increased by 3% to $533 million, driven by a 4% increase in volumes, despite a 1% decline in average selling prices [9]. - Zircon revenue surged by 32% to $75 million, supported by a 43% increase in volumes, although offset by an 11% decrease in average selling prices [10]. - The company reported a net loss of $30 million for the quarter, an improvement from a net loss of $56 million in the same period last year [12][15]. - Adjusted EBITDA for the quarter was $129 million, reflecting a 37% increase year-over-year, with an adjusted EBITDA margin of 19.1% [13][18]. Operational Highlights - The company achieved $75 million in production cost improvements compared to Q4 2023, contributing to the improved adjusted EBITDA [4][6]. - Tronox launched a cost improvement plan targeting sustainable savings of $125-175 million by the end of 2026, focusing on enhancing cost efficiency and optimizing asset performance [7][18]. Full Year Overview - For the full year 2024, Tronox reported total revenue of $3,074 million, an 8% increase year-over-year, with an adjusted EBITDA of $564 million, also up 8% from the previous year [15][18]. - The company returned $80 million to shareholders in the form of dividends during the year [17]. Outlook - For 2025, Tronox expects revenue to be in the range of $3.0-3.4 billion, driven by improving TiO2 and zircon volumes, with adjusted EBITDA projected between $525-625 million [6][18]. - Capital expenditures for 2025 are anticipated to be between $375-395 million, with free cash flow expected to remain relatively flat [18].

Tronox (TROX) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 12. O ...

STAMFORD, Conn., Jan. 23, 2025 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its fourth quarter 2024 earnings release and webcast conference call:Earnings Release: Wednesday, February 12, 2025, after the market close via PR Newswire and the Tronox Holdings plc website: tronox.comWebcast Conference Call: Thursday, February 13, 2025, at 9:00 AM ET (New York). The live call is open to the public and can be accessed via live webcast and teleconference. Please visit ...

STAMFORD, Conn., Oct. 30, 2024 /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 dividend of $0.125 per share. The dividend is payable on December 13, 2024 to shareholders of record at the close of business on November 11, 2024.About TronoxTronox Holdings plc is one of the world's leading producers of high-quality titanium products, including titanium dioxide pigment, spe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to ___________ 1-35573 (Commission file number) TRONOX HOLDINGS PLC (Exact Name of Registrant as Specified in its Charter) England and Wales 98- ...

Tronox (TROX) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of $0.17. This compares to loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -176.47%. A quarter ago, it was expected that this producer of titanium ore and titanium dioxide would post earnings of $0.23 per share when it actually produced earnings of $0.07, delivering a surprise of -69.57%.Over the last four quarters ...

STAMFORD, Conn., Oct. 24, 2024 /PRNewswire/ -- Tronox Holdings plc (NYSE:TROX) ("Tronox" or the "Company"), the world's leading integrated manufacturer of titanium dioxide ("TiO2") pigment, today reported its financial results for the quarter ending September 30, 2024, as follows:Third Quarter 2024 Financial Highlights: Produced revenue of $804 million, a 21% increase compared to the prior year, or a 2% decrease compared to the prior quarter Generated income from operations of $54 million, and a net loss of ...

STAMFORD, Conn., Oct. 2, 2024 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its third quarter 2024 earnings release and webcast conference call: Earnings Release: Thursday, October 24, 2024, after the market close via PR Newswire and the Tronox Holdings plc website: tronox.com Webcast Conference Call: Friday, October 25, 2024, at 8:00 AM ET (New York). The live call is open to the public via internet broadcast and telephone. Internet Broadcast: investor.tronox.c ...

STAMFORD, Conn., Aug. 13, 2024 /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 dividend of $0.125 per share. The dividend is payable on September 27, 2024 to shareholders of record at the close of business on August 26, 2024. About Tronox Tronox Holdings plc is one of the world's leading producers of high-quality titanium products, including titanium dioxide pigment, sp ...