Financial Performance - Tronox reported a quarterly loss of $0.46 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.21, and compared to a loss of $0.13 per share a year ago, indicating a significant earnings surprise of -119.05% [1] - The company posted revenues of $699 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 5.28%, and down from $804 million in the same quarter last year [2] - Over the last four quarters, Tronox has not surpassed consensus EPS estimates and has consistently missed revenue estimates [2] Stock Performance - Tronox shares have declined approximately 68.3% since the beginning of the year, contrasting with the S&P 500's gain of 15.1% [3] - The current Zacks Rank for Tronox is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.11 on revenues of $729.64 million, and for the current fiscal year, it is -$0.75 on revenues of $2.94 billion [7] - The trend of estimate revisions for Tronox was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Chemical - Diversified industry, to which Tronox belongs, is currently ranked in the bottom 8% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8] - Comparatively, Chemours, another company in the same industry, is expected to report a quarterly earnings decline of 40% year-over-year, with revenues projected at $1.49 billion, down 0.6% from the previous year [9][10]

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Core Viewpoint - Tronox Holdings plc reported a significant decline in financial performance for Q3 2025, with a net loss of $99 million, driven by weaker demand, competitive pressures, and operational challenges in the titanium dioxide (TiO2) and zircon markets [2][5][6]. Financial Performance - Revenue for Q3 2025 was $699 million, a decrease of 13% year-over-year and a 4% decline from Q2 2025 [2][5]. - TiO2 revenue was $550 million, down 11% year-over-year, attributed to an 8% decline in sales volumes and a 5% decrease in average selling prices [6][7]. - Zircon revenue decreased by 20% to $59 million, driven by a 16% drop in average selling prices and a 4% decline in sales volumes [7]. - Adjusted EBITDA was $74 million, representing a 48% decrease from the previous year, with an adjusted EBITDA margin of 10.6% [8][9]. Operational Challenges - The company faced challenges from weaker-than-expected demand and aggressive inventory liquidation by competitors, impacting pricing and sales volumes [3][4]. - A restructuring charge of $27 million was included in the net loss, primarily related to the closure of the Botlek pigment plant [5][6]. Cost Management and Cash Flow - Tronox is implementing a cost improvement program expected to yield over $60 million in annualized savings by the end of 2025, with a longer-term goal of $125–$175 million by the end of 2026 [3][4]. - Free cash flow for Q3 2025 was a use of $137 million, with capital expenditures of $80 million [11][12]. Market Outlook - The company anticipates a 3-5% increase in TiO2 volumes and a 15-20% increase in zircon volumes for Q4 2025, despite pricing headwinds [4][12]. - Anti-dumping measures in various countries are expected to improve market conditions and sales volumes in the future [4][12]. Strategic Positioning - Tronox is positioned to benefit from the global shift away from reliance on Chinese rare earths, with significant mineral deposits in Australia and South Africa [11][12]. - The company has taken a 5% equity interest in Lion Rock Minerals, enhancing its rare earth strategy [11].

Core Viewpoint - Tronox Holdings plc is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between February 12, 2025, and July 30, 2025 [1][2] Company Performance - The lawsuit claims that Tronox provided overly positive statements while concealing material adverse facts about its commercial division and forecasting processes, which ultimately led to declining sales and increased costs [2] - On July 30, 2025, Tronox reported a significant reduction in TiO2 sales for the second quarter of fiscal 2025, attributing the decline to a softer coatings season and heightened competition [2] - Following the announcement, Tronox revised its 2025 financial outlook, lowering full-year revenue guidance and reducing its dividend by 60% [2] - The stock price of Tronox plummeted from $5.14 per share on July 30, 2025, to $3.19 per share on July 31, 2025, marking a decline of approximately 38% in one day [2] Legal Proceedings - Investors who suffered losses during the specified timeframe have until November 3, 2025, to request appointment as lead plaintiff in the class action [3] - Participation in the lawsuit does not require serving as a lead plaintiff, and there are no out-of-pocket costs for class members [3] Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4] - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the United States [4]

Core Points - Tronox Holdings plc is under investigation for potential claims related to a federal securities class action [1] - The deadline for investors to seek the role of lead plaintiff in this action is November 3, 2025 [1] - The investigation is being conducted by Faruqi & Faruqi, LLP, a prominent national securities law firm [1]

Core Viewpoint - Rosen Law Firm is reminding purchasers of Tronox Holdings plc common stock of the upcoming lead plaintiff deadline for a class action lawsuit, indicating potential compensation for investors who bought shares during the specified period [1][2]. Group 1: Class Action Details - The class action pertains to investors who purchased Tronox common stock between February 12, 2025, and July 30, 2025, with a lead plaintiff deadline set for November 3, 2025 [1][2]. - Investors can join the class action without incurring out-of-pocket fees through a contingency fee arrangement [1]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success and recognition in this field [3]. - The firm has achieved significant settlements for investors, including over $438 million in 2019, and has been consistently ranked among the top firms for securities class action settlements [3]. Group 3: Case Allegations - The lawsuit alleges that Tronox's management made misleading statements regarding the company's growth and performance in its pigment and zircon commercial division, which ultimately led to a failure in meeting revenue projections [4]. - It is claimed that while positive statements were made to investors, there were material adverse facts being concealed about the company's ability to forecast demand and manage costs, resulting in investor damages when the truth was revealed [4].

Core Viewpoint - A class action lawsuit has been filed against Tronox Holdings plc for allegedly providing misleading statements about its financial health and sales forecasts, leading to significant losses for investors [8]. Allegation Details - The lawsuit claims that Tronox made overly positive statements while concealing adverse facts about its commercial division and sales forecasting capabilities, which ultimately resulted in a decline in revenue projections [8]. - The company reported a significant reduction in TiO2 sales for Q2 2025, attributing the decline to a weaker coatings season and increased competition, which led to a 60% reduction in its dividend and a lowered full-year revenue guidance [8]. Stock Performance - Following the announcement of disappointing financial results on July 30, 2025, Tronox's stock price plummeted from $5.14 to $3.19 per share, marking a decline of approximately 38% in just one day [8].

Core Viewpoint - Tronox Holdings plc is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between February 12, 2025, and July 30, 2025 [1][2] Company Performance - The lawsuit claims that Tronox provided overly positive statements while concealing material adverse facts about its commercial division and demand forecasting for its products [2] - Following the announcement of a significant reduction in TiO2 sales for Q2 2025, Tronox revised its full-year revenue guidance downward and cut its dividend by 60% [2] - The stock price of Tronox fell dramatically from $5.14 per share on July 30, 2025, to $3.19 per share on July 31, 2025, marking a decline of approximately 38% in one day [2] Legal Proceedings - Investors who suffered losses during the relevant timeframe have until November 3, 2025, to request to be appointed as lead plaintiff in the lawsuit [3] - Class members may be entitled to compensation without any out-of-pocket costs or fees [3] Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4] - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4]

Core Viewpoint - Tronox Holdings plc is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between February 12, 2025, and July 30, 2025 [1][2] Group 1: Lawsuit Details - The lawsuit claims that Tronox provided overly positive statements while concealing material adverse facts about its commercial division and forecasting processes, which ultimately led to declining sales and increased costs [2] - On July 30, 2025, Tronox reported a significant reduction in TiO2 sales, attributing the decline to a "softer than anticipated coatings season and heightened competitive dynamics," leading to a lowered financial outlook and a 60% reduction in dividends [2] - Following the announcement, Tronox's stock price plummeted from $5.14 per share to $3.19 per share, marking a decline of approximately 38% in just one day [2] Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until November 3, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3] - Class members may be entitled to compensation without any out-of-pocket costs or fees [3] Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years and consistently ranking among the top securities litigation firms in the United States [4]

Core Viewpoint - A class action lawsuit has been filed against Tronox Holdings plc for allegedly providing misleading information to investors regarding its financial health and sales forecasts, leading to significant stock price declines [8]. Allegation Details - The lawsuit claims that Tronox made overly positive statements while concealing adverse facts about its commercial division and the demand for its products, particularly TiO2 and zircon [8]. - The company’s forecasting processes reportedly failed, resulting in declining sales and increased costs, which ultimately affected revenue projections [8]. Financial Impact - On July 30, 2025, Tronox announced a significant reduction in TiO2 sales for the second quarter, attributing the decline to a weaker coatings season and increased competition [8]. - Following this announcement, Tronox revised its 2025 financial outlook, lowering full-year revenue guidance and cutting its dividend by 60% [8]. - The stock price plummeted from $5.14 per share on July 30, 2025, to $3.19 per share on July 31, 2025, marking a decline of approximately 38% in one day [8]. Next Steps for Investors - Investors who purchased Tronox shares during the class period (February 12, 2025, to July 30, 2025) are encouraged to contact the law firm for more information and to discuss their legal rights [4][8]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is November 3, 2025 [8]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in complex litigation [5]. - The firm has offices in New York, California, and South Carolina, and provides legal services in commercial and securities litigation [5].