Core Viewpoint - Tronox Holdings plc is set to release its second quarter 2025 earnings on July 30, 2025, followed by a webcast conference call on July 31, 2025, at 10:00 AM ET [1]. Company Overview - Tronox Holdings plc is a leading global producer of high-quality titanium products, including titanium dioxide pigment and specialty-grade titanium dioxide products [3]. - The company operates in the mining of titanium-bearing mineral sands and has facilities that produce high-grade titanium feedstock materials, pig iron, and other minerals, including rare earth-bearing mineral monazite [3]. - With approximately 6,500 employees across six continents, Tronox boasts a diverse workforce and a strong vertical integration model, enhancing its operational and technical expertise [3].

Industry Overview - The Zacks Chemicals Diversified industry includes manufacturers of basic chemicals, plastics, specialty chemicals, and agricultural chemicals, serving various end markets such as automotive, construction, transportation, electronics, aerospace, and agriculture [3] - Basic chemicals produced include petrochemicals, polymers, and inorganic chemicals, while specialty chemicals are used in specific applications based on performance [3] Current Challenges - The industry is facing persistent demand weakness in key markets, particularly in consumer durables and building & construction, due to lower consumer spending driven by inflationary pressures in Europe and a slow recovery in China [1][4] - The U.S. housing market uncertainties and elevated borrowing costs are negatively impacting the building & construction sector, while the consumer electronics market is experiencing a slowdown post-pandemic [4][5] - In China, a sluggish real estate market and slower economic recovery are contributing to reduced chemical demand, compounded by the ongoing economic challenges in Europe due to high inflation and interest rates [5] Strategic Responses - Industry players such as DuPont, Albemarle, and Kronos are implementing strategic measures including cost reductions, productivity improvements, and aggressive price hikes to navigate the challenging environment [2][6] - Companies are focusing on operational efficiency and strengthening their balance sheets to enhance cash flows and sustain margins amid rising costs [6] Market Performance - The Zacks Chemicals Diversified industry has underperformed both the S&P 500 and the broader Zacks Basic Materials sector, with a decline of 25.2% over the past year compared to the S&P 500's increase of 9.1% [9] - The industry currently holds a Zacks Industry Rank of 208, placing it in the bottom 15% of over 250 Zacks industries, indicating bleak near-term prospects [7][8] Valuation Metrics - The industry is trading at a trailing 12-month enterprise value-to-EBITDA (EV/EBITDA) ratio of 17.47X, which is below the S&P 500's 21.85X but above the sector's 15.61X [12] - Historical trading ranges for the industry have been between 8.76X and 19.29X over the past five years, with a median of 14.53X [12] Company Highlights - **DuPont**: Focused on technology-based materials and solutions, with a projected earnings growth rate of 4.9% for 2025. The company is benefiting from cost synergy savings and productivity improvements [15][16] - **Albemarle**: A premier specialty chemicals company with expected earnings growth of 28.6% for 2025, well-positioned to capitalize on the growing battery-grade lithium market [19][21] - **Kronos Worldwide**: Expected earnings growth of 20% for 2025, benefiting from higher demand for titanium dioxide (TiO2) products and easing pricing pressure [22][24]

Core Insights - Tronox Holdings plc has published its 2024 sustainability report, highlighting significant progress towards sustainability targets and reinforcing its commitment to responsible operations and investments in people and products [1][2]. Sustainability Achievements - The company reduced Scope 1 and 2 greenhouse gas (GHG) emissions intensity by 21% in 2024 compared to the 2019 baseline, primarily through increased use of renewable energy and process automation [4]. - Waste sent to external landfills decreased by 13% in 2024 from the 2019 baseline, achieved by producing less waste, recycling more materials, and exploring circular economy opportunities [4]. - Tronox achieved one of the lowest total recordable injury rates in decades, enhancing workplace safety for employees [4]. Community and Environmental Engagement - The company is engaging top-emitting suppliers to collaborate on reducing their GHG emissions as part of its Scope 3 emissions reduction strategy [4]. - Water management initiatives are being piloted at three locations to improve water consumption measurement and enhance stewardship [4]. - Tronox is leveraging rare earth concentrates from tailings to provide essential metals for the clean energy transition [4]. - The company is actively engaging with communities, executing key action items from its Reconciliation Action Plan in Australia, and has received approval for its next Social and Labor Plan in South Africa [4].

据中国贸易救济信息网，5月10日，印度财政部税收局发布第12/2025-Customs(ADD)号通报称，接受印 度商工部于2025年2月12日对原产于或进口自中国的二氧化钛（Titanium Dioxide）作出的反倾销肯定性 终裁建议，决定对中国的涉案产品征收460－681美元/吨的反倾销税，有效期为5年。本案涉及印度海关 编码28230010、32061110和32061190项下的产品。措施自本通报发布于官方公报之日起生效。 2024年3月28日，印度商工部发布公告称，应印度国内企业Kerala Minerals and Metals Ltd.、Travancore Titanium Products Ltd.和VV Titanium Pigments Pvt. Ltd.提交的申请，对原产于或进口自中国的二氧化钛 发起反倾销调查。2025年2月12日，印度商工部对该案作出肯定性终裁。 ...

Kronos Worldwide (KRO) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.88%. A quarter ago, it was expected that this maker of titanium dioxide pigments would post earnings of $0.11 per share when it actually produced a loss of $0.12, delivering a surprise of -209.09%.Over the last ...

Core Viewpoint - Air Products and Chemicals reported quarterly earnings of $2.69 per share, missing the Zacks Consensus Estimate of $2.84 per share, and down from $2.85 per share a year ago [1][2] Financial Performance - The company posted revenues of $2.92 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.15%, and down from $2.93 billion year-over-year [3] - The earnings surprise for the quarter was -5.28%, and the company has not beaten consensus revenue estimates over the last four quarters [2][3] Stock Performance - Air Products and Chemicals shares have declined approximately 6.5% since the beginning of the year, compared to a decline of 5.3% for the S&P 500 [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.31 on revenues of $3.03 billion, and for the current fiscal year, it is $12.65 on revenues of $12.15 billion [8] - The estimate revisions trend for the company is mixed, and future earnings expectations will be influenced by management's commentary on the earnings call [5][6] Industry Context - The Chemical - Diversified industry, to which Air Products and Chemicals belongs, is currently in the bottom 17% of over 250 Zacks industries, indicating potential challenges ahead [9]

STAMFORD, Conn., April 1, 2025 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its first quarter 2025 earnings release and webcast conference call: Earnings Release: Wednesday, April 30, 2025, after the market close via PR Newswire and the Tronox Holdings plc website: tronox.com About Tronox Tronox Holdings plc is one of the world's leading producers of high-quality titanium products, including titanium dioxide pigment, specialty-grade titanium dioxide products an ...