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TROX

Tronox Holdings plc

TROX

NYSE·Basic Materials·Chemicals·Mkt cap $767.3M

$4.81

-1.43%

P/E

-1.39

Mkt Cap

$767.3M

52-Wk Range

$2.86–$10.59

52-Week Range

$2.86 - $10.59

P/E

-1.39

Fwd P/E

-3.46

Beta

0.77

Div Yield

4.16%

Avg Vol

2.8M

Shares Out

159.5M

Mkt Cap

$767.3M

Price action

Price chart

Up 6.4% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Vertical Integration: Complete control from mining to finished pigment reduces costs and supply chain risk
  • Global Production Footprint: Multi-continent operations provide geographic diversification and proximity to key markets
  • Integrated Supply Chain: In-house beneficiation and smelting capabilities create operational synergies and margin protection
  • Diversified Product Portfolio: Multiple revenue streams from co-products reduce dependency on single product demand

Bear Case

1 risk

  • Low volatility (beta 0.8).

Growth

Stable outlook

Rising global demand for TiO2 in emerging markets and construction sectors

Value

Deep value opportunity - significant discount to Commodity Chemicals peers

Momentum

Falling

-34.1% over 3m

Quality

Thin

Mixed fundamentals

Dividend

Solid

4.16% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 28, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of -$0.51 vs -$0.38 consensus (-34.8% surprise). Revenue of $868.0M vs $832.6M expected (+4.3%).

EPS miss
Rev beat +4.3%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-34.8%

Revenue trend · last 8Q

-1%

-5%

-11%

-13%

+8%

+3%

+19%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$804.0M

$676.0M

$738.0M

$731.0M

$699.0M

$730.0M

$760.0M

$868.0M

Margins · last 8Q

Gross

6.3%

Operating

-2.4%

Profit

-19.7%

Wall Street consensus

4 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

25%

Sell

3

75%

Median Price Target

Latest: Deutsche Bank · $10.00 · May 20, 2026

vs Industry

How TROX stacks vs Chemicals

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.