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TROX

Tronox Holdings plc

TROX

NYSE·Basic Materials·Chemicals·Mkt cap $1.0B

$6.21

▼ -3.57%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$2.86 - $10.59

P/E

-2.13

Fwd P/E

-5.23

Beta

0.74

Div Yield

3.11%

Avg Vol

3.0M

Shares Out

159.5M

Mkt Cap

$1.0B

Price action

Price chart

Up 16.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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 0.7).

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

-29.9% over 3m

Quality

Thin

Mixed fundamentals

Dividend

Solid

3.11% yield

Earnings track record

Recent earnings results

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

Next: Apr 28, 2026

“
Q2 26 RECAP

MAY 6, 2026

Reported EPS of -$0.55 vs -$0.48 consensus (-14.6% surprise). Revenue of $760.0M vs $751.4M expected (+1.1%).

EPS miss
Rev beat +1.1%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-14.6%

Next: Apr 28, 2026

Revenue trend · last 8Q

—

—

-1%

-5%

-11%

-13%

+8%

+3%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$820.0M

$804.0M

$676.0M

$738.0M

$731.0M

$699.0M

$730.0M

$760.0M

Margins · last 8Q

Gross

—

Operating

—

Profit

-13.6%

View full earnings history →

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

$9.00

▲ +44.9% vs $6.21

Low $9.00
Median $9.00
High $10.00

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

5 analysts covering

View full analyst page →

vs Industry

How TROX stacks vs Chemicals

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

Industry comparison data unavailable for this stock.