Tronox Creditors Reach Cooperation Agreement Following Revenue Decline - Bloomberg
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy TROX?
Source: SeekingAlpha
Cooperation Agreement: Some creditors of Tronox have signed a cooperation agreement to facilitate discussions regarding the company's significant debt load.
Debt Overview: As of September 30, Tronox had over $3 billion in long-term debt, with a term loan due in 2029 trading at $0.79 on the dollar.
Financial Performance: The company reported a 13% year-over-year decline in Q3 revenues to $699 million, while adjusted EBITDA fell 48% to $74 million compared to the previous year.
Market Challenges: Tronox is facing challenges such as competition, weak demand, and pricing pressure, which have contributed to its declining sales volume and revenues.
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Analyst Views on TROX
Wall Street analysts forecast TROX stock price to fall
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 7.860
Low
3.50
Averages
4.97
High
6.00
Current: 7.860
Low
3.50
Averages
4.97
High
6.00
About TROX
Tronox Holdings plc is a producer of titanium products, including titanium dioxide (TiO2) pigment, specialty-grade titanium dioxide products and high-purity titanium chemicals, and zircon. The Company is a vertically integrated manufacturer of TiO2 pigment. It mines titanium-bearing mineral sands and operates upgrading facilities that produce high-grade titanium feedstock materials, pig iron and other minerals, including the rare earth-bearing mineral, monazite. It operates titanium-bearing mineral sand mines and beneficiation and smelting operations in Australia and South Africa to produce feedstock materials that can be processed into TiO2 for pigment, high-purity titanium chemicals, including titanium tetrachloride, and ultrafine TiO2 used in certain specialty applications. The Company supplies and markets TiO2 under the brand names TIONA and CristalActiv. It has nine pigment facilities located in the United States, Australia, Brazil, and the United Kingdom, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Company Overview: As a leading global producer of titanium products, Tronox specializes in high-quality titanium dioxide pigment and high-purity titanium chemicals, employing approximately 6,500 people worldwide, showcasing its robust operational capabilities.
- Vertical Integration Advantage: The company ensures a steady supply of high-grade titanium feedstock through its mining and upgrading facilities, enhancing its competitive edge in the market while providing diverse product offerings to customers.
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- Webcast Conference Call: The company will host a webcast conference call on February 19, 2026, at 9:00 AM ET, allowing public participation and enhancing transparency and investor engagement.
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- Company Overview: As a leading global producer of titanium products, Tronox specializes in high-quality titanium dioxide pigment and high-purity titanium chemicals, employing approximately 6,500 people worldwide, showcasing its robust operational capabilities.
- Vertical Integration Advantage: The company ensures a steady supply of high-grade titanium feedstock through its mining and upgrading facilities, enhancing its competitive edge in the market while providing diverse product offerings to customers.
- Market Impact: The dividend announcement not only reflects the company's strong financial health but may also attract more investor attention, thereby enhancing its image in the capital markets and increasing shareholder value.
See More
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- Revenue Beat: Tronox expects Q4 revenues of $730 million, reflecting an 8% year-over-year and 4% quarter-over-quarter increase, significantly surpassing the $688 million analyst consensus, indicating strong performance in TiO2 and other product segments.
- Net Loss Forecast: Despite revenue growth, Tronox anticipates a Q4 net loss of $176 million, with adjusted EBITDA of $57 million and free cash flow of $53 million, all of which exceed prior guidance, highlighting operational resilience.
- Plant Closure Plan: The company plans to permanently close its 46,000 metric tons/year TiO2 plant in Fuzhou, China, due to weak domestic demand and rising costs, impacting approximately 550 permanent staff, which reflects strategic adjustments to market conditions.
- Restructuring Cost Estimates: Tronox expects to incur $60 million to $80 million in restructuring and related charges primarily in Q4 2025, while estimating annual cost savings exceeding $15 million, demonstrating a commitment to operational efficiency.
See More
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- Earnings Release Schedule: Tronox Holdings plc will release its fourth quarter 2025 earnings on February 18, 2026, after market close via PR Newswire and its website, ensuring timely access to financial information for investors.
- Webcast Conference Call: The company will host a webcast conference call on February 19, 2026, at 9:00 AM ET, allowing public participation and enhancing transparency and investor engagement.
- Replay Availability: A replay of the conference call will be available on the investor website after the live event, providing access to key information for investors who could not attend the live session, thus improving information accessibility.
- Company Background: Tronox is a leading global producer of high-quality titanium products with approximately 6,500 employees, and its vertical integration model and technical expertise solidify its dominant position in the titanium dioxide market, showcasing strong competitive advantages in the industry.
See More
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- Revenue Performance: The company's quarterly revenue was $252.67 million, slightly below the consensus estimate of $252.86 million; however, the overall financial performance remains robust, potentially attracting more institutional investor interest.
- Significant Stock Surge: Following the positive earnings report, Progress Software's shares surged 20.5% to $46.50 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Optimistic Guidance: The company issued first-quarter and FY26 guidance above market estimates, demonstrating management's confidence in future performance, which may further drive stock price increases and enhance market recognition of its long-term investment value.
See More
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