KRO and TROX are seeing stronger TiO2 volumes and pricing, but weak demand, costs, leverage and market dynamics shape the outlook.

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. […]

Tronox Holdings has delivered a 65.3% return over the past year, yet the valuation checks still suggest the stock screens as relatively cheap. That combination of strong recent gains and an apparently supportive valuation framework is what investors now need to weigh. Over the last 12 months, Tronox Holdings is up 65.3%, which puts recent momentum firmly on the side of existing shareholders. The key driver for the stock's value is likely to be how consistently Tronox Holdings can convert its...

Tronox Holdings plc recently reported past second-quarter 2026 results, with sales rising to US$868 million while net loss widened to US$171 million, and also issued third-quarter production guidance calling for mid-single-digit percentage volume moderation in line with seasonal trends. Together with its presentation at the Mizuho Industrials & Chemicals Conference in New York, these updates give investors fresh insight into how Tronox is balancing higher revenue with ongoing losses and...

TiO2 and zircon volumes drove 19% revenue growth despite margin compression.

Tronox's Q2 sales rise 19% on stronger TiO2 and zircon volumes, but higher production, freight and other costs deepen its adjusted loss.

This article first appeared on GuruFocus. Tronox Holdings PLC (NYSE:TROX) recently announced a total dividend of $0.05 per share, with the ex-dividend date set for 2026-08-10. As investors look forward to this payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

Tronox (NYSE:TROX) reported second-quarter 2026 revenue of $868 million, up 19% from a year earlier, as higher titanium dioxide, or TiO2, and zircon volumes helped offset lower average zircon selling prices, including mix. The company posted a $21 million operating loss and a net loss attributable t

Moby summary of Tronox Holdings plc's Q2 2026 earnings call

Tronox (TROX) delivered earnings and revenue surprises of -30.77% and +2.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Although the revenue and EPS for Tronox (TROX) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

KRO gains on healthy long-term TiO2 demand, higher sales volumes, and cost and pricing actions that could strengthen margins and support future growth.

Eastman Chemical (EMN) delivered earnings and revenue surprises of +9.44% and +6.16%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Tronox (TROX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The latest fair value estimate for Tronox Holdings has been revised from US$7.88 to US$7.03, signaling a tighter view on what some analysts think the stock is worth today. This shift sits alongside a split narrative, with more positive voices arguing that current pricing already reflects many near term risks. At the same time, cautious analysts highlight TiO2 demand concerns, margin pressure, and reduced price targets such as US$6.50 and US$10. As you read on, you will see how these moving...