)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Tronox
Tronox (TROX) investor relations material
Tronox Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved best safety performance in over a decade, with lowest injury rate in 2025 and exceeded Q4 volume expectations for TiO2 and zircon.
Finished 2025 with stronger TiO2 and zircon volumes than anticipated, aided by anti-dumping measures and market share gains in India, Latin America, and Middle East.
Announced closures of Fuzhou (China) and Botlek (Netherlands) pigment plants to streamline footprint and improve cost structure.
Advanced rare earths strategy with conditional financing for an Australian facility and commenced mining at Fairbreeze, with commissioning of East OFS in South Africa.
Executed cost improvement actions, targeting $125–$175 million in run-rate savings by end of 2026.
Financial highlights
2025 revenue was $2.9 billion, down 6% year-over-year due to unfavorable pricing, mix, and lower volumes in TiO2 and zircon.
Loss from operations was $253 million; net loss attributable was $470 million, including $233 million in restructuring and other charges.
Adjusted EBITDA was $336 million (11.6% margin), down 40% year-over-year; Q4 adjusted EBITDA was $57 million (7.8% margin), down 56% year-over-year.
Free cash flow was a use of $281 million for the year, with Q4 free cash flow positive at $53 million.
Returned $48 million to shareholders via dividends in 2025.
Outlook and guidance
Expect positive free cash flow in 2026, with Q1 adjusted EBITDA guidance of $55–$65 million.
TiO2 and zircon volumes expected to be flat sequentially in Q1 2026; TiO2 pricing to increase 2–4%, zircon pricing flat with Q2 increase announced.
CapEx for 2026 expected to be ~$260 million, down from 2025; working capital expected to be a source of over $100 million.
Long-term net leverage ratio target set below 3.0x as market recovers.
Structural changes in global TiO2 trade flows?
Progress on cost improvement program targets?
Update on rare earths strategy and facility.
What is the strategy to regain India TiO2 share?
How do plant closures impact 2026 EBITDA?
What is the rare earths development pathway?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tronox earnings date
Q1 202630 Apr, 2026
Tronox
Next Tronox earnings date
Q1 202630 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Tronox Holdings plc is a global producer of titanium dioxide pigment, which is used to add whiteness, brightness, and durability to products such as paints, plastics, and paper. The company also mines and processes zircon, rutile, and other mineral sands. The company is headquartered in Stamford, Connecticut, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage