)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Tronox (TROX) investor relations material
Tronox Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 revenue was $731M, down 11% year-over-year, driven by weaker demand and lower TiO2 and zircon volumes; gross margin declined to 10.8% from 18.3% last year.
Net loss for Q2 2025 was $84M–$85M, including $39M in restructuring charges from the Botlek plant idling.
Adjusted EBITDA was $93M (12.7% margin), down 42% year-over-year and 17% sequentially; adjusted diluted loss per share was $0.28.
Cost improvement program is ahead of plan, targeting $125–$175M run-rate savings by end of 2026.
Early sales momentum in India post-duty implementation; Brazil sales impacted by anti-dumping investigation delay.
Financial highlights
Q2 2025 net sales: $731M (down 11% year-over-year); gross profit: $79M; gross margin: 10.8%.
Net loss: $84M–$85M; adjusted diluted loss per share: $0.28; free cash flow was a use of $55M.
Capital expenditures were $83M in Q2; six-month capex was $193M.
Net debt at quarter-end was $2.9B–$2.92B; total debt $3.1B.
Liquidity at June 30, 2025 was $397M, including $132M in cash.
Outlook and guidance
FY 2025 revenue expected at $3.0B–$3.1B; adjusted EBITDA forecasted at $410M–$460M, reflecting lower pigment and zircon volumes.
Free cash flow for 2025 projected to be a use of $100M–$170M; capex to be less than $330M.
Dividend reduced by 60% to $0.05/share for Q3 2025 to preserve liquidity.
Cost savings expected to accelerate in H2; mining projects in South Africa to deliver lower-cost feedstock starting late Q4.
Management expects sufficient cash flow for operating needs over the next 12 months, assuming forecasts are met.
Assess Botlek plant idling impact on 2026 savings.
Explain drivers behind zircon revenue decrease.
How will reduced dividend impact balance sheet?
What's driving the $3B-$3.1B revenue outlook?
Discuss rare earth element strategy.
How will mining adjustments impact EBITDA?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tronox earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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