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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Tronox
Tronox (TROX) investor relations material
Tronox Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue rose 18% YoY to $827M and Adjusted EBITDA increased 36% to $101M; Adjusted EBITDA margin reached 12.2%, up 160 bps YoY.
Pricing gains and cost actions supported results amid softer demand, Middle East-related disruption and higher input costs; Q4 Adjusted EBITDA guidance is $80M–$90M.
Financial highlights
Operating income was $12M versus an operating loss of $43M in Q3 2025; net loss attributable to ordinary shareholders was $55M versus $99M.
Adjusted diluted loss per share was $0.34; gross profit was $77M and gross margin was 9.3%, versus 7.4% a year earlier.
Free cash flow was a $5M source versus a $137M use in Q3 2025; Q3 capital expenditures were $57M.
Nine-month Adjusted EBITDA was $236M versus $279M, and Adjusted EBITDA margin was 9.6% versus 12.9%.
Outlook and guidance
Q4 Adjusted EBITDA guidance is $80M–$90M, including $15M–$20M of higher-than-expected input costs, mainly natural gas, sulfur and sulfuric acid.
Q4 TiO2 volumes are expected to decline high-single to low-double digits sequentially; zircon volumes are expected to soften moderately.
Q4 TiO2 pricing gains are expected to hold; zircon pricing is expected to increase mid-single digits sequentially.
Q4 free cash flow is forecast at $20M–$45M; FY2026 free cash flow is expected to use $25M–$50M.
FY2026 cost savings are on track to exceed a $175M run rate; capital expenditures are forecast at ~$230M, down ~$30M from prior guidance.
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Latest events from Tronox
- Q4 revenue grew, but prices and downtime weighed on earnings as demand improved.TROX
Q4 2023 - Integrated operations, cost discipline, and sustainability drive resilience and growth.TROXInvestor presentation
- Q2 revenue up 19% YoY on strong TiO2 and zircon volumes; net loss widens, margin improvement expected.TROXQ2 2026
- Revenue up 3% to $760M, but losses persist; Q2 outlook sees higher volumes and cash flow.TROXQ1 2026
- Challenging 2025 led to cost cuts, new mines, rare earth focus, and strong ESG progress.TROXProxy filing
- Board-backed proposals include director elections, auditor ratification, and share plan changes.TROXProxy filing
- 2025 ended with strong TiO2 and zircon volumes, cost actions, and a positive 2026 cash flow outlook.TROXQ4 2025
- Q2 2024 revenue rose 3% to $820M, with TiO2 volumes up 16% and Adjusted EBITDA at $161M.TROXQ2 2024
- 2025 guidance: $3.0–$3.4B revenue, $525–$625M EBITDA, cost savings and volume growth expected.TROXQ4 2024
Next Tronox earnings date
Q4 202617 Feb, 2027
Tronox
Next Tronox earnings date
Q4 202617 Feb, 2027
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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.