Tronox Q4 Loss Widens to $0.60 per Share, Revenues Miss by 0.3%
Tronox posted an adjusted Q4 loss of $0.60 per share versus an expected loss of $0.43, widening from a $0.03 per share profit a year earlier and missing consensus by 38%. Revenue reached $730 million, slightly below estimates and marking the fourth consecutive quarter of revenue shortfalls.
1. Q4 2025 Financial Results
Tronox reported an adjusted loss of $0.60 per share for the quarter ended December 2025, compared with an expected loss of $0.43 per share, representing a 38% shortfall versus consensus. Revenue for the period totaled $730 million, approximately 0.3% below the estimated $732 million.
2. Consecutive Estimate Misses
This quarter marks the fourth straight period in which Tronox failed to meet consensus EPS and revenue forecasts. In the year-ago quarter, the company achieved an adjusted profit of $0.03 per share, highlighting the recent downturn in earnings performance.
3. Year-to-Date Stock Performance
Despite the latest earnings setback, Tronox shares have surged 82.3% since January 1, 2026, significantly outpacing the flat return of the S&P 500 over the same timeframe.
4. Outlook and Industry Context
Analysts currently forecast next-quarter EPS of -$0.31 on $739.87 million in revenue and full-year EPS of -$0.72 on $2.91 billion. The Chemical - Diversified industry is positioned in the bottom 21% of its peer group, underscoring broader sector challenges.