Tronox Holdings plc

NYSE:TROX Lagerbericht

Marktkapitalisierung: US$1.3b

Tronox Holdings Management

Management Kriterienprüfungen 3/4

Tronox Holdings CEO ist John Romano , ernannt in Apr 2024, hat eine Amtszeit von 2.08 Jahren. Die jährliche Gesamtvergütung beträgt $8.25M , bestehend aus 13.3% Gehalt und 86.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.59% der Aktien des Unternehmens, im Wert von $7.51M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.6 Jahre bzw. 7.2 Jahre.

Wichtige Informationen

John Romano

Geschäftsführender

US$8.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts13.33%
Amtszeit als Geschäftsführer2.1yrs
Eigentum des Geschäftsführers0.6%
Durchschnittliche Amtszeit des Managements5.6yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder7.2yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 05

TROX: Slower Earnings Recovery Will Limit Upside Despite Higher Street Expectations

The analyst price target for Tronox Holdings has shifted to $7.88 from $6.11, reflecting updated views on fair value, discount rates, revenue growth, profit margins, and future P/E as outlined in recent Street research, where analysts have been adjusting targets and ratings through a mix of upward revisions and at least one downgrade. Analyst Commentary Recent Street research on Tronox Holdings has been active, with several price target changes clustered over a relatively short period.
Narrativ-Update Apr 20

TROX: Plant Closure And Refining Assumptions Will Shape Balanced Risk Reward Outlook

Tronox Holdings' analyst fair value estimate has shifted to $10.00 from $8.00, as analysts adjust assumptions around discount rates, revenue growth, profit margins and future P/E, while a series of firms have been lifting their price targets in recent research updates. Analyst Commentary Recent Street research has highlighted a series of upward price target revisions for Tronox Holdings, with several firms adjusting their views as assumptions around discount rates, growth and profitability are revisited.
Narrativ-Update Apr 05

TROX: Higher Forecasts And China Closure Will Keep Execution Risk Elevated

The analyst price target for Tronox Holdings has moved higher to $4.37 from $3.50, with analysts updating their views after a series of target increases at firms such as Mizuho, UBS, Truist, Goldman Sachs, and Deutsche Bank. These changes reflect revised assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E.
Narrativ-Update Mar 22

TROX: Earnings Improvement Plans And Plant Closure Will Support Future Upside

Analysts have lifted their price targets on Tronox Holdings into a rough $4 to $7.50 range, citing expectations for gradual earnings improvement and modestly higher modeled revenue growth and profit margins. Analyst Commentary Recent research updates on Tronox show a cluster of higher price targets, with several bullish analysts marking up their models even while keeping a cautious eye on the earnings backdrop.
Narrativ-Update Mar 08

TROX: Rare Earth Financing Will Support Future Upside Potential

Analysts have nudged up their price targets on Tronox Holdings into a roughly $4 to $7.50 range, reflecting updated assumptions around higher modeled revenue growth and thinner profit margins, even as some still highlight that earnings improvement may take time. Analyst Commentary Recent research updates around Tronox cluster in a relatively tight price target band, with bullish analysts nudging their fair value estimates higher while still signaling that earnings progress may be gradual.
Narrativ-Update Feb 21

TROX: Rare Earth Financing And Capacity Closures Will Support Future Upside

The updated analyst price target for Tronox Holdings moves to $8.00 from $7.00. This change reflects analysts' responses to recent Street research that cites revised fair value, a slightly lower discount rate, and adjusted expectations for revenue growth, profit margins, and future P/E multiples.
Narrativ-Update Feb 07

TROX: Lower Discount Rate And Macro Uncertainty Will Restrain Future Upside

Analysts have lifted their price targets on Tronox Holdings, with recent moves of $1 to $2 reflecting updated views on fair value, a lower discount rate, slightly higher modeled revenue growth and profit margins, and a modestly higher future P/E assumption. Analyst Commentary Recent research updates on Tronox Holdings point to a cluster of upward price target revisions, with several firms fine tuning their assumptions on growth, profitability, and valuation multiples.
Analyseartikel Jan 25

Tronox Holdings plc's (NYSE:TROX) Price Is Right But Growth Is Lacking After Shares Rocket 47%

Tronox Holdings plc ( NYSE:TROX ) shares have continued their recent momentum with a 47% gain in the last month alone...
Narrativ-Update Jan 23

TROX: Rare Earth Financing Support Will Expose Execution Risk Ahead

Analysts have raised their price targets on Tronox Holdings to about $3.50 per share, a move supported by recent Street research that includes increases such as UBS lifting its target to $5.25 from $3.80 while keeping a Neutral stance, with expectations grounded in updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent price target revisions on Tronox highlight a cautious tone from several bearish analysts, even where headline targets appear higher.
Narrativ-Update Jan 09

TROX: Western Capacity Discipline And Rare Earth Financing Will Support Future Upside

Analysts have reduced their price target on Tronox Holdings to US$3.50 from US$4.00, citing a tougher competitive environment as the TiO2 market becomes more divided between China based producers and western multinationals. Analyst Commentary Recent research commentary around Tronox has centered on how the split between China based TiO2 producers and western multinationals could shape pricing power, cost structures, and capital allocation.
Narrativ-Update Dec 25

TROX: Western Market Pricing Power May Unlock Upside Despite Lowered Expectations

Analysts have reduced their price target on Tronox Holdings by $0.50 to $3.50. This reflects concerns over a more challenging profit outlook and a bifurcated TiO2 industry structure between Chinese and Western multinational producers.
Narrativ-Update Dec 11

TROX: Pricing Discipline And Export Actions Will Shape Balanced Risk Reward Outlook

Analysts have modestly lifted their price target for Tronox Holdings, reflecting a recalibrated fair value estimate and stronger long term profit margin assumptions, despite mixed views on TiO2 industry dynamics and recent target changes ranging from approximately $3.50 to $6 per share. Analyst Commentary Recent Street research reflects a sharply divided view on Tronox Holdings, with some observers highlighting improving industry structure and earnings leverage, while others focus on stretched valuation and fragile fundamentals following a strong share price rally.
Analyseartikel Dec 10

Tronox Holdings plc (NYSE:TROX) Held Back By Insufficient Growth Even After Shares Climb 30%

Those holding Tronox Holdings plc ( NYSE:TROX ) shares would be relieved that the share price has rebounded 30% in the...
Analyseartikel Nov 18

Tronox Holdings' (NYSE:TROX) Returns On Capital Tell Us There Is Reason To Feel Uneasy

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Narrativ-Update Nov 09

TROX: Pricing Discipline And Export Duties Will Drive Outperformance Ahead

Tronox Holdings has seen its analyst price target increase modestly, rising by $0.37 to $4.63 per share. Analysts cite ongoing sector pricing discipline and production curtailments as factors supporting the company's outlook.
Seeking Alpha Sep 18

Tronox: TiO2 Market Inflection Elusive, Wait Out The Demand Weakness

Summary I rate Tronox as a HOLD due to near-term demand weakness in TiO2, margin pressures, and free cash flow concerns despite long-term tailwinds. Recent earnings disappointed, with negative surprises, lowered guidance, and a 60% dividend cut, reflecting challenging market conditions and management's focus on liquidity. Anti-dumping duties offer potential upside, but TROX has struggled to capitalize due to price competition and delayed implementation in key regions. Valuation is mid-range versus peers; I await clearer evidence of market recovery and cost execution before recommending a BUY. Read the full article on Seeking Alpha
Analyseartikel Aug 31

There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues Despite A 26% Share Price Rise

Those holding Tronox Holdings plc ( NYSE:TROX ) shares would be relieved that the share price has rebounded 26% in the...
Analyseartikel Aug 23

Is Tronox Holdings (NYSE:TROX) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Aug 01

Tronox Holdings' (NYSE:TROX) Returns On Capital Tell Us There Is Reason To Feel Uneasy

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Analyseartikel Jul 14

There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues

Tronox Holdings plc's ( NYSE:TROX ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...
Analyseartikel Mar 04

Market Cool On Tronox Holdings plc's (NYSE:TROX) Revenues Pushing Shares 32% Lower

Unfortunately for some shareholders, the Tronox Holdings plc ( NYSE:TROX ) share price has dived 32% in the last thirty...
Analyseartikel Feb 22

Earnings Release: Here's Why Analysts Cut Their Tronox Holdings plc (NYSE:TROX) Price Target To US$12.33

Last week saw the newest yearly earnings release from Tronox Holdings plc ( NYSE:TROX ), an important milestone in the...
Analyseartikel Feb 08

Is Tronox Holdings plc (NYSE:TROX) Potentially Undervalued?

Tronox Holdings plc ( NYSE:TROX ), is not the largest company out there, but it saw significant share price movement...
Analyseartikel Jan 08

Tronox Holdings plc's (NYSE:TROX) Shares Not Telling The Full Story

When you see that almost half of the companies in the Chemicals industry in the United States have price-to-sales...
Analyseartikel Nov 21

Tronox Holdings (NYSE:TROX) Seems To Be Using A Lot Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Sep 25

Sentiment Still Eluding Tronox Holdings plc (NYSE:TROX)

When you see that almost half of the companies in the Chemicals industry in the United States have price-to-sales...
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Neues Narrativ Sep 11

Rising TiO2 Demand And Strategic Sustainability Focus Propel Profit Growth

Strategic focus on sustainability and reducing carbon emissions could draw ESG-focused investors, enhancing long-term valuation.
Analyseartikel Aug 14

We Think You Should Be Aware Of Some Concerning Factors In Tronox Holdings' (NYSE:TROX) Earnings

The stock price didn't jump after Tronox Holdings plc ( NYSE:TROX ) posted decent earnings last week. Our analysis...
Analyseartikel Jul 28

Tronox Holdings (NYSE:TROX) Has No Shortage Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jun 13

Investors Aren't Entirely Convinced By Tronox Holdings plc's (NYSE:TROX) Revenues

It's not a stretch to say that Tronox Holdings plc's ( NYSE:TROX ) price-to-sales (or "P/S") ratio of 1.1x right now...
Analyseartikel Apr 18

Here's Why Tronox Holdings (NYSE:TROX) Is Weighed Down By Its Debt Load

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Feb 24

Tronox Holdings plc (NYSE:TROX) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a good week for Tronox Holdings plc ( NYSE:TROX ) shareholders, because the company has just released its...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von John Romano im Vergleich zu den Einnahmen von Tronox Holdings verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

-US$462m

Dec 31 2025US$8mUS$1m

-US$470m

Sep 30 2025n/an/a

-US$325m

Jun 30 2025n/an/a

-US$251m

Mar 31 2025n/an/a

-US$150m

Dec 31 2024US$9mUS$1m

-US$48m

Sep 30 2024n/an/a

US$42m

Jun 30 2024n/an/a

US$53m

Mar 31 2024n/an/a

-US$348m

Dec 31 2023US$5mUS$941k

-US$316m

Sep 30 2023n/an/a

-US$388m

Jun 30 2023n/an/a

-US$253m

Mar 31 2023n/an/a

US$391m

Dec 31 2022US$5mUS$913k

US$497m

Sep 30 2022n/an/a

US$595m

Jun 30 2022n/an/a

US$585m

Mar 31 2022n/an/a

US$283m

Dec 31 2021US$5mUS$833k

US$286m

Sep 30 2021n/an/a

US$248m

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$956m

Dec 31 2020US$3mUS$588k

US$969m

Sep 30 2020n/an/a

US$924m

Jun 30 2020n/an/a

US$9m

Mar 31 2020n/an/a

-US$48m

Dec 31 2019US$2mUS$547k

-US$114m

Vergütung im Vergleich zum Markt: JohnDie Gesamtvergütung ($USD8.25M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD5.53M).

Entschädigung vs. Einkommen: JohnDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

John Romano (60 yo)

2.1yrs
Amtszeit
US$8,254,510
Vergütung

Mr. John D. Romano has been Chief Executive Officer and Director at Tronox Holdings plc since March 18, 2021 and served as its Interim Co-Chief Executive Officer since December 27, 2020 until March 18, 202...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
John Romano
CEO & Director2.1yrsUS$8.25m0.59%
$ 7.5m
D. Srivisal
Senior VP & CFO3.1yrsUS$2.11m0.10%
$ 1.3m
Jeffrey Neuman
Senior VP8.1yrsUS$2.12m0.088%
$ 1.1m
Emad AlJunaidi
Senior VP and Chief Supply Chain & Digital Officer7.3yrsUS$1.43m0.027%
$ 341.2k
Jeffrey Engle
Chief Commercial Officer5.2yrsUS$1.54m0.059%
$ 754.8k
Jonathan Flood
VP, Controller & Principal Accounting Officer6yrskeine Daten0.013%
$ 167.8k
Jennifer Guenther
VP, Chief Sustainability Officer6.1yrskeine Datenkeine Daten
Eric Bender
Vice President of Strategy & Corporate Developmentless than a yearkeine Datenkeine Daten
Amy Webb
VP & Chief Human Resources Officer1.9yrskeine Datenkeine Daten
Ed Prosapio
VP & Treasurer8yrskeine Datenkeine Daten
Dick Dean
Integration Vice President of Operationsno datakeine Datenkeine Daten
Jean-Francois Pasquier
Director of Commercial - Specialty Chemicals & Materialsno datakeine Datenkeine Daten
5.6yrs
Durchschnittliche Betriebszugehörigkeit
47yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von TROX ist erfahren und erfahren (durchschnittliche Amtszeit von 5.6 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
John Romano
CEO & Director5.2yrsUS$8.25m0.59%
$ 7.5m
Ilan Kaufthal
Independent Chairman15.3yrsUS$553.67k0.18%
$ 2.3m
Sipho Nkosi
Independent Director13.9yrsUS$263.67k0.054%
$ 688.1k
Peter Johnston
Independent Director13.8yrsUS$263.67k0.12%
$ 1.5m
Stephen Jones
Independent Director7.2yrsUS$268.67k0.090%
$ 1.1m
Ginger Jones
Independent Director8.1yrsUS$298.67k0.076%
$ 962.2k
Jean-Francois Turgeon
Director5.2yrsUS$233.67k0.46%
$ 5.9m
Talal Bin Ali Al-Shair
Director Emeritus7.1yrskeine Datenkeine Daten
Moazzam Khan
Non-Independent Director7.1yrsUS$233.67k0.030%
$ 385.1k
7.2yrs
Durchschnittliche Betriebszugehörigkeit
67yo
Durchschnittliches Alter

Erfahrener Vorstand: TROXDie Vorstandsmitglieder gelten als erfahren (7.2 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 23:20
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Tronox Holdings plc wird von 19 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Michael LeitheadBarclays
John McNultyBMO Capital Markets Equity Research
Matthew DeYoeBofA Global Research