Tronox Holdings マネジメント
マネジメント 基準チェック /34
Tronox Holdingsの CEO はJohn Romanoで、 Apr2024年に任命され、 の在任期間は 2.17年です。 の年間総報酬は$ 8.25Mで、 13.3%給与と86.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.59%を直接所有しており、その価値は$ 7.56M 。経営陣と取締役会の平均在任期間はそれぞれ5.7年と7.3年です。
主要情報
John Romano
最高経営責任者
US$8.3m
報酬総額
| CEO給与比率 | 13.33% |
| CEO在任期間 | 2.2yrs |
| CEOの所有権 | 0.6% |
| 経営陣の平均在職期間 | 5.7yrs |
| 取締役会の平均在任期間 | 7.3yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 03
TROX: Downside TiO2 Risks Will Keep Execution Risk Elevated
Analysts have trimmed their price target on Tronox Holdings to $10 from $11, citing a slightly higher discount rate, modestly adjusted growth and margin assumptions, and a series of recent downgrades and cautious TiO2 commentary that together support a lower fair value estimate near $4.00 per share. Analyst Commentary Recent Street research on Tronox reflects a cautious tone, with several Bearish analysts revisiting their assumptions and signaling higher perceived risk around execution and growth, particularly in connection with titanium dioxide, or TiO2, trends and company specific fundamentals.Seeking Alpha • May 23
Tronox: Signs Of A Bottom Are Emerging, But The Balance Sheet Keeps Me Cautious
Summary Tronox is rated Hold as recovery drivers are real but valuation is stretched at 10x–11x forward EV/EBITDA with 5x leverage. Antidumping duties are rebalancing TiO2 trade flows, aiding volume recovery, while chloride process advantages insulate TROX from sulfur-driven cost shocks. Q1'26 showed sequential improvement in TiO2 and zircon volumes, but pricing remains below normalized levels and net losses persist amid high debt. The rare earths initiative offers long-term optionality, but near-term earnings and free cash flow are constrained by commodity cycles and capital needs. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$462m |
| Dec 31 2025 | US$8m | US$1m | -US$508m |
| Sep 30 2025 | n/a | n/a | -US$325m |
| Jun 30 2025 | n/a | n/a | -US$251m |
| Mar 31 2025 | n/a | n/a | -US$150m |
| Dec 31 2024 | US$9m | US$1m | -US$49m |
| Sep 30 2024 | n/a | n/a | US$42m |
| Jun 30 2024 | n/a | n/a | US$53m |
| Mar 31 2024 | n/a | n/a | -US$348m |
| Dec 31 2023 | US$5m | US$941k | -US$316m |
| Sep 30 2023 | n/a | n/a | -US$388m |
| Jun 30 2023 | n/a | n/a | -US$253m |
| Mar 31 2023 | n/a | n/a | US$391m |
| Dec 31 2022 | US$5m | US$913k | US$497m |
| Sep 30 2022 | n/a | n/a | US$595m |
| Jun 30 2022 | n/a | n/a | US$585m |
| Mar 31 2022 | n/a | n/a | US$283m |
| Dec 31 2021 | US$5m | US$833k | US$286m |
| Sep 30 2021 | n/a | n/a | US$248m |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$956m |
| Dec 31 2020 | US$3m | US$588k | US$969m |
| Sep 30 2020 | n/a | n/a | US$924m |
| Jun 30 2020 | n/a | n/a | US$9m |
| Mar 31 2020 | n/a | n/a | -US$48m |
| Dec 31 2019 | US$2m | US$547k | -US$114m |
報酬と市場: Johnの 総報酬 ($USD 8.25M ) は、 US市場 ($USD 5.29M ) の同規模の企業の平均を上回っています。
報酬と収益: Johnの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
John Romano (61 yo)
2.2yrs
在職期間
US$8,254,510
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 2.2yrs | US$8.25m | 0.59% $ 7.6m | |
| Senior VP & CFO | 3.2yrs | US$2.11m | 0.10% $ 1.3m | |
| Senior VP | 8.2yrs | US$2.12m | 0.088% $ 1.1m | |
| Senior VP and Chief Supply Chain & Digital Officer | 7.4yrs | US$1.43m | 0.027% $ 343.4k | |
| Chief Commercial Officer | 5.3yrs | US$1.54m | 0.059% $ 759.6k | |
| VP, Controller & Principal Accounting Officer | 6.1yrs | データなし | 0.013% $ 168.9k | |
| VP, Chief Sustainability Officer | 6.2yrs | データなし | データなし | |
| Vice President of Strategy & Corporate Development | less than a year | データなし | データなし | |
| VP & Chief Human Resources Officer | 2yrs | データなし | データなし | |
| VP & Treasurer | 8.1yrs | データなし | データなし | |
| Integration Vice President of Operations | no data | データなし | データなし | |
| Director of Commercial - Specialty Chemicals & Materials | no data | データなし | データなし |
5.7yrs
平均在職期間
48yo
平均年齢
経験豊富な経営陣: TROXの経営陣は経験豊富で経験豊富です（平均在職期間は5.7年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 5.3yrs | US$8.25m | 0.59% $ 7.6m | |
| Independent Chairman | 15.3yrs | US$553.67k | 0.18% $ 2.3m | |
| Independent Director | 14yrs | US$263.67k | 0.054% $ 692.4k | |
| Independent Director | 13.8yrs | US$263.67k | 0.12% $ 1.5m | |
| Independent Director | 7.3yrs | US$268.67k | 0.090% $ 1.2m | |
| Independent Director | 8.2yrs | US$298.67k | 0.076% $ 968.2k | |
| Director | 5.3yrs | US$233.67k | 0.46% $ 5.9m | |
| Director Emeritus | 7.2yrs | データなし | データなし | |
| Non-Independent Director | 7.2yrs | US$233.67k | 0.030% $ 387.5k |
7.3yrs
平均在職期間
68yo
平均年齢
経験豊富なボード: TROXの 取締役会 は 経験豊富 であると考えられます ( 7.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/14 09:40 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Tronox Holdings plc 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Michael Leithead | Barclays |
| John McNulty | BMO Capital Markets Equity Research |
| Matthew DeYoe | BofA Global Research |