Tronox Holdings plc

NYSE:TROX 주식 리포트

시가총액: US$1.3b

Tronox Holdings 경영진

경영진 기준 점검 3/4

Tronox Holdings CEO는 John Romano, Apr2024 에 임명되었습니다 의 임기는 2.08 년입니다. 총 연간 보상은 $8.25M, 13.3% 급여 및 86.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.51M 가치에 해당하는 회사 주식의 0.59% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.6 년과 7.2 년입니다.

핵심 정보

John Romano

최고경영자

US$8.3m

총 보수

CEO 급여 비율13.33%
CEO 재임 기간2.1yrs
CEO 지분 보유율0.6%
경영진 평균 재임 기간5.6yrs
이사회 평균 재임 기간7.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

John Romano의 보수는 Tronox Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: John의 총 보수(USD8.25M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.48M)보다 높습니다.

보상과 수익: John의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

John Romano (60 yo)

2.1yrs
재임 기간
US$8,254,510
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 Officer6yrs데이터 없음0.013%
$ 167.8k
Jennifer Guenther
VP, Chief Sustainability Officer6.1yrs데이터 없음데이터 없음
Eric Bender
Vice President of Strategy & Corporate Developmentless than a year데이터 없음데이터 없음
Amy Webb
VP & Chief Human Resources Officer1.9yrs데이터 없음데이터 없음
Ed Prosapio
VP & Treasurer8yrs데이터 없음데이터 없음
Dick Dean
Integration Vice President of Operationsno data데이터 없음데이터 없음
Jean-Francois Pasquier
Director of Commercial - Specialty Chemicals & Materialsno data데이터 없음데이터 없음
5.6yrs
평균 재임 기간
47yo
평균 나이

경험이 풍부한 관리: TROX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.6 년).


이사회 구성원

이름직위재임 기간보수지분
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 Emeritus7.1yrs데이터 없음데이터 없음
Moazzam Khan
Non-Independent Director7.1yrsUS$233.67k0.030%
$ 385.1k
7.2yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: TROX의 이사회경험이 있음으로 간주됩니다(평균 재임 7.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 10:14
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Tronox Holdings plc는 19명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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