Tronox Holdings plc

NYSE:TROX Voorraadrapport

Marktkapitalisatie: US$1.5b

Tronox Holdings Beheer

Beheer criteriumcontroles 3/4

De CEO Tronox Holdings is John Romano, benoemd in Apr2024, heeft een ambtstermijn van 5.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.25M, bestaande uit 13.3% salaris en 86.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.59% van de aandelen van het bedrijf, ter waarde $ 9.11M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.5 jaar en 7 jaar.

Belangrijke informatie

John Romano

Algemeen directeur

US$8.3m

Totale compensatie

Percentage CEO-salaris13.33%
Dienstverband CEO2yrs
Eigendom CEO0.6%
Management gemiddelde ambtstermijn5.5yrs
Gemiddelde ambtstermijn bestuur7yrs

Recente managementupdates

Recent updates

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.

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.

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.

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.

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.

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.

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

Jan 25
Tronox Holdings plc's (NYSE:TROX) Price Is Right But Growth Is Lacking After Shares Rocket 47%

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.

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.

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.

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.

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

Dec 10
Tronox Holdings plc (NYSE:TROX) Held Back By Insufficient Growth Even After Shares Climb 30%

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

Nov 18
Tronox Holdings' (NYSE:TROX) Returns On Capital Tell Us There Is Reason To Feel Uneasy

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.

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

Sep 18

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

Aug 31
There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues Despite A 26% Share Price Rise

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

Aug 23
Is Tronox Holdings (NYSE:TROX) A Risky Investment?

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

Aug 01
Tronox Holdings' (NYSE:TROX) Returns On Capital Tell Us There Is Reason To Feel Uneasy

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

Jul 14
There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues

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

Mar 04
Market Cool On Tronox Holdings plc's (NYSE:TROX) Revenues Pushing Shares 32% Lower

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

Feb 22
Earnings Release: Here's Why Analysts Cut Their Tronox Holdings plc (NYSE:TROX) Price Target To US$12.33

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

Feb 08
Is Tronox Holdings plc (NYSE:TROX) Potentially Undervalued?

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

Jan 08
Tronox Holdings plc's (NYSE:TROX) Shares Not Telling The Full Story

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

Nov 21
Tronox Holdings (NYSE:TROX) Seems To Be Using A Lot Of Debt

Sentiment Still Eluding Tronox Holdings plc (NYSE:TROX)

Sep 25
Sentiment Still Eluding Tronox Holdings plc (NYSE:TROX)
User avatar

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.

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

Aug 14
We Think You Should Be Aware Of Some Concerning Factors In Tronox Holdings' (NYSE:TROX) Earnings

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

Jul 28
Tronox Holdings (NYSE:TROX) Has No Shortage Of Debt

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

Jun 13
Investors Aren't Entirely Convinced By Tronox Holdings plc's (NYSE:TROX) Revenues

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

Apr 18
Here's Why Tronox Holdings (NYSE:TROX) Is Weighed Down By Its Debt Load

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

Feb 24
Tronox Holdings plc (NYSE:TROX) Analysts Are Pretty Bullish On The Stock After Recent Results

Analyse CEO-vergoeding

Hoe is John Romano's beloning veranderd ten opzichte van Tronox Holdings's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 8.25M ) John } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.48M ).

Compensatie versus inkomsten: De vergoeding van John is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

John Romano (60 yo)

2yrs
Tenure
US$8,254,510
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
John Romano
CEO & Director2yrsUS$8.25m0.59%
$ 9.1m
D. Srivisal
Senior VP & CFO3yrsUS$2.11m0.10%
$ 1.6m
Jeffrey Neuman
Senior VP8yrsUS$2.12m0.088%
$ 1.3m
Emad AlJunaidi
Senior VP and Chief Supply Chain & Digital Officer7.3yrsUS$1.43m0.027%
$ 413.6k
Jeffrey Engle
Chief Commercial Officer5.1yrsUS$1.54m0.060%
$ 914.9k
Jonathan Flood
VP, Controller & Principal Accounting Officer5.9yrsgeen gegevens0.013%
$ 203.4k
Jennifer Guenther
VP, Chief Sustainability Officer6yrsgeen gegevensgeen gegevens
Eric Bender
Vice President of Strategy & Corporate Developmentless than a yeargeen gegevensgeen gegevens
Amy Webb
VP & Chief Human Resources Officer1.8yrsgeen gegevensgeen gegevens
Ed Prosapio
VP & Treasurer7.9yrsgeen gegevensgeen gegevens
Dick Dean
Integration Vice President of Operationsno datageen gegevensgeen gegevens
Jean-Francois Pasquier
Director of Commercial - Specialty Chemicals & Materialsno datageen gegevensgeen gegevens
5.5yrs
Gemiddelde duur
47yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TROX is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
John Romano
CEO & Director5.1yrsUS$8.25m0.59%
$ 9.1m
Ilan Kaufthal
Independent Chairman15.2yrsUS$553.67k0.17%
$ 2.6m
Sipho Nkosi
Independent Director13.8yrsUS$263.67k0.038%
$ 587.5k
Peter Johnston
Independent Director13.7yrsUS$263.67k0.10%
$ 1.6m
Stephen Jones
Independent Director7.1yrsUS$268.67k0.075%
$ 1.2m
Ginger Jones
Independent Director8yrsUS$298.67k0.061%
$ 935.5k
Jean-Francois Turgeon
Director5.1yrsUS$233.67k0.46%
$ 7.0m
Talal Bin Ali Al-Shair
Director Emeritus7yrsgeen gegevensgeen gegevens
Moazzam Khan
Non-Independent Director7yrsUS$233.67k0.024%
$ 360.1k
Lucrece J. Foufopoulos-De Ridder
Independent Director1.9yrsUS$248.67k0.0045%
$ 69.2k
7.0yrs
Gemiddelde duur
65.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TROX wordt beschouwd als ervaren (gemiddelde ambtstermijn 7 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/30 15:09
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Tronox Holdings plc wordt gevolgd door 19 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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