Tronox Holdings plc

NYSE:TROX Stok Raporu

Piyasa değeri: US$1.2b

Tronox Holdings Yönetim

Yönetim kriter kontrolleri 3/4

Tronox Holdings CEO'su John Romano, Apr2024 tarihinde atandı, in görev süresi 2.08 yıldır. in toplam yıllık tazminatı $ 8.25M olup, şirket hissesi ve opsiyonları dahil olmak üzere 13.3% maaş ve 86.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.59% ine doğrudan sahiptir ve bu hisseler $ 7.26M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.6 yıl ve 7.2 yıldır.

Anahtar bilgiler

John Romano

İcra Kurulu Başkanı

US$8.3m

Toplam tazminat

CEO maaş yüzdesi13.33%
CEO görev süresi2.1yrs
CEO sahipliği0.6%
Yönetim ortalama görev süresi5.6yrs
Yönetim Kurulu ortalama görev süresi7.2yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

John Romano'un ücretlendirmesi Tronox Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: John 'nin toplam tazminatı ($USD 8.25M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.48M ).

Tazminat ve Kazançlar: John 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

John Romano (60 yo)

2.1yrs
Görev süresi
US$8,254,510
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Romano
CEO & Director2.1yrsUS$8.25m0.59%
$ 7.3m
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%
$ 329.7k
Jeffrey Engle
Chief Commercial Officer5.2yrsUS$1.54m0.059%
$ 729.3k
Jonathan Flood
VP, Controller & Principal Accounting Officer6yrsVeri yok0.013%
$ 162.1k
Jennifer Guenther
VP, Chief Sustainability Officer6.1yrsVeri yokVeri yok
Eric Bender
Vice President of Strategy & Corporate Developmentless than a yearVeri yokVeri yok
Amy Webb
VP & Chief Human Resources Officer1.9yrsVeri yokVeri yok
Ed Prosapio
VP & Treasurer8yrsVeri yokVeri yok
Dick Dean
Integration Vice President of Operationsno dataVeri yokVeri yok
Jean-Francois Pasquier
Director of Commercial - Specialty Chemicals & Materialsno dataVeri yokVeri yok
5.6yrs
Ortalama Görev Süresi
47yo
Ortalama Yaş

Deneyimli Yönetim: TROX 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Romano
CEO & Director5.2yrsUS$8.25m0.59%
$ 7.3m
Ilan Kaufthal
Independent Chairman15.3yrsUS$553.67k0.18%
$ 2.2m
Sipho Nkosi
Independent Director13.9yrsUS$263.67k0.054%
$ 664.8k
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%
$ 929.6k
Jean-Francois Turgeon
Director5.2yrsUS$233.67k0.46%
$ 5.7m
Talal Bin Ali Al-Shair
Director Emeritus7.1yrsVeri yokVeri yok
Moazzam Khan
Non-Independent Director7.1yrsUS$233.67k0.030%
$ 372.1k
7.2yrs
Ortalama Görev Süresi
67yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TROX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 03:33
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tronox Holdings plc 19 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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