Tronox Holdings' stock surged 8.26% in after-hours trading on Wednesday, following the release of its fourth-quarter 2025 financial results. The significant price movement occurred after the regular trading session closed.

The company reported quarterly sales of $730 million, which exceeded analyst consensus estimates of $705.016 million by 3.54%. This represents a 7.99% increase over sales from the same period last year. While Tronox reported an adjusted loss per share of $0.60, missing estimates, investors focused on the revenue beat and management's optimistic forward guidance.

Key drivers of the positive market reaction include management's expectation that TiO2 pricing will increase in the first quarter of 2026. Additionally, the company provided guidance for Q1 2026 adjusted EBITDA between $55 million and $65 million and expressed expectations to generate positive free cash flow in 2026. The company also reported progress on its cost improvement program, achieving more than $90 million in sustainable run-rate savings exiting 2025.