Tronox's stock surged 5.81% in pre-market trading on Thursday, continuing positive momentum following the company's latest financial results release.
The movement comes after Tronox reported fourth-quarter 2025 sales of $730 million, exceeding analyst estimates by 3.54% and representing a 7.99% year-over-year increase. While the company reported an adjusted loss per share, investors focused on the revenue beat and management's optimistic forward guidance, particularly the expectation that TiO2 pricing will increase in the first quarter of 2026.
Additional positive factors include the company's guidance for Q1 2026 adjusted EBITDA between $55 million and $65 million, expectations to generate positive free cash flow in 2026, and progress on its cost improvement program with more than $90 million in sustainable run-rate savings exiting 2025.