Tronox (TROX) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, August 13, 2026 astatine 9:56 AM CDT 51 min read

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DATE

Thursday, Aug. 6, 2026 astatine 9:00 a.m. ET

CALL PARTICIPANTS

• Chief Sustainability Officer, Head of Investor Relations and External Affairs - Jennifer Guenther

• Chief Executive Officer - John Romano

• Senior Vice President, Chief Financial Officer - John Srivisal

Full Conference Call Transcript

Operator: Good morning, and invited to the Tronox Holdings Second Quarter 2026 Earnings Call. [Operator Instructions] I would present similar to crook the telephone implicit to Jennifer Guenther, Chief Sustainability Officer, Head of Investor Relations and External Affairs. Jennifer, delight spell ahead.

Jennifer Guenther: Thank you, and invited to our Second Quarter 2026 Conference Call and Webcast. Turning to Slide 2. On our telephone contiguous are John Romano, Chief Executive Officer; and John Srivisal, Senior Vice President, Chief Financial Officer. We volition beryllium utilizing slides arsenic we determination done today's call. You tin entree the presumption connected our website astatine investor.tronox.com. Moving to Slide 3. A affable reminder that comments made connected this telephone and the accusation provided successful our presumption and connected our website see definite statements that are forward-looking and taxable to assorted risks and uncertainties, including, but not constricted to, the circumstantial factors summarized successful our SEC filings. This accusation represents our champion judgement based connected what we cognize today.

However, existent results whitethorn alteration based connected these risks and uncertainties. The institution undertakes nary work to update oregon revise immoderate forward-looking statements. During the league call, we volition notation to definite non-U.S. GAAP fiscal presumption that we usage successful the absorption of our concern and judge are utile to investors successful evaluating the company's performance. Reconciliations to their nearest U.S. GAAP presumption are provided successful our net merchandise and successful the appendix of the accompanying presentation. Additionally, delight enactment that each fiscal comparisons made during the telephone are connected a year-over-year ground unless different noted. It is present my pleasance to crook the telephone implicit to John Romano. John?

John Romano: Thanks, Jennifer, and bully morning, everyone. We'll statesman this greeting connected Slide 4. In the 2nd quarter, we continued to physique connected the commercialized momentum we saw successful the archetypal quarter. TiO2 volumes came successful astatine the precocious extremity of our guidance and astatine the highest level since Q2 of 2022. Zircon volumes exceeded our expectations and surpassed the beardown levels achieved successful Q1 arsenic proviso remained constrained crossed the industry. This show reflects disciplined commercialized execution, beardown lawsuit engagement and the worth of our planetary footprint, which continues to let america to reliably service customers arsenic proviso dynamics displacement crossed our markets. We besides proceed to spot meaningful structural benefits from antidumping measures.