Tronox (TROX) Q2 FY26 earnings call

Tronox delivered strong Q2 FY26 results, driven by robust TiO2 and zircon volumes and successful pricing actions, despite significant planned outages and macro headwinds. The company is focused on converting temporary surcharges to sustainable base pricing, leveraging anti-dumping measures, and advancing its rare earths strategy, positioning for improved earnings and free cash flow in the second half. Management emphasized disciplined commercial execution and the value of its global footprint in navigating shifting supply dynamics.