{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-23-036388","form_type":"8-K","ticker":"TROX","cik":"0001530804","company_name":"Tronox Holdings plc","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.217478+00:00","generated_at":"2026-06-13T00:25:46.555769+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Tronox Q2 adj EBITDA $168M at high end; net loss $269M; Q3 guide $115-135M","bullets":["Revenue $794M, down 16% YoY but up 12% QoQ; TiO2 volumes -22% YoY, +9% QoQ.","GAAP diluted EPS -$1.72 includes $293M Australia deferred tax valuation allowance; adj EPS $0.16.","Adjusted EBITDA $168M (21.2% margin) at high end of $160-170M guidance; free cash flow $81M.","Q3 adj EBITDA guidance $115-135M, citing flat TiO2 volumes and 15-20K ton drop in zircon volumes.","Returned $50M to shareholders via dividends; net leverage 3.8x; $447M liquidity."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-23-036388","json":"https://secwatch.observer/filing/0001140361-23-036388.json","markdown":"https://secwatch.observer/filing/0001140361-23-036388.md","text":"https://secwatch.observer/filing/0001140361-23-036388.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1530804/000114036123036388/0001140361-23-036388-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1530804/000114036123036388/brhc20056479_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T00:25:46.555769+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"43196ce32809bc7cb20ea23d8d6f702b2aa33489","claim":"Tronox Holdings plc updated its third quarter 2023 guidance (initiated).","evidence_excerpt":"As a result of these market dynamics, we anticipate Adjusted EBITDA for the third quarter 2023 to be $115-135 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1530804/000114036123036388/0001140361-23-036388-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter 2023"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"6f61259be8e949ebfd532c93e77afeca289fb8b5","claim":"Tronox Holdings plc reported quarter ending June 30, 2023 results: revenue $794 million, net income net loss of $269 million, EPS $(1.72).","evidence_excerpt":"Produced revenue of $794 million, a 12% increase compared to the prior quarter, or a 16% decrease compared to the prior year • Generated income from operations of $84 million, and a net loss of $269 million, inclusive of a valuation allowance of $293 million established against the deferred tax assets within our Australia jurisdiction; adjusted net income was $24 million (non-GAAP) • GAAP diluted EPS was $(1.72); achieved adjusted diluted EPS of $0.16 (non-GAAP)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1530804/000114036123036388/0001140361-23-036388-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ending June 30, 2023"},{"label":"Revenue","value":"$794 million"},{"label":"Net income","value":"net loss of $269 million"},{"label":"EPS","value":"$(1.72)"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}