secwatch.observer — SEC 8-K summary
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Issuer:     Tronox Holdings plc (TROX)
CIK:        0001530804
Form:       8-K
Filed at:   2026-01-26T23:59:59+00:00
Accession:  0001140361-26-002398
Event type: other_material
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Tronox to close China TiO2 plant; Q4 rev $730M, net loss $176M
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- Permanently closing 46,000 MT/yr TiO2 plant in Fuzhou, China; $60-80M restructuring charges, including $35-45M non-cash write-downs.
- Q4 2025 revenue $730M (+8% YoY, +4% QoQ); net loss $176M; Adjusted EBITDA $57M.
- TiO2 volumes +13% YoY; Zr volumes +27% YoY; pricing −8% (TiO2) and −23% (Zr) YoY.
- Free cash flow $53M, exceeding guidance; CEO expects positive FCF in 2026.
- Progressing feasibility of monazite cracking/leaching in Australia for rare earth oxide production targeting US refinery.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1530804/000114036126002398/0001140361-26-002398-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1530804/000114036126002398/ef20063912_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-26-002398

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