Kronos Worldwide Q4 net loss widens on higher costs

Overview

• Titanium dioxide producer's Q4 2025 net sales fell 1% yr/yr due to lower TiO2 prices

• Company reported Q4 2025 net loss of $82.8 mln, up from $13.2 mln loss in 2024

• Higher production costs and lower TiO2 prices drove increased net loss in 2025

Outlook

• Company did not provide specific guidance for future quarters or the full year

Result Drivers

• HIGHER PRODUCTION COSTS - Increased unabsorbed fixed production costs from production curtailments impacted Q4 results

• LOWER TiO2 PRICES - Decline in average TiO2 selling prices contributed to decreased net sales and increased losses

• INVENTORY POSITIONING COSTS - Higher distribution and warehousing costs in Q1 2025 due to strategic inventory positioning for anticipated tariffs

Company press release: ID:nGNXb921tW

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the commodity chemicals peer group is "buy."

• Wall Street's median 12-month price target for Kronos Worldwide Inc is $5.50, about 4% above its March 6 closing price of $5.29

• The stock recently traded at 81 times the next 12-month earnings vs. a P/E of 11 three months ago

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