Kronos Worldwide, Inc. (KRO) and Tronox Holdings plc (TROX) are two leading U.S.-based producers of titanium dioxide (TiO2) pigment, competing in a global market. In the second quarter of 2026, KRO reported a 16% year-over-year increase in TiO2 sales volumes, reaching 153 thousand metric tons, while TROX saw a TiO2 volume increase of 18% year-over-year, marking the highest levels since Q2 2022.
KRO’s financial position shows cash on hand of $34.5 million and borrowing availability of $261 million, while it paid dividends totaling $34.5 million in 2025 and H1 2026. The company anticipates full-year 2026 net sales exceeding 2025 levels, despite challenges from lower selling prices and high operational costs. In contrast, TROX ended Q2 2026 with $527 million in liquidity and achieved $60 million in free cash flow, forecasting a consistent cash generation through the year.
In terms of stock performance, KRO’s shares rose by 30.2% over the past year, while TROX increased by 41.6%. The Zacks Consensus Estimate predicts an 8.9% sales growth and 65.6% EPS rise for KRO in 2026, whereas TROX is projected to experience a 12.8% sales growth and 11.3% EPS increase. Both companies maintain a Zacks Rank of #3 (Hold), complicating investment decisions.
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