Kronos Worldwide (KRO) Q4 2025 Earnings
Reported Mar 9, 2026 at 4:17 PM ET · SEC Source
Q4 25 EPS
$-0.72
MISS 195.69%
Est. $-0.24
Q4 25 Revenue
$418.3M
BEAT +12.07%
Est. $373.3M
vs S&P Since Q4 25
+19.3%
BEATING MARKET
KRO +28.9% vs S&P +9.6%
Full Year 2025 Results
FY 25 EPS
$-0.96
FY 25 Revenue
$1.86B
Market Reaction
Did KRO Beat Earnings? Q4 2025 Results
Kronos Worldwide delivered a deeply disappointing fourth quarter, posting a loss of $0.72 per share against a consensus estimate of $0.24, a miss of nearly 196% that underscored the severity of the TiO2 market's deterioration. Revenue came in at $418… Read more Kronos Worldwide delivered a deeply disappointing fourth quarter, posting a loss of $0.72 per share against a consensus estimate of $0.24, a miss of nearly 196% that underscored the severity of the TiO2 market's deterioration. Revenue came in at $418.30 million, topping estimates by 12.07%, yet still fell 1.1% from a year earlier, a combination that highlights how volume gains alone cannot offset the weight of collapsing margins. The single most damaging factor was a dramatic pullback in production capacity, with facilities running at just 55% of practical capacity in Q4 2025 compared to 97% a year prior, generating roughly $54.00 million in unabsorbed fixed costs for the quarter alone. Average TiO2 selling prices also fell 8% year-over-year in the period, compounding the operational pain. Additional charges, including $10.30 million in restructuring costs and a $9.00 million pension settlement loss, deepened the quarterly net loss to $82.80 million, and analysts watching the stock have broadly maintained skeptical outlooks, reflecting concern that a meaningful profit recovery remains elusive.
Key Takeaways
- • Higher unabsorbed fixed production costs from production curtailments (facilities at 55% capacity in Q4 2025 vs 97% in Q4 2024)
- • Lower average TiO2 selling prices (down 8% YoY in Q4, down 4% for full year)
- • Higher TiO2 sales volumes (up 7% in Q4 YoY, up 2% for full year)
- • Approximately $54 million of unabsorbed fixed production costs in Q4 2025
- • Workforce reduction restructuring costs of approximately $10.3 million in Q4
- • $9.0 million pension plan termination settlement loss in Q4
- • $8.5 million non-cash deferred income tax expense for German valuation allowance in Q4
- • Currency exchange rate fluctuations (primarily euro) increased Q4 net sales by approximately $13 million
KRO YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
KRO Revenue by Segment
With YoY comparisons, source: SEC Filings
KRO Earnings Trends
KRO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KRO EPS Trend
Earnings per share: estimate vs actual
KRO Revenue Trend
Quarterly revenue: estimate vs actual
KRO Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.12 | $-0.04 | +66.67% | $509.8M | +0.95% |
| Q4 25 MISS FY | $-0.24 | $-0.72 | -195.69% | $418.3M | +12.07% |
| FY Full Year | — | $-0.96 | — | $1.86B | — |
| Q3 25 MISS | $-0.06 | $-0.32 | -433.33% | $456.9M | -3.26% |
| Q2 25 MISS | $0.14 | $-0.08 | -158.87% | $494.4M | -2.05% |