Companies /Basic Materials

Kronos Worldwide Inc

NYSE: KRO Specialty Chemicals
$8.05
▼ $0.09 (−1.11%) today
Markets closed · 10:11pm ET

Q4 2025 Earnings

Reported Mar 9, 2026, 4:17pm ET · SEC source
$-0.72
Miss −195.69%
EPS · est. $-0.24
$418.3M
Beat +12.07%
Revenue · est. $373.3M
+25.8%
Beating market
KRO vs S&P since report
2 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−4%0+4%Mar 9Mar 10report 4:17pm ETearnings−0.0%−2.8%
−4%0+4%Mar 9Mar 10earnings−0.0%−2.8%
KRO −2.8%S&P 500 −0.0%
−4%0+4%Mar 9Mar 10report 4:17pm ETearnings+0.1%−2.8%
−4%0+4%Mar 9Mar 10earnings+0.1%−2.8%
KRO −2.8%NASDAQ +0.1%
−5%0+5%+10%Mar 9Mar 17report 4:17pm ETearnings−1.0%+7.5%
−5%0+5%+10%Mar 9Mar 17earnings−1.0%+7.5%
KRO +7.5%S&P 500 −1.0%
−5%0+5%+10%Mar 9Mar 17report 4:17pm ETearnings−0.5%+7.5%
−5%0+5%+10%Mar 9Mar 17earnings−0.5%+7.5%
KRO +7.5%NASDAQ −0.5%
−3.32%
Day of report
−3.63%
Next session
+4.58%
One week
+26.15%
30 days

S&P 500 over the same 30 days: +0.34%.

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 $418.30 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 · SEC filings Q4 2024 Q4 2025
$0$200.0M$400.0M$423.1M$418.3MRevenue
$0$200.0M$400.0MRevenue

KRO Revenue by Segment

TiO2

Figures from SEC filings and company reports. Not investment advice.