Q2 26 EPS GAAP
$0.13
BEAT +85.71%
Est. $0.07
Q2 26 Revenue
$558.1M
BEAT +11.08%
Est. $502.4M
vs S&P Since Q2 26
+30.9%
BEATING MARKET
KRO +30.6% vs S&P -0.4%
Market Reaction
Did KRO Beat Earnings? Q2 2026 Results
Kronos Worldwide delivered a sharply stronger-than-expected second quarter, posting GAAP earnings of $0.13 per share against a consensus estimate of $0.07, an 85.71% beat, while swinging from a net loss of $0.08 per share in Q2 2025 to profitability … Read more Kronos Worldwide delivered a sharply stronger-than-expected second quarter, posting GAAP earnings of $0.13 per share against a consensus estimate of $0.07, an 85.71% beat, while swinging from a net loss of $0.08 per share in Q2 2025 to profitability a year later. Revenue climbed 12.9% year-over-year to $558.10 million, beating the $502.42 million consensus by 11.08%, as a 16% surge in TiO2 sales volumes, broad market share gains, and cost reduction initiatives implemented in Q4 2025 collectively drove results well above expectations. TiO2 segment profit nearly quadrupled to $41.00 million from $10.90 million, and EBITDA more than doubled to $52.90 million, reflecting both the volume lift and meaningfully lower raw material and unabsorbed fixed costs. The stock has already attracted attention for its 36% year-to-date rally heading into results, and management signaled continued confidence, noting positive momentum entering the second half, with ongoing pricing actions and disciplined cost management expected to counter elevated energy expenses.
Key Takeaways
- • TiO2 sales volumes increased 16% year-over-year in Q2 2026, driven by market share gains across all markets
- • Cost reduction initiatives implemented in Q4 2025 designed to permanently improve cost structure and operational efficiency
- • Lower raw material costs, primarily feedstock costs
- • Lower unabsorbed fixed costs from improved production volumes
- • Favorable currency exchange rate impact increased net sales by approximately $10 million in Q2 2026
- • Average TiO2 selling prices increased 4% during the first six months of 2026
KRO Forward Guidance & Outlook
The company believes it has positive momentum entering the second half of 2026, driven by continued execution of operational, commercial, and cost reduction initiatives. While energy and related costs remain elevated, the company expects ongoing pricing actions and disciplined cost management to help offset these pressures. During Q2 2026, the company announced and implemented various price increases and surcharges in response to higher operating costs. Average TiO2 selling prices increased 4% during the first six months of 2026. Despite a challenging macroeconomic environment, the company remains focused on disciplined execution, delivering sustainable earnings improvement and generating stronger cash flow.
KRO YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
KRO Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our second quarter results reflect solid progress against the priorities we established at the beginning of the year. Higher sales volumes, improving operating performance and the benefits of our cost reduction initiatives contributed to stronger results during the quarter. We believe we have positive momentum entering the second half of 2026, driven by continued execution of our operational, commercial and cost reduction initiatives. While energy and related costs remain elevated, we expect ongoing pricing actions and disciplined cost management to help offset these pressures. Despite a challenging macroeconomic environment, we remain focused on controlling what we can control through disciplined execution, delivering sustainable earnings improvement and generating stronger cash flow.”
— Brian Christian, Q2 2026 Earnings Press Release
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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.07 | $0.13 | +85.71% | $558.1M | +11.08% |
| 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% |