Kronos Worldwide

Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus expectations across the board: revenue of $558.1M beat the $502.4M estimate by 11.1%, while normalized EPS of $0.13 was nearly double the $0.07 consensus. Performance was driven by a 16% YoY surge in TiO2 sales volumes and market share gains, alongside successful cost reduction initiatives implemented in late 2025. Although TiO2 pricing remained a headwind (down 3% YoY), management confirmed positive momentum entering H2 2026 supported by recent price hikes and surcharges.