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KRKRO

Kronos Worldwide, Inc.

$KRO·$988M·Chemicals - Specialty·Basic Materials
$8.47-2.1%1Y+37.5%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 3 posts2026-08-11: 4 posts2026-08-12: 0 posts2026-08-13: 1 posts2026-08-14: 3 posts120%
Price updated 19h ago·X counts updated 18h ago
KRKRO
$KROKronos Worldwide, Inc.
$8.47-2.08%12 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $KRO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

TiO2 pigment maker at 79% of 52w range — Q2 EPS +86% beat, Q1 FY26 revenue +13%, subsidiary of Valhi.

Kronos Worldwide is the global titanium-dioxide pigment franchise (TiO2 for paints, coatings, plastics, paper, fibers, ceramics — rutile and anatase, sulfate-process operations). The stock is up 42% over 12 months at 79% of the 52-week range as the multi-quarter cycle-recovery lands specifically.

  • The Q2 print is a specific beat: EPS $0.13 vs $0.07 estimate (+86% beat), revenue $558M vs $485M (+15% beat), and the last four EPS surprises are +86%, +88%, -177%, -200% — the recent two are beats after two big misses (a specific inflection). Analysts model FY26 EPS -$0.09 (still bookkeeping-noisy) rising to $0.28 FY27 and $0.45 FY28.
  • The operating results are turning: Q2 revenue growth +12.9% YoY (vs Q1 +4% and prior four negative), Q2 gross margin 18% (from -0.9% Q4 to 16% Q1 to 18% Q2 — a specific recovery), and quarterly dividend re-affirmed — this is the pattern of a cyclical downturn ending. TiO2 volume growth plus lower costs are the specific drivers Zacks flagged.
  • The counterweights are severe: -8.6x TTM P/E (unprofitable trailing on FY25 losses), D/E 0.78 reflects real chemicals-cyclical debt, operating margin -1.4% trailing, gross margin only 12% trailing (structural low for TiO2), 137x EV/EBITDA (bookkeeping distortion — small trailing base), tiny 21M-share float, and Valhi (parent) supermajority ownership creates governance/liquidity constraints — plus 79% of 52w range means enthusiasm is priced.

The November 5 Q3 print is the next gate — a specific EPS beat above $0.07, continued TiO2 volume-growth commentary, and a specific gross-margin recovery back toward historical 20%+ is what extends the coil upward toward $10. A specific TiO2 cycle-rollover disclosure, a fresh cost-inflation spike (natural gas is a specific input), or a Valhi-driven strategic action that dilutes minority holders is what would take a name at 79% of 52w range back below $6.

What to watch: November 5 Q3 print — a specific EPS beat above $0.07, continued TiO2 volume-growth commentary, and a gross-margin recovery back toward historical 20%+ extends the coil upward toward $10; a TiO2 cycle-rollover disclosure, a cost-inflation spike, or a Valhi-driven strategic action dilutive to minority holders takes it back below $6.

On the calendar: 2026-11-05 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Major global producer of titanium dioxide pigments used in paints, coatings, plastics, and paper across Europe and North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $KRO.

Chemicals - Specialty · Basic Materials

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

Industry benchmark

14-name peer basket
+32.3%YTD
+65.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-14.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.13$0.07+85.7%
Q1 2026May 6, 2026$-0.04$-0.33+87.9%
Q4 2025Mar 9, 2026$-0.72$-0.26-176.9%
Q3 2025Nov 6, 2025$-0.18$-0.06-200.0%
Next earningsThu, Nov 5·consensus EPS $0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$558.1M+12.9%18.4%6.7%$0.13$63.5M
Q1 FY26$509.8M+4.1%16.3%3.5%$-0.04$-61.5M
Q4 FY25$418.3M-1.1%-0.9%-15.6%$-0.72$83.4M
Q3 FY25$456.9M-5.7%10.3%-3.8%$-0.32$-17.4M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0B$1.9B – $2.0B-$0.09-$0.09 – -$0.091
FY27$2.2B$2.2B – $2.2B$0.28$0.27 – $0.281
FY28$2.2B$2.2B – $2.2B$0.45$0.44 – $0.462

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+26.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+41.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 18Kevin B KramerDirector14.6K sh$99K
+ 8 other (8 awards) in window

See when $KRO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

KRONOS WORLDWIDE, INC. (KRO) reported Q2 2026 financial results on 2026-08-05, reporting results detailed in attached press release. The press release notes: mission shall not incorporate this information by reference,. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

KRO Q2 Earnings Beat Estimates on Volume Growth and Lower Costszacks.com·4d agoKronos Worldwide Shares Surge on Q2 Earnings Beatbenzinga.com·9d agoKronos Worldwide (KRO) Surpasses Q2 Earnings and Revenue Estimateszacks.com·10d agoKRONOS WORLDWIDE, INC. REPORTS SECOND QUARTER 2026 RESULTSglobenewswire.com·10d agoKRONOS WORLDWIDE, INC. ANNOUNCES QUARTERLY DIVIDENDglobenewswire.com·10d ago

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