Chemours Q1 Non-GAAP EPS Beats Expectations, Revenue Misses Slightly
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy CC?
Source: seekingalpha
- Earnings Beat: Chemours reported a Q1 Non-GAAP EPS of $0.05, exceeding expectations by $0.09, indicating resilience in profitability despite a slight revenue miss.
- Slight Revenue Growth: Q1 revenue reached $1.38 billion, up 0.7% year-over-year, although it fell short of the $1.4 billion target, reflecting minor fluctuations in market demand.
- Optimistic Outlook: The company anticipates Q2 net sales to increase sequentially by 15% to 20%, driven by favorable seasonal trends, with Adjusted EBITDA expected to range between $220 million and $250 million.
- Long-Term Growth Expectations: Chemours expects 2026 net sales to grow by 3% to 5% over 2025, with Adjusted EBITDA projected between $800 million and $900 million, demonstrating confidence in future market conditions.
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Analyst Views on CC
Wall Street analysts forecast CC stock price to fall
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 22.410
Low
13.00
Averages
16.14
High
19.00
Current: 22.410
Low
13.00
Averages
16.14
High
19.00
About CC
The Chemours Company provides industrial and specialty chemical products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. The Company’s segments include Titanium Technologies, Thermal & Specialized Solutions and Advanced Performance Materials. The Titanium Technologies segment is a provider of titanium dioxide pigment, a premium white pigment used to deliver whiteness, brightness, opacity and protection in various applications. The Thermal & Specialized Solutions segment is a provider of refrigerants, thermal management solutions, propellants, blowing agents, and specialty solvents. The Advanced Performance Materials segment is a provider of high-end polymers and advanced materials. Its flagship products include brands such as Opteon, Freon, Ti-Pure, Nafion, Teflon, Viton, and Krytox. The Company serves over 2,700 customers in approximately 110 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Chemours Q1 2026 Earnings Exceed Expectations Amid Strategic Moves
- Performance Exceeds Expectations: Chemours reported a 22% year-over-year increase in net sales for Q1 2026, with TSS margins expanding to 33%, reflecting strong market performance despite a $25 million adjusted EBITDA headwind from the Washington Works outage in the APM segment.
- Debt Management Optimization: The company completed the sale of nearly all Kuan Yin properties ahead of schedule, expected to provide an additional $60 million in proceeds in 2026, while reducing approximately $160 million in debt in April, which is projected to save $9 million in annual interest expenses, enhancing financial flexibility.
- Cautious Future Outlook: While TSS and TT segments are expected to achieve low to mid-teens percentage growth in Q2, management expressed caution regarding residential demand softness, emphasizing the need to monitor market signals for strategic adjustments.
- Strengthened Strategic Execution: Management reaffirmed alignment with previous guidance on sales, EBITDA, and capital expenditures, highlighting the importance of pricing strategies and operational flexibility to navigate geopolitical risks and supply chain uncertainties, ensuring robust growth in the second half of the year.
See More
Chemours Shares Drop 13% After Mixed Q1 Results with Increased Net Loss
- Performance Overview: Chemours reported a Q1 non-GAAP EPS of $0.05, beating market estimates by $0.09, yet its revenue of $1.38 billion fell short by $20 million, indicating a mixed performance.
- Increased Net Loss: The company's net loss rose to $29 million in Q1 from $5 million year-over-year, primarily due to rising financing costs and increased selling, general, and administrative expenses, highlighting growing financial pressures.
- Debt Situation: As of March 31, 2026, Chemours had consolidated gross debt of $4.2 billion, with net debt of $3.6 billion after accounting for $563 million in unrestricted cash and cash equivalents, reflecting challenges in debt management.
- Future Outlook: Despite economic uncertainties, Chemours expects net sales to grow between 3% and 5% in 2026, with adjusted EBITDA projected between $800 million and $900 million, indicating the company's ongoing efforts to achieve growth targets.
See More
Chemours Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a quarterly cash dividend of $0.0875 per share for Q2 2026, reflecting the company's stable cash flow and profitability, which helps to enhance investor confidence.
- Dividend Payment Date: This dividend will be paid on June 16, 2026, to shareholders of record as of May 17, 2026, ensuring timely returns for shareholders and further strengthening shareholder relations.
- Company Overview: Chemours is a global leader in providing industrial and specialty chemicals, serving multiple markets including coatings and refrigeration, with approximately 5,700 employees and 28 manufacturing sites, showcasing strong market coverage.
- Brand Influence: Chemours' flagship products include well-known brands such as Opteon™, Freon™, and Teflon™, and through its innovative chemical solutions, it meets customer needs across various industries, enhancing the company's competitive position.
See More
Chemours Declares Q2 2026 Cash Dividend of $0.0875 per Share
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a cash dividend of $0.0875 per share for Q2 2026, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Dividend Payment Date: The dividend will be paid on June 16, 2026, to shareholders of record as of May 17, 2026, ensuring timely returns for investors and bolstering investor confidence.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 5,700 people across 28 manufacturing sites, serving around 2,400 customers in 110 countries, showcasing its strong market presence.
- Brands and Products: Chemours' flagship products include well-known brands such as Opteon™, Freon™, and Teflon™, highlighting the company's leadership in chemical innovation and application expertise.
See More
Alta Fundamental Advisers Cuts Chemours Stake by 175,000 Shares
- Stake Reduction Details: Alta Fundamental Advisers LLC cut its stake in Chemours (CC) by 175,000 shares during Q1, representing an estimated $3.05 million trade, indicating a potential decline in confidence in the stock.
- Position Value Change: Following the sale, Chemours' quarter-end position value decreased by $5.1 million, reflecting both trading activities and stock price fluctuations, with the current holding at 700,000 shares valued at $15.42 million.
- Portfolio Impact: Chemours now accounts for 5.8% of the fund's assets under management, making it the fifth-largest holding, suggesting that despite the reduction, Chemours remains a significant component of the investment strategy.
- Market Performance Analysis: Chemours shares have surged 136% year-to-date, significantly outperforming the S&P 500's 6.2%, yet the drastic cut in dividends last year raises caution for investors regarding future growth expectations.
See More
Chemours Exceeds Q1 2026 Financial Expectations
- Sales Growth: In Q1 2026, Chemours reported net sales of $1.381 billion, a 1% year-over-year increase driven by higher automotive refrigerant prices and currency effects, despite a 4% decline in volumes.
- Widening Net Loss: The company reported a net loss of $29 million for the first quarter, translating to a loss of $0.19 per share, significantly up from a $5 million loss in the prior year, primarily due to rising financing costs and increased administrative expenses.
- Adjusted EBITDA Performance: The adjusted EBITDA for Q1 stood at $169 million, a slight 2% increase from $166 million in the previous year, indicating that pricing and other income helped offset higher costs and lower sales volumes.
- Optimistic Future Outlook: Chemours anticipates a sequential net sales increase of 15% to 20% in Q2 2026, with adjusted EBITDA expected to range between $220 million and $250 million, reflecting a positive outlook on market demand.
See More
Chemours Q1 2026 Earnings Exceed Expectations Amid Strategic Moves
- Performance Exceeds Expectations: Chemours reported a 22% year-over-year increase in net sales for Q1 2026, with TSS margins expanding to 33%, reflecting strong market performance despite a $25 million adjusted EBITDA headwind from the Washington Works outage in the APM segment.
- Debt Management Optimization: The company completed the sale of nearly all Kuan Yin properties ahead of schedule, expected to provide an additional $60 million in proceeds in 2026, while reducing approximately $160 million in debt in April, which is projected to save $9 million in annual interest expenses, enhancing financial flexibility.
- Cautious Future Outlook: While TSS and TT segments are expected to achieve low to mid-teens percentage growth in Q2, management expressed caution regarding residential demand softness, emphasizing the need to monitor market signals for strategic adjustments.
- Strengthened Strategic Execution: Management reaffirmed alignment with previous guidance on sales, EBITDA, and capital expenditures, highlighting the importance of pricing strategies and operational flexibility to navigate geopolitical risks and supply chain uncertainties, ensuring robust growth in the second half of the year.
See More
Chemours Shares Drop 13% After Mixed Q1 Results with Increased Net Loss
- Performance Overview: Chemours reported a Q1 non-GAAP EPS of $0.05, beating market estimates by $0.09, yet its revenue of $1.38 billion fell short by $20 million, indicating a mixed performance.
- Increased Net Loss: The company's net loss rose to $29 million in Q1 from $5 million year-over-year, primarily due to rising financing costs and increased selling, general, and administrative expenses, highlighting growing financial pressures.
- Debt Situation: As of March 31, 2026, Chemours had consolidated gross debt of $4.2 billion, with net debt of $3.6 billion after accounting for $563 million in unrestricted cash and cash equivalents, reflecting challenges in debt management.
- Future Outlook: Despite economic uncertainties, Chemours expects net sales to grow between 3% and 5% in 2026, with adjusted EBITDA projected between $800 million and $900 million, indicating the company's ongoing efforts to achieve growth targets.
See More
Chemours Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a quarterly cash dividend of $0.0875 per share for Q2 2026, reflecting the company's stable cash flow and profitability, which helps to enhance investor confidence.
- Dividend Payment Date: This dividend will be paid on June 16, 2026, to shareholders of record as of May 17, 2026, ensuring timely returns for shareholders and further strengthening shareholder relations.
- Company Overview: Chemours is a global leader in providing industrial and specialty chemicals, serving multiple markets including coatings and refrigeration, with approximately 5,700 employees and 28 manufacturing sites, showcasing strong market coverage.
- Brand Influence: Chemours' flagship products include well-known brands such as Opteon™, Freon™, and Teflon™, and through its innovative chemical solutions, it meets customer needs across various industries, enhancing the company's competitive position.
See More
Chemours Declares Q2 2026 Cash Dividend of $0.0875 per Share
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a cash dividend of $0.0875 per share for Q2 2026, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Dividend Payment Date: The dividend will be paid on June 16, 2026, to shareholders of record as of May 17, 2026, ensuring timely returns for investors and bolstering investor confidence.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 5,700 people across 28 manufacturing sites, serving around 2,400 customers in 110 countries, showcasing its strong market presence.
- Brands and Products: Chemours' flagship products include well-known brands such as Opteon™, Freon™, and Teflon™, highlighting the company's leadership in chemical innovation and application expertise.
See More
Alta Fundamental Advisers Cuts Chemours Stake by 175,000 Shares
- Stake Reduction Details: Alta Fundamental Advisers LLC cut its stake in Chemours (CC) by 175,000 shares during Q1, representing an estimated $3.05 million trade, indicating a potential decline in confidence in the stock.
- Position Value Change: Following the sale, Chemours' quarter-end position value decreased by $5.1 million, reflecting both trading activities and stock price fluctuations, with the current holding at 700,000 shares valued at $15.42 million.
- Portfolio Impact: Chemours now accounts for 5.8% of the fund's assets under management, making it the fifth-largest holding, suggesting that despite the reduction, Chemours remains a significant component of the investment strategy.
- Market Performance Analysis: Chemours shares have surged 136% year-to-date, significantly outperforming the S&P 500's 6.2%, yet the drastic cut in dividends last year raises caution for investors regarding future growth expectations.
See More
Chemours Exceeds Q1 2026 Financial Expectations
- Sales Growth: In Q1 2026, Chemours reported net sales of $1.381 billion, a 1% year-over-year increase driven by higher automotive refrigerant prices and currency effects, despite a 4% decline in volumes.
- Widening Net Loss: The company reported a net loss of $29 million for the first quarter, translating to a loss of $0.19 per share, significantly up from a $5 million loss in the prior year, primarily due to rising financing costs and increased administrative expenses.
- Adjusted EBITDA Performance: The adjusted EBITDA for Q1 stood at $169 million, a slight 2% increase from $166 million in the previous year, indicating that pricing and other income helped offset higher costs and lower sales volumes.
- Optimistic Future Outlook: Chemours anticipates a sequential net sales increase of 15% to 20% in Q2 2026, with adjusted EBITDA expected to range between $220 million and $250 million, reflecting a positive outlook on market demand.
See More
