Chemours Q4 2025 Earnings Call Insights Highlight Strategic Growth and Debt Reduction
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy CC?
Source: seekingalpha
- Debt Reduction Strategy: Chemours anticipates generating $300 million in net proceeds from the sale of the Kuan Yin site, which will significantly reduce its debt levels and support its strategic goal of achieving a net leverage ratio below 3x.
- Strong Sales Performance: TSS achieved a remarkable 37% double-digit growth in Q4 2025, with record Opteon sales driving overall net sales that met expectations, showcasing the company's robust performance in the chemicals market.
- Robust Cash Flow: The company reported a quarterly free cash flow of $92 million, reflecting an enhanced long-term cash generation potential for Chemours, with expectations for a free cash flow conversion rate exceeding 25% in 2026, further supporting shareholder value.
- Optimistic Future Outlook: Overall net sales growth is projected to be between 3% and 5% for 2026, with adjusted EBITDA expected to range from $800 million to $900 million, indicating strong demand in TSS and APM, alongside ongoing cost control measures.
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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: 20.410
Low
13.00
Averages
16.14
High
19.00
Current: 20.410
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 Stock Drops 10.1% in Premarket Trading Following Q4 Revenue Decline
Stock Performance: Chemours shares have decreased by 10.1% in pre-market trading.
Revenue Decline: The drop in stock price follows a reported fall in revenue for the fourth quarter.
See More
Chemours Reports Record Sales and Strong Cash Flow
- Record Sales Achievement: Chemours' TSS segment achieved record sales with a 37% year-over-year increase in Opton refrigerant sales, reflecting strong market demand and laying a solid foundation for future revenue growth.
- Strong Free Cash Flow: The company generated a quarterly free cash flow of $92 million, demonstrating its long-term cash generation potential and enhancing investor confidence in its financial health.
- Asset Sale Proceeds: The sale of the Kuanyan site is expected to yield $300 million in net proceeds, which will be used to reduce outstanding debt, thereby improving the company's capital structure and financial flexibility.
- EBITDA Margin Improvement: The TSS segment's adjusted EBITDA margin increased to 32% from 31% last year, despite additional R&D investments, indicating positive progress in enhancing profitability.
See More
Chemours Q4 2025 Earnings Call Insights Highlight Strategic Growth and Debt Reduction
- Debt Reduction Strategy: Chemours anticipates generating $300 million in net proceeds from the sale of the Kuan Yin site, which will significantly reduce its debt levels and support its strategic goal of achieving a net leverage ratio below 3x.
- Strong Sales Performance: TSS achieved a remarkable 37% double-digit growth in Q4 2025, with record Opteon sales driving overall net sales that met expectations, showcasing the company's robust performance in the chemicals market.
- Robust Cash Flow: The company reported a quarterly free cash flow of $92 million, reflecting an enhanced long-term cash generation potential for Chemours, with expectations for a free cash flow conversion rate exceeding 25% in 2026, further supporting shareholder value.
- Optimistic Future Outlook: Overall net sales growth is projected to be between 3% and 5% for 2026, with adjusted EBITDA expected to range from $800 million to $900 million, indicating strong demand in TSS and APM, alongside ongoing cost control measures.
See More
Midday Market Moves: Retailers Rally Post-Tariff Ruling
- Retailer Rally: Following the Supreme Court's tariff ruling, Amazon shares rose over 2% and Shopify climbed 4%, indicating retailers' resilience under tariff pressures, which could boost market confidence and consumer spending.
- Opendoor Beats Estimates: Opendoor reported fourth-quarter revenue of $736 million, exceeding the LSEG estimate of $549 million, although it anticipates a first-quarter adjusted EBITDA loss in the range of $30 million to $32 million; management aims for positive adjusted net income by the end of 2026, showcasing long-term growth potential.
- Comfort Systems Strong Performance: Comfort Systems reported a fourth-quarter EPS of $9.37, surpassing the FactSet estimate of $6.75, with revenue of $2.65 billion exceeding the $2.34 billion forecast, highlighting the company's robust performance in the HVAC and electrical services sector.
- Chemours Shares Plunge: Chemours' fourth-quarter EPS was only 5 cents, below the FactSet estimate of 7 cents, with revenue of $1.33 billion matching market expectations, reflecting challenges in the industrial and specialty chemicals sector, leading to an 18% drop in share price.
See More
Chemours Reports Q4 Earnings Miss, Shares Drop 11.3%
- Earnings Decline: Chemours reported a Q4 adjusted loss of $0.31 per share, with a net loss of $47 million, significantly worsening from a $11 million loss a year earlier, indicating substantial short-term market pressures in its advanced performance materials segment.
- Revenue Drop: Total revenues fell 2% year-over-year to $1.3 billion, primarily driven by a 4% decline in sales in the advanced performance materials segment to $312 million, reflecting a dual impact of weak market demand and an unfavorable product mix.
- EBITDA Plummet: Adjusted EBITDA decreased from $168 million a year ago to $128 million, highlighting severe impacts on profitability as the advanced performance materials segment's EBITDA plummeted 74% to $12 million amid ongoing market challenges.
- Cautious Outlook: The company guided for FY 2026 total revenue growth in the range of 3%-5%, equating to $5.98 billion to $6.1 billion, which aligns with FactSet consensus, yet analysts remain concerned about persistent market weakness affecting future performance.
See More
Chemours (CC) Q4 2025 Earnings Call Transcript
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Chemours Stock Drops 10.1% in Premarket Trading Following Q4 Revenue Decline
Stock Performance: Chemours shares have decreased by 10.1% in pre-market trading.
Revenue Decline: The drop in stock price follows a reported fall in revenue for the fourth quarter.
See More
Chemours Reports Record Sales and Strong Cash Flow
- Record Sales Achievement: Chemours' TSS segment achieved record sales with a 37% year-over-year increase in Opton refrigerant sales, reflecting strong market demand and laying a solid foundation for future revenue growth.
- Strong Free Cash Flow: The company generated a quarterly free cash flow of $92 million, demonstrating its long-term cash generation potential and enhancing investor confidence in its financial health.
- Asset Sale Proceeds: The sale of the Kuanyan site is expected to yield $300 million in net proceeds, which will be used to reduce outstanding debt, thereby improving the company's capital structure and financial flexibility.
- EBITDA Margin Improvement: The TSS segment's adjusted EBITDA margin increased to 32% from 31% last year, despite additional R&D investments, indicating positive progress in enhancing profitability.
See More
Chemours Q4 2025 Earnings Call Insights Highlight Strategic Growth and Debt Reduction
- Debt Reduction Strategy: Chemours anticipates generating $300 million in net proceeds from the sale of the Kuan Yin site, which will significantly reduce its debt levels and support its strategic goal of achieving a net leverage ratio below 3x.
- Strong Sales Performance: TSS achieved a remarkable 37% double-digit growth in Q4 2025, with record Opteon sales driving overall net sales that met expectations, showcasing the company's robust performance in the chemicals market.
- Robust Cash Flow: The company reported a quarterly free cash flow of $92 million, reflecting an enhanced long-term cash generation potential for Chemours, with expectations for a free cash flow conversion rate exceeding 25% in 2026, further supporting shareholder value.
- Optimistic Future Outlook: Overall net sales growth is projected to be between 3% and 5% for 2026, with adjusted EBITDA expected to range from $800 million to $900 million, indicating strong demand in TSS and APM, alongside ongoing cost control measures.
See More
Midday Market Moves: Retailers Rally Post-Tariff Ruling
- Retailer Rally: Following the Supreme Court's tariff ruling, Amazon shares rose over 2% and Shopify climbed 4%, indicating retailers' resilience under tariff pressures, which could boost market confidence and consumer spending.
- Opendoor Beats Estimates: Opendoor reported fourth-quarter revenue of $736 million, exceeding the LSEG estimate of $549 million, although it anticipates a first-quarter adjusted EBITDA loss in the range of $30 million to $32 million; management aims for positive adjusted net income by the end of 2026, showcasing long-term growth potential.
- Comfort Systems Strong Performance: Comfort Systems reported a fourth-quarter EPS of $9.37, surpassing the FactSet estimate of $6.75, with revenue of $2.65 billion exceeding the $2.34 billion forecast, highlighting the company's robust performance in the HVAC and electrical services sector.
- Chemours Shares Plunge: Chemours' fourth-quarter EPS was only 5 cents, below the FactSet estimate of 7 cents, with revenue of $1.33 billion matching market expectations, reflecting challenges in the industrial and specialty chemicals sector, leading to an 18% drop in share price.
See More
Chemours Reports Q4 Earnings Miss, Shares Drop 11.3%
- Earnings Decline: Chemours reported a Q4 adjusted loss of $0.31 per share, with a net loss of $47 million, significantly worsening from a $11 million loss a year earlier, indicating substantial short-term market pressures in its advanced performance materials segment.
- Revenue Drop: Total revenues fell 2% year-over-year to $1.3 billion, primarily driven by a 4% decline in sales in the advanced performance materials segment to $312 million, reflecting a dual impact of weak market demand and an unfavorable product mix.
- EBITDA Plummet: Adjusted EBITDA decreased from $168 million a year ago to $128 million, highlighting severe impacts on profitability as the advanced performance materials segment's EBITDA plummeted 74% to $12 million amid ongoing market challenges.
- Cautious Outlook: The company guided for FY 2026 total revenue growth in the range of 3%-5%, equating to $5.98 billion to $6.1 billion, which aligns with FactSet consensus, yet analysts remain concerned about persistent market weakness affecting future performance.
See More
Chemours (CC) Q4 2025 Earnings Call Transcript
See More
