TSS Reports Q4 Revenue of $1.3B, Below Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12 hours ago
0mins
Should l Buy CC?
Reports Q4 revenue $1.3B, consensus $1.33B. "Our consolidated Q4 results delivered robust cash flow and achieved revenue performance that met our expectations, highlighted by the continued transition to Opteon(TM) Refrigerants - concluding a record setting year for TSS. However, as a result of short-term cyclical end market headwinds experienced in our APM business, we elected to prioritize cash flow, leading to strong cash generation in the quarter. In connection with this approach APM incurred a sizable non-cash inventory charge and unfavorable product mix driving our consolidated Adjusted EBITDA slightly below our expected range," said CEO Denise Dignam. "Although macroeconomic conditions remain tepid, our pricing actions have begun to take effect in TiO2, and we remain focused on executing our broader Pathway to Thrive strategy. The sale of our Kuan Yin TiO2 site, along with increased organic cash flow generation in 2026, will provide significant cash inflow in 2026. These actions align with our capital allocation priorities under Pathway to Thrive, specifically improving our debt profile and progressing Chemours closer to our long-term objective of net leverage below three times adjusted EBITDA across economic cycles."
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 21.150
Low
13.00
Averages
16.14
High
19.00
Current: 21.150
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 Q4 Earnings Beat Expectations with Positive 2026 Outlook
- Earnings Performance: Chemours reported a Q4 non-GAAP EPS of $0.05, beating expectations by $0.03, indicating stability in profitability despite a 2.2% year-over-year revenue decline.
- Revenue Status: The company achieved revenue of $1.33 billion in Q4, aligning with market expectations, demonstrating Chemours' ability to maintain sales levels amid current economic pressures.
- 2026 Outlook: Chemours forecasts consolidated net sales growth between 3% and 5% for 2026, with adjusted EBITDA projected between $800 million and $900 million, a positive outlook that may bolster investor confidence and support stock price recovery.
- Cash Flow Performance: The company anticipates free cash flow conversion exceeding 25%, reflecting Chemours' capability in capital management and cash generation, potentially supporting future investments and shareholder returns.
See More
Chemours Reports 2025 Financials: Flat Revenue, Increased Net Loss
- Revenue Performance: Chemours reported net sales of $5.8 billion for 2025, flat compared to the previous year, as growth in the TSS segment was offset by declining pricing in the TT segment, reflecting challenges from weak market demand.
- Increased Net Loss: The company recorded a net loss of $386 million for 2025, translating to a loss of $2.57 per share, a significant drop from a net income of $69 million in the prior year, primarily due to increased litigation-related charges, indicating pressure on both legal and operational fronts.
- Decline in Adjusted EBITDA: Adjusted EBITDA for 2025 was $742 million, down 3% from the previous year, primarily driven by lower pricing in the TT segment and reduced production levels in APM, highlighting challenges in cost control and profitability.
- Improved Cash Flow: Despite the losses, Chemours generated $137 million in operating cash flow in Q4 2025, slightly down from the prior year, while free cash flow reached $92 million, demonstrating resilience in cash generation, with expectations for continued improvement in cash flow in 2026.
See More
Chemours Declares Q1 2026 Cash Dividend of $0.0875
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a cash dividend of $0.0875 per share for Q1 2026, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Dividend Payment Date: This dividend will be paid on March 13, 2026, to stockholders of record as of February 27, 2026, ensuring timely returns for investors and enhancing their confidence in the company.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites, serving around 2,500 customers in 110 countries, showcasing its significant market presence.
- Flagship Products: Chemours' flagship products include Opteon™, Freon™, and Ti-Pure™, leveraging application expertise in coatings, plastics, and semiconductors to drive innovation and growth in the chemical industry.
See More
Chemours Declares Q1 2026 Cash Dividend of $0.0875
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a cash dividend of $0.0875 per share for Q1 2026, reflecting the company's solid financial health and commitment to shareholder returns.
- Dividend Payment Date: This dividend will be paid on March 13, 2026, to shareholders of record as of February 27, 2026, ensuring timely returns for investors and boosting their confidence in the company.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites, serving around 2,500 customers in 110 countries, showcasing its significant market presence.
- Brand Products: Chemours' prominent brands include Opteon™, Freon™, and Ti-Pure™, covering various markets such as coatings, plastics, and refrigeration, highlighting its innovative capabilities and application expertise in the chemicals sector.
See More
Chemours Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $21.00 put option is $1.55, meaning that if an investor sells-to-open this contract, they commit to buying shares at $21.00, effectively lowering their cost basis to $19.45, which is a 2% discount from the current price of $21.46, making it attractive for potential Chemours investors.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 7.38% return on the cash commitment, or an annualized return of 21.39%, indicating strong yield potential, particularly in the current market context.
- Call Option Opportunity: The $29.00 call option has a current bid of $0.70, and if an investor buys Chemours shares at $21.46 and sells this call, they could achieve a total return of 38.40% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk and Reward Assessment: Given that the $29.00 strike price represents a 35% premium over the current stock price, there is a 68% chance that the call option will expire worthless, allowing investors to retain both their shares and the premium collected, thereby enhancing the safety of the investment.
See More
Chemours Company to Release Q4 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Chemours Company is set to announce its Q4 2025 financial results after market close on February 19, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call at 8:00 a.m. Eastern Time on February 20, 2026, to discuss its fourth-quarter financial results, aiming to enhance interaction and information sharing with investors.
- Webcast Access: Investors can access the live webcast and accompanying materials through the Investor Relations section of Chemours' website, improving the convenience and timeliness of information retrieval.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites and serving around 2,500 customers, showcasing its extensive influence and scale in the chemicals market.
See More
Chemours Q4 Earnings Beat Expectations with Positive 2026 Outlook
- Earnings Performance: Chemours reported a Q4 non-GAAP EPS of $0.05, beating expectations by $0.03, indicating stability in profitability despite a 2.2% year-over-year revenue decline.
- Revenue Status: The company achieved revenue of $1.33 billion in Q4, aligning with market expectations, demonstrating Chemours' ability to maintain sales levels amid current economic pressures.
- 2026 Outlook: Chemours forecasts consolidated net sales growth between 3% and 5% for 2026, with adjusted EBITDA projected between $800 million and $900 million, a positive outlook that may bolster investor confidence and support stock price recovery.
- Cash Flow Performance: The company anticipates free cash flow conversion exceeding 25%, reflecting Chemours' capability in capital management and cash generation, potentially supporting future investments and shareholder returns.
See More
Chemours Reports 2025 Financials: Flat Revenue, Increased Net Loss
- Revenue Performance: Chemours reported net sales of $5.8 billion for 2025, flat compared to the previous year, as growth in the TSS segment was offset by declining pricing in the TT segment, reflecting challenges from weak market demand.
- Increased Net Loss: The company recorded a net loss of $386 million for 2025, translating to a loss of $2.57 per share, a significant drop from a net income of $69 million in the prior year, primarily due to increased litigation-related charges, indicating pressure on both legal and operational fronts.
- Decline in Adjusted EBITDA: Adjusted EBITDA for 2025 was $742 million, down 3% from the previous year, primarily driven by lower pricing in the TT segment and reduced production levels in APM, highlighting challenges in cost control and profitability.
- Improved Cash Flow: Despite the losses, Chemours generated $137 million in operating cash flow in Q4 2025, slightly down from the prior year, while free cash flow reached $92 million, demonstrating resilience in cash generation, with expectations for continued improvement in cash flow in 2026.
See More
Chemours Declares Q1 2026 Cash Dividend of $0.0875
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a cash dividend of $0.0875 per share for Q1 2026, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Dividend Payment Date: This dividend will be paid on March 13, 2026, to stockholders of record as of February 27, 2026, ensuring timely returns for investors and enhancing their confidence in the company.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites, serving around 2,500 customers in 110 countries, showcasing its significant market presence.
- Flagship Products: Chemours' flagship products include Opteon™, Freon™, and Ti-Pure™, leveraging application expertise in coatings, plastics, and semiconductors to drive innovation and growth in the chemical industry.
See More
Chemours Declares Q1 2026 Cash Dividend of $0.0875
- Quarterly Cash Dividend: Chemours' Board of Directors has declared a cash dividend of $0.0875 per share for Q1 2026, reflecting the company's solid financial health and commitment to shareholder returns.
- Dividend Payment Date: This dividend will be paid on March 13, 2026, to shareholders of record as of February 27, 2026, ensuring timely returns for investors and boosting their confidence in the company.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites, serving around 2,500 customers in 110 countries, showcasing its significant market presence.
- Brand Products: Chemours' prominent brands include Opteon™, Freon™, and Ti-Pure™, covering various markets such as coatings, plastics, and refrigeration, highlighting its innovative capabilities and application expertise in the chemicals sector.
See More
Chemours Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $21.00 put option is $1.55, meaning that if an investor sells-to-open this contract, they commit to buying shares at $21.00, effectively lowering their cost basis to $19.45, which is a 2% discount from the current price of $21.46, making it attractive for potential Chemours investors.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 7.38% return on the cash commitment, or an annualized return of 21.39%, indicating strong yield potential, particularly in the current market context.
- Call Option Opportunity: The $29.00 call option has a current bid of $0.70, and if an investor buys Chemours shares at $21.46 and sells this call, they could achieve a total return of 38.40% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk and Reward Assessment: Given that the $29.00 strike price represents a 35% premium over the current stock price, there is a 68% chance that the call option will expire worthless, allowing investors to retain both their shares and the premium collected, thereby enhancing the safety of the investment.
See More
Chemours Company to Release Q4 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Chemours Company is set to announce its Q4 2025 financial results after market close on February 19, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call at 8:00 a.m. Eastern Time on February 20, 2026, to discuss its fourth-quarter financial results, aiming to enhance interaction and information sharing with investors.
- Webcast Access: Investors can access the live webcast and accompanying materials through the Investor Relations section of Chemours' website, improving the convenience and timeliness of information retrieval.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites and serving around 2,500 customers, showcasing its extensive influence and scale in the chemicals market.
See More
