Earnings summaries and quarterly performance for Chemours.
Executive leadership at Chemours.
Denise Dignam
President and Chief Executive Officer
Damián Gumpel
President, Titanium Technologies
David Will
Chief Accounting Officer
Diane Picho
Chief Enterprise Enablement Officer
Gerardo Familiar
President, Advanced Performance Materials
Joseph Martinko
President, Thermal & Specialized Solutions
Kristine Wellman
Senior Vice President, General Counsel & Corporate Secretary
Shane Hostetter
Senior Vice President, Chief Financial Officer
Board of directors at Chemours.
Research analysts who have asked questions during Chemours earnings calls.
Arun Viswanathan
RBC Capital Markets
4 questions for CC
John Ezekiel Roberts
Mizuho Securities
4 questions for CC
John McNulty
BMO Capital Markets
4 questions for CC
Hassan Ahmed
Alembic Global Advisors
3 questions for CC
Joshua Spector
UBS
3 questions for CC
Laurence Alexander
Jefferies
3 questions for CC
Peter Osterland
Truist Securities
3 questions for CC
Vincent Andrews
Morgan Stanley
3 questions for CC
Jeffrey Zekauskas
JPMorgan Chase & Co.
2 questions for CC
Michael Leithead
Barclays
2 questions for CC
Daniel Rizzo
Jefferies
1 question for CC
Duffy Fischer
Goldman Sachs
1 question for CC
Josh Spector
UBS Group
1 question for CC
Justin Pellegrino
Morgan Stanley
1 question for CC
Patrick Fischer
Goldman Sachs
1 question for CC
Recent press releases and 8-K filings for CC.
- Chemours exceeded adjusted EBITDA expectations in Q3 2025, primarily driven by strong performance in its Thermal & Specialized Solutions (TSS) segment.
- The TSS segment reported 80% year-over-year growth in Opteon sales, which now constitute 80% of total refrigerant sales, achieving a 35% adjusted EBITDA margin.
- The Titanium Technologies (TT) segment's results were below expectations due to sustained macroeconomic weakness and destocking, with a $25 million cost impact anticipated in Q4 2025 from reduced production volumes.
- For the full-year 2025, consolidated adjusted EBITDA is expected to range between $745 million-$770 million, with sales projected at $5.7 billion-$5.8 billion.
- Chemours reported flat net sales of $1.5 billion in Q3 2025, with its Thermal & Specialized Solutions (TSS) segment seeing a 20% increase in net sales to $560 million driven by strong demand for Opteon™ refrigerants.
- The company's Q3 2025 adjusted EBITDA of $195 million beat analyst expectations, despite missing earnings per share estimates with $0.20 per diluted share.
- Management anticipates a challenging fourth quarter, projecting revenue could decline by up to 15% and adjusted EBITDA to be between $130 million and $160 million.
- Chemours' shares have underperformed this year, dropping nearly 29%, though Wall Street maintains a median price target approximately 29% above current levels.
- Consolidated Net Sales for Q3 2025 were $1.5 billion, flat compared to the prior-year quarter, primarily due to a 3% decrease in volume partially offset by a 1% price increase and a 1% currency tailwind.
- The company reported a Net Income of $60 million, or $0.40 per diluted share, in Q3 2025, a significant improvement from a Net Loss of $32 million, or $(0.22) per diluted share, in the prior-year quarter. Adjusted EBITDA for Q3 2025 was $195 million, a decrease from $202 million in the prior-year quarter.
- Thermal & Specialized Solutions (TSS) segment Net Sales increased 20% to $560 million, and Adjusted EBITDA increased 40% to $194 million in Q3 2025, driven by strong demand for Opteon® Refrigerants. Conversely, Titanium Technologies (TT) and Advanced Performance Materials (APM) segments experienced significant declines in both Net Sales and Adjusted EBITDA.
- As of September 30, 2025, consolidated gross debt was $4.2 billion, with total liquidity of $1.6 billion, including $613 million in unrestricted cash, and a net leverage ratio of 4.6 times Adjusted EBITDA. Cash provided by operating activities was $146 million, and Free Cash Flow was $105 million for the quarter.
- For Q4 2025, the company anticipates consolidated Net Sales to decrease 10-15% sequentially and consolidated Adjusted EBITDA to range between $130 million and $160 million.
Quarterly earnings call transcripts for Chemours.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more
Let Fintool AI Agent track Chemours's earnings for you
Get instant analysis when filings drop