Summary
Chemours: No Rush To Buy The Dip Given Non-AI Pressures (Downgrade)
Chemours Company is downgraded to "Hold" after a sharp rally, with shares now fairly valued around $18. CC's TSS segment benefits from Opteon adoption and future data center demand, but other units face ongoing macro headwinds. Leverage remains elevated at 4.7x; asset sales and cash flow should reduce leverage to 4x by year-end, but further progress will be slow.
Chemours' Q4 Earnings Surpass Estimates, Revenues In Line
CC posts a wider y/y loss in Q4 as sales dip 2%, but the bottom line beats estimates and Thermal & Specialized Solutions surges on strong refrigerant pricing.
Compared to Estimates, Chemours (CC) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Chemours (CC) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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Chemours Co. Profile
| Specialty Retail Industry | Consumer Discretionary Sector | Denise Dignam CEO | NYSE Exchange | 163851108 CUSIP |
| US Country | 6,000 Employees | 27 Feb 2026 Last Dividend | - Last Split | - IPO Date |
Overview
The Chemours Company is a leading provider of performance chemicals with a global footprint, extending services across North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America. Founded in 2014 and headquartered in Wilmington, Delaware, Chemours operates through three key segments: Titanium Technologies, Thermal & Specialized Solutions, and Advanced Performance Materials. The company caters to a diverse range of industries, from construction and packaging to electronics and energy, leveraging direct and indirect sales channels as well as a network of resellers and distributors to reach its customers.
Products and Services
The Chemours Company's diverse product portfolio is broken down into three main segments, each offering specialized chemical solutions:
- Titanium Technologies: Under the Ti-Pure brand, this segment produces Titanium Dioxide (TiO2) pigments known for their superior whiteness, brightness, opacity, and durability. These pigments are essential in a variety of applications including:
- Architectural and industrial coatings
- Flexible and rigid plastic packaging
- Polyvinylchloride applications
- Laminate papers for furniture and building materials
- Coated paper and paperboard for packaging
- Thermal & Specialized Solutions: This segment offers a range of products including refrigerants, thermal management solutions, propellants, foam blowing agents, and specialty solvents, which play crucial roles in:
- Climate control and refrigeration systems
- Insulation and aerosol propellants across various industries
- Manufacturing processes requiring specialized solvents
- Advanced Performance Materials: Featuring industrial resins, specialty products, membranes, and coatings, this segment caters to:
- Electronics and communications sectors with high-performance materials for wiring, cabling, and semiconductors
- Transportation, energy, oil and gas industries offering solutions for improved durability and efficiency
- Medical industry with materials designed for a range of medical applications
