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.
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.
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.
Chemours (CC) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of breakeven. This compares to earnings of $0.11 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Chemours (CC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Chemours (CC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
CC agrees to sell its former Taiwan titanium dioxide site land for about $360M, aiming to cut debt as part of its portfolio and balance-sheet optimization.
Chemours remains challenged by weak end markets, but progress on environmental liabilities and Opteon growth support medium-term prospects. Q3 results were mixed, with disruptions impacting earnings, but the resolution of outages and Opteon gains in the TSS segment provide optimism for improvement. TT segment struggles with weak construction activity, but price increases and supply rationalization should help results bottom in 6–9 months.
CC posts a Q3 profit rebound with $60M in net income, driven by strong Thermal & Specialized Solutions amid mixed segment results.
The Chemours Company ( CC ) Q3 2025 Earnings Call November 7, 2025 8:00 AM EST Company Participants Brandon Ontjes - Vice President of Investor Relations Denise Dignam - President, CEO & Director Shane Hostetter - Senior VP & CFO Conference Call Participants John McNulty - BMO Capital Markets Equity Research Peter Osterland - Truist Securities, Inc., Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Joshua Spector - UBS Investment Bank, Research Division Patrick Fischer - Goldman Sachs Group, Inc., Research Division Hassan Ahmed - Alembic Global Advisors Laurence Alexander - Jefferies LLC, Research Division Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Vincent Andrews - Morgan Stanley, Research Division Roger Spitz - BofA Securities, Research Division Aaron Rosenthal - JPMorgan Chase & Co, Research Division Presentation Operator Good morning. My name is Gigi, and I'll be your conference operator today.
The headline numbers for Chemours (CC) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Chemours (CC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.