Chemours Company (CC) remains a speculative 'Buy' ahead of Q3. CC offers significant upside potential, driven by Opteon growth, market recovery, and the recent settlement of major legacy liabilities. Despite elevated leverage and earnings volatility, I see no immediate financial distress and expect improving fundamentals through 2027E.
Price action is one of the most important metrics to watch out for when deciding whether a potential investment setup is bullish or bearish. However, despite its importance, price action is only half the picture because relying solely on it without linking to fundamental reasons risks capital blindly.
CC partners with SRF to expand global supply chain, boost operational flexibility and strengthen its high-value product mix.
CC posts Q2 earnings and sales beat driven by volume and pricing gains, but issues softer sequential guidance.
Chemours is showing financial improvement, especially in Opteon refrigerants, despite industry headwinds and a recent dividend cut. The company's legal overhang is easing after a favorable New Jersey PFAS settlement, freeing up future cash flow and reducing uncertainty. Balance sheet leverage remains high, but improving free cash flow in the second half should reduce net debt and support the current dividend.
The Chemours Company (NYSE:CC ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Brandon Ontjes - Vice President of Investor Relations Denise M. Dignam - President, CEO & Director Shane W.
The headline numbers for Chemours (CC) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Chemours (CC) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.38 per share a year ago.
Chemours is at a cyclical low, presenting a buying opportunity ahead of expected 2Q25 revenue growth. Despite legacy risks and sub-par credit, Chemours' leadership in low-impact refrigerants and proprietary titanium technology sets it apart from competitors. Current market and analyst sentiment underestimates Chemours' potential, with forecasts showing strong EPS and EBITDA growth through 2026-2027.
Chemours' second-quarter sales are expected to be at the high end of its guidance as TT disruptions get offset by Opteon demand boosts.
The deal will enable CC to focus on improving data center efficiency by using two-phase direct-to-chip, two-phase immersion cooling and other new methods.
CC partners with Navin Fluorine to facilitate the adoption of two-phase liquid cooling.