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Chemours Company (CC)
NYSE:CC
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.05Last Year’s EPS
0.13Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced. The call highlighted strong cash generation (Q4 free cash flow $92M), record TSS Opteon growth (Q4 +37% YoY, 2025 +56% YoY), and constructive 2026 guidance (consolidated adj. EBITDA $800–$900M, net sales +3–5%), plus a $300M Kuan Yin sale to accelerate deleveraging. Offsetting these positives were near-term operational challenges: the Washington Works outage (Q1 impact $20–$25M), APM end-market softness with Q1 net sales guided down high-teens sequentially, TT mineral sales timing (-60% sequential in Q1) and inventory/ore-mix headwinds (~$17M incremental cost), and elevated inventory levels that pressure working capital early in the year. Management emphasized cash flow and execution, but acknowledged near-term volatility and one-time impacts that temper the near-term outlook.Company Guidance
Strong Q4 Free Cash Flow
Generated $92 million of free cash flow in Q4 2025, which management called reflective of longer-term cash generation potential and a foundation for further free cash flow expansion in 2026.
Record TSS Opteon Growth and Mix Shift
TSS reported record Opteon sales in Q4 with Opteon refrigerant sales up 37% year-over-year in the quarter and 56% for the year; Opteon comprised 75% of total refrigerant sales in 2025 (up from 56% in prior year).
TSS Financial Momentum and Q1 Guidance
TSS expected sequential net sales growth of mid-20s to 30% in Q1 2026, with Opteon volumes forecast to increase 30–40% sequentially; TSS adjusted EBITDA guidance for Q1 of $170–$185 million and management expects consistent overall margins in 2026 vs 2025.
Consolidated 2026 Guidance and Profitability Target
Company expects consolidated net sales growth of 3–5% in 2026 and adjusted EBITDA of $800–$900 million for the full year; Q1 consolidated net sales expected to rise 3–5% sequentially with Q1 consolidated adjusted EBITDA of $120–$150 million.
Kuan Yin Site Sale to Accelerate Deleveraging
Agreement reached to sell the Kuan Yin site with estimated net proceeds of $300 million; proceeds expected to reduce outstanding debt and help drive net leverage below 4x adjusted EBITDA by end of 2026, with a long-term target below 3x.
Operational and Cost-Savings Progress
Delivered at least $125 million of gross controllable cost savings in 2025; implemented restructuring in TT mining operations (temporary idling of one North Florida mine) and rolled out Chemours business system to embed lean principles and drive productivity.
TSS Capacity and Longer-Term Cost Upside
Corpus Christi capacity expansion ramp continues; management expects ongoing cost benefits from vertical integration and lower reliance on third-party YF purchases, supporting long-term margin improvement.
APM Demand Tailwinds in Key End Markets
Notable order-book strengthening entering Q1 2026 in semiconductor and data center end markets; management highlighted demand for high-purity PFA and opportunities tied to AI/data center buildouts, driving expected 2026 APM improvement.
CC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $20.41 | $17.04 | -16.51% |
Nov 06, 2025 | $11.66 | $12.42 | +6.52% |
Aug 05, 2025 | $12.47 | $11.84 | -5.05% |
May 06, 2025 | $11.85 | $10.67 | -9.96% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Chemours Company (CC) report earnings?
Chemours Company (CC) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Chemours Company (CC) earnings time?
Chemours Company (CC) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CC EPS forecast?
CC EPS forecast for the fiscal quarter 2026 (Q1) is -0.05.