Chemours Company (CC)
NYSE:CC
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.51Last Year’s EPS
0.58Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive picture: Chemours delivered first-quarter results above expectations, with strong performances in TSS and TT, record margins in TSS, improving operational reliability, significant balance sheet progress (asset sale, debt paydown, refinancing) and constructive guidance for Q2. However, the tone acknowledged meaningful near-term headwinds — notably the Washington Works outage ($25M EBITDA impact), pulled-forward demand ($10M), weaker residential HVAC trends, TT volume/mix softness in some regions, raw material inflation (sulfur) and a slight reduction to free cash flow conversion guidance due to tax timing. On balance, management emphasized execution, portfolio actions and a clear path to improved second-half performance, so the positives were judged to outweigh the negatives.Company Guidance
TSS Strong Revenue and Margin Expansion
Thermal & Specialized Solutions (TSS) delivered a record first quarter: net sales +22% year-over-year and +28% sequentially, driven by higher pricing, stronger volumes and favorable mix. TSS achieved record adjusted EBITDA with margins expanding to 33%. Company-wide pricing was up ~3% sequentially.
Titanium Technologies (TT) Outperformance
TT exceeded earnings expectations in the quarter, with adjusted EBITDA beating forecasts due to disciplined global pricing actions and cost management. The business signed a long-term chlorine supply contract to secure feedstock for DeLisle starting in 2028, supporting low-cost chloride TiO2 production.
Strong Q2 and Consolidated Guidance
Management expects Q2 sequential consolidated net sales growth of 15%–20% and consolidated adjusted EBITDA of $220M–$250M. Segment guidance includes TSS/PFS adjusted EBITDA of $210M–$225M and TT adjusted EBITDA of $40M–$50M; APM net sales expected to rise low–high 30% sequentially.
APM Order Book Strength in High-Value End Markets
Advanced Performance Materials (APM) reported strong order velocity, particularly in semiconductor and data center markets. Management expects APM adjusted EBITDA to improve to $12M–$18M in Q2 and aims for segment EBITDA in the $30M–$40M range in the back half of 2026 as operations normalize.
Balance Sheet and Liquidity Improvements
Completed sale of nearly all Kuan Yin properties ahead of schedule (remaining parcel expected to yield ~$60M gross proceeds) and used proceeds to pay down near-term debt. Reduced debt by approximately $160M and completed a $700M refinancing in March that extends maturities to 2034. Free cash flow for Q2 expected to be at least $100M; capex guided ~$50M.
Operational and Commercial Execution
Company implemented the Chemours Business System (CBS) with early positive outcomes, continued disciplined quota allocation and successful pricing actions (December and April). Management emphasized operational reliability improvements and continued focus on cost control and supply security.
Full-Year Outlook and Leverage Path
Full-year net sales, adjusted EBITDA and capex are expected to align with prior guidance. Net leverage is expected to be below 3.8x adjusted EBITDA by year-end 2026 with a pathway toward target leverage below 3x, and anticipated annual interest expense savings of approximately $9M by year-end after debt repayments.
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 |
|---|---|---|---|
May 05, 2026 | $27.84 | $23.59 | -15.28% |
Feb 19, 2026 | $20.23 | $16.89 | -16.51% |
Nov 06, 2025 | $11.56 | $12.31 | +6.56% |
Aug 05, 2025 | $12.36 | $11.74 | -4.99% |
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 Jul 23, 2026, After Close (Confirmed).
What is Chemours Company (CC) earnings time?
Chemours Company (CC) earnings time is at Jul 23, 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 (Q2) is 0.51.