tiprankstipranks
Trending News
More News >
Chemours Company (CC)
NYSE:CC
Advertisement

Chemours Company (CC) AI Stock Analysis

Compare
1,390 Followers

Top Page

CC

Chemours Company

(NYSE:CC)

Select Model
Select Model
Select Model
Neutral 46 (OpenAI - 4o)
Rating:46Neutral
Price Target:
$12.50
▲(13.12% Upside)
Chemours Company is currently facing significant financial and operational challenges. The most impactful factor is the company's weak financial performance, characterized by declining revenue, profitability, and cash flow generation. Technical analysis also indicates bearish momentum, with the stock trading below key moving averages and showing oversold conditions. While the earnings call provided some positive insights, such as strong Opteon sales, these were overshadowed by challenges in other segments. The valuation is mixed, with a negative P/E ratio but a relatively high dividend yield. Overall, the stock score reflects the need for the company to address its operational inefficiencies and improve financial stability.
Positive Factors
Opteon Sales Growth
Strong growth in Opteon sales reflects robust demand and market leadership in refrigerants, supporting long-term revenue stability.
Technical Qualification Success
This qualification enhances Chemours' market position in liquid cooling products, potentially driving future revenue and innovation.
Cost Structure Improvements
Improved cost structure enhances operational efficiency, potentially leading to better margins and financial health over time.
Negative Factors
High Leverage
High leverage increases financial risk and limits flexibility, potentially impacting long-term stability and investment capacity.
Negative Cash Flow
Negative cash flow highlights inefficiencies in operations, which can strain resources and hinder growth initiatives.
TT Segment Underperformance
Underperformance in the TT segment suggests vulnerability to market conditions, affecting revenue and profitability.

Chemours Company (CC) vs. SPDR S&P 500 ETF (SPY)

Chemours Company Business Overview & Revenue Model

Company DescriptionChemours Company (CC) is a global leader in the chemical industry, specializing in the production of titanium dioxide, fluoroproducts, and chemical solutions. The company operates in three main segments: Titanium Technologies, Fluoroproducts, and Chemical Solutions, offering a wide range of products that serve various industries including automotive, construction, electronics, and consumer products. Chemours is dedicated to sustainable practices and innovation, providing high-performance materials and solutions that meet the evolving needs of its customers.
How the Company Makes MoneyChemours generates revenue primarily through the sale of its core products across its three business segments. The Titanium Technologies segment is a significant source of income, producing titanium dioxide, which is widely used as a pigment in paints, coatings, and plastics. The Fluoroproducts segment includes a variety of fluorinated products that are essential in refrigeration, air conditioning, and other industrial applications. The Chemical Solutions segment provides custom and specialty chemicals for various applications. Additionally, Chemours has established key partnerships and collaborations within the industry that enhance its market reach and product offerings. The company also focuses on operational efficiency and cost management to bolster its profit margins, contributing to its overall financial performance.

Chemours Company Earnings Call Summary

Earnings Call Date:Nov 06, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 05, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted strong growth in the TSS segment, particularly with Opteon sales and strategic advancements in liquid cooling products. However, these positives were countered by significant challenges in the TT segment, including macroeconomic weakness, destocking, and operational disruptions. While cost structure improvements were noted, the lowlights reflect substantial negative trends in key markets.
Q3-2025 Updates
Positive Updates
Record Opteon Sales Growth
Opteon sales maintained double-digit growth of 80% compared to the prior year quarter, marking a third quarter record. Opteon Refrigerants now account for 80% of total refrigerant sales, an increase from 58% in the previous year.
Successful Technical Qualification in TSS
The TSS segment achieved successful technical qualification of the two-phase immersion cooling fluid by Samsung Electronics, enhancing the commercialization of liquid cooling products.
Operational Recovery in APM
APM business saw solid top-line performance with the resumption of normal operations at Washington Works following external utility disruptions. The segment made strategic progress by completing the shutdown of the SPS Capstone product line.
Cost Structure Improvements
Chemours made progress against underlying cost structure, with cost-out efforts contributing to improved financial performance.
Negative Updates
TT Segment Underperformance
The TT segment delivered results below expectations due to sustained macroeconomic weakness in the global TiO2 market and near-term destocking trends in key Western markets.
Impact of Operational Disruptions
Chemours faced onetime operational disruptions earlier in the year, contributing to approximately $100 million in negative impacts, which affected overall financial performance.
Decreased Production in TT
Anticipated decrease in TT production volumes due to weak market demand, resulting in a $25 million cost impact to adjusted EBITDA in the fourth quarter.
Challenges in Global TiO2 Market
Weak demand conditions and increased inventory from Western producers added pressure to the TiO2 market, impacting Chemours' sales and pricing strategies.
Company Guidance
During the third quarter 2025 earnings call, Chemours exceeded its adjusted EBITDA expectations, driven by strong sales of Opteon Refrigerants, which grew 80% year-over-year. The TSS segment reported a 35% adjusted EBITDA margin, with Opteon now accounting for 80% of total refrigerant sales, up from 58% the prior year. However, the TT segment faced challenges with a sequential net sales decline expected in the high single digits to low teens percentage range due to destocking and macroeconomic weakness. For Q4, consolidated net sales are projected to decrease by 10% to 15% sequentially, with adjusted EBITDA ranging from $130 million to $160 million. Full year 2025 sales are anticipated between $5.7 billion and $5.8 billion, with adjusted EBITDA between $745 million and $770 million. Looking ahead, Chemours expects continued growth, with Opteon maintaining double-digit growth and additional benefits from cost-out efforts and capacity expansions.

Chemours Company Financial Statement Overview

Summary
Chemours Company is facing financial challenges with declining revenue and profitability, high leverage, and weak cash flow generation. The income statement shows a declining trend in revenue with a negative revenue growth rate of -10.2% in TTM. The balance sheet reveals a high debt-to-equity ratio of 0.86, and cash flow analysis indicates a substantial decline in free cash flow growth at -120% in TTM.
Income Statement
45
Neutral
The income statement shows a declining trend in revenue with a negative revenue growth rate of -10.2% in TTM. Gross profit margin has decreased from 21.67% in 2023 to 17.37% in TTM, indicating reduced profitability. The net profit margin is negative at -5.67% in TTM, reflecting a net loss. EBIT and EBITDA margins have also declined, highlighting operational challenges.
Balance Sheet
50
Neutral
The balance sheet reveals a high debt-to-equity ratio of 0.86 in TTM, which is an improvement from previous years but still indicates significant leverage. Return on equity is negative at -77.53% in TTM, due to net losses, which is concerning. The equity ratio stands at 3.94%, showing a low proportion of equity financing.
Cash Flow
40
Negative
Cash flow analysis indicates a substantial decline in free cash flow growth at -120% in TTM. The operating cash flow to net income ratio is 0.14, suggesting weak cash generation relative to net income. The free cash flow to net income ratio is low at 2.64%, reflecting limited free cash flow relative to net losses.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue5.87B5.78B6.08B6.83B6.34B4.97B
Gross Profit1.02B1.15B1.31B1.62B1.38B1.07B
EBITDA658.00M692.00M197.00M1.20B1.18B767.00M
Net Income-333.00M86.00M-238.00M578.00M608.00M219.00M
Balance Sheet
Total Assets7.57B7.51B8.25B7.64B7.55B7.08B
Cash, Cash Equivalents and Short-Term Investments613.00M713.00M1.20B1.10B1.45B1.10B
Total Debt4.42B4.36B4.30B3.88B3.99B4.28B
Total Liabilities7.27B6.91B7.51B6.53B6.47B6.27B
Stockholders Equity298.00M604.00M737.00M1.11B1.08B813.00M
Cash Flow
Free Cash Flow-12.00M-993.00M186.00M448.00M537.00M540.00M
Operating Cash Flow265.00M-633.00M556.00M755.00M814.00M807.00M
Investing Cash Flow-270.00M-353.00M-229.00M-284.00M220.00M-234.00M
Financing Cash Flow-4.00M-36.00M172.00M-686.00M-554.00M-449.00M

Chemours Company Technical Analysis

Technical Analysis Sentiment
Negative
Last Price11.05
Price Trends
50DMA
13.93
Negative
100DMA
13.94
Negative
200DMA
13.20
Negative
Market Momentum
MACD
-0.82
Positive
RSI
35.21
Neutral
STOCH
10.01
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CC, the sentiment is Negative. The current price of 11.05 is below the 20-day moving average (MA) of 12.23, below the 50-day MA of 13.93, and below the 200-day MA of 13.20, indicating a bearish trend. The MACD of -0.82 indicates Positive momentum. The RSI at 35.21 is Neutral, neither overbought nor oversold. The STOCH value of 10.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CC.

Chemours Company Risk Analysis

Chemours Company disclosed 39 risk factors in its most recent earnings report. Chemours Company reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Chemours Company Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
58
Neutral
$2.21B-0.64%1.54%0.08%-107.33%
54
Neutral
$2.24B-34.45%3.40%-13.67%
49
Neutral
$1.84B-0.09%2.37%-4.49%-100.80%
48
Neutral
$2.26B42.652.67%3.85%4.68%-62.80%
48
Neutral
$1.74B-38.91%-13.39%88.25%
46
Neutral
$1.66B-69.74%4.89%2.12%-579.74%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CC
Chemours Company
11.05
-10.08
-47.70%
ASH
Ashland
50.37
-27.25
-35.11%
IOSP
Innospec
72.13
-45.26
-38.56%
OLN
Olin
19.78
-22.70
-53.44%
KWR
Quaker Chemical
132.96
-26.93
-16.84%
NGVT
Ingevity
49.56
-0.65
-1.29%

Chemours Company Corporate Events

Chemours Company Reports Stable Q3 2025 Earnings
Nov 8, 2025

The Chemours Company is a global leader in the industrial and specialty chemicals sector, providing solutions across various markets such as coatings, plastics, refrigeration, and more, with flagship products under brands like Opteon™ and Teflon™.

Business Operations and StrategyExecutive/Board Changes
Chemours Approves New Executive Severance Policy
Neutral
Oct 31, 2025

On October 28, 2025, The Chemours Company‘s Board of Directors approved a new Executive Severance Policy to provide payments and benefits to executive officers and certain employees upon specified terminations of employment. This policy aims to offer financial security to executives in cases of involuntary termination without cause or resignation for good reason, potentially impacting the company’s operational stability and employee retention strategies.

The most recent analyst rating on (CC) stock is a Hold with a $13.50 price target. To see the full list of analyst forecasts on Chemours Company stock, see the CC Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
Chemours Extends $1.05 Billion Loan Maturity
Positive
Oct 16, 2025

On October 15, 2025, Chemours Company amended its credit agreement to extend the maturity date of a $1.05 billion term loan facility to October 15, 2032, and adjusted the applicable margin rates. This move is likely to impact the company’s financial stability positively by providing more time for repayment and potentially reducing interest expenses. Additionally, on October 13, 2025, Chemours’ subsidiaries entered into a Receivables Purchase Agreement with BNP Paribas Factor GmbH, allowing the sale of receivables up to €180 million. This agreement could enhance liquidity for Chemours by converting receivables into immediate cash, thus supporting its operational cash flow.

The most recent analyst rating on (CC) stock is a Buy with a $19.00 price target. To see the full list of analyst forecasts on Chemours Company stock, see the CC Stock Forecast page.

Executive/Board Changes
Chemours Appoints New Chair and Lead Director
Neutral
Sep 3, 2025

On September 2, 2025, Chemours Company announced changes in its Board of Directors, appointing Mary Cranston as Chair and Alister Cowan as Lead Independent Director, following Dawn Farrell’s departure to join the Canadian government. These leadership changes are significant for the company’s governance and may influence its strategic direction and stakeholder relations.

The most recent analyst rating on (CC) stock is a Hold with a $15.00 price target. To see the full list of analyst forecasts on Chemours Company stock, see the CC Stock Forecast page.

Executive/Board Changes
Chemours Chair Dawn Farrell Resigns for New Role
Neutral
Aug 29, 2025

On August 29, 2025, Dawn Farrell, Chair of the Board of Directors at The Chemours Company, announced her resignation effective September 2, 2025, to take on a new role as Chief Executive Officer of the Major Projects Office under the Canadian government. The company has yet to decide on her successor, signaling a forthcoming announcement regarding the new Chair of the Board.

The most recent analyst rating on (CC) stock is a Hold with a $15.00 price target. To see the full list of analyst forecasts on Chemours Company stock, see the CC Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 19, 2025