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Chemours Company (CC)
NYSE:CC
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Chemours Company (CC) AI Stock Analysis

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CC

Chemours Company

(NYSE:CC)

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Neutral 51 (OpenAI - 4o)
Rating:51Neutral
Price Target:
$15.00
▼(-11.82% Downside)
The overall stock score of 51 reflects significant financial challenges, including high leverage and negative cash flow, which weigh heavily on the score. Positive technical indicators and a strong dividend yield provide some support, but operational disruptions and mixed earnings call sentiment highlight ongoing risks.
Positive Factors
Strategic Agreements
The strategic agreements with SRF Limited enhance Chemours' market reach and innovation capabilities in fluoropolymers, supporting long-term growth in the Indian market.
Opteon Refrigerants Growth
Strong demand for Opteon Refrigerants, driven by regulatory mandates, boosts Chemours' revenue and profitability, indicating a competitive edge in the HVAC market.
Settlement with New Jersey
The settlement resolves significant environmental claims, reducing legal uncertainties and enhancing Chemours' focus on core operations and strategic initiatives.
Negative Factors
High Leverage
High leverage increases financial risk and limits flexibility, potentially impacting Chemours' ability to invest in growth opportunities and weather economic downturns.
Negative Cash Flow
Negative cash flow reflects inefficiencies in operations, which could strain liquidity and hinder Chemours' capacity to fund strategic initiatives and manage debt.
Operational Disruptions
Operational disruptions in the Titanium Technologies segment could impact production efficiency and profitability, posing a risk to Chemours' market position and financial performance.

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

Chemours Company Business Overview & Revenue Model

Company DescriptionThe Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America. It operates through four segments: Titanium Technologies, Thermal & Specialized Solutions, Advanced Performance Materials, and Chemical Solutions. The Titanium Technologies segment provides TiO2 pigment under the Ti-Pure and BaiMax brands for delivering whiteness, brightness, opacity, and protection in various of applications, such as architectural and industrial coatings, flexible and rigid plastic packaging, polyvinylchloride, laminate papers used for furniture and building materials, coated paper, and coated paperboard used for packaging. The Thermal & Specialized Solutions segment offers of refrigerants, thermal management solutions, propellants, foam blowing agents, and specialty solvents. The Advanced Performance Materials segment products portfolio includes various industrial resins, specialty products, membranes, and coatings for consumer electronics, semiconductors, digital communications, transportation, energy, oil and gas, and medical, and others applications. The Chemical Solutions segment comprises a portfolio of industrial chemicals used as raw materials and catalysts for gold production, clean and disinfect, oil and gas, water treatment, electronics, and automotive applications. The company sells its products through direct and indirect channels, as well as through a network of resellers and distributors. The Chemours Company was founded in 2014 and is headquartered in Wilmington, Delaware.
How the Company Makes MoneyChemours generates revenue primarily through the sale of its core products across its three main segments: Titanium Technologies, Fluoroproducts, and Chemical Solutions. The Titanium Technologies segment is a significant revenue driver, producing titanium dioxide, which is essential for a wide range of applications. The Fluoroproducts segment includes refrigerants and other fluorinated offerings, benefiting from strong demand in the HVAC and automotive markets. The Chemical Solutions segment provides performance chemicals used in various applications, contributing to diversified revenue streams. Key revenue sources also stem from long-term contracts with major customers in various industries and the company's strategic partnerships that enhance its market reach and innovation capabilities. Additionally, Chemours benefits from its investment in sustainable practices and product development, responding to the increasing market demand for environmentally friendly solutions.

Chemours Company Earnings Call Summary

Earnings Call Date:Aug 05, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Oct 22, 2025
Earnings Call Sentiment Neutral
The earnings call presented a mixed sentiment with significant achievements in settlement agreements and strong Opteon Refrigerants demand. However, operational challenges in TT and APM segments highlight areas needing improvement, with expected impacts on Q3 performance.
Q2-2025 Updates
Positive Updates
Strong Second Quarter Performance
Chemours delivered strong Q2 results, surpassing expectations with improved performance across all three business segments.
Opteon Refrigerants Demand Surge
Net sales of Opteon Refrigerants grew 65% year-over-year, driven by seasonal demand and regulatory mandates, contributing to a 35% adjusted EBITDA margin.
Settlement with New Jersey
Chemours reached a $250 million settlement with New Jersey, addressing all environmental claims, funded by $150 million from insurance proceeds and $50 million in released restricted cash.
APM Performance Improvement
APM saw a sequential sales increase of 14% and an adjusted EBITDA margin increase from 11% in Q1 2025 to 14% in Q2 2025.
Negative Updates
Operational Disruptions in TT Segment
TT faced operational issues, including a rail line service interruption and gaps in operational discipline, impacting Q3 results.
APM Segment Downtime
APM experienced an unscheduled shutdown at the Washington work site due to a local power outage, leading to $20 million in additional costs.
Expected Sequential Decrease in Q3
For Q3, Chemours anticipates a 4%-6% decrease in net sales and adjusted EBITDA of $175 million to $195 million due to seasonality and operational disruptions.
Company Guidance
During the second quarter of 2025, The Chemours Company provided guidance that highlighted several key financial metrics and strategic achievements. The company reached a significant settlement with the State of New Jersey, resolving environmental claims related to PFAS, with a net present value of approximately $250 million over a 25-year payment period. This settlement is supported by $150 million in insurance proceeds and $50 million from escrow accounts, covering Chemours' obligations through at least 2030. Operationally, Chemours reported strong second quarter results, driven by a 65% year-over-year increase in Opteon Refrigerant sales, contributing to a 35% adjusted EBITDA margin for their TSS segment. For the third quarter, Chemours expects consolidated net sales to decrease by 4% to 6% sequentially, with adjusted EBITDA ranging between $175 million and $195 million. For the full year 2025, the company forecasts adjusted EBITDA between $775 million and $825 million, with capital expenditures around $250 million and a free cash flow conversion rate of 60% to 80% for the second half of the year.

Chemours Company Financial Statement Overview

Summary
Chemours Company is facing financial difficulties with declining profitability and high leverage. Despite slight revenue growth, the company struggles with negative net income and cash flow issues. High debt levels pose a risk, and operational efficiency needs improvement.
Income Statement
45
Neutral
The income statement shows a mixed performance. The TTM (Trailing-Twelve-Months) revenue growth is slightly positive at 1.33%, but the company is facing profitability challenges with a negative net income of $420 million. Gross profit margins have declined over the years, and the EBIT and EBITDA margins are lower compared to previous periods, indicating reduced operational efficiency.
Balance Sheet
30
Negative
The balance sheet reveals significant leverage with a high debt-to-equity ratio of 7.57 in the TTM period, indicating potential financial risk. Stockholders' equity has decreased, and the return on equity has turned negative, reflecting the company's struggle to generate returns for shareholders. The equity ratio is also low, suggesting a heavy reliance on debt financing.
Cash Flow
40
Negative
Cash flow analysis indicates challenges in cash generation. The TTM free cash flow is negative, and the free cash flow growth rate has significantly declined. The operating cash flow to net income ratio is negative, highlighting inefficiencies in converting income into cash. However, the free cash flow to net income ratio is positive, suggesting some ability to generate cash relative to net losses.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue5.88B5.78B6.03B6.79B6.34B4.97B
Gross Profit1.07B1.15B1.31B1.62B1.38B1.07B
EBITDA237.00M692.00M197.00M1.20B1.21B767.00M
Net Income-420.00M86.00M-238.00M578.00M608.00M219.00M
Balance Sheet
Total Assets7.49B7.51B8.25B7.64B7.55B7.08B
Cash, Cash Equivalents and Short-Term Investments502.00M713.00M1.20B1.10B1.45B1.10B
Total Debt244.00M4.36B4.30B3.81B3.93B4.28B
Total Liabilities7.25B6.91B7.51B6.53B6.47B6.27B
Stockholders Equity237.00M604.00M737.00M1.11B1.08B813.00M
Cash Flow
Free Cash Flow-35.00M-993.00M186.00M447.00M543.00M540.00M
Operating Cash Flow277.00M-633.00M556.00M754.00M820.00M807.00M
Investing Cash Flow-310.00M-353.00M-229.00M-284.00M220.00M-234.00M
Financing Cash Flow-26.00M-36.00M172.00M-685.00M-560.00M-449.00M

Chemours Company Technical Analysis

Technical Analysis Sentiment
Positive
Last Price17.01
Price Trends
50DMA
14.44
Positive
100DMA
12.89
Positive
200DMA
14.32
Positive
Market Momentum
MACD
0.87
Negative
RSI
63.76
Neutral
STOCH
65.05
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CC, the sentiment is Positive. The current price of 17.01 is above the 20-day moving average (MA) of 16.06, above the 50-day MA of 14.44, and above the 200-day MA of 14.32, indicating a bullish trend. The MACD of 0.87 indicates Negative momentum. The RSI at 63.76 is Neutral, neither overbought nor oversold. The STOCH value of 65.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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
70
Neutral
2.42B-308.08-0.53%1.40%-3.09%-106.46%
63
Neutral
1.98B108.871.49%2.05%-5.45%-87.13%
61
Neutral
2.05B-9.46-179.45%-14.45%49.92%
55
Neutral
2.77B-199.42-0.73%3.31%1.49%-105.20%
51
Neutral
$2.57B59.33-87.50%3.97%2.48%-459.90%
46
Neutral
2.27B-2.67-45.53%3.30%-11.38%-690.99%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CC
Chemours Company
17.01
-0.96
-5.34%
ASH
Ashland
49.74
-35.48
-41.63%
IOSP
Innospec
79.55
-30.49
-27.71%
OLN
Olin
24.15
-19.04
-44.08%
KWR
Quaker Chemical
138.85
-23.21
-14.32%
NGVT
Ingevity
56.35
16.98
43.13%

Chemours Company Corporate Events

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.

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.

Legal Proceedings
Chemours Agrees to $875M Settlement with New Jersey
Negative
Aug 4, 2025

On August 3, 2025, Chemours, Corteva, and DuPont agreed to a proposed Judicial Consent Order with the State of New Jersey to resolve all pending environmental claims, including PFAS contamination, related to their operating sites and statewide issues. The settlement involves a $875 million payment over 25 years, with Chemours responsible for 50% of the payments. The agreement also includes mechanisms for future remediation funding and establishes a Reserve Fund for financial security. Additionally, Chemours entered into an agreement to sell its rights to $150 million in insurance proceeds related to PFAS claims to DuPont and Corteva.

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: Aug 19, 2025