Chemours Company (CC)
NYSE:CC
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Chemours Company
(NYSE:CC)
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Rating:57Neutral
Price Target:
$27.00
▲(16.48% Upside)
Action:ReiteratedDate:04/15/26
The score is held back primarily by weakened financial performance and balance-sheet leverage (loss-making TTM results and a thin equity buffer). Strong technical momentum and constructive 2026 guidance—especially TSS/Opteon growth and planned deleveraging—provide support, while valuation is constrained by negative earnings and corporate actions are moderately positive but come with higher interest cost.
Positive Factors
Structural refrigerant share gains (Opteon)
Rapid, sustained Opteon adoption reflects a structural industry shift to lower-GWP refrigerants driven by regulation and OEM conversions. Durable mix shift to higher-value Opteon supports TSS revenue growth, margin resilience and recurring service/consumables demand over multiple years.
Negative Factors
Elevated leverage and thin equity buffer
High absolute debt and a very small equity cushion materially constrain financial flexibility. This structural leverage increases interest burden, limits room for strategic investments, raises covenant and refinancing vulnerability, and makes recovery reliant on sustained cash generation.
Read all positive and negative factors
Positive Factors
Negative Factors
Structural refrigerant share gains (Opteon)
Rapid, sustained Opteon adoption reflects a structural industry shift to lower-GWP refrigerants driven by regulation and OEM conversions. Durable mix shift to higher-value Opteon supports TSS revenue growth, margin resilience and recurring service/consumables demand over multiple years.
Read all positive factors
Chemours Company (CC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$3.95B
Dividend Yield4.37%
Average Volume (3M)3.06M
Price to Earnings (P/E)―
Beta (1Y)1.88
Revenue Growth0.43%
EPS Growth-540.18%
CountryUS
Employees6,000
SectorBasic Materials
Sector Strength58
IndustryChemicals - Specialty
Share Statistics
EPS (TTM)0.05
Shares Outstanding150,085,310
10 Day Avg. Volume2,310,801
30 Day Avg. Volume3,064,057
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)7.09
Price to Sales (P/S)0.31
P/FCF Ratio34.76
Enterprise Value/Market Cap1.99
Enterprise Value/Revenue1.35
Enterprise Value/Gross Profit8.72
Enterprise Value/Ebitda43.47
Forecast
1Y Price Target
$22.78Price Target Upside-1.74% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)1.45
Revenue Forecast (FY)$6.04B
Chemours Company Business Overview & Revenue Model
Company Description
The 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 Perform...
How the Company Makes Money
Chemours makes money primarily by manufacturing specialty chemical products and selling them to industrial and commercial customers, generating revenue largely from product sales volumes multiplied by contract/market-based pricing. Its key revenue...
Chemours Company Key Performance Indicators (KPIs)
Chemours Company Earnings Call Summary
Earnings Call Date:Feb 19, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 05, 2026
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.Positive Updates
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.
Negative Updates
Washington Works Outage and Near-Term Impact
Unplanned Washington Works outage (related to prior local utility service issue) led to temporary shutdown and restart delays, reducing capacity; management estimated a $20–$25 million negative EBITDA impact in Q1 2026.
Read all updates
Q4-2025 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Management guided Q1 consolidated net sales to rise 3–5% sequentially with consolidated adjusted EBITDA of $120–$150M, corporate expenses of $45–$50M, Q1 capex ~ $50M and free cash flow use not to exceed $100M; segment guidance included TSS net sales up mid‑20s–30% sequentially, Opteon refrigerant volumes up 30–40% and TSS adjusted EBITDA of $170–$185M (TSS posted 37% Opteon growth in Q4 and 56% Opteon growth for 2025, with a 2025 adjusted EBITDA margin of ~32%). TT is expected to see Q1 net sales down low‑ to mid‑single digits (mineral sales down ~60% sequentially, TiO2 pigment down low single digits) with adjusted EBITDA breakeven to $5M and ~ $17M of Q1 net costs tied to inventory/ore mix; APM net sales are forecast down high‑teens sequentially with adjusted EBITDA breakeven to $5M and a Q1 impact of ~$20–$25M from the Washington Works outage. For full‑year 2026 Chemours expects consolidated net sales growth of 3–5%, adjusted EBITDA of $800–$900M, capex of $275–$325M, free cash flow conversion above 25%, and net leverage below 4x (with ~$300M of Kuan Yin net proceeds toward deleveraging and a long‑term target below 3x), driven by pricing, Opteon adoption, cost‑out and APM recovery.Chemours Company Financial Statement Overview
Summary
Income Statement
34
Negative
Balance Sheet
27
Negative
Cash Flow
41
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 5.81B | 5.78B | 6.08B | 6.83B | 6.34B |
| Gross Profit | 902.00M | 1.15B | 1.31B | 1.62B | 1.38B |
| EBITDA | 332.00M | 692.00M | 197.00M | 1.20B | 1.18B |
| Net Income | -386.00M | 86.00M | -238.00M | 578.00M | 608.00M |
Balance Sheet | |||||
| Total Assets | 7.38B | 7.51B | 8.25B | 7.64B | 7.55B |
| Cash, Cash Equivalents and Short-Term Investments | 672.00M | 713.00M | 1.20B | 1.10B | 1.45B |
| Total Debt | 4.58B | 4.36B | 4.30B | 3.88B | 3.99B |
| Total Liabilities | 7.13B | 6.91B | 7.51B | 6.53B | 6.47B |
| Stockholders Equity | 250.00M | 604.00M | 737.00M | 1.11B | 1.08B |
Cash Flow | |||||
| Free Cash Flow | 51.00M | -993.00M | 186.00M | 448.00M | 537.00M |
| Operating Cash Flow | 264.00M | -633.00M | 556.00M | 755.00M | 814.00M |
| Investing Cash Flow | -206.00M | -353.00M | -229.00M | -284.00M | 220.00M |
| Financing Cash Flow | -126.00M | -36.00M | 172.00M | -686.00M | -554.00M |
Chemours Company Technical Analysis
Positive
23.18
Price Trends
19.69
Positive
16.56
Positive
15.22
Positive
Market Momentum
1.22
Negative
64.14
Neutral
86.75
Negative
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 23.18 is above the 20-day moving average (MA) of 21.64, above the 50-day MA of 19.69, and above the 200-day MA of 15.22, indicating a bullish trend. The MACD of 1.22 indicates Negative momentum. The RSI at 64.14 is Neutral, neither overbought nor oversold. The STOCH value of 86.75 is Negative, 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $1.88B | 16.33 | 9.01% | 2.19% | -3.65% | 227.47% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
60 Neutral | $2.57B | -12.82 | -127.78% | ― | -12.00% | 60.73% | |
57 Neutral | $3.95B | -4.59 | -113.20% | 4.37% | 0.43% | -540.18% | |
56 Neutral | $2.31B | -964.31 | -0.18% | 1.37% | 2.66% | -101.63% | |
52 Neutral | $2.25B | 39.97 | -33.65% | 2.79% | -7.23% | ― | |
52 Neutral | $3.12B | -55.77 | -2.18% | 3.91% | 3.68% | -141.44% |
* Basic Materials Sector Average
CC
Chemours Company
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Chemours Company Corporate Events
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Chemours Shareholders Approve 2026 Equity Incentive Plan
Positive
Apr 30, 2026
On April 24, 2026, Chemours shareholders approved a new 2026 Equity and Incentive Plan authorizing up to 6,375,275 shares for a variety of stock-based awards to employees, contractors, and non-employee directors, adjusted for grants made under the...
Business Operations and StrategyPrivate Placements and Financing
Chemours Completes Major 2034 Senior Notes Refinancing
Positive
Mar 12, 2026
On March 12, 2026, Chemours completed a private offering of $700 million in 7.875% senior unsecured notes due 2034, sold to qualified institutional and non-U.S. investors under securities law exemptions and guaranteed by one subsidiary. The notes,...
Business Operations and StrategyPrivate Placements and Financing
Chemours Launches Upsized Senior Notes for Debt Refinancing
Positive
Feb 26, 2026
On February 26, 2026, The Chemours Company announced it had launched and priced a private offering of $700 million aggregate principal amount of 7.875% senior unsecured notes due 2034, an upsizing from a previously planned $600 million issue. The ...
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.