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Chemours Company (CC)
NYSE:CC
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Chemours Company
(NYSE:CC)
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Rating:55Neutral
Price Target:
$17.50
▲(2.70% Upside)
The score is held back primarily by weak financial performance—especially high leverage and a thin equity buffer alongside deteriorated profitability. Technicals are a key offset with a clear uptrend and strong momentum. The earnings call adds moderate support via improving 2026 outlook and deleveraging plans, while valuation is mixed given the negative P/E despite a modest dividend yield.
Positive Factors
TSS Opteon Growth & Market Position
Rapid Opteon adoption reflects structural regulatory and customer shifts to lower-GWP refrigerants. Strong unit-volume and mix gains bolster recurring aftermarket service and higher-margin sales in TSS, supporting durable margin expansion and revenue resilience across cooling and industrial end markets.
Improving Free Cash Flow Generation
Recent positive FCF (Q4 $92M) and management targets for >25% FCF conversion in 2026 indicate improved cash conversion ability. Stronger cash generation provides a sustainable source to fund capex, operations, and debt reduction, reducing reliance on external financing over the medium term.
Planned Asset Sale to Accelerate Deleveraging
The announced Kuan Yin land sale provides a one-time, near-term cash inflow earmarked for debt reduction. Applying proceeds to leverage targets (net leverage below 4x in 2026, long-term target <3x) materially improves balance-sheet flexibility and lowers refinancing and interest-rate risks over coming quarters.
Negative Factors
High Leverage & Thin Equity
Elevated debt and a very small equity buffer leave limited room for shocks and increase refinancing risk. High leverage constrains capital allocation, raises interest-service burdens, and makes the company sensitive to cyclical downturns until sustained deleveraging materially improves the capital structure.
Deteriorated Profitability
Revenue has been flat-to-down and margins compressed versus prior years, producing a TTM net loss. Persistent margin pressure and inconsistent profitability undermine internal capital generation and return metrics, requiring structural cost or pricing recovery to restore sustainable earnings.
Elevated Inventory & Working-Capital Drag
High inventories tie up cash and amplify free-cash-flow volatility. Inventory-driven charges and projected near-term working-capital outflows reduce liquidity headroom while the company works to deleverage, making consistent cash conversion and predictable funding of operations more challenging.
Chemours Company (CC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$3.17B
Dividend Yield4.37%
Average Volume (3M)3.20M
Price to Earnings (P/E)―
Beta (1Y)2.08
Revenue Growth2.12%
EPS Growth-579.74%
CountryUS
Employees6,000
SectorBasic Materials
Sector Strength58
IndustryChemicals - Specialty
Share Statistics
EPS (TTM)0.05
Shares Outstanding149,891,950
10 Day Avg. Volume3,448,045
30 Day Avg. Volume3,195,384
Financial Highlights & Ratios
PEG Ratio-0.22
Price to Book (P/B)4.18
Price to Sales (P/S)0.44
P/FCF Ratio-2.54
Enterprise Value/Market Cap0.67
Enterprise Value/Revenue0.36
Enterprise Value/Gross Profit2.35
Enterprise Value/Ebitda-423.43
Forecast
1Y Price Target
$17.00Price Target Upside-0.23% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 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 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.Q4-2025 Updates
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.
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.
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.
APM Near-Term Weakness and Q1 Guide
APM faced cyclically sensitive end-market weakness (notably auto and industrial construction) in Q4 and is guiding Q1 2026 net sales to decline in the high-teens percentage range sequentially; Q1 adjusted EBITDA forecast is breakeven to $5 million.
TT Mineral Sales and Q1 Profitability Pressure
TT expects sequential mineral sales to be down ~60% in Q1 2026 (sales timing and mining changes) and TiO2 pigment sales down low-single-digits; TT Q1 adjusted EBITDA guided to breakeven to $5 million and management expects ~ $17 million of net costs in Q1 tied to inventory/ore mix and low utilization.
Missed Low End of Earnings Range and One-Time Costs
Management noted they just missed the low end of their earnings range for the quarter due to incremental costs, noncash charges and liquidation/ sale of certain products to reduce inventory, driven by a cash-flow-first focus in APM.
Elevated Inventory Levels and Working Capital Drag
Management acknowledged inventory remains elevated versus historical levels—inventories were cited as up ~7% year-over-year and materially higher versus 2019 (from ~$1.1B to ~$1.6B, ~50% increase), and working capital seasonality expected to require up to $100 million of cash outflow in Q1 2026.
TSS Incremental Operating Costs
TSS incurred approximately $22 million of additional costs in 2025 related to liquid pooling and next-generation refrigerant R&D investment, partially offsetting margin gains.
Regional Demand and Market Share Headwinds in Asia
TT revenues in Asia declined significantly for the year (management cited large regional declines and tariff/back-and-forth in India), contributing to overall TT volume weakness and lower revenues in that region versus prior year.
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
Overall fundamentals are weak: profitability has deteriorated into a TTM net loss and margins have compressed (income statement score 34). The balance sheet is the largest risk with high debt and a very thin equity buffer, limiting flexibility (balance sheet score 27). Cash flow improved versus 2024 with slightly positive TTM free cash flow, but remains volatile and inconsistent (cash flow score 41).Income Statement
Profitability has deteriorated meaningfully. Revenue has been flat-to-down over several years (TTM (Trailing-Twelve-Months) revenue down ~1% and annual declines in 2023–2024), while margins compressed sharply versus 2021–2022 levels. After solid profitability in 2021–2022, results turned weaker in 2023 and only modestly profitable in 2024 before swinging to a sizable net loss in TTM (Trailing-Twelve-Months). Gross margin is also notably lower in TTM (Trailing-Twelve-Months) versus prior years, signaling weaker pricing/cost absorption.34
Negative
Balance Sheet
Leverage is the key constraint. Total debt remains elevated (~$4.5B in TTM (Trailing-Twelve-Months)) while equity has shrunk substantially (down to ~$0.25B in TTM (Trailing-Twelve-Months)), leaving a thin capital buffer. Returns on equity have swung from strong in 2021–2022 to negative in 2023 and deeply negative in TTM (Trailing-Twelve-Months), consistent with earnings pressure and reduced balance-sheet flexibility. Asset base is sizable, but the combination of high debt and low equity increases refinancing and downturn risk.27
Negative
Cash Flow
Cash generation is mixed and volatile. TTM (Trailing-Twelve-Months) operating cash flow is positive (~$264M) and free cash flow is slightly positive (~$51M), an improvement versus 2024 when both operating and free cash flow were deeply negative. However, free cash flow has been inconsistent year-to-year and the latest period shows weak cash conversion versus earnings (given the net loss) and a sharp negative free cash flow growth rate, highlighting execution and working-capital/capex variability.41
Neutral
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.81B | 5.78B | 6.08B | 6.83B | 6.34B | 4.97B |
| Gross Profit | 902.00M | 1.15B | 1.31B | 1.62B | 1.38B | 1.07B |
| EBITDA | -5.00M | 692.00M | 197.00M | 1.20B | 1.18B | 767.00M |
| Net Income | -386.00M | 86.00M | -238.00M | 578.00M | 608.00M | 219.00M |
Balance Sheet | ||||||
| Total Assets | 7.38B | 7.51B | 8.25B | 7.64B | 7.55B | 7.08B |
| Cash, Cash Equivalents and Short-Term Investments | 670.00M | 713.00M | 1.20B | 1.10B | 1.45B | 1.10B |
| Total Debt | 4.52B | 4.36B | 4.30B | 3.88B | 3.99B | 4.28B |
| Total Liabilities | 7.13B | 6.91B | 7.51B | 6.53B | 6.47B | 6.27B |
| Stockholders Equity | 250.00M | 604.00M | 737.00M | 1.11B | 1.08B | 813.00M |
Cash Flow | ||||||
| Free Cash Flow | 51.00M | -993.00M | 186.00M | 448.00M | 537.00M | 540.00M |
| Operating Cash Flow | 264.00M | -633.00M | 556.00M | 755.00M | 814.00M | 807.00M |
| Investing Cash Flow | -206.00M | -353.00M | -229.00M | -284.00M | 220.00M | -234.00M |
| Financing Cash Flow | -126.00M | -36.00M | 172.00M | -686.00M | -554.00M | -449.00M |
Chemours Company Technical Analysis
Positive
17.04
Price Trends
14.97
Positive
14.08
Positive
13.52
Positive
Market Momentum
1.74
Negative
69.42
Neutral
78.20
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 17.04 is below the 20-day moving average (MA) of 17.81, above the 50-day MA of 14.97, and above the 200-day MA of 13.52, indicating a bullish trend. The MACD of 1.74 indicates Negative momentum. The RSI at 69.42 is Neutral, neither overbought nor oversold. The STOCH value of 78.20 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $2.14B | 18.51 | -0.09% | 2.19% | -4.49% | -100.80% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
59 Neutral | $2.90B | -4.21 | -29.98% | 2.79% | -13.67% | -608.89% | |
59 Neutral | $2.67B | -39.67 | -38.91% | ― | -13.39% | 88.25% | |
58 Neutral | $3.02B | -341.48 | -0.64% | 1.37% | 0.08% | -107.33% | |
55 Neutral | $3.17B | -9.20 | -69.74% | 4.37% | 2.12% | -579.74% | |
52 Neutral | $2.84B | -63.91 | -2.18% | 3.91% | 4.68% | -62.80% |
* Basic Materials Sector Average
CC
Chemours Company
17.04
0.90
5.58%
ASH
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1.74
2.76%
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KWR
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Chemours Company Corporate Events
Business Operations and StrategyM&A Transactions
Chemours to Sell Taiwan Site Land, Reduce Debt
Positive
Jan 16, 2026
On January 15, 2026, Chemours signed definitive agreements through its Taiwanese subsidiary to sell the remaining land at its former titanium dioxide manufacturing site in Kuan Yin, Taiwan, comprising ten parcels, to a buyer group led by Century Wind Power, Century Iron & Steel Industrial, and Century Huaxin Wind Energy for approximately $360 million. The industrial real estate transaction, negotiated on an arm’s-length basis and subject to customary regulatory and environmental approvals, is expected to substantially close by mid-2026 and will see Chemours use the cash proceeds to reduce debt, advancing its balance-sheet deleveraging efforts following the dismantling and removal of the Kuan Yin site completed in the first quarter of 2025.
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.