Chemours Company (CC)
NYSE:CC
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Chemours Company
(NYSE:CC)
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Rating:54Neutral
Price Target:
$23.50
▲(1.38% Upside)
Action:Reiterated
Date:05/09/26
The score is held back primarily by weak financial quality—net losses and extremely high leverage despite improving cash flow. The latest earnings call was a meaningful positive with stronger Q2 guidance and clear balance-sheet actions, while technicals are moderately supportive but not strongly bullish. Valuation remains constrained by losses and only a modest dividend yield.
Positive Factors
Revenue growth and cash generation
Sustained top-line expansion with positive operating and free cash flow indicates improving business economics and stronger internal funding. Durable cash generation helps support capex, debt reduction and reinvestment into higher‑margin segments over the next several quarters.
Negative Factors
Extremely high leverage
Very high debt relative to a shrunken equity base leaves limited balance‑sheet cushion versus cyclical downturns or project setbacks. This structural leverage constrains strategic optionality and makes future capital allocation highly sensitive to operating performance.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth and cash generation
Sustained top-line expansion with positive operating and free cash flow indicates improving business economics and stronger internal funding. Durable cash generation helps support capex, debt reduction and reinvestment into higher‑margin segments over the next several quarters.
Read all positive factors
Chemours Company Key Performance Indicators (KPIs)
Any
Adjusted EBITDA by Segment
Profitability by business unit after removing one-time items, showing which segments generate the most cash and the strongest margins. Highlights where pricing power or cost control is working, where earnings are vulnerable to raw-material or energy price swings, and which divisions are most important for sustaining free cash flow.
Profitability by business unit after removing one-time items, showing which segments generate the most cash and the strongest margins. Highlights where pricing power or cost control is working, where earnings are vulnerable to raw-material or energy price swings, and which divisions are most important for sustaining free cash flow.
Data provided by:
The Fly
The FlyChemours Company (CC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$3.45B
Dividend Yield4.37%
Average Volume (3M)2.87M
Price to Earnings (P/E)―
Beta (1Y)1.78
Revenue Growth0.34%
EPS Growth-1414.08%
CountryUS
Employees6,000
SectorBasic Materials
Sector Strength58
IndustryChemicals - Specialty
Share Statistics
EPS (TTM)-3.13
Shares Outstanding150,377,720
10 Day Avg. Volume3,955,999
30 Day Avg. Volume2,874,200
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 Cap2.06
Enterprise Value/Revenue1.22
Enterprise Value/Gross Profit8.06
Enterprise Value/Ebitda41.76
Forecast
1Y Price Target
$25.67Price Target Upside10.73% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)1.4
Revenue Forecast (FY)$6.05B
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 Earnings Call Summary
Earnings Call Date:May 05, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 23, 2026
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.Positive Updates
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.
Negative Updates
Washington Works Outage and APM Headwind
Washington Works outage and prior closure of the SPS Capstone line constrained sales and added incremental costs, creating a $25M headwind to adjusted EBITDA in the quarter and depressing APM net sales year-over-year.
Read all updates
Q1-2026 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Chemours guided Q2 2026 to a consolidated sequential net‑sales increase of 15–20% and consolidated adjusted EBITDA of $220–$250 million, with segment detail including TSS net sales up low‑ to mid‑teens and TSS (PFS) adjusted EBITDA of $210–$225 million (noting ~$10M of EBITDA was pulled into Q1 and Q1 pricing was +3% sequentially), TT net sales up mid‑ to high‑teens with TT adjusted EBITDA $40–$50 million, and APM net sales up low‑ to high‑30s with APM adjusted EBITDA $12–$18 million; corporate expenses are guided to $45–$50 million, Q2 capex ~ $50 million and at least $100 million of free cash flow in the quarter. Management reiterated full‑year guidance on net sales, adjusted EBITDA and capex, now expects full‑year free‑cash‑flow conversion above 20% (versus prior ~25%), targets net leverage below 3.8x adjusted EBITDA by year‑end 2026 on the path to <3.0x, has reduced debt ~ $160 million (completed a $700 million refinancing and addressed nearly $2 billion of near‑term maturities since Q4 2025), expects to repay ~ $150 million of Euro TLB and to realize approx. $9 million of annual interest savings, and anticipates an incremental ~$60 million gross from the remaining Kuan Yin parcel.Chemours Company Financial Statement Overview
Summary
Income Statement
34
Negative
Balance Sheet
18
Very Negative
Cash Flow
46
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.82B | 5.81B | 5.78B | 6.08B | 6.83B | 6.34B |
| Gross Profit | 881.00M | 902.00M | 1.15B | 1.31B | 1.62B | 1.38B |
| EBITDA | 170.00M | 332.00M | 692.00M | 197.00M | 1.20B | 1.18B |
| Net Income | -411.00M | -386.00M | 86.00M | -238.00M | 578.00M | 608.00M |
Balance Sheet | ||||||
| Total Assets | 7.27B | 7.38B | 7.51B | 8.25B | 7.64B | 7.55B |
| Cash, Cash Equivalents and Short-Term Investments | 563.00M | 672.00M | 713.00M | 1.20B | 1.10B | 1.45B |
| Total Debt | 4.39B | 4.58B | 4.36B | 4.30B | 3.88B | 3.99B |
| Total Liabilities | 7.05B | 7.13B | 6.91B | 7.51B | 6.53B | 6.47B |
| Stockholders Equity | 215.00M | 250.00M | 604.00M | 737.00M | 1.11B | 1.08B |
Cash Flow | ||||||
| Free Cash Flow | 154.00M | 51.00M | -993.00M | 186.00M | 448.00M | 537.00M |
| Operating Cash Flow | 332.00M | 264.00M | -633.00M | 556.00M | 755.00M | 814.00M |
| Investing Cash Flow | -164.00M | -206.00M | -353.00M | -229.00M | -284.00M | 220.00M |
| Financing Cash Flow | -88.00M | -126.00M | -36.00M | 172.00M | -686.00M | -554.00M |
Chemours Company Technical Analysis
Neutral
23.18
Price Trends
22.44
Negative
19.28
Positive
16.46
Positive
Market Momentum
0.08
Positive
41.22
Neutral
13.36
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CC, the sentiment is Neutral. The current price of 23.18 is below the 20-day moving average (MA) of 24.93, above the 50-day MA of 22.44, and above the 200-day MA of 16.46, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 41.22 is Neutral, neither overbought nor oversold. The STOCH value of 13.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CC.
Chemours Company Risk Analysis
Chemours Company disclosed 40 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 |
|---|---|---|---|---|---|---|---|
77 Outperform | $1.95B | 14.88 | 8.54% | 2.19% | 0.25% | 325.27% | |
66 Neutral | $2.37B | 27.35 | 0.31% | 1.37% | 6.25% | -94.37% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
61 Neutral | $2.31B | 10.51 | -156.14% | ― | -10.27% | 63.55% | |
54 Neutral | $3.45B | -28.55 | -164.40% | 4.37% | 0.34% | -1414.08% | |
54 Neutral | $2.59B | 39.79 | -37.54% | 2.79% | -7.23% | -594.66% | |
53 Neutral | $3.08B | -10.19 | -6.73% | 3.91% | 2.60% | -316.21% |
* 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.