CC · Chemours Co
One customer — 7% of receivables (At December 31, 2025)
“At December 31, 2025, one individual customer balance represented approximately 7% of our total outstanding accounts and notes receivable balance.”
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Chemours reported Q2 Adjusted EBITDA of $247M (down 5% YoY) and reaffirmed full-year 2026 Adjusted EBITDA guidance of $775M–$825M, but guided Q3 TSS net sales down mid-teens to 20% sequentially due to aftermarket de-stocking; the company delivered a 128% YoY jump in free cash flow, reduced net leverage to 4.4x, and booked a $266M gain from the Kuan Yin land sale used for debt paydown.
- + Free cash flow surged 128% YoY with conversion at 46%, supporting debt reduction
- + Repaid an incremental $270M of 2028 Term Loan, $103M above prior guidance
- + TT pricing momentum with three TiO2 increases YTD totaling ~5% price increase
- + APM Performance Solutions sales grew 8% YoY on data center/semiconductor momentum
- + Full-year 2026 Adjusted EBITDA guidance of $775M–$825M reaffirmed with margin expansion
- − Q2 net loss attributable to Chemours of $274M, though narrower YoY
- − Q3 TSS net sales guided down mid-teens to 20% sequentially on aftermarket de-stocking
- − TSS aftermarket volume down ~25% YoY with elevated inventory overhang
- − APM Q2 Adjusted EBITDA fell 48% YoY on Capstone closure and Washington Works outage costs
- − Net leverage remains elevated at 4.4x, still above 3.8x year-end target
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CC
this stock
Chemours Co
|
$2.09B | +16.3% | +7.4% | — | 10.5% |
|
LIN
Linde PLC
|
$216.61B | +12.5% | +3.0% | 30.3 | 1.3% |
|
AIQUF
L Air Liquide SA /Fi
|
$121.25B | +0.7% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$79.89B | -1.4% | +2.1% | 30.4 | 2.6% |
|
ECL
Ecolab Inc.
|
$78.35B | +4.3% | +2.2% | 37.5 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CC | -5.2% | -11.4% | -40.5% | +1.0% | +16.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -5.0% | -11.0% | -52.7% | +0.1% | +3.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.