Chemours (CC)


Market Price (8/5/2026): $16.6 | Market Cap: $2.5 BilSector: Materials | Industry: Diversified Chemicals

Chemours (CC)


Market Price (8/5/2026): $16.6
Market Cap: $2.5 Bil
Sector: Materials
Industry: Diversified Chemicals

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
FCF Yield is 5.7%

Megatrend and thematic drivers
Megatrends include Advanced Materials, and Hydrogen Economy. Themes include Specialty Chemicals for Performance, Green Hydrogen Production, Show more.

Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -114%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -60 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.0%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 142%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.0%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -17%

Key risks
CC key risks include [1] massive environmental liabilities and litigation from PFAS contamination, Show more.

0 Attractive yield
FCF Yield is 5.7%
1 Megatrend and thematic drivers
Megatrends include Advanced Materials, and Hydrogen Economy. Themes include Specialty Chemicals for Performance, Green Hydrogen Production, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -114%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -60 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.0%
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 142%
5 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.0%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -17%
7 Key risks
CC key risks include [1] massive environmental liabilities and litigation from PFAS contamination, Show more.

CC in ETFs

Weight = CC's share of each fund

ITOT0.00%
IWM0.08%
IJR0.14%
VYM0.01%
VB0.04%
VIOV0.33%
IJS0.28%
SLYV0.28%
+11 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/4/2026

Chemours (CC) stock has lost about 35% since 4/30/2026 because of the following key factors:

1. Significant PFAS Litigation Settlement Imposed Substantial Costs.

On June 24, 2026, Chemours announced a multi-state settlement with the U.S. Environmental Protection Agency, the Department of Justice, and the West Virginia Department of Environmental Protection over alleged violations related to PFAS "forever chemicals" discharges. The settlement is estimated to cost at least $450 million, comprising a $22.5 million civil penalty (with $15 million previously accrued) payable over three years, $90 million for mitigation projects over 15 years to reduce PFAS emissions and enhance drinking water programs, and over $337 million for injunctive relief, including an estimated $280 million for alternative drinking water and $60 million for compliance at its West Virginia facility.

2. Fiscal Q2 2026 Earnings Missed Analyst Estimates and Revenue Fell Short.

For its fiscal Q2 2026, which ended June 30, 2026, Chemours reported Adjusted Net Income of $0.42 per diluted share, missing the analyst consensus estimate of $0.4964 per share. Net sales were $1.6 billion, falling short of Wall Street's consensus estimate of $1.63 billion. Adjusted EBITDA also declined to $247 million from $260 million in the comparable prior-year quarter. Following this announcement on August 4, 2026, Chemours shares plunged 13% in extended trading.

Show more
Updated on 8/4/2026

Chemours (CC) stock has lost about 35% since 4/30/2026 because of the following key factors:

1. Significant PFAS Litigation Settlement Imposed Substantial Costs.

On June 24, 2026, Chemours announced a multi-state settlement with the U.S. Environmental Protection Agency, the Department of Justice, and the West Virginia Department of Environmental Protection over alleged violations related to PFAS "forever chemicals" discharges. The settlement is estimated to cost at least $450 million, comprising a $22.5 million civil penalty (with $15 million previously accrued) payable over three years, $90 million for mitigation projects over 15 years to reduce PFAS emissions and enhance drinking water programs, and over $337 million for injunctive relief, including an estimated $280 million for alternative drinking water and $60 million for compliance at its West Virginia facility.

2. Fiscal Q2 2026 Earnings Missed Analyst Estimates and Revenue Fell Short.

For its fiscal Q2 2026, which ended June 30, 2026, Chemours reported Adjusted Net Income of $0.42 per diluted share, missing the analyst consensus estimate of $0.4964 per share. Net sales were $1.6 billion, falling short of Wall Street's consensus estimate of $1.63 billion. Adjusted EBITDA also declined to $247 million from $260 million in the comparable prior-year quarter. Following this announcement on August 4, 2026, Chemours shares plunged 13% in extended trading.

3. Weak Fiscal Q3 2026 Outlook Due to Softening Refrigerant Demand.

Chemours issued a cautious outlook for fiscal Q3 2026, forecasting consolidated Net Sales to decrease in the range of 5% to flat sequentially and Adjusted EBITDA between $175 million and $205 million. This weakened guidance was primarily attributed to an expected seasonal slowdown in demand for Opteon™ refrigerant blends in North America, where customer inventories remain elevated after a regulatory-driven buying surge in the previous year.

4. Persistent Legal and Environmental Liabilities Continued to Burden Financials.

Beyond the specific June 2026 PFAS settlement, the fiscal Q2 2026 results indicated that the company's net loss continued to reflect "substantial legal and environmental charges related to settlements... and ongoing litigation." Despite an improvement in free cash flow, the company's net leverage ratio stood at approximately 4.4x on a trailing twelve-month Adjusted EBITDA basis, highlighting that significant financial commitments tied to these liabilities are an ongoing factor impacting its financial position.

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Stock Movement Drivers

Fundamental Drivers

The -33.2% change in CC stock from 4/30/2026 to 8/4/2026 was primarily driven by a -33.3% change in the company's P/S Multiple.
(LTM values as of)43020268042026Change
Stock Price ($)26.8617.93-33.2%
Change Contribution By: 
Total Revenues ($ Mil)5,8085,8210.2%
P/S Multiple0.70.5-33.3%
Shares Outstanding (Mil)150151-0.2%
Cumulative Contribution-33.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/4/2026
ReturnCorrelation
CC-33.2% 
Market (SPY)7.3%32.6%
Sector (XLB)1.0%33.3%

Fundamental Drivers

The 20.6% change in CC stock from 1/31/2026 to 8/4/2026 was primarily driven by a 21.3% change in the company's P/S Multiple.
(LTM values as of)13120268042026Change
Stock Price ($)14.8617.9320.6%
Change Contribution By: 
Total Revenues ($ Mil)5,8375,821-0.3%
P/S Multiple0.40.521.3%
Shares Outstanding (Mil)150151-0.3%
Cumulative Contribution20.6%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/4/2026
ReturnCorrelation
CC20.6% 
Market (SPY)11.8%21.9%
Sector (XLB)6.0%40.1%

Fundamental Drivers

The 52.9% change in CC stock from 7/31/2025 to 8/4/2026 was primarily driven by a 52.9% change in the company's P/S Multiple.
(LTM values as of)73120258042026Change
Stock Price ($)11.7217.9352.9%
Change Contribution By: 
Total Revenues ($ Mil)5,7895,8210.6%
P/S Multiple0.30.552.9%
Shares Outstanding (Mil)150151-0.6%
Cumulative Contribution52.9%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/4/2026
ReturnCorrelation
CC52.9% 
Market (SPY)23.1%33.9%
Sector (XLB)20.3%50.0%

Fundamental Drivers

The -46.0% change in CC stock from 7/31/2023 to 8/4/2026 was primarily driven by a -40.6% change in the company's P/S Multiple.
(LTM values as of)73120238042026Change
Stock Price ($)33.2117.93-46.0%
Change Contribution By: 
Total Revenues ($ Mil)6,3315,821-8.1%
P/S Multiple0.80.5-40.6%
Shares Outstanding (Mil)149151-1.1%
Cumulative Contribution-46.0%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/4/2026
ReturnCorrelation
CC-46.0% 
Market (SPY)74.4%44.2%
Sector (XLB)28.0%56.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CC Return40%-6%7%-44%-28%46%-17%
Peers Return56%-15%11%-21%-28%9%-9%
S&P 500 Return27%-19%24%23%16%11%102%

Monthly Win Rates [3]
CC Win Rate58%50%42%42%42%62% 
Peers Win Rate62%48%43%47%43%52% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CC Max Drawdown-28%-46%-39%-46%-52%-41% 
Peers Max Drawdown-24%-43%-28%-35%-52%-37% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: TROX, HUN, WLK, OLN, DD. See CC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/4/2026 (YTD)

How Low Can It Go

EventCCS&P 500
2025 US Tariff Shock
  % Loss-43.9%-18.8%
  % Gain to Breakeven78.1%23.1%
  Time to Breakeven99 days79 days
2024 Yen Carry Trade Unwind
  % Loss-23.0%-7.8%
  % Gain to Breakeven29.9%8.5%
  Time to Breakeven601 days18 days
2023 SVB Regional Banking Crisis
  % Loss-23.2%-6.7%
  % Gain to Breakeven30.2%7.1%
  Time to Breakeven5 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-31.4%-24.5%
  % Gain to Breakeven45.8%32.4%
  Time to Breakeven38 days427 days
2020 COVID-19 Crash
  % Loss-61.3%-33.7%
  % Gain to Breakeven158.5%50.9%
  Time to Breakeven115 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-38.7%-19.2%
  % Gain to Breakeven63.0%23.8%
  Time to Breakeven903 days105 days

Compare to TROX, HUN, WLK, OLN, DD

In The Past

Chemours's stock fell -43.9% during the 2025 US Tariff Shock. Such a loss loss requires a 78.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventCCS&P 500
2025 US Tariff Shock
  % Loss-43.9%-18.8%
  % Gain to Breakeven78.1%23.1%
  Time to Breakeven99 days79 days
2024 Yen Carry Trade Unwind
  % Loss-23.0%-7.8%
  % Gain to Breakeven29.9%8.5%
  Time to Breakeven601 days18 days
2023 SVB Regional Banking Crisis
  % Loss-23.2%-6.7%
  % Gain to Breakeven30.2%7.1%
  Time to Breakeven5 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-31.4%-24.5%
  % Gain to Breakeven45.8%32.4%
  Time to Breakeven38 days427 days
2020 COVID-19 Crash
  % Loss-61.3%-33.7%
  % Gain to Breakeven158.5%50.9%
  Time to Breakeven115 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-38.7%-19.2%
  % Gain to Breakeven63.0%23.8%
  Time to Breakeven903 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-71.5%-12.2%
  % Gain to Breakeven250.3%13.9%
  Time to Breakeven196 days62 days
2014-2016 Oil Price Collapse
  % Loss-80.1%-6.8%
  % Gain to Breakeven402.9%7.3%
  Time to Breakeven247 days15 days

Compare to TROX, HUN, WLK, OLN, DD

In The Past

Chemours's stock fell -43.9% during the 2025 US Tariff Shock. Such a loss loss requires a 78.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Chemours (CC)

Chemours (CC) is a global performance chemicals company that develops and manufactures a broad portfolio of essential chemicals and materials. These products are integral to various industrial and consumer applications, enhancing the performance and characteristics of numerous goods across North America, Asia Pacific, Europe, the Middle East, Africa, and Latin America.

The company’s main offerings include titanium dioxide (TiO2) pigments, marketed under brands like Ti-Pure, which are critical for providing whiteness, brightness, and opacity in products such as architectural coatings, plastics, and laminate papers. Chemours also provides thermal and specialized solutions, including refrigerants, propellants, and foam blowing agents, along with specialty solvents essential for thermal management and other industrial processes.

Beyond these, Chemours supplies advanced performance materials such as industrial resins, specialty products, membranes, and coatings that cater to demanding sectors like consumer electronics, semiconductors, transportation, energy, and medical devices. Its Chemical Solutions segment further provides industrial chemicals used as raw materials and catalysts in applications ranging from gold production and water treatment to electronics manufacturing and the automotive industry.

AI Analysis | Feedback

Here are 1-2 brief analogies for Chemours (CC):

  • A focused version of DuPont or Dow Chemical, supplying a wide array of specialized chemical ingredients and advanced materials to other industries.
  • Like the industrial chemicals and materials divisions of a company such as 3M, but solely focused on business-to-business (B2B) sales of essential ingredients for manufacturing.

AI Analysis | Feedback

  • TiO2 Pigment: A white pigment sold under Ti-Pure and BaiMax brands, used to provide whiteness, brightness, opacity, and protection in coatings, plastics, and papers.
  • Refrigerants: Chemicals crucial for thermal management solutions in various applications.
  • Propellants: Substances used in aerosol products.
  • Foam Blowing Agents: Chemicals utilized in the production of foams, often for insulation.
  • Specialty Solvents: Solvents engineered for specific industrial applications.
  • Industrial Resins: Polymers used in a wide range of industrial products, including consumer electronics and transportation.
  • Specialty Membranes: Thin barriers used for separation and other functions in various industries like semiconductors and water treatment.
  • Specialty Coatings: Protective or functional layers applied to surfaces for diverse industrial uses.
  • Industrial Chemicals: A portfolio of raw materials and catalysts serving sectors such as gold production, cleaning, oil and gas, and electronics.

AI Analysis | Feedback

Chemours primarily sells its products to other companies (business-to-business). As a diversified chemical supplier, Chemours does not typically disclose the names of individual major customers in its public filings. However, based on its product portfolio and the industries it serves, its major customers would broadly include leading manufacturers in coatings, plastics, paper, HVAC, and various industrial sectors. Representative public companies that are highly likely to be major customers or customers of Chemours' distributors, given their reliance on the types of products Chemours supplies, include:
  • PPG Industries (PPG)
  • Sherwin-Williams (SHW)
  • Carrier Global (CARR)
  • Trane Technologies (TT)
  • Dow Inc. (DOW)
  • International Paper (IP)

AI Analysis | Feedback

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The management team members of The Chemours Company (CC) are:

Denise M. Dignam, President and Chief Executive Officer

Denise M. Dignam joined Chemours at its launch as a publicly traded company and has over 35 years of experience in the chemical industry. Prior to becoming CEO, she led Chemours' Titanium Technologies (TT) and Advanced Performance Materials (APM) segments. Before joining Chemours, Ms. Dignam spent over 26 years at DuPont, holding various executive leadership roles overseeing different product divisions.

Shane W. Hostetter, Senior Vice President, Chief Financial Officer

Shane W. Hostetter joined Chemours in July 2024 as Chief Financial Officer. He brings over two decades of financial experience, particularly within the chemicals industry. Prior to Chemours, he spent 13 years with Quaker Chemical Corporation (now Quaker Houghton), a publicly traded global leader, where he served as CFO since April 2021. Mr. Hostetter's background also includes financial leadership roles at Pulse Electronics Corporation, another publicly traded global manufacturer, and he began his career as an auditor with PricewaterhouseCoopers.

Joseph Martinko, President, Thermal & Specialized Solutions

Joseph Martinko has over 30 years of expertise in the chemical industry, with more than 20 years of experience specifically within Chemours' Thermal & Specialized Solutions (TSS) and its legacy fluoroproducts business, holding various global market, product, and regional leadership roles. Before joining Chemours, he worked for over 20 years with DuPont in various business leadership and manufacturing capacities. He has been a principal architect of the entire Opteon™ solutions portfolio.

Michael Foley, President, Titanium Technologies

Michael Foley has three decades of leadership experience in the chemical industry. He is responsible for Chemours' Titanium Technologies (TT) segment, one of the world's largest manufacturers of Titanium Dioxide (TiO₂). Mr. Foley has a proven track record of driving transformation, operational excellence, and sustainable growth throughout various market cycles.

Gerardo Familiar, President, Advanced Performance Materials

Gerardo Familiar was appointed President of Chemours' Advanced Performance Materials (APM) segment effective April 1, 2023. He has over 20 years of experience spanning sales, marketing, strategy, product management, and finance. His previous roles at Chemours include General Manager of Chemours Hydrogen Venture, Senior Director of Global Strategy, Marketing and Regulatory Affairs for the Thermal & Specialized Solutions business, Investor Relations Director, and President of Chemours Mexico.

AI Analysis | Feedback

The key risks to The Chemours Company's business are primarily centered around environmental liabilities, particularly those related to per- and polyfluoroalkyl substances (PFAS), stringent environmental regulations, and the company's financial performance and debt.

  1. PFAS Liabilities and Litigation: Chemours faces significant ongoing legal and environmental liabilities stemming from the production and historical use of per- and polyfluoroalkyl substances (PFAS), often referred to as "forever chemicals." The company, a spin-off from DuPont, is embroiled in numerous lawsuits from states, municipalities, and private citizens alleging widespread environmental contamination, particularly of water sources, and associated health risks from PFAS. These legal challenges have resulted in substantial settlement costs and continue to pose a risk of future financial penalties, remediation expenses, and reputational damage.

  2. Evolving Environmental Regulations: Beyond direct litigation, Chemours operates in a sector subject to increasingly stringent environmental regulations, particularly concerning PFAS and fluorinated gases (F-gases/HFCs). Globally, and specifically in the European Union and the United States, regulatory bodies are considering broad restrictions on the manufacture, use, and disposal of PFAS. While Chemours advocates for exemptions for certain critical applications of fluoropolymers and fluorinated gases, a wide-ranging restriction could significantly impact its Advanced Performance Materials and Thermal & Specialized Solutions segments. Furthermore, its Thermal & Specialized Solutions segment, which offers refrigerants, is affected by regulations like the F-Gas regulation in Europe, which mandates a phase-down of hydrofluorocarbons (HFCs) due to their global warming potential, necessitating continuous innovation in lower global warming potential alternatives.

  3. Financial Performance and Debt Burden: Chemours has reported challenging financial periods, including net losses and increased operational and administrative expenses. The company carries a significant debt burden, which makes it particularly vulnerable to the substantial financial outflows required for legal settlements, environmental remediation, and compliance with new regulations. The need to fund growth initiatives, alongside these liabilities, has also led to strategic decisions such as a significant dividend cut, which can impact investor confidence.

AI Analysis | Feedback

**1. Strict Environmental Regulations Targeting Fluorinated Chemicals:** An emerging threat is the global push for stricter environmental regulations and phase-downs of fluorinated chemicals, particularly hydrofluorocarbons (HFCs) due to their high global warming potential, and Per- and Polyfluoroalkyl Substances (PFAS) due to environmental and health concerns. The Thermal & Specialized Solutions segment, which produces refrigerants and foam blowing agents, is directly impacted by regulations like the Kigali Amendment and various F-gas regulations that mandate the phase-down of HFCs. This forces a costly transition to next-generation, lower-GWP alternatives, creating significant market shifts and competitive pressures.

**2. Increased Scrutiny and Regulation of Per- and Polyfluoroalkyl Substances (PFAS):** The Advanced Performance Materials segment, which includes various industrial resins, specialty products, membranes, and coatings often based on fluoropolymers, faces a significant emerging threat from evolving global regulatory efforts to restrict or ban the production and use of PFAS. This widespread regulatory and public scrutiny (e.g., in the EU, US, and other regions) could fundamentally disrupt markets for many of Chemours' high-performance materials, requiring extensive reformulation, product discontinuation, or substantial investment in alternative technologies and compliance.

AI Analysis | Feedback

The addressable markets for Chemours' main products and services are sized as follows:

Titanium Technologies:

  • The global titanium dioxide (TiO₂) market was valued at approximately USD 19.06 billion in 2025 and is projected to reach USD 35.35 billion by 2034.
  • The Asia Pacific region dominated this market with a 47.00% share in 2025.

Thermal & Specialized Solutions:

  • The global refrigerants market size was valued at approximately USD 28.18 billion in 2025 and is projected to grow to USD 55.86 billion by 2034.
  • North America held the largest market share for refrigerants, accounting for 31.1% in 2025.

Advanced Performance Materials:

  • The global fluoropolymers market size was valued at approximately USD 10.64 billion in 2024 and is projected to reach USD 17.85 billion by 2030.
  • The Asia Pacific region secured the dominant market share in fluoropolymers with 42.93% in 2024.
  • The global electronic chemicals and materials market size was USD 75.6 billion in 2025 and is projected to grow to USD 127.1 billion by 2034.
  • Asia Pacific dominated the electronic chemicals and materials market with a 45.40% market share in 2025.

Chemical Solutions:

  • The global water treatment chemicals market size was valued at approximately USD 39.81 billion in 2025 and is projected to reach USD 69.05 billion by 2034.
  • North America dominated the water treatment chemicals market with a 39% market share in 2025.
  • The global automotive chemicals market size is anticipated to be valued at approximately USD 32.1 billion in 2025 and is estimated to reach USD 39.8 billion by 2032.
  • The Asia Pacific region leads the automotive chemicals market with a 52.31% share.

AI Analysis | Feedback

Chemours (CC) anticipates several key drivers for future revenue growth over the next two to three years:

  • Continued Robust Demand for Opteon™ Refrigerants: The Thermal & Specialized Solutions (TSS) segment is expected to see sustained growth driven by strong demand for Opteon™ Refrigerants. This is particularly linked to the U.S. AIM Act stationary AC transition towards low global warming potential refrigerants. In 2025, Opteon™ refrigerant sales saw a 56% growth year-over-year, accounting for 75% of total refrigerant sales, and management anticipates TSS net sales to rise sequentially in the mid-20s to 30% range in Q1 2026, with Opteon sales increasing by 30-40%.
  • Pricing Strength in Titanium Technologies (TT): Chemours expects pricing strength in its Titanium Technologies segment. The company implemented a global TiO2 price increase effective December 1, 2025, and believes these pricing actions are beginning to take effect. Analysts also anticipate the TiO2 market to improve in 2026/2027 due to reduced supply, tariff protection, and diminishing inventory liquidation pressures.
  • Increased Demand for Advanced Performance Materials (APM) Performance Solutions: Demand for APM's performance solutions is expected to grow, especially in the semiconductor and data center markets. Chemours is making progress in commercializing its two-phase liquid cooling solution, with initial production targeted for Q3 2026, which is seen as a significant opportunity to enable the growth and adoption of artificial intelligence.
  • Cost Reduction and Operational Excellence Initiatives: The company expects benefits from ongoing cost-out efforts throughout 2026, including the Corpus Christi capacity expansion, and the realization of more pronounced cost savings in the TT and APM segments. These initiatives are designed to improve earnings and cash generation.

AI Analysis | Feedback

Share Repurchases

  • In 2021, Chemours repurchased $173 million of stock.
  • Under its 2022 Share Repurchase Program, Chemours had remaining authority to repurchase $509 million of outstanding common stock as of February 6, 2023.
  • The 2022 Share Repurchase Program authorized the purchase of shares up to an aggregate amount of $750 million.

Inbound Investments

  • American Century Companies Inc. increased its stake in The Chemours Company by 26% during the third quarter of 2025, bringing its total holdings to 2,378,591 shares, representing approximately 1.59% of Chemours' outstanding stock.

Outbound Investments

  • On January 15, 2026, Chemours signed definitive agreements to sell the remaining land at its former titanium dioxide manufacturing location in Kuan Yin, Taiwan, with estimated net proceeds of approximately $300 million intended for debt reduction.

Capital Expenditures

  • Chemours' capital expenditures were $277 million in 2021, $307 million in 2022, $370 million in 2023, and $360 million in 2024.
  • The company anticipates capital expenditures to be between $250 million and $300 million for 2025, and between $275 million and $325 million for 2026.
  • Recent capital expenditure focuses include an Advanced Performance Materials' Teflon™ PFA expansion in 2023, plans for a new chlor-alkali facility at its TiO2 plant in DeLisle, Mississippi, and the completed expansion of its Opteon™ YF capacity at Corpus Christi, Texas in 2024, along with ongoing investments in liquid cooling and next-generation refrigerants.

Better Bets vs. Chemours (CC)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CCTROXHUNWLKOLNDDMedian
NameChemours Tronox Huntsman Westlake Olin DuPont d. 
Mkt Price17.935.9410.4380.6319.05142.9318.49
Mkt Cap2.70.91.810.32.219.42.4
Rev LTM5,8212,9205,89810,9766,7034,7015,860
Op Inc LTM-60-73-21-340-53387-57
FCF LTM154-274-9-50810149146
FCF 3Y Avg-211-13069177322-534-30
CFO LTM332241594483071,041320
CFO 3Y Avg891852551,170523666389

Growth & Margins

CCTROXHUNWLKOLNDDMedian
NameChemours Tronox Huntsman Westlake Olin DuPont d. 
Rev Chg LTM0.6%-3.9%0.6%-8.6%0.6%0.5%0.5%
Rev Chg 3Y Avg-4.0%-2.8%-4.7%-9.8%-4.7%-25.3%-4.7%
Rev Chg Q1.0%3.0%14.1%-6.8%-0.9%4.0%2.0%
QoQ Delta Rev Chg LTM0.2%0.8%3.6%-1.7%-0.2%1.5%0.5%
Op Inc Chg LTM-115.4%-136.0%-520.0%-147.6%-131.1%-0.3%-133.5%
Op Inc Chg 3Y Avg8.4%-58.8%-229.3%-78.2%-85.1%-36.5%-68.5%
Op Mgn LTM-1.0%-2.5%-0.4%-3.1%-0.8%8.2%-0.9%
Op Mgn 3Y Avg0.6%3.3%0.3%3.5%3.2%9.5%3.3%
QoQ Delta Op Mgn LTM-0.7%-1.8%0.4%-1.2%0.4%0.8%-0.2%
CFO/Rev LTM5.7%0.8%2.7%4.1%4.6%22.1%4.3%
CFO/Rev 3Y Avg1.5%6.2%4.3%9.8%7.9%12.0%7.1%
FCF/Rev LTM2.6%-9.4%-0.2%-4.6%1.5%10.4%0.7%
FCF/Rev 3Y Avg-3.7%-4.4%1.2%1.3%4.9%-8.8%-1.2%

Valuation

CCTROXHUNWLKOLNDDMedian
NameChemours Tronox Huntsman Westlake Olin DuPont d. 
Mkt Cap2.70.91.810.32.219.42.4
P/S0.50.30.30.90.34.10.4
P/Op Inc-45.1-12.9-86.1-30.4-40.750.2-35.5
P/EBIT-100.1-3.5-6.6-24.073.9-6.6
P/E-6.6-2.0-10.0-6.3-11.0353.2-6.4
P/CFO8.139.311.423.07.118.715.0
Total Yield-13.2%-43.0%-4.9%-13.2%-4.9%2.4%-9.1%
Dividend Yield2.0%5.9%5.0%2.6%4.2%2.1%3.4%
FCF Yield 3Y Avg-13.7%-13.7%3.0%0.2%9.0%-4.4%-2.1%
D/E1.63.71.40.61.60.21.5
Net D/E1.43.51.20.41.50.11.3

Returns

CCTROXHUNWLKOLNDDMedian
NameChemours Tronox Huntsman Westlake Olin DuPont d. 
1M Rtn-5.7%-4.3%-3.6%7.8%-4.9%2.2%-4.0%
3M Rtn-35.6%-43.0%-30.0%-22.6%-33.2%-3.2%-31.6%
6M Rtn9.5%-13.5%-18.6%-10.3%-15.7%5.2%-11.9%
12M Rtn50.0%95.2%16.4%8.5%6.1%60.6%33.2%
3Y Rtn-46.3%-47.6%-58.0%-34.7%-65.0%47.9%-47.0%
1M Excs Rtn-4.1%-4.1%-4.1%5.2%-6.2%-1.3%-4.1%
3M Excs Rtn-41.3%-47.7%-33.7%-36.8%-40.6%-2.5%-38.7%
6M Excs Rtn5.2%-16.3%-18.9%-13.6%-23.7%-3.7%-14.9%
12M Excs Rtn35.3%58.5%-5.7%-14.3%-16.0%38.8%14.8%
3Y Excs Rtn-114.2%-118.6%-128.3%-106.4%-133.4%-21.5%-116.4%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Titanium Technologies2,4292,5722,6803,3803,355
Thermal & Specialized Solutions2,0661,8301,8191,6801,257
Advanced Performance Materials1,2631,3261,4431,6181,397
Other Non-Reportable Segment505485116 
Corporate00   
Chemical Solutions    336
Total5,8085,7826,0276,7946,345


Operating Income by Segment
$ Mil2024
Thermal & Specialized Solutions576
Titanium Technologies312
Advanced Performance Materials161
Other Non-Reportable Segment8
Restructuring, asset-related, and other charges-58
Corporate expenses-255
Depreciation and amortization-301
Total443


Assets by Segment
$ Mil20252024202320222021
Titanium Technologies2,3992,2892,2262,3842,318
Thermal & Specialized Solutions1,6941,5411,2831,2381,124
Advanced Performance Materials1,6771,7481,8331,7421,621
Corporate1,5171,8382,8132,1522,338
Other Non-Reportable Segment959796124149
Total7,3827,5138,2517,6407,550


Price Behavior

Price Behavior
Market Price$17.93 
Market Cap ($ Bil)2.7 
First Trading Date07/01/2015 
Distance from 52W High-35.6% 
   50 Days200 Days
DMA Price$19.73$17.75
DMA Trendupdown
Distance from DMA-9.1%1.0%
 3M1YR
Volatility63.8%63.5%
Downside Capture301.15178.18
Upside Capture48.17182.76
Correlation (SPY)28.8%33.0%
CC Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta1.061.391.300.981.651.73
Up Beta1.150.90-0.78-0.140.781.87
Down Beta0.561.571.671.971.881.80
Up Capture-41%53%40%110%284%216%
Bmk +ve Days11223567138427
Stock +ve Days9202970133362
Down Capture269%208%256%103%145%111%
Bmk -ve Days11212859114326
Stock -ve Days13233456119384

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CC
CC59.6%63.7%0.98-
Sector ETF (XLB)21.8%17.8%0.9549.8%
Equity (SPY)25.2%12.9%1.4733.4%
Gold (GLD)21.1%28.1%0.6716.0%
Commodities (DBC)28.3%19.8%1.1412.7%
Real Estate (VNQ)15.6%13.8%0.8115.7%
Bitcoin (BTCUSD)-44.2%43.0%-1.2320.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CC
CC-8.0%56.0%0.07-
Sector ETF (XLB)6.8%19.1%0.2461.7%
Equity (SPY)13.4%17.2%0.6048.6%
Gold (GLD)17.3%18.5%0.7610.9%
Commodities (DBC)8.1%19.6%0.3120.6%
Real Estate (VNQ)2.4%18.9%0.0236.8%
Bitcoin (BTCUSD)10.0%53.0%0.3820.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CC
CC10.9%56.6%0.42-
Sector ETF (XLB)10.0%20.7%0.4364.8%
Equity (SPY)15.4%17.9%0.7354.3%
Gold (GLD)11.6%16.1%0.586.0%
Commodities (DBC)7.0%18.0%0.3127.7%
Real Estate (VNQ)4.8%20.7%0.2041.5%
Bitcoin (BTCUSD)58.0%66.2%0.9814.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7152026
Short Interest: Shares Quantity11.7 Mil
Short Interest: % Change Since 6302026-7.3%
Average Daily Volume2.6 Mil
Days-to-Cover Short Interest4.6 days
Basic Shares Quantity150.8 Mil
Short % of Basic Shares7.7%

Earnings Returns History

Updated 8/4/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/5/2026-15.3%-11.7%-22.2%
2/19/2026-16.5%-15.1%-12.8%
11/6/20256.6%4.5%6.4%
8/5/2025-5.0%-1.7%20.2%
5/6/2025-9.9%-2.6%-11.2%
2/18/20253.9%-4.0%-11.6%
11/4/202415.5%11.1%23.0%
8/1/2024-11.9%-21.7%-15.4%
...
SUMMARY STATS   
# Positive121313
# Negative121111
Median Positive3.9%4.5%12.8%
Median Negative-7.5%-5.6%-11.6%
Max Positive17.6%17.6%32.4%
Max Negative-31.5%-23.3%-22.2%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/5/2026-15.3%-11.7%-22.2%
2/19/2026-16.5%-15.1%-12.8%
11/6/20256.6%4.5%6.4%
8/5/2025-5.0%-1.7%20.2%
5/6/2025-9.9%-2.6%-11.2%
2/18/20253.9%-4.0%-11.6%
11/4/202415.5%11.1%23.0%
8/1/2024-11.9%-21.7%-15.4%
4/30/2024-2.8%4.6%-3.5%
2/29/2024-31.5%-23.3%-8.6%
10/26/2023-2.7%0.8%9.1%
7/28/2023-3.6%-3.6%-13.1%
4/27/20234.0%2.0%3.0%
2/9/20232.5%4.0%-9.3%
10/25/20220.6%-1.2%13.9%
7/28/20222.0%0.2%3.2%
5/2/202217.6%17.6%32.4%
2/10/2022-15.4%-16.7%-21.6%
11/4/202110.3%9.7%3.9%
7/29/20211.0%0.2%6.2%
5/3/20211.7%10.1%20.7%
2/11/2021-4.9%-5.6%-2.0%
11/3/2020-2.0%3.1%19.4%
7/31/20203.9%7.3%12.8%
SUMMARY STATS   
# Positive121313
# Negative121111
Median Positive3.9%4.5%12.8%
Median Negative-7.5%-5.6%-11.6%
Max Positive17.6%17.6%32.4%
Max Negative-31.5%-23.3%-22.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/05/202610-Q
12/31/202502/24/202610-K
09/30/202511/06/202510-Q
06/30/202508/05/202510-Q
03/31/202505/06/202510-Q
12/31/202402/18/202510-K
09/30/202411/04/202410-Q
06/30/202408/01/202410-Q
03/31/202404/30/202410-Q
12/31/202303/27/202410-K
09/30/202310/27/202310-Q
06/30/202307/28/202310-Q
03/31/202304/28/202310-Q
12/31/202202/10/202310-K
09/30/202210/26/202210-Q
06/30/202208/01/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/05/202610-Q
12/31/202502/24/202610-K
09/30/202511/06/202510-Q
06/30/202508/05/202510-Q
03/31/202505/06/202510-Q
12/31/202402/18/202510-K
09/30/202411/04/202410-Q
06/30/202408/01/202410-Q
03/31/202404/30/202410-Q
12/31/202303/27/202410-K
09/30/202310/27/202310-Q
06/30/202307/28/202310-Q
03/31/202304/28/202310-Q
12/31/202202/10/202310-K
09/30/202210/26/202210-Q
06/30/202208/01/202210-Q
03/31/202205/03/202210-Q
12/31/202102/11/202210-K
09/30/202111/05/202110-Q
06/30/202107/30/202110-Q
03/31/202105/05/202110-Q
12/31/202002/12/202110-K
09/30/202011/04/202010-Q
06/30/202007/31/202010-Q
03/31/202005/06/202010-Q
12/31/201902/14/202010-K
09/30/201911/05/201910-Q
06/30/201908/02/201910-Q

Recent Forward Guidance

Updated 8/4/2026

Latest: Q2 2026 Earnings Reported 8/4/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q3 2026 Revenue      
Q3 2026 Adjusted EBITDA175.00 Mil190.00 Mil205.00 Mil   
Q3 2026 Corporate Expenses40.00 Mil42.50 Mil45.00 Mil-10.5% LoweredGuidance: 47.50 Mil for Q2 2026
Q3 2026 Capital Expenditures 65.00 Mil 30.0% Higher NewGuidance: 50.00 Mil for Q2 2026
Q3 2026 Free Cash Flow 50.00 Mil -50.0% Lower NewGuidance: 100.00 Mil for Q2 2026
2026 Adjusted EBITDA775.00 Mil800.00 Mil825.00 Mil-5.9% LoweredGuidance: 850.00 Mil for 2026
2026 Capital Expenditures250.00 Mil265.00 Mil280.00 Mil-11.7% LoweredGuidance: 300.00 Mil for 2026
2026 Free Cash Flow195.00 Mil220.00 Mil245.00 Mil   

Prior: Q1 2026 Earnings Reported 5/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 Consolidated Net Sales Growth15.0%17.5%20.0%   
Q2 2026 Consolidated Adjusted EBITDA220.00 Mil235.00 Mil250.00 Mil   
Q2 2026 Corporate Expenses45.00 Mil47.50 Mil50.00 Mil0 AffirmedGuidance: 47.50 Mil for Q1 2026
Q2 2026 Capital Expenditures 50.00 Mil 0 AffirmedGuidance: 50.00 Mil for Q1 2026
Q2 2026 Free Cash Flows 100.00 Mil -2 Higher NewGuidance: -100.00 Mil for Q1 2026
Q2 2026 TSS Adjusted EBITDA210.00 Mil217.50 Mil225.00 Mil   
Q2 2026 TT Adjusted EBITDA40.00 Mil45.00 Mil50.00 Mil   
Q2 2026 APM Adjusted EBITDA12.00 Mil15.00 Mil18.00 Mil   
2026 Net Sales Growth3.0%4.0%5.0% 0AffirmedGuidance: 4.0% for 2026
2026 Adjusted EBITDA800.00 Mil850.00 Mil900.00 Mil0 AffirmedGuidance: 850.00 Mil for 2026
2026 Capital Expenditures275.00 Mil300.00 Mil325.00 Mil0 AffirmedGuidance: 300.00 Mil for 2026

Q4 2025 Earnings Reported 2/19/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Consolidated Net Sales Growth3.0%4.0%5.0% 16.5%Higher NewActual: -12.5% for Q4 2025
Q1 2026 Consolidated Adjusted EBITDA120.00 Mil135.00 Mil150.00 Mil-6.9% Lower NewActual: 145.00 Mil for Q4 2025
Q1 2026 Corporate Expenses45.00 Mil47.50 Mil50.00 Mil11.8% Higher NewActual: 42.50 Mil for Q4 2025
Q1 2026 Capital Expenditures 50.00 Mil 0 Same NewActual: 50.00 Mil for Q4 2025
Q1 2026 Free Cash Flows -100.00 Mil    
2026 Consolidated Net Sales Growth3.0%4.0%5.0%   
2026 Adjusted EBITDA800.00 Mil850.00 Mil900.00 Mil12.2% Higher NewActual: 757.50 Mil for 2025
2026 Capital Expenditures275.00 Mil300.00 Mil325.00 Mil   
2026 Free Cash Flow Conversion0.250.280.3   

Q3 2025 Earnings Reported 11/6/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Consolidated Net Sales Growth-15.0%-12.5%-10.0%   
Q4 2025 Consolidated Adjusted EBITDA130.00 Mil145.00 Mil160.00 Mil-21.6% Lower NewActual: 185.00 Mil for Q3 2025
Q4 2025 Corporate Expenses40.00 Mil42.50 Mil45.00 Mil   
Q4 2025 Capital Expenditures 50.00 Mil 0 Same NewActual: 50.00 Mil for Q3 2025
Q4 2025 Free Cash Flow Conversion0.50.60.7   
Q4 2025 TSS Adjusted EBITDA125.00 Mil132.50 Mil140.00 Mil   
Q4 2025 TT Adjusted EBITDA15.00 Mil17.50 Mil20.00 Mil   
Q4 2025 APM Adjusted EBITDA30.00 Mil35.00 Mil40.00 Mil   
2025 Adjusted EBITDA745.00 Mil757.50 Mil770.00 Mil-5.3% LoweredGuidance: 800.00 Mil for 2025

Insider Activity

Updated 8/4/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Dignam, DenisePresident & CEODirectBuy812202512.064,06849,0602,310,047Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Dignam, DenisePresident & CEODirectBuy812202512.064,06849,0602,310,047Form

Investor Activity (13F)

Updated Aug 5, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Wolf Hill Capital Management, LP$81.3 Mil11.5%20New13F
Alta Fundamental Advisers LLC$15.4 Mil6.1%21TRIM -20.0%13F
Turas Capital Management LP$16.2 Mil4.1%37New13F
Bruce & Co., Inc.$5.5 Mil1.6%41Hold13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Wolf Hill Capital Management, LP$81.3 Mil11.5%20New13F
Turas Capital Management LP$16.2 Mil4.1%37New13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Alta Fundamental Advisers LLC$15.4 Mil6.1%21TRIM -20.0%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Wolf Hill Capital Management, LP$81.3 Mil11.5%20New13F
Turas Capital Management LP$16.2 Mil4.1%37New13F
Alta Fundamental Advisers LLC$15.4 Mil6.1%21TRIM -20.0%13F
Bruce & Co., Inc.$5.5 Mil1.6%41Hold13F
Core Cache Last Updated: 8/4/2026