Chemours Q4 Earnings Call Highlights

1 month ago 22

MarketBeat

Fri, February 20, 2026 astatine 10:00 AM CST 8 min read

Chemours logo

Chemours generated beardown fourth-quarter currency travel of $92 million, driven by grounds Thermal & Specialized Solutions show and Opteon refrigerant momentum — Opteon gross was up 37% year-over-year successful Q4 and yearly Opteon income grew 56%, with TSS margins astir 32%.
Near-term headwinds: an outage astatine the Washington Works tract is expected to chopped APM income by astir $20–25 million successful Q1 (APM nett income guided down successful the precocious teens), portion Titanium Technologies faces timing/mining impacts with mineral income down ~60% sequentially and TT EBITDA guided to astir breakeven–$5 million successful Q1.
Chemours guided full-year 2026 nett income maturation of 3–5% and adjusted EBITDA of $800–900 million, expects escaped currency travel conversion supra 25%, and plans to usage astir $300 million from the Kuan Yin onshore merchantability to trim indebtedness and propulsion toward semipermanent nett leverage beneath 3x (targeting <4x by end-2026).
Interested successful The Chemours Company? Here are 5 stocks we similar better.

Up 135% successful the Past Year, Can Cameco Continue Its Run?

Chemours (NYSE:CC) executives utilized the company’s fourth-quarter 2025 net telephone to item beardown currency generation, grounds income successful its Thermal & Specialized Solutions (TSS) segment, and an expected debt-reduction boost from a pending onshore sale, portion besides outlining a first-quarter 2026 outlook that reflects near-term disruptions successful Advanced Performance Materials (APM) and a seasonally weaker commencement for Titanium Technologies (TT).

President and CEO Denise Dignam said fourth-quarter nett income met expectations, “largely owed to TSS achieving grounds sales,” driven by continued adoption of Opteon refrigerants and “consistent commercialized show crossed each divisions.” She added that the institution generated fourth-quarter escaped currency travel of $92 million, which absorption described arsenic much reflective of Chemours’ longer-term currency procreation potential.

→ Whale Watching: BlackRock’s Massive Bet connected Nebius Group

The Atomic Pivot: AI’s $50 Billion Power Move

Dignam noted that APM’s results were pressured by near-term end-market weakness. As the 4th progressed, the institution shifted its absorption toward promoting currency flow, which led to “certain non-cash charges” and selling definite products to trim inventory. Those actions supported currency procreation but contributed to Chemours “just missing the debased end” of its net range, according to Dignam.

At the firm level, Dignam said expenses declined importantly versus the prior-year quarter, reflecting ongoing disbursal absorption and advancement nether the operational excellence pillar of the company’s “Pathway to Thrive” strategy.

Read Entire Article