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Chemours

Chemours (CC) Q2 2026 Earnings

Reported Aug 4, 2026 at 4:33 PM ET · SEC Source

Q2 26 EPS

$0.42

BEAT +0.07%

Est. $0.42

Q2 26 Revenue

$1.59B

MISS 3.95%

Est. $1.66B

vs S&P Since Q2 26

-8.2%

TRAILING MARKET

CC -7.4% vs S&P +0.9%

Market Reaction

Did CC Beat Earnings? Q2 2026 Results

Chemours posted a razor-thin earnings beat in Q2 2026, with adjusted EPS of $0.42 edging past the $0.42 consensus, while revenue of $1.59 billion fell roughly 4% short of the $1.66 billion analysts had expected and slipped 1.5% year-over-year, painti… Read more Chemours posted a razor-thin earnings beat in Q2 2026, with adjusted EPS of $0.42 edging past the $0.42 consensus, while revenue of $1.59 billion fell roughly 4% short of the $1.66 billion analysts had expected and slipped 1.5% year-over-year, painting a mixed picture for the specialty chemicals company. The headline numbers were complicated by a GAAP net loss of $274 million, driven by substantial litigation and environmental charges tied to PFAS settlements with the EPA and WVDEP, even as a $273 million gain from the Kuan Yin land sale in Taiwan partially offset the damage. Beneath those one-time items, operational resilience was visible: Adjusted EBITDA of $247 million landed near the high end of guidance, and free cash flow of $114 million more than doubled the prior-year period's $50 million. Analyst sentiment has recently tilted more constructive on the stock, though ongoing PFAS liability exposure remains a key risk to monitor. For the full year, Chemours held its guidance for 1-5% net sales growth and Adjusted EBITDA of $775 million to $825 million, even as Q3 faces headwinds from softening Opteon aftermarket demand and elevated North American channel inventories.

Key Takeaways

  • • Pricing increases across all three business segments, including approximately 5% year-to-date TiO2 price increase
  • • Free Cash Flows improved 128% year-over-year with Free Cash Flow Conversion of 46%
  • • Lower Opteon blends aftermarket volumes compared to elevated Q2 2025 driven by AIM Act channel fill
  • • APM Performance Solutions grew 8% year-over-year driven by data center and semiconductor demand
  • • Higher Freon refrigerant prices primarily in automotive applications
  • • SPS Capstone line closure completed Q3 2025 reduced APM volumes
  • • Washington Works site outage (now resolved) increased APM costs

CC Forward Guidance & Outlook

For Q3 2026, Chemours expects consolidated Net Sales to decrease 5% to flat sequentially, with Adjusted EBITDA between $175 million and $205 million. TSS expects sequential Net Sales decrease in the mid-teens to 20% range from weaker Opteon blends aftermarket demand and elevated North America channel inventories. TT expects low-to-mid single-digit sequential Net Sales increase driven by pricing, with stable volumes and Adjusted EBITDA of $70-$80 million. APM expects mid-to-high single-digit sequential Net Sales growth with Adjusted EBITDA of $20-$30 million. Capital expenditures expected at approximately $65 million with Free Cash Flows of at least $50 million. For full year 2026, the company continues to expect Net Sales growth of 1-5% over 2025, Adjusted EBITDA of $775-$825 million, capital expenditures of $250-$280 million, and Free Cash Flow Conversion above 25%. The company anticipates achieving a net leverage ratio of around 3.8x by year-end 2026.

24/7 Wall St

CC YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

24/7 Wall St

CC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q2 26

“Our second quarter results reflect disciplined execution across our portfolio, with Adjusted EBITDA near the high end of our guidance range and Free Cash Flows above our expectations despite a dynamic macroeconomic environment. Progress on pricing actions in Titanium Technologies to drive value, and increased sales in APM's high-value Performance Solutions portfolio supporting our momentum serving data center and semiconductor applications, and continued traction in our liquid cooling solutions, highlight our efforts to drive commercial excellence and growth.”

— Denise Dignam, Q2 2026 Earnings Press Release

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