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Chemours

CC Q1 2026 Earnings

Reported May 5, 2026 at 5:01 PM ET · SEC Source

Q1 26 EPS

$0.05

BEAT +223.76%

Est. $-0.04

Q1 26 Revenue

$1.38B

MISS 1.28%

Est. $1.40B

vs S&P Since Q1 26

-23.6%

TRAILING MARKET

CC -23.7% vs S&P -0.1%

Market Reaction

Did CC Beat Earnings? Q1 2026 Results

Chemours delivered a sharply mixed first quarter for fiscal 2026, posting adjusted earnings of $0.05 per share against a consensus estimate of negative $0.04, a beat of roughly 224%, even as revenue of $1.38 billion came in just 1.28% below expectati… Read more Chemours delivered a sharply mixed first quarter for fiscal 2026, posting adjusted earnings of $0.05 per share against a consensus estimate of negative $0.04, a beat of roughly 224%, even as revenue of $1.38 billion came in just 1.28% below expectations despite edging up 0.9% year-over-year. The headline driver was a standout performance in Thermal and Specialized Solutions, where net sales climbed 22% to $568 million and Adjusted EBITDA surged 35% to $190 million, powered by a 67% jump in Freon Refrigerant pricing in North America and 12% growth in Opteon Refrigerants. Those gains helped offset a punishing quarter in Titanium Technologies, where Adjusted EBITDA fell 64% to $18 million on volume weakness and an unfavorable ore mix, and in Advanced Performance Materials, where a plant outage contributed to an 84% Adjusted EBITDA decline. Looking ahead, the company guided for a 15-20% sequential revenue increase in Q2 and maintained its full-year Adjusted EBITDA outlook of $800 million to $900 million, targeting net leverage below 3.8x by year-end.

Key Takeaways

  • • Record Q1 TSS results driven by Opteon Refrigerant adoption and automotive Freon pricing in North America
  • • 2% overall price increase and 3% favorable currency partially offset by 4% volume decline
  • • TT volume decline of 7% concentrated in North America and non-western markets
  • • APM impacted by Washington Works plant outage and SPS Capstone line closure, costing approximately $25 million in the quarter
  • • Increased financing costs from recent debt offering and higher SG&A expenses widened GAAP net loss
  • • Improved net working capital management reduced operating cash usage significantly year-over-year

CC Forward Guidance & Outlook

For Q2 2026, Chemours expects consolidated net sales to increase 15–20% sequentially, with Adjusted EBITDA of $220–$250 million. TSS projects sequential net sales growth in the low-to-mid teens percentage range with Adjusted EBITDA of $210–$225 million. TT expects a sequential mid-to-high teens net sales increase with Adjusted EBITDA of $40–$50 million. APM expects a sequential low-to-high thirties percentage net sales increase with Adjusted EBITDA of $12–$18 million. Corporate expenses are expected at $45–$50 million, capex approximately $50 million, and free cash flows of at least $100 million. For full year 2026, the company continues to expect net sales growth of 3–5% over 2025 with Adjusted EBITDA of $800–$900 million, capex of $275–$325 million, free cash flow conversion above 20%, and a net leverage ratio below 3.8x by year-end. The full-year estimate now reflects approximately $30 million of estimated cash taxes related to the Kuan Yin site sale proceeds.

24/7 Wall St

CC YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

24/7 Wall St

CC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Chemours exceeded overall expectations in the first quarter, achieving strong outcomes from both our TSS and TT businesses, paired with the more recent receipt of cash through the completion of a substantial portion of our Kuan Yin property sales enabling us to reduce our debt. These achievements demonstrate our dedication to our Pathway to Thrive strategy and highlight the importance we place on effective execution. While the wider economic landscape remains uncertain, Chemours continues to drive full-year growth while remaining steadfast in prioritizing flexible commercial and operational strategies to ensure Chemours is able to capitalize on opportunities in our key markets.”

— Denise Dignam, Q1 2026 Earnings Press Release

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