CC Q2 2025 Earnings
Reported Aug 5, 2025 at 5:01 PM ET · SEC Source
Q2 25 EPS
$0.58
BEAT +26.94%
Est. $0.46
Q2 25 Revenue
$1.62B
BEAT +3.08%
Est. $1.57B
vs S&P Since Q2 25
+53.2%
BEATING MARKET
CC +69.1% vs S&P +15.9%
Market Reaction
Did CC Beat Earnings? Q2 2025 Results
Chemours delivered a strong second-quarter beat on both top and bottom lines, even as a massive litigation settlement dominated the headline numbers. The specialty chemicals maker posted adjusted diluted EPS of $0.58, clearing the $0.46 consensus est… Read more Chemours delivered a strong second-quarter beat on both top and bottom lines, even as a massive litigation settlement dominated the headline numbers. The specialty chemicals maker posted adjusted diluted EPS of $0.58, clearing the $0.46 consensus estimate by 26.94%, while net sales of $1.61 billion rose 3.9% year-over-year and came in 3.08% above expectations, lifted by 3% volume growth and a 1% pricing contribution. The standout driver was the Thermal and Specialized Solutions segment, where Opteon refrigerants surged 65% in sales as the U.S. AIM Act accelerated the industry shift away from legacy Freon products, pushing Opteon to 75% of total refrigerant revenues from 57% a year ago. On a GAAP basis, the company recorded a $381 million net loss, largely reflecting $257 million in litigation charges tied to a comprehensive New Jersey environmental settlement. Looking ahead, Chemours guided Q3 net sales to decline 4-6% sequentially, with full-year 2025 net sales expected between $5.90 billion and $6.00 billion and adjusted EBITDA of $775 million to $825 million.
Key Takeaways
- • Strong Opteon™ Refrigerant demand driven by stationary AC transition under U.S. AIM Act, achieving 65% YoY sales growth
- • Opteon™ now represents 75% of total refrigerant revenues, up from 57% in prior-year quarter
- • Volume growth of 3% and price increase of 1% at the consolidated level
- • Lower corporate expenses due to reduced Audit Committee internal review and material weakness remediation costs
- • APM pricing strength in high-value applications and SPS Capstone™ exit-related pricing opportunities
CC YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
CC Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our results surpassed our expectations for the quarter, with improved performance across each of our three businesses driven by strong demand for Opteon™, volume growth in TT, and favorable pricing in APM. We also made significant progress against Pathway to Thrive through our Strengthening the Long Term pillar, reaching a settlement to comprehensively resolve all statewide environmental claims, including those related to PFAS in New Jersey.”
— Denise Dignam, Q2 2025 Earnings Press Release
CC Earnings Trends
CC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CC EPS Trend
Earnings per share: estimate vs actual
CC Revenue Trend
Quarterly revenue: estimate vs actual
CC Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.04 | $0.05 | +223.76% | $1.38B | -1.28% |
| Q4 25 BEAT FY | $0.02 | $0.05 | +192.40% | $1.33B | +0.05% |
| FY Full Year | — | $0.95 | — | $5.81B | — |
| Q3 25 MISS | $0.24 | $0.20 | -17.22% | $1.50B | -0.20% |
| Q2 25 BEAT | $0.46 | $0.58 | +26.94% | $1.62B | +3.08% |