Chemours (CC) Q2 2025 Earnings
How Did CC Stock React to Q2 2025 Earnings?
S&P 500 over the same 30 days: +2.54%.
Did CC Beat Earnings? Q2 2025 Results
Yes. Chemours reported Q2 2025 earnings of $0.58 a share on Aug 5, 2025, beating the $0.46 consensus estimate by 26.9%. Revenue was $1.6B against a $1.6B estimate.
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.
- 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
“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.”
Chemours CEO, on the earnings call
What Was Chemours's Outlook in Q2 2025?
For Q3 2025, Chemours expects consolidated net sales to decrease 4-6% sequentially, with adjusted EBITDA between $175 million and $195 million. Corporate expenses are expected to decrease approximately 5%. Capital expenditures are expected to be approximately $50 million with free cash flow conversion of 60-80%. TSS expects a mid single-digit sequential decline in net sales due to refrigerant seasonality. TT expects a low single-digit sequential decline with approximately $15 million in operational disruption costs. APM expects a mid-teens percentage decline due to a Washington Works site outage, with approximately $20 million in associated costs. For full year 2025, the company expects net sales of $5.9 billion to $6.0 billion and adjusted EBITDA of $775 million to $825 million, with capital expenditures of approximately $250 million and free cash flow conversion of 60-80% in the second half.
CC YoY Financials
| Metric | Q2 2025 | Q2 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.6B | $1.6B | +3.9% |
| Gross Profit | $278.0M | $308.0M | −9.7% |
CC Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.