CC Q3 2025 Earnings
Reported Nov 6, 2025 at 4:32 PM ET · SEC Source
Q3 25 EPS
$0.20
MISS 17.22%
Est. $0.24
Q3 25 Revenue
$1.50B
MISS 0.20%
Est. $1.50B
vs S&P Since Q3 25
+80.3%
BEATING MARKET
CC +89.6% vs S&P +9.3%
Market Reaction
Did CC Beat Earnings? Q3 2025 Results
Chemours posted a mixed third quarter for fiscal 2025, missing on earnings while landing essentially in line on the top line, as a powerful surge in refrigerant demand failed to fully offset deep weakness elsewhere in its portfolio. The specialty che… Read more Chemours posted a mixed third quarter for fiscal 2025, missing on earnings while landing essentially in line on the top line, as a powerful surge in refrigerant demand failed to fully offset deep weakness elsewhere in its portfolio. The specialty chemicals company reported adjusted EPS of $0.20, falling 17.22% short of the $0.24 consensus estimate, while revenue of $1.50 billion came in roughly flat year-over-year, down just 0.4%, and fractionally below expectations. The headline story was the stark divergence between segments: Thermal and Specialized Solutions delivered 20% net sales growth to $560.00 million, powered by Opteon refrigerant revenues surging 80% to $368.00 million as AIM Act-driven demand accelerated the stationary air conditioning transition, but those gains were undercut by a 68% collapse in Titanium Technologies' Adjusted EBITDA and a 63% drop in Advanced Performance Materials, the latter hit by a costly Washington Works facility outage. Looking ahead, management guided Q4 net sales 10-15% lower sequentially, with full-year 2025 Adjusted EBITDA targeted between $745.00 million and $770.00 million.
Key Takeaways
- • Strong Opteon Refrigerant demand driven by U.S. AIM Act stationary AC transition
- • 80% year-over-year growth in Opteon Refrigerant sales, now comprising 80% of total refrigerant revenues
- • Resolved outage at APM Washington Works site that had depressed volumes and incurred ~$20M in costs
- • Operational disruptions in TT business added ~$11M in costs
- • Global TiO2 market weakness resulting in 8% price decline
- • Lower capital expenditures of $41M vs $76M year-over-year
CC YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
CC Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our consolidated results exceeded our expectations for the quarter, driven by continued strong demand for Opteon™ products, paired with a focus on enhancing operational excellence, driving stability in our operations to resolve disruptions, and ensure improved performance going forward.”
— Denise Dignam, Q3 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% |