Chemours (CC) Q3 2025 Earnings
How Did CC Stock React to Q3 2025 Earnings?
S&P 500 over the same 30 days: +2.47%.
Did CC Beat Earnings? Q3 2025 Results
No. Chemours reported Q3 2025 earnings of $0.20 a share on Nov 6, 2025, missing the $0.24 consensus estimate by 17.2%. Revenue was $1.5B against a $1.5B estimate.
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.
- 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
“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.”
Chemours CEO, on the earnings call
What Was Chemours's Outlook in Q3 2025?
For Q4 2025, Chemours expects consolidated net sales to decrease 10-15% sequentially with Adjusted EBITDA of $130-$160 million. Corporate expenses are expected to be $40-$45 million. Capital expenditures are anticipated at approximately $50 million with Free Cash Flow Conversion of 50-70%. TSS expects a high-teens to low-twenties percent sequential net sales decrease with Adjusted EBITDA of $125-$140 million. TT expects a high single-digit to low-teens percent sequential net sales decrease with Adjusted EBITDA of $15-$20 million, including a $25 million cost impact from production volume adjustments. APM expects a low single-digit percent sequential net sales decrease with Adjusted EBITDA of $30-$40 million as Washington Works returns to normal operations. For full-year 2025, the company estimates net loss attributable to Chemours of $335-$318 million and Adjusted EBITDA of $745-$770 million.
CC YoY Financials
| Metric | Q3 2025 | Q3 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.5B | $1.5B | −0.4% |
| Gross Profit | $233.0M | $286.0M | −18.5% |
| Net Income | $60.0M | $14.2M | +322.2% |
CC Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.