CC · Chemours reported Q3 2026 adjusted EPS of $0.21, below the $0.26…

Chemours reported Q3 2026 adjusted EPS of $0.21, below the $0.26 consensus, while net sales of $1.54B were slightly above the $1.53B estimate. The miss was driven by a 30% decline in TSS segment EBITDA due to lower Opteon stationary AC aftermarket volumes, partially offset by strong TT pricing (+10%) and APM Performance Solutions growth (+26%). The company guided Q4 Adjusted EBITDA to $160M-$185M and full-year 2026 Adjusted EBITDA to $775M-$800M.

• Q3 2026 adjusted EPS $0.21 vs consensus $0.26 (miss of 19.2%)
• Q3 2026 net sales $1.54B vs consensus $1.53B (slight beat)
• GAAP net income $196M ($1.29/share) included $150M PFAS insurance proceeds
• TSS segment net sales down 9% YoY, Adjusted EBITDA down 30% to $136M, margin down 8ppts to 27%