The significant adjusted EPS beat and maintained full-year guidance may support the stock near term, but the revenue miss and deteriorating profitability in TT and APM warrant caution. Watch for Q2 sequential guidance calling for 15-20% revenue growth and $220-$250M Adj. EBITDA, which could be a catalyst if realized. Monitor any recovery in TiO2 pricing and APM production normalization.
Price Chart
Executive Summary
Chemours reported Q1 2026 adjusted EPS of $0.05, beating consensus estimates of -$0.04 by 225%, but net sales of $1.381B slightly missed the $1.40B consensus and GAAP net loss widened to -$0.19 per share from -$0.03 a year ago. The Thermal & Specialized Solutions segment posted record results with 22% revenue growth, offset by continued weakness in Titanium Technologies and Advanced Performance Materials. Full-year 2026 guidance was maintained: net sales growth 3%-5% and adjusted EBITDA of $800M-$900M.
Key Financial Metrics
Key Facts
- Net sales of $1.381B, +1% YoY, slightly below $1.40B consensus
- GAAP diluted EPS of -$0.19 vs -$0.03 in Q1 2025
- Adjusted diluted EPS of $0.05 vs consensus -$0.04 (225% beat)
- Adjusted EBITDA of $169M, +2% YoY
- TSS segment net sales +22% YoY to $568M, Adj. EBITDA +35% to $190M
- TT segment net sales -6% YoY, Adj. EBITDA -64% to $18M
- APM segment net sales -17% YoY, Adj. EBITDA -84% to $5M
- Received ~$287M net proceeds from Kuan Yin site sale, used to pay down €140M debt
- Full-year 2026 guidance maintained: net sales growth 3%-5%, Adj. EBITDA $800M-$900M
Financial Impact
Mixed quarter: strong EPS beat vs consensus, but revenue miss, widened GAAP net loss, and significant declines in TT and APM profitability
Risk Factors
- Continued weakness in Titanium Technologies (TiO2) and Advanced Performance Materials
- Operational disruptions and outage costs at APM's Washington Works site
- Elevated net leverage ratio of 4.9x as of March 2026
- Legal liabilities related to PFAS and environmental claims
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001627223-26-000010 |
| Document: cc-20260505.htm | 0001627223-26-000010 |
| Document: 0001627223-26-000010-index-headers.html | 0001627223-26-000010 |
| Document: 0001627223-26-000010-index.html | 0001627223-26-000010 |
| Document: 0001627223-26-000010.txt | 0001627223-26-000010 |
| 8-K Data (Synthetic) | 0001627223-26-000010 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 8-K | $15.07 $14.44 | ▼ −4.18% | ▼ −3.68% | $13.76 (−8.73%) |
Sep 9, 2026 23d ago | 8-K | $15.04 $14.73 | ▼ −2.06% | ▼ −1.73% | $13.76 (−8.54%) |
Aug 14, 2026 6w ago | Institutional Cluster | $15.72 $15.39 | ▲ +2.10% | ▲ +0.91% | $13.76 (+12.50%) |
Aug 13, 2026 7w ago | Insider Cluster | $15.26 $15.69 | ▲ +2.82% | ▲ +4.78% | $13.76 (−9.86%) |
Aug 11, 2026 7w ago | Insider Cluster | $14.80 $15.42 | ▲ +4.19% | ▲ +4.59% | $13.76 (−7.06%) |
Aug 4, 2026 8w ago | Press Release | $14.59 $15.24 | ▼ −4.46% | ▼ −4.10% | $13.76 (+5.72%) |
Aug 4, 2026 8w ago | Press Release | $14.59 $15.24 | ▲ +4.46% | ▲ +4.10% | $13.76 (−5.72%) |
Jul 23, 2026 10w ago | Press Release | $17.22 $17.11 | ▼ −0.64% | ▼ −1.01% | $13.76 (−20.12%) |
Jun 3, 2026 17w ago | Court Ruling | $22.61 $20.31 | ▼ −10.17% | ▼ −6.35% | $13.76 (−39.16%) |
May 5, 2026 21w ago | 8-K | $23.67 $24.67 | ▲ +4.22% | ▲ +3.09% | $13.76 (−41.89%) |
US Market Status
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