Monitor Q3 results for further weakness in TSS aftermarket refrigerant demand and TiO2 pricing sustainability. The in-line EPS provides support near $0.42, but the revenue miss and soft Q3 outlook cap upside. Watch debt reduction progress and free cash flow conversion as a buffer against the chemical cycle downturn.
Price Chart
Executive Summary
Chemours Q2 2026 Adjusted EPS of $0.42 matched consensus, but revenue of $1.591B missed the $1.66B estimate by ~4%. Adjusted EBITDA declined 5% YoY to $247M, and Q3 EBITDA guidance of $175-205M signals a sequential drop. Full-year guidance was maintained, but the weak Q3 outlook and revenue miss temper any positive read-through from in-line earnings.
Key Financial Metrics
Key Facts
- Adjusted EPS $0.42 exactly in line with consensus estimate of $0.42
- Revenue $1.591B missed consensus of $1.66B by ~4% ($69M shortfall)
- Q3 2026 Adjusted EBITDA guidance $175-205M, well below Q2 2026 actual of $247M
- Full-year 2026 EBITDA guidance maintained at $775-825M, implying modest H2 recovery
- Free cash flow improved to $114M in Q2 from $50M a year ago; net leverage declined to 4.4x
- Adjusted Net Income declined 30% YoY to $64M from $91M
Financial Impact
Revenue miss of ~$69M vs consensus; Q3 EBITDA guided ~20% below Q2 run-rate
Risk Factors
- Further demand deterioration in TSS Opteon blends beyond Q2 channel destocking
- Elevated litigation and environmental costs ($225M+ in Q2) continuing to pressure GAAP earnings
- Inability to sustain TiO2 price increases in a slowing macro environment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302842961 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 8-K | $15.07 $14.44 | ▼ −4.18% | ▼ −3.68% | $13.74 (−8.79%) |
Sep 9, 2026 23d ago | 8-K | $15.04 $14.73 | ▼ −2.06% | ▼ −1.73% | $13.74 (−8.61%) |
Aug 14, 2026 6w ago | Institutional Cluster | $15.72 $15.39 | ▲ +2.10% | ▲ +0.91% | $13.74 (+12.56%) |
Aug 13, 2026 7w ago | Insider Cluster | $15.26 $15.69 | ▲ +2.82% | ▲ +4.78% | $13.74 (−9.93%) |
Aug 11, 2026 7w ago | Insider Cluster | $14.80 $15.42 | ▲ +4.19% | ▲ +4.59% | $13.74 (−7.13%) |
Aug 4, 2026 8w ago | Press Release | $14.59 $15.24 | ▼ −4.46% | ▼ −4.10% | $13.74 (+5.79%) |
Aug 4, 2026 8w ago | Press Release | $14.59 $15.24 | ▲ +4.46% | ▲ +4.10% | $13.74 (−5.79%) |
Jul 23, 2026 10w ago | Press Release | $17.22 $17.11 | ▼ −0.64% | ▼ −1.01% | $13.74 (−20.18%) |
Jun 3, 2026 17w ago | Court Ruling | $22.61 $20.31 | ▼ −10.17% | ▼ −6.35% | $13.74 (−39.21%) |
May 5, 2026 21w ago | 8-K | $23.67 $24.67 | ▲ +4.22% | ▲ +3.09% | $13.74 (−41.93%) |
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