olivLaw · US equity research
The Chemours Company CC
Chemicals & Allied Products · SIC 2800 · Vertical: Chemicals & Allied Products (SIC 2800)
The Chemours Company is a global provider of performance chemicals, with key products in refrigerants, titanium dioxide pigment and fluoropolymer resins. The company is in a period of operational discipline, debt reduction and resolution of legacy litigation, with net sales of 5.8 billion USD in fiscal 2025 and second-quarter 2026 net sales of 1.6 billion USD.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, The Chemours Company (CC) stock was 13.79 USD (+5.35% on the day), with market capitalisation 2.1 bn USD, dividend yield 2.54%, beta 1.78, 52-week range 10.48–27.94 USD. Latest reported quarter (Q2 2026): revenue of 1.6 bn USD (−1.5% YoY), net income of -274.0 m USD, diluted EPS -1.81 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 54.5
- neutral
- Bollinger (20, 2)
- 12.49 – 13.83
- in the upper half of the band · %B 0.97 · band width 10.2%
- SMA 50 / 200
- 14.09 / 18.37
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.19 / -0.33
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −0.7% | −1.1% | +0.4 pp | — |
| 3 months | −5.5% | −0.5% | −5.0 pp | — |
| 6 months | −41.7% | +4.4% | −46.1 pp | — |
| Year to date | +17.0% | +12.3% | +4.6 pp | — |
| 1 year | +12.9% | +13.5% | −0.6 pp | +0.8% |
| 3 years | −46.3% | +76.4% | −122.7 pp | −23.2% |
| 5 years | −57.6% | +63.7% | −121.3 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5 bn | 1.4 bn | 1.4 bn | 1.6 bn | 1.5 bn | 1.3 bn | 1.4 bn | 1.6 bn |
| Cost of revenue | 1.2 bn | 1.1 bn | 1.1 bn | 1.3 bn | 1.3 bn | 1.2 bn | 1.2 bn | 1.3 bn |
| Gross profit | 286.0 m | 265.0 m | 236.0 m | 278.0 m | 233.0 m | 156.0 m | 212.0 m | 286.0 m |
| Research & development | 29.0 m | 26.0 m | 27.0 m | 28.0 m | 26.0 m | 27.0 m | 26.0 m | 27.0 m |
| SG&A | 137.0 m | 170.0 m | 123.0 m | 424.0 m | 122.0 m | 130.0 m | 147.0 m | 469.0 m |
| Depreciation & amortisation | 73.0 m | 74.0 m | 88.0 m | 91.0 m | 80.0 m | 81.0 m | 79.0 m | 80.0 m |
| Interest expense | 68.0 m | 67.0 m | 66.0 m | 67.0 m | 68.0 m | 68.0 m | 69.0 m | 68.0 m |
| Pre-tax income | -32.0 m | 1.0 m | 0 | -248.0 m | 38.0 m | -67.0 m | -22.0 m | -1.0 m |
| Income tax | 0 | 12.0 m | 5.0 m | 131.0 m | -8.0 m | -19.0 m | 7.0 m | 273.0 m |
| Net income | -32.0 m | -11.0 m | -5.0 m | -380.0 m | 46.0 m | -47.0 m | -29.0 m | -274.0 m |
| Diluted EPS | -0.22 | -0.08 | -0.03 | -2.53 | 0.31 | -0.31 | -0.19 | -1.81 |
| Operating cash flow | 139.0 m ≈ | 138.0 m | -112.0 m | 93.0 m ≈ | 146.0 m ≈ | 137.0 m | -44.0 m | 158.0 m ≈ |
| Capex | 76.0 m ≈ | 109.0 m | 84.0 m | 43.0 m ≈ | 41.0 m ≈ | 45.0 m | 49.0 m | 44.0 m ≈ |
| Dividends paid | 38.0 m ≈ | 36.0 m | 37.0 m | 13.0 m ≈ | 13.0 m ≈ | 15.0 m | 13.0 m | 13.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 6.6 bn | 5.5 bn | 5.0 bn | 6.3 bn | 6.8 bn | 6.1 bn | 5.8 bn | 5.8 bn |
| Revenue YoY | +7.4% | −16.8% | −10.1% | +27.7% | +7.7% | −11.0% | −4.9% | +0.4% |
| Net income | 995.0 m | -52.0 m | 219.0 m | 608.0 m | 578.0 m | -253.0 m | 69.0 m | -386.0 m |
| Net income YoY | +33.4% | −105.2% | unavailable | +177.6% | −4.9% | −143.8% | unavailable | −659.4% |
| Diluted EPS | 5.45 | -0.32 | 1.32 | 3.60 | 3.65 | -1.70 | 0.46 | -2.57 |
| Diluted EPS YoY | +39.4% | −105.9% | unavailable | +172.7% | +1.4% | −146.6% | unavailable | −658.7% |
| net % | 15.0% | -0.9% | 4.4% | 9.6% | 8.5% | -4.2% | 1.2% | -6.6% |
| Free cash flow | 642.0 m | 169.0 m | 540.0 m | 537.0 m | 448.0 m | 186.0 m | -993.0 m | 51.0 m |
Reported results vs expectations
Loading…
Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 670.0 m USD
- Financial debt
- 4.1 bn USD
- Net debt
- 3.5 bn USD
- Equity
- 251.0 m USD
- Total assets
- 7.4 bn USD
- Debt / equity
- 16.50x
- Current ratio
- 1.78x
- ROE
- -93.8%
- ROA
- -5.2%
- FCF margin
- 0.9%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 5.0 bn | 6.3 bn | 6.8 bn | 6.1 bn | 5.8 bn | 5.8 bn | SEC (XBRL)· 24 Feb 2026verified |
| Cost of revenue | 3.9 bn | 5.0 bn | 5.2 bn | 4.8 bn | 4.6 bn | 4.9 bn | SEC (XBRL)· 24 Feb 2026verified |
| Gross profit | 1.1 bn | 1.4 bn | 1.6 bn | 1.3 bn | 1.1 bn | 902.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Research & development | 93.0 m | 107.0 m | 118.0 m | 108.0 m | 109.0 m | 108.0 m | SEC (XBRL)· 24 Feb 2026verified |
| SG&A | 527.0 m | 592.0 m | 710.0 m | 1.3 bn | 598.0 m | 799.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Depreciation & amortisation | 320.0 m | 317.0 m | 291.0 m | 309.0 m | 292.0 m | 340.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Interest expense | 210.0 m | 185.0 m | 163.0 m | 208.0 m | 263.0 m | 269.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Pre-tax income | 179.0 m | 676.0 m | 741.0 m | -318.0 m | 106.0 m | -277.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Income tax | -40.0 m | 68.0 m | 163.0 m | -66.0 m | 37.0 m | 109.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Net income | 219.0 m | 608.0 m | 578.0 m | -253.0 m | 69.0 m | -386.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Diluted EPS | 1.32 | 3.60 | 3.65 | -1.70 | 0.46 | -2.57 | SEC (XBRL)· 24 Feb 2026verified |
| Weighted average diluted shares | 166.3 m | 168.7 m | 158.3 m | 148.9 m | 150.2 m | 150.2 m | SEC (XBRL)· 24 Feb 2026verified |
| Dividend per share | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 0.51 | SEC (XBRL)· 24 Feb 2026verified |
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 1.1 bn | 1.5 bn | 1.1 bn | 1.2 bn | 713.0 m | 670.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Receivables | 449.0 m | 644.0 m | 509.0 m | 509.0 m | 619.0 m | 562.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Inventories | 939.0 m | 1.1 bn | 1.4 bn | 1.3 bn | 1.5 bn | 1.6 bn | SEC (XBRL)· 24 Feb 2026verified |
| Current assets | 2.6 bn | 3.3 bn | 3.2 bn | 3.8 bn | 3.0 bn | 3.0 bn | SEC (XBRL)· 24 Feb 2026verified |
| Property, plant & equipment, net | 3.5 bn | 3.2 bn | 3.2 bn | 3.2 bn | 3.2 bn | 3.1 bn | SEC (XBRL)· 24 Feb 2026verified |
| Goodwill | 153.0 m | 102.0 m | 102.0 m | 102.0 m | 46.0 m | 46.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Intangibles (excl. goodwill) | 14.0 m | 6.0 m | 13.0 m | 3.0 m | 3.0 m | 2.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Total assets | 7.1 bn | 7.6 bn | 7.6 bn | 8.2 bn | 7.5 bn | 7.4 bn | SEC (XBRL)· 24 Feb 2026verified |
| Accounts payable | 844.0 m | 1.2 bn | 1.2 bn | 1.2 bn | 1.2 bn | 954.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Short-term debt | 21.0 m | 25.0 m | 43.0 m | 51.0 m | 54.0 m | 42.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Long-term debt | 4.0 bn | 3.7 bn | 3.6 bn | 4.0 bn | 4.1 bn | 4.1 bn | SEC (XBRL)· 24 Feb 2026verified |
| Current liabilities | 1.4 bn | 1.9 bn | 1.9 bn | 2.5 bn | 1.8 bn | 1.7 bn | SEC (XBRL)· 24 Feb 2026verified |
| Total liabilities | 6.3 bn | 6.5 bn | 6.5 bn | 7.5 bn | 6.9 bn | 7.1 bn | SEC (XBRL)· 24 Feb 2026verified |
| Equity | 815.0 m | 1.1 bn | 1.1 bn | 723.0 m | 572.0 m | 251.0 m | SEC (XBRL)· 24 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 807.0 m | 814.0 m | 755.0 m | 556.0 m | -633.0 m | 264.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Capex | 267.0 m | 277.0 m | 307.0 m | 370.0 m | 360.0 m | 213.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Free cash flow | 540.0 m ≈ | 537.0 m ≈ | 448.0 m ≈ | 186.0 m ≈ | -993.0 m ≈ | 51.0 m ≈ | SEC (XBRL)· 24 Feb 2026derived |
| Investing cash flow | -234.0 m | 220.0 m | -284.0 m | -229.0 m | -353.0 m | -206.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Financing cash flow | -449.0 m | -554.0 m | -686.0 m | 172.0 m | -36.0 m | -126.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Dividends paid | 164.0 m | 164.0 m | 154.0 m | 149.0 m | 148.0 m | 78.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Share repurchases | 0 | 173.0 m | 495.0 m | 69.0 m | — | — | SEC (XBRL)· 27 Mar 2024verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- score weight coverage: 37.5% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 2.1 bn USD
Key indicators
Coverage and freshness
Score by group
38% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 6.73 – 77.28 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)25.64 – 77.28 (Mid 41.87)WACC 6.5% · starting FCFF 447.3 m USD · terminal value share of EV 82%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): -26.7%
- Peers: EV/EBITDAunavailable · input data missing
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)6.73 – 9.06 (Mid 7.73)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 37.5% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -5.2% | 57 (vs peers) | 17% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | -5.3% | 0 (on a fixed band) | 22% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.7x | 72 (on a fixed band) | 11% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 10.5% | 100 (on a fixed band) | 22% |
| Shareholder yield (distributions) · Returns | 2.6% | 37 (on a fixed band) | 17% |
| Payout ratio (FCF) · Returns | 24.8% | 100 (on a fixed band) | 11% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial72/100 · 1/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality· partial57/100 · 1/3 factors with a value
- Returns62/100 · 2/2 factors with a value
- Valuation· partial100/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
The Chemours Company (CC). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 5.8 bn USD in 2025; YoY growth 0.4%; net margin -5.2%; ROE -339.7%.
The estimated value range is 16.19–43.17 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 24.80 USD, the price of 13.79 USD leaves a potential of 79.8% (value / price − 1) and a margin of safety of 44.4% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 37.5% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 1.7x
- FCF yield: 10.5%
- Payout ratio (FCF): 24.8%
- The price is below the estimated value range
What contradicts it
- Revenue CAGR 3Y: -5.3%
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA.
Versus the vertical median
Chemicals & Allied Products (SIC 2800) · same industry (4-digit SIC) · compared with 14 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| SOLSSolstice Advanced Materials Inc. | 9.1 bn | 28.3 | 13.6% | 7.8% | +3.1% | +21% / unavailable |
| BCPCBalchem Corporation | 5.8 bn | 34.4 | 13.0% | 15.4% | +8.8% | +17% / +46% |
| PRMPerimeter Solutions, Inc. | 4.6 bn | — | -30.9% | -44.9% | +16.4% | +1% / +575% |
| NGVTIngevity Corporation | 2.5 bn | 50.1 | 64.4% | 4.7% | −2.7% | +41% / +90% |
| CCThe Chemours Company | 2.1 bn | — | -339.7% | -5.2% | +0.4% | +13% / −46% |
| OLNOlin Corporation | 2.1 bn | — | -12.2% | -3.3% | +3.7% | −14% / −62% |
| IOSPInnospec Inc. | 2.0 bn | 14.2 | 10.5% | 7.5% | −3.7% | +8% / −23% |
| HUNHuntsman Corporation | 1.7 bn | — | -11.8% | -5.8% | −5.8% | −5% / −60% |
| ECVTEcovyst Inc. | 1.1 bn | — | -9.6% | -7.1% | +20.9% | +8% / +5% |
| FMCFmc Corporation | 998.7 m | — | -226.7% | -151.2% | −18.3% | −55% / −88% |
| ACNTAscent Industries Co. | 124.0 m | — | -1.1% | -1.0% | −7.2% | −3% / +68% |
| CITRCitroTech Inc. | 54.8 m | — | -431.0% | -1,788.4% | +194.6% | unavailable / unavailable |
| LOOPLoop Industries, Inc. | 13.0 m | — | — | -2,154.3% | −95.3% | −77% / −92% |
| GUREGulf Resources, Inc. | 5.6 m | — | -32.4% | -134.4% | +231.8% | +3% / −80% |
| ADURAduro Clean Technologies Inc. | — | — | -133.8% | -5,253.1% | −31.5% | −26% / unavailable |
1- and 3-year price returns: for CC from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 05 Aug 2026; since then the company filed 10-K/A (03 Nov 2026), 8-K (02 Nov 2026 · results).
In brief
The Chemours Company is a global provider of performance chemicals, with key products in refrigerants, titanium dioxide pigment and fluoropolymer resins. The company is in a period of operational discipline, debt reduction and resolution of legacy litigation, with net sales of 5.8 billion USD in fiscal 2025 1 and second-quarter 2026 net sales of 1.6 billion USD 3.
SWOT
Strengths
- Leading position in refrigerants and in chloride technology for TiO2 pigment, with global scale and long-standing customer relationships 1.
- Diversified portfolio across three segments, with applications in energy, electronics and data center cooling 13.
- Improving cash flow and reduced gross debt indicate stronger financial discipline 23.
Weaknesses
- Low margins in the TT segment and repeated net losses in recent years limit internal funding capacity 3.
- High debt and interest costs add pressure on the balance sheet and reduce strategic flexibility 2.
- Operational disruptions, such as at Washington Works, show the vulnerability of critical facilities 13.
Opportunities
- Demand for low global warming potential refrigerants and advanced data center cooling could grow higher-margin segments 1.
- Selling idle assets and optimizing the portfolio could free capital to reduce debt 12.
- Higher TiO2 prices and higher-value product lines could improve profitability if demand stabilizes 3.
Threats
- PFAS and PFOA litigation could generate additional costs if new claims or unfavorable decisions emerge 1.
- Trade tariffs and retaliation could disrupt supply chains and affect export competitiveness 2.
- Competition from Asia and pricing pressure could reduce margins in TiO2 pigment and fluorochemicals 1.
Risks
- Litigation and environmental obligationshigh
PFAS, PFOA and AFFF proceedings could lead to fines, damages and added operating restrictions 1.
- High indebtednesshigh
Large debt and interest costs could limit financial flexibility if operating results do not improve 12.
- Tariffs and trade policymedium
Changes in tariffs could alter import and export costs and affect margins, with effects that are hard to anticipate 2.
- Production interruptionsmedium
Incidents at critical facilities, such as Washington Works, could reduce capacity and raise costs 13.
- Raw material and energy price volatilitylow
Fluctuations in energy and raw material prices could significantly affect operating results if contracts are not renewed 1.
Investment thesis
What would need to be true (bull case)
- If TiO2 price increases and demand for low global warming potential refrigerants hold, margins could improve 13.
- Debt reduction through asset sales and stronger cash flow could strengthen the balance sheet 23.
- Growth in data center and semiconductor product lines could offset pressure in mature segments 3.
What to watch
- Completion of the Kuan Yin land sale and use of proceeds to reduce debt2026
- Development of net leverage against the target of below 3xQ4 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 05 Aug 2026; since then the company filed 10-K/A (03 Nov 2026), 8-K (02 Nov 2026 · results).
The business
Chemours reports through three reportable segments: Thermal & Specialized Solutions, Titanium Technologies and Advanced Performance Materials 1. The company operates 28 major production facilities in eight countries and serves approximately 2,400 customers in about 110 countries 1. Its Pathway to Thrive strategy rests on operational excellence, growth in high-demand end-markets, portfolio management and resolving legacy legal matters 1.
The company agreed to sell land parcels in Kuan Yin, Taiwan, for about 360 million USD, with proceeds intended to reduce debt 1. The business model depends on shifting its mix toward higher-margin applications such as data center cooling and semiconductors 13.
Segments
Advanced Performance Materials
The APM segment supplies high-end polymers and advanced materials for electronics, energy and medical applications 1. Second-quarter 2026 sales were 326 million USD, affected by the SPS Capstone line closure and an outage at Washington Works, while Performance Solutions lines for data centers and semiconductors grew 3.
Market context
The market for TiO2 pigment and refrigerants is shaped by regulations such as the US AIM Act and the EU F-Gas Directive, which accelerate the shift to refrigerants with lower global warming potential 1. Demand for fluorochemicals is concentrated in developed economies, and rising middle-class demand for vehicles and air conditioning supports it 1.
TiO2 prices rose in 2026, with the company reporting an increase of about 5% year to date 3. Pigment demand follows construction, coatings and packaging cycles, and trade tariffs add uncertainty whose long-term effect remains unclear 2.
Trends
- Regulated shift to low global warming potential refrigerantstailwind
US and EU rules push the transition from HFCs to HFOs, supporting the company's Opteon line 1. The shift could slow if enforcement timelines change.
- Demand from data centers and semiconductorstailwind
Data center cooling and semiconductor materials are growing within the portfolio and support higher-margin segments 13. Reliance on a few supply chains remains a risk.
- Trade tariffs and supply chainsmixed
US tariffs and retaliatory measures change costs and trade flows, and IEEPA refunds add an uncertain effect 2. The net effect could be negative if tariffs expand.
- Legacy litigation and PFAS regulationheadwind
PFAS and PFOA litigation continues to affect results, and settlements with New Jersey and the EPA bring significant costs 13. Resolution could free resources if proceedings conclude favorably.
Competitive position
In refrigerants and fluorochemicals Chemours competes with global producers such as Solstice Advanced Materials, Arkema, Orbia and Daikin, as well as regional producers in Asia 1. Its advantage rests on leadership in fluorine chemistry and the scale of its operations 1.
In TiO2 pigment and advanced materials competition comes from global and regional producers, and competitiveness depends on cost, technology and distribution channels 1. The company relies on its chloride technology and three sales channels to sustain its position 1.
- Solstice Advanced Materials
Competitor in refrigerants and fluorochemicals for the TSS segment, cited in the source.
- Arkema
Chemicals producer active in fluorochemicals and materials, cited as a rival of the TSS segment.
- Orbia
Group active in fluorochemicals, named among the main competitors of the TSS segment.
- Daikin Industries
Japanese producer of refrigerants and fluorochemicals, a rival of the TSS segment.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Chemours (CC) Trims Losses While Core Demand Keeps SlippingYahoo Finance — News · 16 Sept 2026 · EN
- Chemours to Pay $455 Million for Fayetteville Works ContaminationInside Climate News · 10 Sept 2026 · EN
- Chemours (CC) Enters the AI Cooling Market with New RefrigerantsYahoo Finance — News · 03 Sept 2026 · EN
- US says chemical giant Chemours to pay $450m to settle ‘forever chemicals’ caseThe Guardian World · 24 Jun 2026 · RO
The latest news item in our archive is from 16 Sept 2026; the newest SEC filing is from 03 Nov 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Annual report (amendment)03 Nov 2026
- Current report02 Nov 2026Results of operations · Financial statements and exhibits
- Current report10 Sept 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Current report09 Sept 2026Regulation FD disclosure · Financial statements and exhibits
- Quarterly report05 Aug 2026
- Current report04 Aug 2026Results of operations · Financial statements and exhibits
- Current report24 Jun 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report05 May 2026
- Current report05 May 2026Results of operations · Financial statements and exhibits
- Current report30 Apr 2026Departure or appointment of officers · Shareholder vote · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / The Chemours Company · 24 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / The Chemours Company · 05 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / The Chemours Company · 04 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.