10-K · February 24, 2026
Chemours reiterates a focused Pathway to Thrive strategy (Operational Excellence, Enabling Growth, Portfolio Management, Strengthening the Long Term) and highlights scale in refrigerants, TiO2 and advanced materials…
Earnings analysis · 10-Q
CC earnings analysis
Filed May 5, 2026 · Our reading of the company's report
The latest report
Chemours reported for Q1 2026 with revenue of $1.38 billion, a slight decline from $1.37 billion in Q1 2025, representing a 1% year-over-year increase. The gross margin decreased to 19.5%, with EPS at a loss of $0.19,…
Read full summary
Chemours reported for Q1 2026 with revenue of $1.38 billion, a slight decline from $1.37 billion in Q1 2025, representing a 1% year-over-year increase. The gross margin decreased to 19.5%, with EPS at a loss of $0.19, reflecting operational challenges primarily in its Advanced Performance Materials segment.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.19
- Gross margin
- 19.5%
- Segment
- Thermal & Specialized Solutions
- Segment
- Titanium Technologies
- Segment
- Advanced Performance Materials
What stood out
-
Slight Revenue Growth YoY
Revenue increased slightly by 1% to $1.38 billion from $1.37 billion in Q1 2025.
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Gross Margin Resiliency
Gross profit margin remained steady at 19.5%, despite challenges.
-
Effective Cost Control
SG&A expenses increased only 20% to $147 million despite ongoing legal costs.
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Improved Operating Cash Outflow
Cash used for operating activities reduced to $44 million from $112 million in Q1 2025.
-
Strong Segment Performance in Thermal Solutions
Thermal & Specialized Solutions segment saw a 22% increase in sales to $568 million.
-
Successful Debt Refinancing
Raised $700 million in new senior unsecured notes, enhancing liquidity.
What to watch
-
Increased Net Losses
Net loss increased to $29 million from $5 million in Q1 2025.
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Volume Declines in Key Segment
Advanced Performance Materials saw a 17% decrease in revenue due to volume declines.
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Ongoing Legal and Environmental Liabilities
Liabilities related to environmental remediation totaled $617 million, maintaining pressure on finances.
Management's outlook
Management anticipates revenue growth of 15% to 20% sequentially for Q2 2026.
Earlier filings 4
10-Q · November 6, 2025
Chemours reported Q3 net sales of $1,495 million (vs. $1,508 million in Q3 2024), with gross profit of $233 million and diluted EPS of $0.40. Gross margin compressed to 15.6% (from 19.0% a year ago) while operating…
10-K · February 18, 2025
The Chemours Company's 2024 10-K reveals a year of strategic realignment and operational challenges, with a focus on its refreshed corporate strategy, 'Pathway to Thrive'. While the company has prioritized growth in…
10-Q · August 1, 2024
Chemours returned to GAAP profitability in Q2 2024 with net income of $70 million and diluted EPS of $0.46, versus a loss of $376 million and diluted EPS of $(2.52) in Q2 2023. However, revenue declined year-over-year…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.