CC earnings analysis
What we found in CC's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
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.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Slight Revenue Growth YoY
- Revenue increased slightly by 1% to $1.38 billion from $1.37 billion in Q1 2025.
- 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.
- 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.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Increased Net Losses
- Net loss increased to $29 million from $5 million in Q1 2025.
- Volume Declines in Key Segment
- Advanced Performance Materials saw a 17% decrease in revenue due to volume declines.
- Ongoing Legal and Environmental Liabilities
- Liabilities related to environmental remediation totaled $617 million, maintaining pressure on finances.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $-0.19
- Gross margin
- 19.5%
- Segment
- Thermal & Specialized Solutions
- Segment
- Titanium Technologies
- Segment
- Advanced Performance Materials
What they said about what is next.
Management anticipates revenue growth of 15% to 20% sequentially for Q2 2026.
The filing reads about the same as the one before it.
What came before.
- 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…
- 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. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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