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what it is
Chemours sells the chemicals behind white paint, refrigerants, and tough industrial plastics that other companies need to keep making stuff.
how it gets paid
Last year Chemours made $5.8B in revenue.
why it's growing
Revenue grew 337.0% last year. Chemours agreed to sell the remaining land at the kuan yin site to an ownership group including century wind power.
what just happened
Chemours posted a small EPS beat, but the real story was $1.3B in quarterly revenue with profits still under pressure.
At a glance
C++ balance sheet — some cracks in the foundation
5/100 earnings predictability — expect surprises
19.9x trailing p/e — priced about right
2.1% dividend yield — cash in your pocket every quarter
11.0% return on capital — nothing to write home about
xvary composite: 39/100 — weak
What they do
Chemours sells the chemicals behind white paint, refrigerants, and tough industrial plastics that other companies need to keep making stuff.
Chemours wins by selling chemicals that are tiny in your final product cost but hard to replace once your formula is set. It runs across three reporting segments and posted a 56.1% gross margin in 2025. Gross margin → money left after production costs → so the products still have pricing power even with a messy balance sheet.
How they make money
$5.8B
annual revenue · their business grew +337.0% last year
total revenue
$5.8B
+337.0%
The products that matter
industrial chemicals manufacturing
Performance Chemicals
$5.8B revenue
it's the entire $5.8B revenue base we have here, and it grew just 0.4% last year. that tells you the investment case is not about explosive demand.
entire business
titanium technologies restructuring
Transformation Plan
$360M gross land-sale proceeds
the kuan yin land sale is expected to generate $360M in gross proceeds, and management plans to use the net cash to reduce debt. for a company carrying $4.1B of long-term debt, that matters more than a polished slide deck.
debt reduction
earnings power investors are underwriting
2026 EPS Outlook
$1.75 estimate
at $18.93, the stock trades around 10.8x this year's $1.75 EPS estimate. that's a recovery multiple, which means the recovery actually has to show up.
turnaround bet
Key numbers
$4.1B
long-term debt
This matters because the debt stack is bigger than the equity story. You are buying a business with little room for mistakes.
56.1%
gross margin
Gross margin → money left after making the product → so Chemours still has pricing power before overhead and interest costs show up.
15.0%
operating margin
Operating margin → profit after running the business → so the core chemical franchise is still profitable even after a rough year.
$2.00
2027 EPS est.
That estimate is the comeback math. If Chemours cannot grow from $0.95 in 2025 toward $2.00, the whole recovery case weakens.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 4 — safer than 20% of stocks
- price stability 15 / 100
- long-term debt $4.1B (59% of capital)
- net profit margin 6.0% — keeps 6 cents of every dollar in revenue
- return on equity 69% — $0.69 profit for every $1 investors have put in
C++ — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
You invested $10,000 in CC 3 years ago → it's now worth $6,330.
The index would have given you $13,880.
source: institutional data · total return
What just happened
beat estimates
Chemours posted a small EPS beat, but the real story was $1.3B in quarterly revenue with profits still under pressure.
Last reported EPS came in at $0.05 versus a $0.04 estimate, a 25% beat, while revenue fell 2% vs. prior year. The quarter still showed strain, with SEC-sourced EPS at -$0.31 and full-year 2025 EPS at $0.95.
$1.3B
revenue
$0.05
eps
56.1%
gross margin
the number that mattered
The number that mattered was 56.1% gross margin, because it says the products still have economic value even while earnings look messy.
-
the chemours company is in the midst of a transformation plan.to recap, on august 1, 2023, the company began shutting down the kuan yin titanium dioxide production site in taiwan.
-
decommissioning activities were completed in the second quarter of 2024, and the dismantling of the plant was completed in the first quarter of 2025.the transformation plan is centered on the important titanium technologies business, including a reorganization to align the segment’s cost structure with its financial objectives.
-
the company recently announced a modest asset sale as part of the reorganization.chemours agreed to sell the remaining land at the kuan yin site to an ownership group including century wind power, century iron & steel industrial, and century huaxin wind energy. the land sale will generate gross proceeds of $360 million, and the net proceeds will be applied to reduce debt.
-
the transaction is expected to close by mid-2026.
-
the balance sheet could use some work. (chemours was set to release full-year 2025 results after this report went to press.) long-term debt increased 2% in the third quarter, from the same point in 2024, to $4.1 billion.
source: company earnings report, 2026
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What could go wrong
the #1 risk is titanium technologies restructuring failing to restore margins.
med
leverage leaves little room for operating misses
chemours carries $4.1B of long-term debt, equal to 59% of capital, against a roughly $3B market cap. that means the balance sheet can dominate the equity story.
Debt is about $1.1B larger than the company's equity value. With a 5.0% net margin, small profit misses can feel big to shareholders.
med
the transformation plan may fix costs slower than investors want
management has already shut, decommissioned, dismantled, and sold the kuan yin site, but turnarounds only matter if they show up in cleaner earnings. revenue was still down 2% in Q4 2025.
The $360M gross land-sale proceeds help, but they do not solve a $4.1B debt load on their own. If margins do not improve, the rerating case fades fast.
med
earnings volatility is not a side note here
earnings predictability is 5/100 and price stability is 15/100. those are numbers you get when the business is exposed to cyclical demand, pricing pressure, or both.
You are not underwriting a smooth compounding story. You are underwriting bigger swings, and the last three years already showed what that can do to total return.
A $5.8B business growing 0.4%, earning a 5.0% net margin, and carrying $4.1B of long-term debt does not need a disaster to hurt shareholders. It just needs another stretch of mediocre execution.
source: institutional data · regulatory filings · risk analysis
Pay attention to
risk
debt reduction after the $360M asset sale
management says the net proceeds go to debt reduction. with $4.1B of long-term debt, you want that number moving down, not just being talked about.
metric
whether 5.0% net margin starts improving
flat revenue can still work if margins recover. if margin stays stuck around 5 cents on the dollar, the turnaround case stays thin.
calendar
next earnings for proof that restructuring is real
one beat is nice. you need follow-through in revenue, margin, and debt commentary to believe this is becoming more than a reset story.
trend
whether revenue can do better than +0.4%
a chemicals company with $5.8B in sales does not need hypergrowth. it does need to show that the top line is no longer standing still.
Analyst rankings
short-term outlook
average
momentum score 3 — in human-speak, analysts do not see a strong short-term edge either way.
risk profile
below average
stability score 4 — more volatile than most stocks, so you should expect larger swings.
chart momentum
bottom 5%
technical score 5 — the weakest rating. the chart is not backing the turnaround story yet.
earnings predictability
5 / 100
earnings predictability of 5/100 means the business is hard to model cleanly. that is usually what cyclical and restructuring names look like.
source: institutional data
Institutional activity
institutions have been net selling for 2 consecutive quarters — 159 buyers vs. 201 sellers in 3q2025. total institutional holdings: 0.1B shares. net selling for 2 quarters.
source: institutional data
Price targets
3-5 year target range
$6
$26
$19
current price
$16
target midpoint · 15% from current · 3-5yr high: $35 (+85% · 18% ann'l return)
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