Chemours (CC) Tops Q2 EPS by 12c; offers outlook

Chemours (NYSE: CC) reported Q2 EPS of $0.58, $0.12 better than the analyst estimate of $0.46. Revenue for the quarter came in at $1.62 billion versus the consensus estimate of $1.56 billion.

OUTLOOK

Third Quarter 2025 Outlook

In the third quarter, the Company anticipates consolidated Net Sales to decrease 4-6% sequentially, with consolidated Adjusted EBITDA expected to range between $175 million and $195 million. Corporate Expenses, as an offset to Adjusted EBITDA, are expected to decrease approximately 5%. The Company also anticipates capital expenditures to be approximately $50 million, with Free Cash Flow Conversion to be between 60-80%.

TSS expects a sequential Net Sales decrease in the mid single-digit percentage range, driven by overall traditional refrigerant seasonality concentrated in Freon™ Refrigerants. Adjusted EBITDA is also expected to decrease in the low-teens percentage range sequentially, primarily driven by the referenced seasonality as well as overall product mix.

TT expects a sequential Net Sales decrease in the low single-digit percentage range, driven by seasonality and regional sales mix, with volumes expected to remain stable. Adjusted EBITDA is also expected to decrease in the low-teens percentage range sequentially due to lower sales paired with certain operational disruptions. Costs associated with these operational issues are anticipated to approximate $15 million in the third quarter.

APM expects a sequential Net Sales decrease in the mid-teens percentage range due to production constraints associated with an outage at our Washington Works U.S. site. Adjusted EBITDA for APM is expected to approximate $15 million in the third quarter, considering lower sales as well as additional costs from the referenced site outage, which are anticipated to approximate $20 million.

Full Year 2025 Outlook

The Company expects to deliver Net Sales of $5.9 billion to $6.0 billion and Adjusted EBITDA of $775 million to $825 million in 2025, with referenced Q3 operational disruptions in TT and outage impacts in APM totaling $35M, collectively, to be resolved in the fourth quarter. Anticipated capital expenditures are expected to be approximately $250 million, with Free Cash Flow Conversion to be between 60-80% in the second half of 2025 through a seasonal net working capital unwind.

For earnings history and earnings-related data on Chemours (CC) click here.

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