Overview

* Chemours Q3 2025 net sales flat yr/yr, driven by strong Opteon™ Refrigerants growth

* Adjusted EPS and adj net income for Q3 2025 missed analyst expectations

* Adjusted EBITDA for Q3 2025 beats analyst expectations

Outlook

* Company expects Q4 2025 net sales to decrease 10-15% sequentially

* Chemours forecasts Q4 2025 consolidated Adjusted EBITDA between $130 mln and $160 mln

* TSS expects Q4 2025 sequentialnet sales to decrease high-teens to low-twenties percentage range

* TT anticipates Q4 2025 sequentialnet sales to decrease high single-digits to low-teens percentage range

* APM forecasts Q4 2025 sequentialnet sales to decrease low single-digit percentage range

Result Drivers

* OPTEON™ REFRIGERANTS - Strong demand for Opteon™ Refrigerants drove growth in TSS segment, per CEO Denise Dignam

* OPERATIONAL DISRUPTIONS - Resolved outage at Washington Works site impacted APM volumes, affecting overall sales

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Meet $1.5 bln $1.5 bln

(7

Analysts

)

Q3 Miss $0.20 $0.25 (9

Adjusted Analysts

EPS )

Q3 Miss $30 mln $37.84

Adjusted mln (6

Net Analysts

Income )

Q3 Beat $195 mln $185.73

Adjusted mln (7

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the diversified chemicals peer group is "buy."

* Wall Street's median 12-month price target for Chemours Co ( CC ) is $17.00, about 29.1% above its November 5 closing price of $12.05

* The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)