The Chemours Company
- Open
- 15.76
- Day high
- 15.95
- Day low
- 15.35
- Prev close
- 15.62
- Volume
- 2.0M
- Mkt cap
- $2.3B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -47.8
- P/S
- 0.4
- Yield
- 2.25%
- Per share
- $0.35
- ▲Insiders net buying $489K over the last 3 months (7 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions accumulating (13F)
The Chemours Company (CC) is a Basic Materials company listed on NYSE. The stock is up 1% over the past year. Over the trailing 3 months, insiders filed 7 open-market buys and 0 sales (SEC Form 4).
The Chemours Company (CC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 10 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $0.49 | $0.42 | -14.1% | $1.6B | -3.6% |
| May 6, 2026 | $-0.05 | $0.05 | +200.0% | $1.4B | -1.3% |
| Feb 19, 2026 | $0.14 | $0.05 | -63.4% | $1.3B | -6.0% |
| Nov 6, 2025 | $0.24 | $0.20 | -16.7% | $1.5B | +12.5% |
| Feb 18, 2025 | $0.10 | $0.11 | +10.0% | $1.4B | +0.8% |
| Aug 1, 2024 | $0.57 | $0.38 | -33.3% | $1.5B | +0.5% |
| Oct 26, 2023 | $0.77 | $0.64 | -16.9% | $1.5B | -3.0% |
| Jul 27, 2023 | $1.09 | $1.10 | +0.9% | $1.6B | -2.5% |
| Apr 27, 2023 | $0.47 | $0.98 | +108.5% | $1.5B | -10.6% |
| Feb 9, 2023 | $0.08 | $-0.65 | -908.1% | $1.3B | +5.6% |
| Jul 28, 2022 | $1.45 | $1.89 | +30.4% | $1.9B | +3.3% |
| May 2, 2022 | $0.93 | $1.46 | +57.0% | $1.8B | +11.4% |
CC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 13, 2026 | Familiar Calderon Gerardoofficer: See Remarks | Buy | 1,935 | $15.53 |
| Aug 13, 2026 | Dignam Denisedirector, officer: Chief Executive Officer | Buy | 3,378 | $14.95 |
| Aug 13, 2026 | Will Davidofficer: Chief Accounting Officer | Tax | 2,426 | $15.24 |
| Aug 11, 2026 | CRANSTON MARY Bdirector | Buy | 6,000 | $15.82 |
| Aug 11, 2026 | Foley Michael Robertofficer: See Remarks | Buy | 1,934 | $15.51 |
| Aug 11, 2026 | Martinko Joseph T.officer: See Remarks | Buy | 1,940 | $15.47 |
| Aug 11, 2026 | Cowan Alisterdirector | Buy | 13,000 | $15.62 |
| Aug 10, 2026 | HOSTETTER SHANEofficer: Chief Financial Officer | Buy | 3,350 | $14.94 |
| Aug 10, 2026 | HOSTETTER SHANEofficer: Chief Financial Officer | Tax | 3,087 | $15.11 |
| Aug 4, 2026 | Familiar Calderon Gerardoofficer: See Remarks | Tax | 943 | $16.61 |
| Aug 4, 2026 | Martinko Joseph T.officer: See Remarks | Tax | 663 | $16.61 |
| Aug 4, 2026 | Wellman Kristine Mofficer: SVP, GC & Corp. Secretary | Tax | 391 | $16.61 |
| Aug 4, 2026 | Dignam Denisedirector, officer: Chief Executive Officer | Tax | 477 | $16.61 |
| Jul 1, 2026 | MATHER COURTNEYdirector | Grant | 1,401 | — |
| May 8, 2026 | CRANSTON MARY Bdirector | Grant | 7,182 | — |
Source: CC SEC Form 4 filings, latest Aug 13, 2026. For informational purposes only — not investment advice.
See the full CC insider & 13F page →The Chemours Company company profile
Overview
The Chemours Company (NYSE:CC) is a specialty chemicals manufacturer that was spun off from DuPont in 2015. Founded in 2014 and headquartered in Wilmington, Delaware, Chemours operates as an independent company focused on performance chemicals across diverse industrial and consumer applications. The company has evolved from its DuPont heritage to become a focused specialty chemicals provider, though it has faced significant challenges including legacy environmental liabilities, market cyclicality, and high debt levels stemming from its spinoff structure.
Business
Chemours operates in the specialty chemicals industry, manufacturing and selling performance chemicals that serve as critical inputs for various industrial processes and consumer products. The company's business is organized into four main segments: Titanium Technologies (TT) represents approximately 45% of total revenue and produces titanium dioxide (TiO2) pigments under the Ti-Pure and BaiMax brands. TiO2 is a white pigment that provides whiteness, brightness, opacity, and UV protection in applications including architectural and industrial coatings, plastic packaging, paper products, and building materials. This segment has historically been cyclical and capital-intensive. Thermal & Specialized Solutions (TSS) accounts for roughly 30% of revenue and offers refrigerants, thermal management solutions, propellants, foam blowing agents, and specialty solvents. Key products include Opteon refrigerants, which are next-generation, low global warming potential (GWP) alternatives to traditional hydrofluorocarbon (HFC) refrigerants. This segment benefits from regulatory phase-outs of high-GWP refrigerants and growing demand for data center cooling solutions. Advanced Performance Materials (APM) generates approximately 20% of revenue through a portfolio of industrial resins, specialty products, membranes, and coatings. Products include Teflon fluoropolymers, Nafion membranes for fuel cells and electrolysis, and various specialty materials used in semiconductors, electronics, energy storage, and medical applications. Chemical Solutions comprises the remaining 5% of revenue and includes industrial chemicals used as raw materials and catalysts in gold production, water treatment, electronics, automotive, and oil and gas applications.
Revenue model
Chemours generates revenue primarily through direct product sales to industrial customers, with some products sold through distributors and resellers. The company operates manufacturing facilities globally and sells into diverse end markets including construction, automotive, electronics, and consumer goods. The TT segment operates on a commodity-like model where pricing and margins are heavily influenced by global supply-demand dynamics, input costs (particularly ore and energy), and competitive capacity utilization. Margins can swing dramatically based on economic cycles and regional demand patterns. The TSS segment benefits from regulatory tailwinds as governments phase out high-GWP refrigerants, creating a captive market for Chemours' Opteon products. This business model provides more predictable growth and higher margins, typically above 30%. Revenue growth is driven by regulatory compliance, HVAC equipment replacements, and emerging applications like data center cooling. The APM segment targets high-value specialty applications where Chemours' materials provide unique performance characteristics. This creates pricing power and higher margins, though volumes are smaller. Growth depends on technological adoption in semiconductors, clean energy, and advanced manufacturing. Factors that increase margins include: favorable regulatory changes driving demand for newer products, economic growth boosting construction and automotive demand, energy cost stability, and successful cost reduction initiatives. Margin pressures come from: economic downturns reducing industrial demand, raw material cost inflation, competitive capacity additions (especially in TiO2), currency fluctuations, and regulatory restrictions on certain chemistries.
Competitive moat
Chemours possesses moderate competitive advantages that vary significantly across its business segments. In the TSS segment, the company benefits from strong intellectual property around Opteon refrigerants and regulatory moats created by environmental phase-outs of older refrigerants. The company's manufacturing expertise and established customer relationships in refrigerants provide some protection, though competitors like Honeywell also compete in this space. The TT segment operates in a more commoditized market with limited differentiation, though Chemours maintains cost advantages through operational scale and integration. However, this segment faces significant competitive pressure from Chinese producers and cyclical demand patterns that limit pricing power. The APM segment offers the strongest moat through specialized chemistry expertise, particularly in fluoropolymers and ion-exchange membranes. Products like Teflon and Nafion have strong brand recognition and unique performance characteristics that are difficult to replicate. However, regulatory scrutiny of PFAS (per- and polyfluoroalkyl substances) chemicals poses long-term risks to some product lines. Overall, Chemours' competitive position is moderate but faces ongoing challenges. The company lacks the scale and diversification of larger chemical companies like Dow or BASF, and its high debt burden limits strategic flexibility. Potential disruption comes from regulatory restrictions on fluorinated chemicals, technological substitutes in key applications, and continued competitive pressure from lower-cost producers, particularly in Asia.
Risks & safety
Chemours operates with a constrained margin of safety due to high leverage and cyclical earnings volatility. • Debt and Solvency: Debt-to-equity ratio of 7.2x as of Q1 2025 indicates extremely high leverage. Total liabilities of $6.8 billion against equity of less than $600 million creates significant financial risk. • Cash Position: Cash and short-term investments of $464 million provide some liquidity buffer, though free cash flow was negative $196 million in Q1 2025. • Valuation Metrics: EV/EBITDA of 9.7x appears reasonable for a cyclical chemical company, though earnings quality is poor with negative net income in recent quarters. • Operational Cash Flow: Highly volatile, ranging from negative $620 million in Q2 2024 to positive $139 million in Q3 2024, indicating earnings instability. • Other Considerations: Legacy environmental liabilities create ongoing cash outflows and legal uncertainty. The company recently cut its dividend by 65% to preserve cash, signaling financial stress.
Recent development
Over the past few years, Chemours has implemented its "Pathway to Thrive" strategic plan focused on four key pillars: operational excellence, enabling growth, portfolio management, and strengthening long-term positioning. The company has aggressively pursued cost reduction, targeting $250 million in run-rate savings by 2027, with $125 million specifically from TiO2 operations transformation. Growth investments have centered on expanding Opteon refrigerants capacity, with a 40% expansion completed at the Corpus Christi facility in early 2025. The company is also investing in emerging opportunities like data center liquid cooling fluids, partnering with Navin Fluorine to develop Opteon 2P50 for immersion cooling applications. Management expects this market to reach $3 billion by 2035. Portfolio optimization efforts include strategic reviews of underperforming assets, particularly in the APM segment's European operations. The company exited the Surface Protection Solutions Capstone business and is evaluating other non-core assets. In TiO2, Chemours closed the Kuan Yin facility to improve cost structure and better align capacity with demand. The company has also focused on resolving legacy issues, including PFAS litigation settlements and improving internal controls. Four material weaknesses in financial reporting have been addressed, with management working to strengthen operational governance and compliance systems.
CC company profile · for informational purposes only — not investment advice.
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