Chemours reported fourth‑quarter 2025 net sales of $1.329 billion, a 2% decline from the prior year, and a net loss attributable to Chemours of $47 million, or $0.31 per diluted share. Full‑year 2025 net sales were $5.808 billion, essentially flat versus the previous year, while the company recorded a net loss of $386 million, or $2.57 per diluted share.
Adjusted earnings per share for the quarter were $0.05, falling short of the consensus estimate of $0.07, and adjusted EBITDA was $128 million, a 24% decline from $168 million in Q3 2025. The drop in adjusted EBITDA was driven by lower volumes in Titanium Technologies and Advanced Performance Materials, a higher provision for income taxes, and a non‑cash inventory charge in the APM segment. Management highlighted continued strength in the Thermal & Specialized Solutions (TSS) segment, powered by the adoption of Opteon refrigerants, while noting short‑term cyclical headwinds in TiO2 and APM.
For 2026, Chemours reiterated its outlook, projecting full‑year sales of $5.982 billion to $6.098 billion and adjusted EBITDA of $800 million to $900 million. The guidance reflects the company’s Pathway to Thrive strategy, which focuses on resolving legacy liabilities, expanding margins in TSS, and maintaining cost discipline in Titanium Technologies and APM.
Analysts had expected earnings of $0.07 per share and revenue of approximately $1.33 billion for the quarter. The miss in EPS and the lower‑than‑expected adjusted EBITDA guidance contributed to a negative market reaction, as investors weighed the short‑term headwinds in APM against the company’s long‑term margin expansion plans.
Chemours continues to face a significant debt burden and litigation‑related charges that contributed to the full‑year net loss. The company’s focus on deleveraging, coupled with the growth in TSS, positions it to improve profitability over the long term, but the current results underscore the need for disciplined cost management and execution of the Pathway to Thrive strategy.
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