Chemours Reports Q3 2025: Profit Amid Adjusted EBITDA Decline

2025-11-08 companies

Wilmington, Friday, 7 November 2025.
Chemours Company reported a Q3 net income of $60 million, but faced a decline in adjusted EBITDA. Despite strong Opteon sales, other segments underperformed, impacting future guidance.

Financial Overview: Earnings and Sales

On November 6, 2025, The Chemours Company (NYSE: CC) reported its financial results for the third quarter of 2025, revealing a net income of $60 million, or $0.40 per share. This marks a significant improvement from the previous year’s net loss of $32 million, or $0.22 per share, in the same quarter [1][2][3]. However, the company’s adjusted EBITDA declined slightly to $195 million from $202 million in the prior-year quarter [1][3]. Despite flat net sales of $1.5 billion, the company experienced robust growth in the Thermal & Specialized Solutions segment, particularly in Opteon Refrigerants, which saw an 80% year-over-year increase in sales [1][3][4].

Segment Performance and Challenges

While the Thermal & Specialized Solutions segment thrived, the Titanium Technologies and Advanced Performance Materials segments faced declines, with net sales decreasing by 9% and 12% respectively [1][3][5]. These declines were attributed to a combination of volume decreases and pricing pressures, particularly in the Titanium Technologies segment, which saw a 7% sequential decrease in net sales [1][3]. The challenges in these segments have raised concerns about Chemours’ ability to maintain its profitability in the face of ongoing market fluctuations [1][5].

Market Reaction and Future Outlook

Following the earnings announcement, Chemours’ stock reacted negatively, falling 6.73% in premarket trading due to the earnings miss and cautious outlook for the fourth quarter [5][6]. Analysts are closely monitoring Chemours’ guidance for Q4 2025, where the company anticipates a 10-15% sequential decline in net sales, projecting revenue between $1.27 billion and $1.34 billion, below analyst estimates of $1.44 billion [1][5]. Adjusted EBITDA for Q4 is expected to range between $130 million and $160 million [5].

Strategic Initiatives and Long-term Plans

Despite the immediate challenges, Chemours remains committed to its long-term strategies, including the Pathway to Thrive initiative which focuses on operational excellence and portfolio management [6]. The company plans to implement a global TiO2 price increase effective December 1, 2025, which is expected to help stabilize revenues amidst weak global demand [1][5]. Moreover, Chemours is advancing in its strategic partnerships and product innovations, as evidenced by its recent agreement with SRF Limited in India and the successful qualification of its two-phase immersion cooling fluid with Samsung Electronics [1].

Sources

Chemours earnings third quarter results