Chemours Q1 revenue slightly beats estimates

The Chemours

05/05/2026 22:08

Overview

U.S. chemicals producer's Q1 revenue rose 1% yr/yr, slightly beating analyst expectations

Adjusted EPS for Q1 beat consensus, despite falling from prior-year levels

Company received $287 mln from Kuan Yin property sale, used to pay down debt

Outlook

Chemours sees Q2 net sales rising 15%-20% sequentially, adjusted EBITDA $220 mln-$250 mln

Company expects 2026 net sales to grow 3%-5%, adjusted EBITDA $800 mln-$900 mln

Result Drivers

TSS SEGMENT STRENGTH - Record sales and Adjusted EBITDA in Thermal & Specialized Solutions, driven by higher pricing and volumes in Opteon and Freon refrigerants

TT AND APM WEAKNESS - Lower volumes and weaker end markets in Titanium Technologies and Advanced Performance Materials weighed on results

HIGHER COSTS - Increased financing and SG&A expenses contributed to a larger net loss

Company press release: ID:nPn7N4GYra

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Slight Beat*
$1.38 bln
$1.39 bln (6 Analysts)
Q1 Adjusted EPS
Beat
$0.05
-$0.05 (8 Analysts)
Q1 Adjusted Net Income
Beat
$8 mln
-$5.56 mln (5 Analysts)
Q1 Adjusted EBITDA
Beat
$169 mln
$138.09 mln (6 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 is $23.00, about 17.7% below its May 5 closing price of $27.94

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)