Chemours Q2 sales flat as lower volumes weigh on results

The Chemours

04/08/2026 21:46

Overview
US industrial chemicals maker's Q2 sales were flat yr/yr and missed analyst expectations
Adjusted EPS for Q2 met analyst expectations
Adjusted net income and adjusted EBITDA for Q2 beat analyst estimates

Outlook
Chemours expects Q3 adjusted EBITDA between $175 mln and $205 mln
Company maintains 2026 adjusted EBITDA outlook of $775 mln to $825 mln
Chemours sees 2026 net sales growing 1% to 5% over 2025

Result Drivers
VOLUME DECLINES - Co said lower volumes, particularly in TSS aftermarket refrigerants and APM due to a line closure, weighed on sales
PRICING ACTIONS - Price increases across all segments, especially in Titanium Technologies, helped offset volume declines
HIGHER COSTS - Adjusted EBITDA was impacted by higher costs related to a resolved outage at the Washington Works site and lower sales from the APM line closure

Company press release: ID:nPn7zhylna

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$1.60 bln
$1.65 bln (7 Analysts)
Q2 Adjusted EPS
Meet
$0.42
$0.42 (9 Analysts)
Q2 Loss Per Share
 
$1.81
 
Q2 Adjusted Net Income
Beat
$64 mln
$60.68 mln (6 Analysts)
Q2 Adjusted EBITDA
Beat
$247 mln
$238.07 mln (8 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 is $25.50, about 49% above its August 3 closing price of $17.11
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 16 three months ago

Reuters Recommended Reads
Aug 4 - DuPont narrows annual sales forecast on water business weakness, shares down
Aug 4 - Celanese Q2 adjusted EPS beats estimates, sales meet expectations
Aug 4 - Germany's Evonik Q2 revenue up 11% on higher volumes and prices

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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.)