Chemours Q3 sales flat, adjusted EBITDA beats estimates

The Chemours

06/11/2025 22:44

Overview

Chemours Q3 2025 net sales flat yr/yr, driven by strong Opteon™ Refrigerants growth

Adjusted EPS and adj net income for Q3 2025 missed analyst expectations

Adjusted EBITDA for Q3 2025 beats analyst expectations

Outlook

Company expects Q4 2025 net sales to decrease 10-15% sequentially

Chemours forecasts Q4 2025 consolidated Adjusted EBITDA between $130 mln and $160 mln

TSS expects Q4 2025 sequential net sales to decrease high-teens to low-twenties percentage range

TT anticipates Q4 2025 sequential net sales to decrease high single-digits to low-teens percentage range

APM forecasts Q4 2025 sequential net sales to decrease low single-digit percentage range

Result Drivers

OPTEON™ REFRIGERANTS - Strong demand for Opteon™ Refrigerants drove growth in TSS segment, per CEO Denise Dignam

OPERATIONAL DISRUPTIONS - Resolved outage at Washington Works site impacted APM volumes, affecting overall sales

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Meet
$1.5 bln
$1.5 bln (7 Analysts)
Q3 Adjusted EPS
Miss
$0.20
$0.25 (9 Analysts)
Q3 Adjusted Net Income
Miss
$30 mln
$37.84 mln (6 Analysts)
Q3 Adjusted EBITDA
Beat
$195 mln
$185.73 mln (7 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 $17.00, about 29.1% above its November 5 closing price of $12.05

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nBwqpX1Na

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