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Posted by Defense World Staff on Jul 18th, 2026

Annis Gardner Whiting Capital Advisors LLC acquired a new stake in shares of The Chemours Company (NYSE:CC – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The fund acquired 170,000 shares of the specialty chemicals company’s stock, valued at approximately $3,745,000. Chemours makes up about 0.6% of Annis Gardner Whiting Capital Advisors LLC’s holdings, making the stock its 22nd largest position. Annis Gardner Whiting Capital Advisors LLC owned 0.11% of Chemours at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Cooper Creek Partners Management LLC bought a new position in shares of Chemours in the third quarter worth approximately $63,103,000. Scopia Capital Management LP boosted its holdings in Chemours by 71.7% in the 2nd quarter. Scopia Capital Management LP now owns 3,355,261 shares of the specialty chemicals company’s stock worth $38,418,000 after buying an additional 1,401,539 shares during the period. State Street Corp increased its stake in Chemours by 22.7% in the 2nd quarter. State Street Corp now owns 6,114,328 shares of the specialty chemicals company’s stock worth $70,009,000 after buying an additional 1,131,682 shares in the last quarter. Sona Asset Management US LLC increased its stake in Chemours by 176.9% in the 4th quarter. Sona Asset Management US LLC now owns 1,651,275 shares of the specialty chemicals company’s stock worth $19,469,000 after buying an additional 1,055,000 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its holdings in Chemours by 36.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,701,294 shares of the specialty chemicals company’s stock valued at $43,638,000 after acquiring an additional 996,012 shares during the period. 76.26% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets CC has been the subject of several recent analyst reports. Truist Financial upped their price target on Chemours from $27.00 to $30.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. Royal Bank Of Canada boosted their target price on shares of Chemours from $26.00 to $29.00 and gave the stock an “outperform” rating in a report on Monday, May 11th. Zacks Research upgraded shares of Chemours from a “strong sell” rating to a “hold” rating in a research report on Friday, April 24th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Chemours in a research note on Monday, April 20th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Chemours from $17.00 to $22.00 and gave the company a “neutral” rating in a report on Thursday, May 21st. Six equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Chemours presently has a consensus rating of “Hold” and a consensus price target of $24.10.

Read Our Latest Research Report on Chemours

Chemours Stock Performance NYSE:CC opened at $17.56 on Friday. The firm has a market capitalization of $2.64 billion, a PE ratio of -6.65 and a beta of 1.41. The stock’s fifty day moving average is $21.05 and its 200 day moving average is $19.67. The Chemours Company has a fifty-two week low of $10.44 and a fifty-two week high of $28.67. The company has a debt-to-equity ratio of 18.98, a quick ratio of 0.87 and a current ratio of 1.82.

Chemours (NYSE:CC – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The specialty chemicals company reported $0.05 EPS for the quarter, topping the consensus estimate of ($0.05) by $0.10. Chemours had a negative net margin of 6.82% and a positive return on equity of 52.49%. The company had revenue of $1.38 billion during the quarter, compared to analyst estimates of $1.40 billion. During the same period in the previous year, the firm earned $0.13 earnings per share. Chemours’s quarterly revenue was up 1.0% compared to the same quarter last year. On average, sell-side analysts anticipate that The Chemours Company will post 1.16 earnings per share for the current year.

Chemours Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Sunday, May 17th were given a $0.0875 dividend. This represents a $0.35 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Friday, May 15th. Chemours’s dividend payout ratio is -13.26%.

About Chemours (Free Report)

Chemours Company, established in 2015 as a spin-off from E. I. du Pont de Nemours and Company, is a global chemistry organization headquartered in Wilmington, Delaware. Since its formation, Chemours has focused on delivering performance chemicals that help customers lower their carbon footprint, increase energy efficiency and conserve water. The company operates with a commitment to safety, environmental stewardship and innovation.

Chemours’ principal business activities are organized into three core segments.

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Chemours (CC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

The settlement resolves the federal government's claims relating to discharge of PFAS compounds across three current operating sites, as well as certain environmental claims by the State of West Virginia.   Chemours is expected to pay EPA and WVDEP a $22.5 million civil penalty over a three-year period, and fund $90 million in additional mitigation projects over the next 15 years to further reduce PFAS emissions and enhance certain existing off-site drinking water programs. The settlement recognizes that Chemours has already begun planning and implementing operational improvements and remedial measures at its facilities, and contains further actions the Company will take to mitigate future emissions and enhance existing programs. This settlement provides Chemours with greater clarity on future compliance requirements and actions to support long-term responsible manufacturing. , /PRNewswire/ -- The Chemours Company (NYSE: CC) (the "Company") today announced a settlement to resolve claims asserted by the U.S. Environmental Protection Agency ("EPA") relating to PFAS discharges and other alleged non-compliance actions, primarily at the Company's Washington Works, Fayetteville Works, and Chambers Works facilities. The West Virginia Department of Environmental Protection ("WVDEP") is also a party to the settlement and joins in these releases.

The settlement agreement is the latest progress delivered under the Strengthening the Long Term pillar of Chemours' Pathway to Thrive strategy, which includes the Company's sustained efforts to address legacy PFAS and other environmental claims. The settlement also recognizes the significant work already completed or underway across Chemours' sites to reduce emissions and strengthen processes.

Under the settlement, Chemours has agreed to pay EPA and WVDEP a $22.5 million civil penalty, of which $15 million was previously accrued. This civil penalty is expected to be paid in three annual installments in 2026, 2027 and 2028, beginning within 30 days of the court's approval of the Consent Decree containing the settlement. In addition, over the next 15 years, Chemours will fund $90 million in additional mitigation projects to further reduce PFAS emissions from the operating sites or drinking water projects. Such projects support Chemours responsible manufacturing practices and will help advance the Company's Corporate Responsibility Commitment goal to reduce process emissions of fluorinated organic chemicals by 99% or more by 2030.

Further, the Company has also agreed to perform certain program and site-related actions as part of the settlement. This includes an expansion of the Company's existing off-site drinking water programs in West Virginia, Ohio, and New Jersey to incorporate learnings from Chemours' other off-site programs. The Company expects the expansion of the off-site drinking water programs will result in an increase to its existing environmental reserves.

Aligned with the Company's Pathway to Thrive strategy, Chemours continues to focus on responsibly resolving outstanding environmental and regulatory matters with terms that improve site operating certainty and include payment and remediation commitments that are structured over time. The terms of the settlement, including a further description of claims released and not released, are set forth in a proposed Consent Decree, which remains subject to final court approval.

In connection with the settlement, Chemours has also reached a resolution with the West Virginia Rivers Coalition for less than $1 million to resolve its litigation that was commenced in 2024 under the Clean Water Act alleging exceedances of certain permitted discharge limits at the Company's Washington Works facility.

About The Chemours Company
The Chemours Company (NYSE: CC) is a global leader in providing industrial and specialty chemicals products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. Through our three businesses – Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials – we deliver application expertise and chemistry-based innovations that solve customers' biggest challenges. Our flagship products are sold under prominent brands such as Opteon™, Freon™, Ti-Pure™, Nafion™, Teflon™, Viton™, and Krytox™. Headquartered in Wilmington, Delaware and listed on the NYSE under the symbol CC, Chemours has approximately 5,700 employees and 28 manufacturing sites and serves approximately 2,400 customers in approximately 110 countries. For more information, visit chemours.com or follow us on LinkedIn. 

Forward-Looking Statements
This press release contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to a historical or current fact. The words "believe," "expect," "will," "anticipate," "plan," "estimate," "target," "project" and similar expressions, among others, generally identify "forward-looking statements," which speak only as of the date such statements were made. These forward-looking statements may address, among other things, the expected performance and impact of the cost-sharing arrangements by and between Chemours, Corteva and DuPont related to future eligible PFAS liabilities. Forward-looking statements are based on certain assumptions and expectations of future events that may not be accurate or realized, such as guidance relying on models based upon management assumptions regarding future events that are inherently uncertain. These statements are not guarantees of future performance. Forward-looking statements also involve risks and uncertainties including the outcome of the final court approval process for the Consent Decree, including any appeals, the outcome of any pending or future litigation related to PFAS or PFOA, including personal injury claims and natural resource damages claims, the extent and cost of ongoing remediation obligations and potential future remediation obligations, including performance of injunctive actions and mitigation projects under the Consent Decree, changes in laws and regulations applicable to PFAS chemicals, the performance by each of the parties of their respective obligations under the cost-sharing arrangement, the outcome or resolution of any pending or future environmental liabilities, the commencement, outcome or resolution of any regulatory inquiry, investigation or proceeding, the initiation, outcome or settlement of any litigation, Chemours' ability to maintain an effective internal control over financial reporting and disclosure controls and procedures, changes in environmental regulations in the United States or other jurisdictions that affect demand for or adoption of the Company's products, changes in regulations in the United States or other jurisdictions that could impose tariffs or additional costs on products we either sell or need to purchase, anticipated future operating and financial performance for the Company's segments individually and the Company as a whole, business plans, prospects, targets, goals and commitments, capital investments and projects and target capital expenditures, efforts to resolve outstanding or potential litigation, including claims related to legacy PFAS liabilities, plans for dividends, sufficiency or longevity of intellectual property protection, cost reductions or savings targets, plans to increase profitability and growth, the Company's ability to develop and commercialize new products or technologies and obtain necessary regulatory approvals, the Company's ability to make acquisitions, integrate acquired businesses or assets into the Company's operations, and achieve anticipated synergies or cost savings, all of which are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. These statements also may involve risks and uncertainties that are beyond the Chemours' control. Matters outside our control, including general economic conditions, geopolitical conditions, global conflicts, changes in laws and regulations in the United States or other jurisdictions in which we operate, and global health events and weather events, have affected or may affect the Company's business and operations and may or may continue to hinder the Company's ability to provide goods and services to customers, cause disruptions in the Company's supply chains such as through strikes, labor disruptions or other events, adversely affect the Company's business partners, significantly reduce the demand for the Company's products, adversely affect the health and welfare of the Company's personnel or cause other unpredictable events. Additionally, there may be other risks and uncertainties that the Company is unable to identify at this time or that the Company does not currently expect to have a material impact on its business. Factors that could cause or contribute to these differences include the risks, uncertainties and other factors discussed in our filings with the U.S. Securities and Exchange Commission, including in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 and the Annual Report on Form 10-K for the year ended December 31, 2025.

CONTACTS:

INVESTORS
Brandon Ontjes
Vice President, Head of Strategy & Investor Relations
+1.302.773.3309
[email protected]

NEWS MEDIA 
Cassie Olszewski
Media Relations & Reputation Leader 
+1.302.219.7140
[email protected]

SOURCE The Chemours Company

, /PRNewswire/ -- The Chemours Company (Chemours) (NYSE: CC) today announced it completed its previously announced private offering of $700,000,000 in aggregate principal amount of 7.875% senior unsecured notes due 2034 (the "Notes") that was exempt from the registration requirements of the Securities Act of 1933, as amended (the "Securities Act"). The Notes are Chemours' senior unsecured obligations and are guaranteed by one of its subsidiaries.

Chemours used the net proceeds from the offering, together with cash on hand, to fund the redemption of $188,000,000 aggregate principal amount of its 5.750% senior notes due 2028 for an aggregate redemption price of approximately $189,800,000, plus accrued and unpaid interest thereon. The remaining net proceeds from the offering are expected to be used to fund the redemption of the outstanding 5.375% senior notes due 2027 for an aggregate redemption price of approximately $500,300,000 in (assuming a treasury rate of 3.56%), plus accrued and unpaid interest to, but excluding, the date of redemption.

The Notes and the related guarantee have not been, and will not be, registered under the Securities Act or any state securities laws, and unless so registered, may not be offered or sold in the United States absent registration or an applicable exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and other applicable securities laws. The Notes were offered only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act and to non-U.S. persons in accordance with Regulation S under the Securities Act.

This press release shall not constitute an offer to sell or a solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. This press release is not an offer to purchase or the solicitation of an offer to sell any of the existing 2027 or 2028 notes. The statements in this press release with respect to the redemption of the existing 2027 or 2028 notes do not constitute a notice of redemption under the indenture governing the existing 2027 or 2028 notes, as applicable. Any such notice has or will be sent to holders of existing 2027 and 2028 notes only in accordance with the provisions of each such indenture, as applicable.

About The Chemours Company

The Chemours Company (NYSE: CC) is a global leader in providing industrial and specialty chemicals products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. Through our three businesses – Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials – we deliver application expertise and chemistry-based innovations that solve customers' biggest challenges. Our flagship products are sold under prominent brands such as Opteon™, Freon™, Ti-Pure™, Nafion™, Teflon™, Viton™, and Krytox™. Headquartered in Wilmington, Delaware and listed on the NYSE under the symbol CC, Chemours has approximately 5,700 employees and 28 manufacturing sites and serves approximately 2,400 customers in approximately 110 countries. For more information, visit chemours.com or follow us on LinkedIn.

Forward-Looking Statements

This press release contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to a historical or current fact. The words "believe," "expect," "will," "anticipate," "plan," "estimate," "target," "project" and similar expressions, among others, generally identify "forward-looking statements," which speak only as of the date such statements were made. These forward-looking statements address, among other things, Chemours' intended use of the net proceeds therefrom, including the expectation to redeem all of the outstanding existing 2027 notes. Forward-looking statements are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Forward-looking statements are based on certain assumptions and expectations of future events that may not be accurate or realized. Forward-looking statements also involve risks and uncertainties, many of which are beyond Chemours' control. Additionally, there may be other risks and uncertainties that Chemours is unable to identify at this time or that Chemours does not currently expect to have a material impact on its business. Factors that could cause or contribute to these differences include the redemption of the existing 2027 notes and other risks, uncertainties and other factors discussed in Chemours' filings with the U.S. Securities and Exchange Commission, including in Chemours' Annual Report on Form 10-K for the year ended December 31, 2025. Chemours assumes no obligation to revise or update any forward-looking statement for any reason, except as required by law.

CONTACTS:

INVESTORS
Brandon Ontjes
Vice President, Head of Strategy & Investor Relations
+1.302.773.3309
[email protected]

NEWS MEDIA
Cassie Olszewski
Media Relations & Reputation Leader
+1.302.219.7140
[email protected]

SOURCE The Chemours Company

The article analyzes the Canton Network and its CIP-0105 update, which incentivizes Super Validators to lock rewards, aligning interests with long-term network success. CIP-0105 could result in 20–32% of Canton Coin supply being locked over the long run, reducing circulating supply and disincentivizing opportunistic selling. Major financial institutions like Nasdaq, DTCC, and others serve as Super Validators, signaling strong institutional adoption and potential for network effects.

On April 10, 2026, The Chemours Co CC shares experienced a notable increase of 4.0% today, bringing the current price to $22.71. This price movement is significant when considering the stock's 52-week range, which has seen a low of $9.13 and a high of $22.99.

GF Value™ verdict: The current price of $22.71 is 9.2% above the GF Value™ estimate of $20.79, indicating the stock is overvalued.GF Score™: With a score of 74/100, Chemours is rated as above average based on key financial metrics.Most notable signal: The momentum rank is strong at 10/10, suggesting robust price performance in recent periods. Is CC Overvalued or Undervalued? The current price of The Chemours Co CC at $22.71 is above the GF Value™ estimate of $20.79, which implies that the stock is overvalued by approximately 9.2%. This overvaluation indicates a lack of margin of safety for potential investors, as shares trading above their intrinsic value can signify heightened risk. The GF Valuation label categorizes the stock as fairly valued, but this assessment must be taken with caution given its current pricing dynamics.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Being overvalued suggests that investors may face risks if the stock does not meet growth expectations moving forward, or if market conditions shift unfavorably.

How Does CC's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 15.9x 13.2x The current P/E of 15.9x is above the 5-year median P/E of 13.2x, indicating that Chemours is trading at a higher valuation compared to its historical average. This aligns with the GF Value™ conclusion that the stock is currently overvalued, as the elevated P/E suggests that the stock may be priced for growth that could be challenging to achieve.

What Does CC's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Higher GF Score™ values are associated with higher long-term returns, as evidenced by backtesting from 2006 to 2021.

Metric Rating GF Score™ 74 Financial Strength 3/10 Profitability 6/10 Growth 4/10 Valuation 7/10 Momentum 10/10 The GF Score™ of 74/100 suggests that Chemours has a solid standing relative to its peers, with particularly strong momentum (10/10) indicating positive price movements in recent times. However, the financial strength score of 3/10 is notably weak, suggesting potential vulnerabilities in the company's financial health. Profitability and growth ranks are average, indicating room for improvement in these areas.

What Are Insiders Doing with CC Stock? In the last three months, there have been no insider transactions reported for The Chemours Co CC . This lack of activity may suggest that insiders are not currently making significant stock moves, which could imply confidence in the company's stability or a wait-and-see approach regarding the stock's valuation.

What This Means for Investors Based on the analysis of GF Value™, The Chemours Co CC appears to be overvalued at its current price of $22.71 relative to the intrinsic value estimated at $20.79. This situation may present risks for potential investors as the stock is trading above its fair value, highlighting the importance of conducting thorough due diligence before making any investment decisions.

For the complete analysis, visit the The Chemours Co CC stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is CC's GF Score™?

The GF Score™ for The Chemours Co CC is 74/100, indicating an above-average rating based on several key financial metrics.

Is CC overvalued or undervalued?

CC is currently overvalued as its price of $22.71 exceeds the GF Value™ estimate of $20.79, indicating a 9.2% overvaluation.

What is CC's P/E ratio?

The current P/E ratio for The Chemours Co CC is 15.9x, which is above its historical 5-year median P/E of 13.2x, confirming the stock's overvaluation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

On April 23, 2026, Hasbro Inc HAS released its 8-K filing detailing preliminary first-quarter 2026 results and operational updates. The company expects Q1 revenue in the range of $970 million to $985 million, supported by “continued strength in MAGIC: THE GATHERING,” and operating profit of $235 million to $245 million. Hasbro Inc (HAS) plans to report full first-quarter results before the market open on May 20, 2026.

Hasbro is a branded play company providing children and families around the world with entertainment offerings based on a world-class brand portfolio. From toys and games to television programming, motion pictures, and a licensing program, Hasbro reaches customers by leveraging its well-known brands such as Transformers, Peppa Pig, and Magic: The Gathering. The firm acquired EOne in 2019, bolting on popular family properties like Peppa Pig and PJ Masks, and has since divested noncore lines from the tie-up. Furthermore, the addition of Dungeons & Dragons Beyond in 2022 offers the firm access to 19 million digital tabletop players.

Preliminary Q1 2026 highlights and estimate comparison Preliminary Q1 revenue of $970 million to $985 million is above the analyst estimated revenue of $908.86 million. Revenue growth is expected to be up 9% to 11% year over year.

Operating profit of $235 million to $245 million implies year-over-year growth of 38% to 44%. Adjusted operating profit of $250 million to $260 million implies year-over-year growth of 12% to 17%.

Management reiterated full-year 2026 guidance for total revenue growth of 3% to 5% in constant currency, adjusted operating margin of 24% to 25%, and adjusted EBITDA of $1.40 billion to $1.45 billion.

Metric Q1 2026 Preliminary (Low) Q1 2026 Preliminary (High) YoY Change Analyst Estimate (if applicable) Revenue $970M $985M +9% to +11% $908.86M Operating Profit $235M $245M +38% to +44% N/A Adjusted Operating Profit $250M $260M +12% to +17% N/A 2026 Guidance (reiterated) Total Revenue Growth (CC) +3% +5% N/A N/A Adjusted Operating Margin 24% 25% N/A N/A Adjusted EBITDA $1.40B $1.45B N/A N/AOperational update and risks Hasbro disclosed progress on a previously announced cybersecurity event. According to the filing,

the Company believes that the unauthorized access has been contained and the Company is making progress in fully restoring its systems and operations.The company added,

This unauthorized access did not impact the Company’s financial results for the first quarter.While core trading-card shipments have proceeded, the company noted,

MAGIC: THE GATHERING shipments and its release cadence have continued as planned in the second quarter, including the April 2026 release of Secrets of Strixhaven.For the Consumer Products segment, Hasbro expects temporary operational frictions in Q2 due to order processing, shipping, and invoicing delays, stating,

the majority of any delayed shipping in the second quarter will be made up in the back-half of 2026.The company also said,

The second quarter is also expected to contain certain investigatory and other advisor costs related to the unauthorized access.Hasbro plans to release full Q1 results and host its earnings call on Wednesday, May 20, 2026, at 8:30 a.m. ET. The webcast and slides will be available at investor.hasbro.com.

Financial achievements and why they matter Top-line growth of 9% to 11% alongside operating profit growth of 38% to 44% signals positive operating leverage, led by the performance of MAGIC: THE GATHERING. For a company in the broader Travel & Leisure ecosystem—where discretionary spend and brand engagement are critical—this combination underscores the importance of resilient, high-margin franchises to buffer cyclicality and support reinvestment.

Adjusted operating profit of $250 million to $260 million is particularly relevant for investors evaluating underlying operations independent of non-recurring items such as acquired intangible amortization and restructuring. The company provided a detailed reconciliation indicating non-GAAP adjustments for acquired intangible amortization ($10 million), strategic transformation initiatives ($1 million), and restructuring and severance costs ($5 million).

Income statement, balance sheet, and cash flow context The press release provides preliminary income statement indicators—revenue, operating profit, and adjusted operating profit—but does not include full financial statements. These metrics are central to assessing near-term profitability and operating efficiency heading into the key mid-year product cycle. Adjusted EBITDA guidance of $1.40 billion to $1.45 billion offers a cash earnings proxy that is closely watched across the leisure and branded entertainment space for its correlation with investment capacity and debt serviceability.

While detailed balance sheet and cash flow data are pending the full Q1 release, operating margin targets of 24% to 25% inform expectations for capital allocation flexibility. Stronger margins in branded IP-driven businesses often translate into higher free cash flow conversion, which can support product development, marketing, and selective licensing opportunities across the portfolio.

Commentary excerpts The filing emphasized the growth driver and nature of the results and disclosure:

Hasbro, Inc. (NASDAQ: HAS), a leading games, IP and toy company, today announced preliminary results for the first quarter ended March 29, 2026, with growth behind continued strength in MAGIC: THE GATHERING.The unaudited financial information presented in this press release is preliminary and may change.Analysis Preliminary revenue above consensus points to sustained momentum in MAGIC: THE GATHERING and a favorable mix, with operating leverage evident in the profit ranges. The reiterated full-year targets suggest confidence in execution despite temporary operational disruptions tied to the cybersecurity event.

Key challenges include the anticipated Q2 timing impacts in Consumer Products and incremental advisory costs. These may weigh on near-term reported results. However, the company indicates order flow and shipments are expected to normalize later in the year, which could mitigate revenue timing pressures.

GuruFocus Valuation Check Based on GuruFocus’ proprietary GF Value framework, Hasbro Inc HAS appears overvalued. The GF Value is $62.25 versus a current price of $90.61, indicating shares trade at approximately 45.6% above the estimated fair value.

The GF Score of 72/100 is considered above average, suggesting a balanced but not exceptional overall investment profile. A Profitability Rank of 7/10 indicates solid earnings quality and margins relative to peers. A Financial Strength score of 5/10 points to a moderate balance sheet and leverage position. The Growth Rank of 3/10 and Predictability of 1 star signal lower visibility into consistent expansion or repeatability of results, which can introduce variability in outcomes. A Moat Score of 6/10 reflects a competitive position supported by notable brands and IP, but not an unassailable advantage.

Insiders have sold $42.9 million worth of shares over the past three months, with no reported insider buying. Large net insider selling can be a cautionary signal for investors monitoring alignment and sentiment. For a deeper dive, visit the Hasbro Inc stock page on GuruFocus.

Explore the complete 8-K earnings release (here) from Hasbro Inc for further details.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

, /PRNewswire/ -- The Chemours Company ("Chemours" or "the Company") (NYSE: CC), a global chemistry company with leading market positions in Thermal & Specialized Solutions ("TSS"), Titanium Technologies ("TT"), and Advanced Performance Materials ("APM"), today announced its financial results for the first quarter 2026.

Key First Quarter 2026 Results & Recent Highlights1

Net Sales of $1.4 billion, slightly up compared to the corresponding prior-year quarter, with TSS reporting record first quarter results, with continued double-digit year-over-year sales growth in Opteon™ Refrigerants Net Loss attributable to Chemours of $29 million, or $0.19 per diluted share, compared with Net Loss attributable to Chemours of $5 million, or $0.03 per diluted share, in the corresponding prior-year quarter Adjusted Net Income2 of $8 million, or $0.05 per diluted share, compared to Adjusted Net Income of $19 million, or $0.13 per diluted share, in the corresponding prior-year quarter Adjusted EBITDA2,3 of $169 million compared to $166 million in the corresponding prior-year quarter Announced a global TiO2 price increase effective April 1, 2026, as a continuation of our December price actions; achieved a sequential TiO2 price increase of 3% in Net Sales Received ~$287 million initial net proceeds from the sale of the Kuan Yin site, positioning the Company to paydown €140 million of outstanding debt "Chemours exceeded overall expectations in the first quarter, achieving strong outcomes from both our TSS and TT businesses, paired with the more recent receipt of cash through the completion of a substantial portion of our Kuan Yin property sales enabling us to reduce our debt," stated Denise Dignam, Chemours President and CEO. "These achievements demonstrate our dedication to our Pathway to Thrive strategy and highlight the importance we place on effective execution. While the wider economic landscape remains uncertain, Chemours continues to drive full-year growth while remaining steadfast in prioritizing flexible commercial and operational strategies to ensure Chemours is able to capitalize on opportunities in our key markets."

Total Chemours

Q1 2026

Q1 2025

Y-o-Y % ∆

Q4 2025

Q-o-Q % ∆

Net Sales (millions)

$1,381

$1,368

1 %

$1,329

4 %

Net Loss (millions)

($29)

($5)

(480 %)

($47)

38 %

Loss Per Share4

($0.19)

($0.03)

(533 %)

($0.31)

39 %

Adjusted Net Income

$8

$19

(58 %)

$7

14 %

Adjusted EPS

$0.05

$0.13

(62 %)

$0.05

0 %

Adjusted EBITDA (millions)

$169

$166

2 %

$128

32 %

First quarter 2026 Net Sales were $1.4 billion, an increase of 1% compared to the prior-year quarter. Reported Net Sales were primarily driven by a 2% increase in price and a 3% increase in currency, partially offset by a 4% decrease in volumes. The overall increase in price was driven by automotive Freon™ pricing for TSS in North America, partially offset by TT and APM. The decrease in volume was primarily driven by constraints in production due to an operational outage in APM and weaker cyclical end markets impacting both TT and APM, partially offset by continued strength in TSS volume tied to increased Opteon™ Refrigerants adoption and Freon™ sales. 

First quarter 2026 Net Loss attributable to Chemours was $29 million, or $0.19 per diluted share, compared to Net Loss attributable to Chemours of $5 million, or $0.03 per diluted share in the prior-year quarter. The larger first quarter Net Loss attributable to Chemours was driven by increased financing costs associated with a recent debt offering and higher Selling, General and Administrative costs. Adjusted EBITDA for the first quarter of 2026 was $169 million, compared to $166 million in the prior-year quarter with the referenced higher pricing, currency and other income more than offsetting overall higher costs paired with lower sales volumes in APM and TT.

Thermal & Specialized Solutions

Q1 2026

Q1 2025

Y-o-Y % ∆

Q4 2025

Q-o-Q % ∆

Net Sales (millions)

$568

$466

22 %

$444

28 %

Opteon™ Refrigerants

$313

$279

12 %

$243

29 %

Freon™ Refrigerants

$162

$97

67 %

$113

43 %

Foam, Propellants & Other (FP&O)

$93

$90

3 %

$87

7 %

Adjusted EBITDA (millions)

$190

$141

35 %

$128

48 %

Adjusted EBITDA Margin

33 %

30 %

3 ppts

29 %

4 ppts

For the first quarter of 2026, TSS segment results reflected both record sales, inclusive of a 12% year-over-year growth in Opteon™ Refrigerants, and Adjusted EBITDA.

TSS segment first quarter 2026 Net Sales were $568 million, an increase of 22% versus the prior‑year quarter, driven by an 11% increase in price and a 9% increase in volume, with a 2% currency tailwind. Increased pricing was primarily driven by automotive Freon™ Refrigerant sales in North America. Volume growth was driven by the continued transition to Opteon™ Refrigerants as well as automotive Freon™ Refrigerant sales in North America.

Adjusted EBITDA for the quarter increased 35% to $190 million, while Adjusted EBITDA Margin increased three points to 33%. The increase in Adjusted EBITDA was driven by higher pricing associated with the referenced automotive Freon™ sales and a transition to a more favorable product mix in Opteon™ Refrigerant blends, partially offset by higher input costs associated with R32, a key component of our stationary Opteon™ Refrigerant blends, in the quarter.

Sequentially, Net Sales increased 28%, driven by a 22% seasonal volume increase supported by a 6% pricing increase. Volumes followed seasonal patterns, increasing across all refrigerants.  

Titanium Technologies

Q1 2026

Q1 2025

Y-o-Y % ∆

Q4 2025

Q-o-Q % ∆

Net Sales (millions)

$559

$597

(6 %)

$561

(0 %)

  TiO2 Pigment

$541

$575

(6 %)

$534

1 %

  Minerals

$18

$22

(18 %)

$27

(33 %)

Adjusted EBITDA (millions)

$18

$50

(64 %)

$23

(22 %)

Adjusted EBITDA Margin

3 %

8 %

(5) ppts

4 %

(1) ppts

TT segment first quarter 2026 Net Sales were $559 million, a 6% decrease compared to the prior-year quarter. This decrease was the result of a 7% decline in volumes globally, with favorable currency of 3% more than offsetting lower pricing of 2%. The decrease in volumes was driven by lower TiO2 sales concentrated in North America and certain non-western markets, which also negatively impacted product mix.

TT segment first quarter 2026 Adjusted EBITDA decreased 64% to $18 million compared to the prior-year quarter, while Adjusted EBITDA Margin decreased five percentage points to 3%. The decline in Adjusted EBITDA was primarily driven by the decline in sales as well as an unfavorable ore mix with Q1 production paired with decisions to adjust TT's mining footprint.

Sequentially, TT segment first quarter 2026 Net Sales were approximately flat, with a 3% increase in price, reflective of pricing actions announced in the fourth quarter of 2025, offset by a 3% decrease in volume.

Advanced Performance Materials

Q1 2026

Q1 2025

Y-o-Y % ∆

Q4 2025

Q-o-Q % ∆

 Net Sales (millions)

$243

$294

(17 %)

$312

(22 %)

Advanced Materials

$143

$178

(20 %)

$172

(17 %)

Performance Solutions

$100

$116

(14 %)

$141

(29 %)

Adjusted EBITDA (millions)

$5

$32

(84 %)

$12

(58 %)

Adjusted EBITDA Margin

2 %

11 %

(9) ppt

4 %

(2) ppts

APM segment first quarter 2026 Net Sales were $243 million, a 17% decrease compared to the prior-year quarter. This decrease was primarily driven by a 19% decrease in volume with favorable currency of 3% further offsetting a 1% decrease in price. The volume decline was primarily driven by sales constraints due to the Washington Works plant outage in Q1 and recent closure of APM's Advanced Materials SPS Capstone™ line, completed in the third quarter of 2025.

APM segment first quarter 2026 Adjusted EBITDA decreased 84% to $5 million compared to the prior-year quarter, while Adjusted EBITDA Margin decreased nine percentage points to 2%. The decrease in Adjusted EBITDA was primarily driven by the referenced lower sales volumes and related additional costs from the outage which combined for approximately $25 million for the quarter.

Sequentially, APM segment first quarter 2026 Net Sales were down approximately 22%, driven by a 22% decrease in volumes, related to decreased volumes across both Performance Solutions and Advanced Materials. The decline in volumes was due to the referenced first quarter Washington Works outage as well as contractual sales timing.

Other Non-Reportable Segment

The Performance Chemicals and Intermediates business in the Company's Other Non-Reportable Segment had Net Sales and Adjusted EBITDA for the first quarter 2026 of $11 million and $3 million, respectively.

Corporate Expenses

Corporate Expenses were $47 million in the first quarter of 2026, a decrease of approximately $10 million compared to the prior-year quarter. This was primarily due to lower costs associated with legacy litigation activities.

Liquidity and Capital Allocation

As of March 31, 2026, consolidated gross debt was $4.2 billion5. Debt, net of $563 million in unrestricted cash and cash equivalents, was $3.6 billion, resulting in a net leverage ratio of approximately 4.9x on a trailing twelve-month Adjusted EBITDA basis. Total liquidity was $1.5 billion, comprised of $563 million in unrestricted6 cash and cash equivalents and $953 million of revolving credit facility capacity, net of outstanding letters of credit.

In April 2026, the Company completed the sale of nine of the ten parcels of land at the Company's Kuan Yin site which are classified as held-for-sale and received net cash proceeds of approximately $287 million. The sale of the tenth parcel of land is expected to be completed by the end of 2026 for a remaining gross purchase price of approximately $55 million. Using part of the initial cash proceeds received, as well as cash on hand, in April 2026, the Company paid down €140 million of the outstanding tranche B-3 Euro Term loans due August 2028. The Company expects further debt repayments in 2026.

Operating cash usage for the first quarter of 2026 was $44 million, compared to a usage of $112 million in the prior-year quarter highlighting improvements in net working capital performance.

Capital expenditures for the first quarter of 2026 amounted to $49 million, a decrease in spend compared to $84 million in the prior-year quarter, driven by lower capital expenditures in TSS.

Free Cash Flows for the first quarter of 2026 reflected a usage of $93 million, compared to a usage of $196 million in the first quarter of 2025.

Second Quarter 2026 Outlook

In the second quarter, the Company anticipates consolidated Net Sales to increase in the range of 15% to 20%, sequentially, driven by favorable seasonal trends, with consolidated Adjusted EBITDA expected to range between $220 million and $250 million. Corporate Expenses are expected to approximate $45 million to $50 million. The Company also anticipates capital expenditures to approximate $50 million, with Free Cash Flows of at least $100 million.

TSS projects Net Sales will sequentially increase in the low-to-mid teens percentage range, driven by seasonality in connection with the 2026 cooling season in the northern hemisphere with strength in both Freon™ and Opteon™ Refrigerants. Adjusted EBITDA is expected to be between $210 million and $225 million.

TT expects an overall sequential Net Sales increase in the mid-to high teens percentage range, driven by seasonal volume strength and a favorable mix for TiO2 pigment, supported by recent pricing actions, paired with increased minerals sales. Adjusted EBITDA is expected to range between $40 million and $50 million.

APM expects a sequential Net Sales increase in the low-to-high thirties percentage range, driven by a return to normal operating levels at the Washington Works facility while reflecting some limited residual impacts from the outage. Adjusted EBITDA for APM is expected to be between $12 million and $18 million.

Full Year 2026 Outlook

The Company continues to expect 2026 Net Sales to grow in the range of 3% to 5% over 2025, with Adjusted EBITDA between $800 million and $900 million. This outlook is supported by higher TSS and APM Performance Solutions demand, anticipated TT pricing momentum, and ongoing cost improvements in each business. Capital expenditures are anticipated to be between $275 million and $325 million, with overall Free Cash Flow Conversion above 20%, due to increased earnings and improvements in working capital throughout the year. This revised estimate now reflects the approximate $30 million estimated full year income tax cash outflow related to the expected proceeds to be distributed on the sale of land at the former Kuan Yin TiO2 site. As an update to previous expectations, the Company anticipates that these cash flow dynamics will produce a net leverage ratio of less than 3.8x by the end of 2026.

Conference Call

As previously announced, Chemours will hold a conference call and webcast on May 6, 2026, at 8:00 AM Eastern Time. The webcast and materials can be accessed by visiting the Events & Presentations page of Chemours' investor website, investors.chemours.com. A webcast replay of the conference call will be available on Chemours' investor website.

About The Chemours Company

The Chemours Company (NYSE: CC) is a global leader in providing industrial and specialty chemicals products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. Through our three businesses – Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials – we deliver application expertise and chemistry-based innovations that solve customers' biggest challenges. Our flagship products are sold under prominent brands such as Opteon™, Freon™, Ti-Pure™, Nafion™, Teflon™, Viton™, and Krytox™. Headquartered in Wilmington, Delaware and listed on the NYSE under the symbol CC, Chemours has approximately 5,700 employees and 28 manufacturing sites and serves approximately 2,400 customers in approximately 110 countries. For more information, visit chemours.com or follow us on LinkedIn.

Non-GAAP Financial Measures

We prepare our financial statements in accordance with Generally Accepted Accounting Principles (GAAP). Within this press release, we may make reference to Adjusted Net Income, Adjusted EPS, Adjusted EBITDA, Free Cash Flows, Free Cash Flows Conversion, Total Debt Principal, Net and Net Leverage Ratio which are non-GAAP financial measures. The Company includes these non-GAAP financial measures because management believes they are useful to investors in that they provide for greater transparency with respect to supplemental information used by management in its financial and operational decision making. Management uses Adjusted Net Income, Adjusted EPS and Adjusted EBITDA, which adjust for (i) certain non-cash items, (ii) certain items we believe are not indicative of ongoing operating performance or (iii) certain nonrecurring, unusual or infrequent items to evaluate the Company's performance in order to have comparable financial results to analyze changes in our underlying business from period to period. Additionally, Free Cash Flows, Free Cash Flows Conversion, Total Debt Principal, Net and Net Leverage Ratio are utilized as liquidity measures to assess the cash generation of our businesses and on-going liquidity position.

Accordingly, the Company believes the presentation of these non-GAAP financial measures, when used in conjunction with GAAP financial measures, is a useful financial analysis tool that can assist investors in assessing the Company's operating performance and underlying prospects. This analysis should not be considered in isolation or as a substitute for analysis of our results as reported under GAAP. This analysis, as well as the other information in this press release, should be read in conjunction with the Company's financial statements and footnotes contained in the documents that the Company files with the U.S. Securities and Exchange Commission. The non-GAAP financial measures used by the Company in this press release may be different from the methods used by other companies. The Company does not provide a reconciliation of certain forward-looking non-GAAP financial measures to the most directly comparable GAAP reported financial measures on a forward-looking basis because it is unable to predict with reasonable certainty the ultimate outcome of unusual gains and losses, potential future asset impairments and pending litigation without unreasonable effort. These items are uncertain, depend on various factors, and could have a material impact on GAAP reported results for the guidance period. For more information on the non-GAAP financial measures, please refer to the attached schedules or the table, "Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures (Unaudited)" and materials posted to the Company's website at investors.chemours.com.

Forward-Looking Statements

This press release contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to a historical or current fact. The words "believe," "expect," "will," "anticipate," "plan," "estimate," "target," "project" and similar expressions, among others, generally identify "forward-looking statements," which speak only as of the date such statements were made. These forward-looking statements may address, among other things, guidance on Company and segment performance for the second quarter of 2026, the full year 2026 and the Company's corporate strategy. Forward-looking statements are based on certain assumptions and expectations of future events that may not be accurate or realized, such as guidance relying on models based upon management assumptions regarding future events that are inherently uncertain. These statements are not guarantees of future performance. Forward-looking statements also involve risks and uncertainties including the outcome or resolution of any pending or future environmental liabilities, the commencement, outcome or resolution of any regulatory inquiry, investigation or proceeding, the initiation, outcome or settlement of any litigation, our ability to maintain an effective internal control over financial reporting and disclosure controls and procedures, changes in environmental regulations in the United States or other jurisdictions that affect demand for or adoption of our products, changes in regulations in the United States or other jurisdictions that could impose tariffs or additional costs on products we either sell or need to purchase, anticipated future operating and financial performance for our segments individually and our company as a whole, business plans, prospects, targets, goals and commitments, capital investments and projects and target capital expenditures, efforts to resolve outstanding or potential litigation, including claims related to legacy PFAS liabilities, plans for dividends, sufficiency or longevity of intellectual property protection, cost reductions or savings targets, plans to increase profitability and growth, our ability to develop and commercialize new products or technologies and obtain necessary regulatory approvals, our ability to make acquisitions, integrate acquired businesses or assets into our operations, and achieve anticipated synergies or cost savings, all of which are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. These statements also may involve risks and uncertainties that are beyond Chemours' control. Matters outside our control, including general economic conditions, geopolitical conditions, global conflicts, changes in laws and regulations in the United States or other jurisdictions in which we operate, and global health events and weather events, have affected or may affect our business and operations and may or may continue to hinder our ability to provide goods and services to customers, cause disruptions in our supply chains such as through strikes, labor disruptions or other events, adversely affect our business partners, significantly reduce the demand for our products, adversely affect the health and welfare of our personnel or cause other unpredictable events. Additionally, there may be other risks and uncertainties that Chemours is unable to identify at this time or that Chemours does not currently expect to have a material impact on its business. Factors that could cause or contribute to these differences include the risks, uncertainties and other factors discussed in our filings with the U.S. Securities and Exchange Commission, including in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 and the Annual Report on Form 10-K for the year ended December 31, 2025. Chemours assumes no obligation to revise or update any forward-looking statement for any reason, except as required by law.

CONTACTS:

INVESTORS 
Brandon Ontjes 
Vice President, Head of Strategy & Investor Relations 
+1.302.773.3309
[email protected]   

NEWS MEDIA 
Cassie Olszewski
Media Relations & Reputation Leader 
+1.302.219.7140
[email protected]

1

Certain prior period amounts have been revised to correct for certain immaterial errors as further described in our Annual Report on Form 10-K for the year ended December 31, 2025.

2

Non-GAAP measures, including Adjusted Net Income, Adjusted EPS and Adjusted EBITDA referred to throughout, principally exclude the impact of recent litigation settlements for legacy environmental matters and associated fees, in addition to other unallocated items – please refer to the attached "Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures (Unaudited)".

3

Adjusted EBITDA excludes net income attributable to noncontrolling interests, net interest expense, depreciation and amortization, and all remaining provision for income taxes from Adjusted Net Income. See the corresponding reconciliation referenced in footnote #2.

4

On a diluted earnings per share basis.

5

This amount does not reflect the €140 million used to reduce outstanding debt, which occurred in April of 2026.

6

Restricted cash approximated $53 million of the end of the first quarter of 2026, reflecting primarily escrow payments Chemours has made related to the MOU agreement with DuPont, Corteva and EID as further described in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026.

The Chemours Company

Consolidated Statements of Operations (Unaudited)1

(Dollars in millions, except per share amounts)

Three Months Ended March 31,

2026

2025

Net sales

$

1,381

$

1,368

Cost of goods sold

1,169

1,132

Gross profit

212

236

Selling, general, and administrative expense

147

123

Research and development expense

26

27

Restructuring, asset-related, and other charges

13

33

Total other operating expenses

186

183

Equity in earnings of affiliates

8

8

Interest expense, net

(69)

(66)

Loss on extinguishment of debt

(9)

—

Other income, net

22

5

Loss before income taxes

(22)

—

Provision for income taxes

7

5

Net loss

(29)

(5)

Net loss attributable to Chemours

$

(29)

$

(5)

Per share data

Basic (loss) earnings per share of common stock

$

(0.19)

$

(0.03)

Diluted (loss) earnings per share of common stock     

(0.19)

(0.03)

The Chemours Company

Consolidated Balance Sheets (Unaudited)1

(Dollars in millions, except per share amounts)

March 31, 2026

December 31, 2025

Assets

Current assets:

Cash and cash equivalents

$

563

$

670

Restricted cash and restricted cash equivalents

—

2

Accounts and notes receivable, net

759

679

Inventories

1,536

1,569

Prepaid expenses and other

69

80

Assets held for sale

1

1

Total current assets

2,928

3,001

Property, plant, and equipment

9,925

9,920

Less: Accumulated depreciation

(6,885)

(6,842)

Property, plant, and equipment, net

3,040

3,078

Operating lease right-of-use assets

274

271

Goodwill

46

46

Other intangible assets, net

2

2

Investments in affiliates

166

160

Assets held for sale, non-current

21

21

Restricted cash and restricted cash equivalents

52

52

Other assets

738

751

Total assets

$

7,267

$

7,382

Liabilities

Current liabilities:

Accounts payable

$

891

$

954

Compensation and other employee-related cost

122

96

Short-term and current maturities of long-term debt

37

42

Current environmental remediation

97

88

Other accrued liabilities

462

506

Total current liabilities

1,609

1,686

Long-term debt, net

4,100

4,099

Operating lease liabilities

192

191

Long-term environmental remediation

520

530

Deferred income taxes

40

37

Other liabilities

590

588

Total liabilities

7,051

7,131

Commitments and contingent liabilities

Equity

Common stock (par value $0.01 per share; 810,000,000 shares authorized;
199,180,562 shares issued and 150,355,228 shares outstanding at March 31,
2026; 198,720,786 shares issued and 149,893,993 shares outstanding at
December 31, 2025)

2

2

Treasury stock, at cost (48,825,334 shares at March 31, 2026 and 48,826,793 at
December 31, 2025)

(1,802)

(1,802)

Additional paid-in capital

1,081

1,074

Retained earnings

1,178

1,220

Accumulated other comprehensive loss

(244)

(244)

Total Chemours stockholders' equity

215

250

Non-controlling interests

1

1

Total equity

216

251

Total liabilities and equity

$

7,267

$

7,382

The Chemours Company

Consolidated Statements of Cash Flows (Unaudited)1

(Dollars in millions)

Three Months Ended March 31,

2026

2025

Cash flows from operating activities

Net loss

$

(29)

$

(5)

Adjustments to reconcile net income to cash used for operating activities:

Depreciation and amortization

79

88

Loss (gain) on sales of assets and businesses

—

(1)

Equity in earnings of affiliates, net

(6)

(7)

Loss on extinguishment of debt

9

—

Amortization of debt issuance costs and issue discounts

3

3

Deferred tax benefit

(11)

(14)

Asset-related charges

1

1

Stock-based compensation expense

7

5

Net periodic pension cost (income)

—

—

Defined benefit plan contributions

(1)

(4)

Other operating charges and credits, net

(14)

37

Decrease (increase) in operating assets:

Accounts and notes receivable, net

(77)

(111)

Inventories and other current operating assets

32

(51)

Other non-current operating assets

17

48

(Decrease) increase in operating liabilities:

Accounts payable

(58)

(105)

Other current operating liabilities

12

(5)

Other non-current operating liabilities

(8)

9

Cash used for operating activities

(44)

(112)

Cash flows from investing activities

Purchases of property, plant, and equipment

(49)

(84)

Proceeds from life insurance policies

1

—

Proceeds from sales of assets and businesses

7

—

Foreign exchange contract settlements, net

(3)

(2)

Cash used for investing activities

(44)

(86)

Cash flows from financing activities

Proceeds from issuance of debt

700

—

Debt repayments

(689)

(8)

Payments on finance leases

(3)

(3)

Payments of debt issuance cost

(10)

—

Proceeds from supplier financing program

16

27

Payments to supplier financing program

(14)

(35)

Proceeds from exercised stock options, net

2

—

Payments related to tax withholdings on vested stock awards

(2)

(1)

Payments of dividends to the Company's common shareholders

(13)

(37)

Debt extinguishment payments

(6)

—

Cash used for financing activities

(19)

(57)

Effect of exchange rate changes on cash, cash equivalents, restricted cash and restricted cash
equivalents

(2)

6

Decrease in cash, cash equivalents, restricted cash and restricted cash equivalents

(109)

(249)

Cash, cash equivalents, restricted cash and restricted cash equivalents at January 1,

724

763

Cash, cash equivalents, restricted cash and restricted cash equivalents at March 31,

$

615

$

514

Supplemental cash flows information

Non-cash investing and financing activities:

Purchases of property, plant, and equipment included in accounts payable

$

27

$

26

The Chemours Company

Segment Financial and Operating Data (Unaudited)

(Dollars in millions)

Segment Net Sales1

Three Months

Ended

Sequential

Three Months Ended March 31,

Increase /

December 31,

Increase /

2026

2025

(Decrease)

2025

(Decrease)

Thermal & Specialized Solutions

$

568

$

466

$

102

$

444

$

124

Titanium Technologies

559

597

(38)

561

(2)

Advanced Performance
Materials

243

294

(51)

312

(69)

Other Non-Reportable Segment

11

11

0

12

(1)

Total Net Sales

$

1,381

$

1,368

$

13

$

1,329

$

52

Segment Adjusted EBITDA1

Three Months

Ended

Sequential

Three Months Ended March 31,

Increase /

December 31,

Increase /

2026

2025

(Decrease)

2025

(Decrease)

Thermal & Specialized Solutions

$

190

$

141

$

49

$

128

$

62

Titanium Technologies

$

18

$

50

$

(32)

$

23

$

(5)

Advanced Performance
Materials

$

5

$

32

$

(27)

$

12

$

(7)

Other Non-Reportable Segment

$

3

$

1

$

2

$

1

$

2

Quarterly Change in Net Sales from the three months ended March 31, 2025

March 31, 2026

Percentage Change
vs.

Percentage Change Due To

Net Sales

March 31, 2025

Price

Volume

Currency

Portfolio

Total Company

$

1,381

1

%

2

%

(4)

%

3

%

—

%

Thermal & Specialized Solutions

$

568

22

%

11

%

9

%

2

%

—

%

Titanium Technologies

559

(6)

%

(2)

%

(7)

%

3

%

—

%

Advanced Performance
Materials

243

(17)

%

(1)

%

(19)

%

3

%

—

%

Other Non-Reportable Segment

11

—

%

(2)

%

2

%

—

%

—

%

Quarterly Change in Net Sales from the three months ended December 31, 2025

March 31, 2026

Percentage Change
vs.

Percentage Change Due To

Net Sales

December 31, 2025

Price

Volume

Currency

Portfolio

Total Company

$

1,381

4

%

3

%

1

%

—

%

—

%

Thermal & Specialized Solutions

$

568

28

%

6

%

22

%

—

%

—

%

Titanium Technologies

559

—

%

3

%

(3)

%

—

%

—

%

Advanced Performance
Materials

243

(22)

%

—

%

(22)

%

—

%

—

%

Other Non-Reportable Segment

11

(2)

%

5

%

(7)

%

—

%

—

%

The Chemours Company
Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures (Unaudited)
(Dollars in millions)

GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation
 GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio Reconciliation1

Adjusted earnings before interest, taxes, depreciation, and amortization ("Adjusted EBITDA") is defined as income (loss) before income taxes, excluding the following items: interest expense, depreciation, and amortization; non-operating pension and other post-retirement employee benefit costs, which represents the components of net periodic pension costs excluding the service cost component; exchange (gains) losses included in other income (expense), net; restructuring, asset-related, and other charges; (gains) losses on sales of businesses or assets; and, other items not considered indicative of the Company's ongoing operational performance and expected to occur infrequently, including certain litigation related and environmental charges and Qualified Spend reimbursable by DuPont and/or Corteva as part of the Company's cost-sharing agreement under the terms of the MOU that were previously excluded from Adjusted EBITDA. Adjusted Net Income is defined as net income (loss) attributable to Chemours, adjusted for items excluded from Adjusted EBITDA, except interest expense, depreciation, amortization, and certain provision for (benefit from) income tax amounts. Net Leverage Ratio is defined as our total debt principal, net, or our total debt principal outstanding less unrestricted cash and cash equivalents, divided by Adjusted EBITDA.

Three Months Ended

Twelve Months Ended

March 31,

December 31,

March 31,

2026

2025

2025

2026

2025

(Loss) income before income taxes

$

(22)

$

—

$

(67)

$

(299)

$

38

Net (loss) income attributable to Chemours

$

(29)

$

(5)

$

(47)

$

(409)

$

12

Non-operating pension and other post-retirement
employee benefit (income) cost

(2)

(2)

(3)

(11)

(5)

Exchange (gains) losses, net

(1)

3

4

8

13

Restructuring, asset-related, and other charges (1)

13

32

4

39

85

Goodwill impairment charge (2)

—

—

—

—

56

Loss (gain) on extinguishment of debt (3)

9

—

5

14

1

Gain on sales of assets and businesses, net (4)

—

(1)

—

(7)

(1)

Transaction costs (5)

2

—

4

8

2

Qualified spend recovery (6)

(5)

(9)

(7)

(38)

(28)

Litigation-related charges (7)

20

—

19

340

2

Environmental charges (8)

7

—

20

100

15

Adjustments made to income taxes (9)

1

1

19

181

9

(Benefit from) provision for income taxes relating to
reconciling items (10)

(7)

—

(11)

(92)

(9)

Adjusted Net Income

8

19

7

133

152

Net income attributable to non-controlling interests

—

—

(1)

—

—

Interest expense, net

69

66

68

272

267

Depreciation and amortization (11)

79

77

81

319

299

All remaining provision for income taxes (10)

13

4

(27)

22

25

Adjusted EBITDA

$

169

$

166

$

128

$

746

$

743

Total debt principal

$

4,183

$

4,147

Less: Cash and cash equivalents

(563)

(464)

Total debt principal, net

$

3,620

$

3,683

Net Leverage Ratio (calculated using GAAP
earnings) (12)

(12.1)x

96.9x

Net Leverage Ratio (calculated using Non-GAAP
earnings) (12)

4.9x

5x

GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation
 GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio Reconciliation (Continued)1

(1)

For the twelve months ended March 31, 2026, restructuring, asset-related and other charges primarily includes employee separation charges related to the 2026 Restructuring Program as well as charges related to our decision to exit our SPS CapstoneTM business. For the twelve months ended March 31, 2025, restructuring, asset-related and other charges primarily include charges related to our decision to exit our SPS CapstoneTM business and the 2024 Restructuring Program. See "Note 4 –Restructuring, Asset-Related and Other Charges" to the Interim Consolidated Financial Statements in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 for further details.

(2)

For the twelve months ended March 31, 2025, this represents a non-cash goodwill impairment charge in the Advanced Performance Materials unit, which is discussed further in "Note 15 – Goodwill and Other Intangibles, Net" to the Consolidated Financial Statements in our Annual Report on Form 10-K for the year ended December 31, 2025.

(3)

For the twelve months ended March 31, 2026, loss on extinguishments of debt reflects costs associated with early redemption of the 2027 senior unsecured notes and partial early redemption of our 2028 senior unsecured notes during the first quarter of 2026. See "Note 15 - Debt" to the Interim Consolidated Financial Statements in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 for further details.

(4)

For the twelve months ended March 31, 2026, gain on sales of assets and businesses, net includes a gain on sale of $7 million related to certain parcels of land at the Company's manufacturing site in Kuan Yin, Taiwan.

(5)

For the twelve months ended March 31, 2025, transaction costs include $4 million of costs associated with the Senior Secured Credit Facilities. See "Note 15 - Debt" to the Interim Consolidated Financial Statements in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 for further details. 

(6)

Qualified spend recovery represents costs and expenses that were previously excluded from Adjusted EBITDA, reimbursable by DuPont and/or Corteva as part of our cost-sharing agreement under the terms of the MOU which is discussed in further detail in "Note 17 – Commitments and Contingent Liabilities" to the Interim Consolidated Financial Statements in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026.

(7)

Litigation-related charges pertain to litigation settlements, PFOA drinking water treatment accruals, and other related legal fees. For the twelve months ended March 31, 2026, litigation-related charges primarily includes $266 million related to the Company's portion of Chemours, DuPont, Corteva, EID and the State of New Jersey's settlement agreement reached in August 2025, $12 million in third-party legal fees directly related to the New Jersey Settlement agreement, $14 million related to the Company's portion of Chemours, DuPont, Corteva, EID's settlement agreement to resolve the Hoosick Falls class action lawsuit, $15 million related to alleged violations and discharge exceedances and $18 million related to reserves for asbestos and production liability matters. For the twelve months ended March 31, 2025, litigation-related charges include a $29 million accrual associated with the Ohio MDL and $27 million of benefits from insurance recoveries. See "Note 17 – Commitments and Contingent Liabilities" to the Interim Consolidated Financial Statements in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 for further details.

(8)

Environmental charges pertain to management's assessment of estimated liabilities associated with certain remediation expenses at various sites. For the twelve months ended March 31, 2026, environmental charges primarily include changes to remediation reserves at the four sites covered by the New Jersey settlement agreement. See "Note 17 – Commitments and Contingent Liabilities" to the Interim Consolidated Financial Statements in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 for further details.

(9)

Includes the removal of certain discrete income tax impacts within our provision for income taxes, such as shortfalls and windfalls on our share-based payments, certain return-to-accrual adjustments, valuation allowance adjustments, unrealized gains and losses on foreign exchange rate changes, and other discrete income tax items.

(10)

The income tax impacts included in this caption are determined using the applicable rates in the taxing jurisdictions in which income or expense occurred for each of the reconciling items and represent both current and deferred income tax expense or benefit based on the nature of the non-GAAP financial measure.

(11)

For the twelve months ended March 31, 2026 and March 31, 2025, accelerated depreciation charges of $12 million and $11 million, respectively, incurred as part of our decision to exit our SPS CapstoneTM business are included within the "Restructuring, asset-related and other charges" caption above, and therefore are not included as separate adjustment within this caption.

(12)

Net Leverage Ratio calculated using GAAP measures is defined as our total debt principal, net, or our total debt principal outstanding less unrestricted cash and cash equivalents, divided by income (loss) before income taxes. Net Leverage Ratio calculated using non-GAAP measures is defined as our total debt principal, net, or our total debt principal outstanding less unrestricted cash and cash equivalents, divided by Adjusted EBITDA.

The Chemours Company
Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures (Unaudited)
(Dollars in millions, except per share amounts)

GAAP Earnings per Share to Adjusted Earnings per Share Reconciliation1

Adjusted earnings per share ("Adjusted EPS") is calculated by dividing Adjusted Net Income by the weighted-average number of common shares outstanding. Diluted Adjusted EPS accounts for the dilutive impact of stock-based compensation awards, which include unvested restricted shares. Diluted Adjusted EPS considers the impact of potentially-dilutive securities, except in periods in which there is a loss because the inclusion of the potentially-dilutive securities would have an anti-dilutive effect.

Three Months Ended

March 31,

December 31,

2026

2025

2025

Numerator:

Net (loss) income attributable to Chemours

$

(29)

$

(5)

$

(47)

Adjusted Net Income

8

19

7

Denominator:

Weighted-average number of common shares outstanding -
basic

150,767,077

149,918,386

150,464,150

Dilutive effect of the Company's employee compensation plans
(1)

819,728

491,194

398,511

Weighted-average number of common shares outstanding -
diluted (1)

151,586,805

150,409,579

150,862,661

Basic (loss) earnings per share of common stock (2)

$

(0.19)

$

(0.03)

$

(0.31)

Diluted (loss) earnings per share of common stock (1) (2)

(0.19)

(0.03)

(0.31)

Adjusted basic earnings per share of common stock (2)

0.05

0.13

0.05

Adjusted diluted earnings per share of common stock (1) (2)

0.05

0.13

0.05

(1)

In periods where the Company incurs a net loss, the impact of potentially dilutive securities is excluded from the calculation of EPS under U.S. GAAP, as their inclusion would have an anti-dilutive effect. As such, with respect to the U.S. GAAP measure of diluted EPS, the impact of potentially dilutive securities is excluded from our calculation for the three months ended March 31, 2026, three months ended March 31, 2025 and the three months ended December 31, 2025. With respect to the non-GAAP measure of adjusted diluted EPS, the impact of potentially dilutive securities is included in our calculation for the three months ended March 31, 2026, three months ended March 31, 2025 and the three months ended December 31, 2025 as Adjusted Net Income was in a net income position.

(2)

Figures may not recalculate exactly due to rounding. Basic and diluted earnings (loss) per share are calculated based on unrounded numbers.

GAAP Cash Flow Provided by Operating Activities to Free Cash Flows and Free Cash Flow Conversion Reconciliation

Free Cash Flows is defined as cash flows provided by (used for) operating activities, less purchases of property, plant and equipment as shown in the consolidated statements of cash flows. Free Cash Flow Conversion is calculated as the percentage of Free Cash Flows to Adjusted EBITDA.

Three Months Ended

March 31,

December 31,

2026

2025

2025

Cash flows (used for) provided by operating activities

$

(44)

$

(112)

$

137

Less: Purchases of property, plant, and equipment

(49)

(84)

(45)

Free Cash Flows

$

(93)

$

(196)

$

92

Adjusted EBITDA

169

166

128

Free Cash Flow Conversion

(55)

%

(118)

%

72

%

2026 Estimated GAAP Cash Flow Provided by Operating Activities to Estimated Free Cash Flows and Estimated Free Cash Flow Conversion Reconciliation (1)

Free Cash Flows is defined as cash flows provided by (used for) operating activities, less purchases of property, plant and equipment as shown in the consolidated statements of cash flows. Free Cash Flow Conversion is calculated as the percentage of Free Cash Flows to Adjusted EBITDA.

Estimated

Year Ended December 31, 2026

Low

High

Cash flows provided by (used for) operating activities

$

445

$

565

Less: Purchases of property, plant, and equipment

(275)

(325)

Free Cash Flows

$

170

$

240

Adjusted EBITDA

800

900

Free Cash Flow Conversion

21

%

27

%

(1)

Cash flows provided by operating activities is inclusive of the anticipated $30 million cash taxes associated with the sale of the Kuan Yin site.

The Chemours Company
Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures (Unaudited)
(Dollars in millions, except per share amounts)

2026 Estimated GAAP Net Income Attributable to Chemours to Estimated Adjusted Net Income and Estimated Adjusted EBITDA Reconciliation (1)

(Estimated)

Year Ending December 31, 2026

Low

High

Net income attributable to Chemours

$

165

$

225

Restructuring, transaction, and other costs, net (2)

(35)

(45)

Adjusted Net Income

130

180

Interest expense, net

275

285

Depreciation and amortization

315

325

All remaining provision for income taxes

80

110

Adjusted EBITDA

$

800

$

900

(1)

The Company's estimates reflect its current visibility and expectations based on market factors, such as currency movements, macro-economic factors, and end-market demand. Actual results could differ materially from these estimates.

(2)

Restructuring, transaction, and other costs, net includes the net benefit from income taxes relating to reconciling items and adjustments made to income taxes for the removal of certain discrete income tax impacts.

SOURCE The Chemours Company

For the quarter ended March 2026, Chemours (CC - Free Report) reported revenue of $1.38 billion, up 1% over the same period last year. EPS came in at $0.05, compared to $0.13 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.4 billion, representing a surprise of -1.54%. The company delivered an EPS surprise of +195.24%, with the consensus EPS estimate being -$0.05.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Chemours performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Other Segment: $11 million compared to the $10.78 million average estimate based on three analysts. The reported number represents a change of 0% year over year.Revenues- Titanium Technologies: $559 million compared to the $544.35 million average estimate based on three analysts. The reported number represents a change of -6.4% year over year.Revenues- Advanced Performance Materials: $243 million versus $257.39 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -17.4% change.Revenues- Thermal & Specialized Solutions: $568 million compared to the $565.65 million average estimate based on three analysts. The reported number represents a change of +21.9% year over year.Adjusted EBITDA- Titanium Technologies: $18 million compared to the $3.21 million average estimate based on three analysts.Adjusted EBITDA- Other Segment: $3 million compared to the $1.18 million average estimate based on three analysts.Adjusted EBITDA- Advanced Performance Materials: $5 million versus the three-analyst average estimate of $3.69 million.Adjusted EBITDA- Thermal & Specialized Solutions: $190 million versus $176.61 million estimated by three analysts on average.View all Key Company Metrics for Chemours here>>>

Shares of Chemours have returned +25.4% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

The Chemours Company (CC) Q1 2026 Earnings Call Transcript

2 hours ago

CocaCola (NYSE:KO) EVP Jennifer Mann Sells 23,984 SharesCocaCola Company (The) (NYSE:KO - Get Free Report) EVP Jennifer Mann sold 23,984 shares of the firm's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares of the company's stock, valued at approximately $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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Dutch Bros (NYSE:BROS) Major Shareholder Sells $15,759,829.98 in StockMarketBeat

Dutch Bros Inc. (NYSE:BROS - Get Free Report) major shareholder Dm Individual Aggregator, Llc sold 261,054 shares of the company's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $60.37, for a total transaction of $15,759,829.98. Following the completion of the sale, the insider owned 2,671,855 shares in the company, valued at $161,299,886.35. This represents a 8.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own at least 10% of a company's shares are required to disclose their transactions with the SEC.

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Insider Selling: Dutch Bros (NYSE:BROS) Major Shareholder Sells 261,055 Shares of StockMarketBeat

Dutch Bros Inc. (NYSE:BROS - Get Free Report) major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the business's stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $63.02, for a total value of $16,451,686.10. Following the completion of the transaction, the insider owned 2,410,800 shares in the company, valued at approximately $151,928,616. This trade represents a 9.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own at least 10% of a company's shares are required to disclose their transactions with the SEC.

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Dutch Bros Inc. (NYSE:BROS - Get Free Report) Chairman Travis Boersma sold 749,999 shares of Dutch Bros stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $60.39, for a total transaction of $45,292,439.61. Following the completion of the sale, the chairman owned 2,671,855 shares of the company's stock, valued at $161,353,323.45. This represents a 21.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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Read Travis Boersma Sells 749,999 Shares of Dutch Bros (NYSE:BROS) Stock

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Insider Selling: Dutch Bros (NYSE:BROS) Chairman Sells 750,000 Shares of StockMarketBeat

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Read Insider Selling: Dutch Bros (NYSE:BROS) Chairman Sells 750,000 Shares of Stock

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ONON is experiencing a dip in trading today, despite a robust Q1 earnings report released this morning. The Switzerland-based athletic footwear company reported a remarkable earnings beat, with revenue rising 14.5% year-over-year to CHF831.9 million, surpassing analyst expectations. ONON also reaffirmed its FY26 revenue forecast, anticipating at least 23% constant currency (CC) growth, while enhancing its FY26 gross margin and adjusted EBITDA margin guidance.

ONON has announced a management restructuring to facilitate its next phase of global expansion. Starting May 1, 2026, co-founders David Allemann and Caspar Coppetti will serve as Co-CEOs while remaining Executive Co-Chairmen of the Board. Former CEO Martin Hoffmann has stepped down, and Scott Maguire has been promoted to COO. Q1 demand trends were notably strong, with double-digit constant currency growth across the Americas, EMEA, and APAC regions. Apparel sales saw exceptional growth, increasing over 50% CC globally. Direct-to-consumer sales surged by 28.7% CC to CHF322.3 million, fueled by robust digital and physical traffic. Management highlighted that traffic growth is outpacing revenue growth, indicating further conversion opportunities. Wholesale revenue climbed 25.1% CC to CHF509.6 million, marking the first instance of quarterly wholesale sales exceeding CHF0.5 billion. ONON noted sustained momentum with key global partners, including Dick's Sporting Goods DKS , Foot Locker (acquired by DKS), and JD Sports. Despite ongoing investments in product innovation and rising US tariffs, ONON achieved record gross profit and adjusted EBITDA margin in Q1. Capital expenditures increased to 2.8% of sales from 1.7% last year as the company continues its store expansion initiatives.Despite ONON's impressive quarterly results and improved margin outlook, investor sentiment seems lukewarm. The company's decision to simply reaffirm its FY26 revenue guidance following the Q1 performance may have contributed to the stock's decline. This weakness is also reflective of broader challenges in the athletic footwear sector, including recent drops in Nike NKE shares, as investors remain cautious about consumer spending and macroeconomic uncertainties. While ONON is executing well operationally, management's commentary may not have been sufficiently optimistic to alleviate concerns regarding the consumer environment.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

It has been about a month since the last earnings report for Chemours (CC - Free Report) . Shares have lost about 4.5% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Chemours due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.

Chemours' Q1 Earnings Surpass Estimates, Revenues MissChemours reported a net loss of $29 million or 19 cents per share for the first quarter of 2026. This compares unfavorably with the year-ago quarter’s net loss of $5 million or 3 cents per share.  

Barring one-time items, earnings were 5 cents per share, which topped the Zacks Consensus Estimate of a loss of 5 cents.  

The company reported first-quarter net sales of $1,381 million, reflecting a 1% increase from the previous-year quarter. However, the figure missed the Zacks Consensus Estimate of $1,402.6 million. Net sales were primarily aided by a 2% increase in price and a 3% favorable currency impact, partly offset by a 4% decrease in volumes.   

Adjusted EBITDA rose 2% year over year to $169 million for the quarter. The increase was driven by higher pricing, favorable currency and other income, which more than offset higher costs and lower sales volumes in the APM and TT segments. 

Segment HighlightsThe TT division recorded revenues of $559 million in the first quarter, marking a 6% decrease from the previous year. The figure beat our estimate of $543.3 million. This downside was primarily due to a 7% decline in volumes globally and a 2% decrease in pricing, partly offset by a 3% favorable currency impact.   

In the TSS segment, revenues saw a 22% year-over-year increase, reaching $568 million in the reported quarter. The figure was almost in line with our estimate of $568.3 million. Net sales growth was mainly driven by an 11% increase in price and a 9% rise in volume, with a 2% currency tailwind. Increased pricing was primarily driven by automotive Freon Refrigerant sales in North America.   

Volume growth was supported by the continued transition to Opteon Refrigerants as well as automotive Freon Refrigerant sales in North America.  

Revenues in the APM unit amounted to $243 million, which declined 17% year over year. The figure missed our estimate of $256.5 million. The downside was mainly caused by a 19% decrease in volume and a 1% decline in price, partly offset by a 3% favorable currency impact. The volume decline was primarily due to sales constraints from the Washington Works plant outage in the first quarter and the closure of the Advanced Materials SPS Capstone line, completed in the third quarter of 2025.  

FinancialsOperating cash usage in the first quarter was $44 million compared with $112 million in the year-ago quarter, reflecting improvements in net working capital performance. Capital expenditures were $49 million compared with $84 million in the prior-year quarter. Free cash flow reflected a usage of $93 million compared with $196 million in the first quarter of 2025.   

As of March 31, 2026, Chemours had consolidated gross debt of $4.2 billion. Debt, net of $563 million in unrestricted cash and cash equivalents, was $3.6 billion. Total liquidity was $1.5 billion.   

OutlookFor the second quarter, the company expects consolidated net sales to increase in the range of 15-20% sequentially, driven by favorable seasonal trends. Consolidated adjusted EBITDA is expected to be in the range of $220-$250 million. Corporate expenses are expected to be roughly $45-$50 million. The company also expects capital expenditures of around $50 million and free cash flow of at least $100 million.   

Chemours expects Thermal & Specialized Solutions’ net sales to increase sequentially in the low-to-mid-teens percentage range in the second quarter. Adjusted EBITDA is projected to be between $210 million and $225 million.   

Titanium Technologies’ net sales are expected to increase sequentially in the mid-to-high-teens percentage range, driven by seasonal volume strength and a favorable mix for TiO2 pigment. Adjusted EBITDA is expected to be in the range of $40-$50 million.   

Advanced Performance Materials’ net sales are expected to rise sequentially in the low-to-high-thirties percentage range, driven by a return to normal operating levels at the Washington Works facility. Adjusted EBITDA for APM is expected to be between $12 million and $18 million.   

For 2026, Chemours continues to expect net sales to grow in the range of 3-5% year over year. Adjusted EBITDA is projected in the range of $800-$900 million. Capital expenditures are expected in the range of $275-$325 million, with free cash flow conversion above 20%.   

How Have Estimates Been Moving Since Then?It turns out, estimates revision have trended downward during the past month.

The consensus estimate has shifted -24.02% due to these changes.

VGM ScoresCurrently, Chemours has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a score of B on the value side, putting it in the second quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Chemours has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.