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The Chemours Company — Third Quarter 2026 Earnings Summary

  • Net income surged to $196 million ($1.29/share) from $46 million ($0.31/share) year-over-year, while net sales rose 3% to $1.54 billion driven by a 5% price increase; Adjusted EBITDA grew 6% to $200 million.
  • Full-year 2026 net sales guidance remains at approximately 2% growth, with Adjusted EBITDA expected between $775 million and $800 million and net leverage targeted below 4.2x.
  • Strategic milestones include the completion of the Kuan Yin property sale for ~$340 million, receipt of $150 million in PFAS insurance proceeds, and a formal settlement with North Carolina entities resolving PFAS litigation.
  • Segment performance was mixed: Titanium Technologies sales rose 11% and Advanced Performance Materials sales increased 8%, whereas Thermal & Specialized Solutions sales declined 9% due to volume headwinds in North American stationary AC aftermarket sales.
  • Fourth-quarter 2026 sales are forecast to decrease 5% to 10% sequentially due to seasonality, with Adjusted EBITDA guidance set between $160 million and $185 million.
Company
CHEMOURS CO
Sector
Basic Materials
Industry
Specialty Chemicals