Chemours Co. (CC)

In Q1 2025, Chemours reported net sales of $1.4 billion, but adjusted earnings per share fell short, leading to a dividend cut and downscaled fiscal year 2025 adjusted EBITDA guidance, causing a stock price decline. Ongoing concerns regarding PFAS-related environmental impact and regulatory challenges have continued to affect the stock. A U.S. district judge ordered Chemours to halt unlawful PFAS discharges into the Ohio River, and environmental groups have raised further concerns. As of October 2025, Wall Street analysts generally have a "Buy" consensus for CC stock, with an average price target of $16.71, but the stock has shown 9.60% price volatility. In the past three months, Chemours insiders have bought more shares than they have sold.

The demand for The Chemours Company's products exhibits seasonality, particularly within its Thermal & Specialized Solutions (TSS) segment. Demand for refrigerants typically follows seasonal trends, with increased demand often seen in the second quarter. The TT segment also experiences seasonal increases in volume, primarily in Western markets. The APM segment also anticipates sequential net sales increases driven by seasonality in customer demand. The company's financial results often reflect these seasonal patterns, with sequential decreases in net sales and volumes in segments like TSS and TT in the fourth quarter due to typical seasonal trends and lower demand.

The Chemours Company is an American chemical company that spun off from DuPont in July 2015 and is headquartered in Wilmington, Delaware. It operates in the specialty chemicals industry as a leading global provider of performance chemicals. Its business is structured around three primary segments: Titanium Technologies, which produces titanium dioxide pigment; Thermal & Specialized Solutions, which focuses on refrigerants and specialty solvents; and Advanced Performance Materials, which provides high-end polymers and advanced materials. The company's products serve a diverse range of industries, including automotive, construction, and consumer electronics.

The Chemours Company has a significant global presence, serving customers in approximately 110 to 130 countries and operating over 60 manufacturing facilities, laboratory sites, joint ventures, and offices worldwide. Its global reach includes North America, with its global headquarters in Wilmington, Delaware, and numerous facilities across the United States and Canada. In Europe, the Middle East, and Africa, Chemours has facilities in countries such as Germany, Switzerland, India, France, Spain, Netherlands, and Belgium. The company also has offices and production facilities in the Asia Pacific region, including China.

Chemours' brand reputation has been significantly impacted by ongoing environmental concerns and legal challenges related to PFAS chemicals. The company continues to face scrutiny and legal action over its historical and ongoing discharge of PFAS. Chemours, along with DuPont and Corteva, settled claims for $1.19 billion for contaminating U.S. public water systems with PFAS. Despite the controversies, Chemours emphasizes its commitment to sustainability and responsible chemistry, highlighting its investments in low global warming potential refrigerants and innovations in clean energy materials.

The Chemours Company is primarily owned by institutional investors, who hold a significant majority of the company's shares, approximately 74% to 94.5%. Key institutional shareholders include BlackRock, Inc., The Vanguard Group, Inc., and State Street Corp. Individual investors hold a smaller stake, around 25% of the company, while individual insiders hold approximately 0.388% of the shares.