Chemours Co. (CC)

In the third quarter of 2025, Chemours reported mixed results with flat net sales and increased net income. The Thermal & Specialized Solutions segment saw a sales jump, while the Titanium Technologies and Advanced Performance Materials segments experienced sales declines. Looking ahead to the fourth quarter of 2025, the company anticipated sequential sales to decline. Chemours also announced a global TiO2 price increase and a strategic agreement with SRF Limited. In July 2025, Chemours reached a settlement with New Jersey for environmental claims and declared a quarterly cash dividend. Leadership changes occurred in September 2025. The stock price as of January 8, 2026, was $13.85 per share, representing a decline from January 10, 2025.

Demand seasonality for Chemours' products varies across its segments. Fluorochemicals (Refrigerants) sales are generally higher in the first half of the year, peaking in the summer months. There is no significant seasonality for Fluoropolymers. The Chemical Solutions segment is expected to generally grow in line with global GDP. The Titanium Technologies segment also experiences some seasonality, with a decrease in volume in western markets in Q3 2025.

The Chemours Company (CC) is a global provider of performance chemicals, delivering customized solutions across various markets. The company operates through three primary segments: Thermal & Specialized Solutions, which offers refrigerants and thermal management solutions; Titanium Technologies, which produces Ti-Pure™ titanium dioxide (TiO2) pigment; and Advanced Performance Materials, which provides specialty product solutions for various industries. Chemours also has a Chemical Solutions segment, which includes industrial chemical products.

The Chemours Company has a significant global presence, with its corporate headquarters in Wilmington, Delaware, United States. It operates over 60 manufacturing facilities, laboratory sites, joint ventures, and offices worldwide, serving customers in approximately 110 to 120 countries. Its facilities are strategically located to serve customers across North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.

The Chemours Company's brand reputation has been significantly influenced by ongoing environmental liabilities, particularly those related to PFAS litigation. A settlement was reached with New Jersey for environmental claims, including PFAS. Leadership changes following an internal review into financial reporting could also have had an impact on the company's reputation.

The ownership structure of The Chemours Company is heavily dominated by institutional investors, holding approximately 94.20% of the company's shares. Mutual funds constitute a significant portion of this institutional ownership. Insider ownership stood at a modest 0.63%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp.