Chemours Q4 Revenue Matches Estimates; EPS Tops by 2400%
Chemours reported Q4 revenue of $1.33 billion, matching estimates but down 2.2% year-over-year, and delivered EPS of $0.05 versus $0.11 last year, topping the $0.00 consensus by 2400%. Thermal & Specialized Solutions sales rose 13.9% to $444 million, while Titanium Technologies revenue fell 11.2% to $561 million.
1. Q4 Financial Overview
Chemours reported revenue of $1.33 billion for the quarter ended December 2025, matching analyst expectations but down 2.2% year-over-year. The company posted EPS of $0.05 versus $0.11 a year ago, delivering a 2400% surprise to the $0.00 consensus.
2. Segment Revenue Breakdown
Thermal & Specialized Solutions sales rose 13.9% to $444 million, Titanium Technologies revenue declined 11.2% to $561 million, Advanced Performance Materials fell 3.7% to $312 million and Other segment revenue dropped 7.7% to $12 million versus average estimates.
3. Adjusted EBITDA Results
Adjusted EBITDA in Titanium Technologies reached $23 million versus a $17.47 million estimate, Other segment generated $1 million against $0.87 million forecast, APM produced $12 million versus $34.36 million expected and Thermal & Specialized Solutions posted $128 million versus $135.12 million.
4. Stock Performance and Outlook
Shares of Chemours have gained 30.6% over the past month compared with a 0.8% drop in the S&P 500, but the stock carries a sell rating, indicating potential underperformance if earnings momentum stalls.