Chemours reported adjusted earnings per share of $0.05 against a $0.07 consensus and revenue of $1.3 billion, missing estimates and prompting a 10.2% share decline. The quarter included a net loss of $47 million, or $0.31 per diluted share, and adjusted EBITDA dropped to $128 million.

Advanced Performance Materials faced cyclical headwinds and a non-cash inventory charge that weighed on margins, while Thermal & Specialized Solutions achieved a record 37% year-over-year increase in Opteon™ refrigerant sales. The company also implemented a global TiO2 price increase on December 1, 2025 and sold its former Kuan Yin TiO2 site for roughly $300 million in January 2026.

For 2025, net sales were flat at $5.8 billion year-over-year, but Chemours recorded a $386 million net loss, or $2.57 per share, compared with net income of $69 million in 2024, due mainly to litigation-related charges. Adjusted EBITDA fell to $742 million from $768 million a year earlier.

The company projects consolidated net sales growth of 3%–5%, adjusted EBITDA of $800 million to $900 million and free cash flow conversion above 25% for 2026. Management plans to use increased organic cash flow and asset sale proceeds to pay down debt and advance its Pathway to Thrive strategy.