Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Chemours (CC)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
$12.75-7.54%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.96 → 1.77 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain capital expenditures between $275M and $325M in 2026 | Capital spending is disciplined, targeted between $275 million and $325 million. | Broken | capital expenditures exceed 350 million USD or fall below 250 million USD in FY26 | Capital expenditures: $93M FY2026-Q2; GAAP. Published target: 275 to 325 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202693,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
CC is a loss-making, higher-risk business with robust earnings quality, but recent financial performance has been weak and management execution has been volatile. Its long-term thesis is in a watch state: the signal recently improved from mixed to mildly favorable, but performance remains well below its industry cohort.
The valuation is above peers, and the expectations gap is negative, suggesting expectations are not fully aligned with the current setup. The priced-in assessment is tagged as justified, with low fragility; the evidence does not give a specific market expectation to quantify.
Near term, repeated earnings misses and a 51% estimated miss probability make the next report an important risk, while the recent earnings miss and litigation filings add uncertainty. For 2026, management aims for 3% to 5% net sales growth and at least $50 million in free cash flow; second-quarter free cash flow was $114 million, while capital spending remains on a mixed but guided course.
The next call is a key swing factor: a guidance cut could lead to lower Street estimates, while continued delivery on sales growth and cash flow would support the multi-year thesis. Sector conditions also matter: continued earnings strength from LIN, ECL, and SHW could sustain a Materials tailwind, while misses or lower guidance could weaken it.
Over the next 1 to 3 years, the thesis depends on CC turning weak recent performance into reliable execution while managing elevated risk. Cash flow progress and a supportive sector are constructive, but guidance, earnings consistency, and litigation remain important uncertainties. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 3 of 4 supplied quarters. Management reported: “Capital expenditures are anticipated to be between $250 million and $280 million, with overall Free Cash Flow Conversion above 25%, due to increased earnings and improvements in working capital throughout the year.” “Capital expenditures are anticipated to be between $275 million and $325 million, with overall Free Cash Flow Conversion above 20%, due to increased earnings and improvements in working capital throughout the year.”
Achieve free cash flow of at least $100 million in 2026 | Chemours aims to generate free cash flow of at least $100 million in 2026. | Broken | free cash flow falls below 50 million USD in FY26 | Free cash flow: $21M FY2026-Q2; GAAP. Published target: >=100 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202621,000,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: “The year-over-year decrease in Net Sales was driven by a 4% decrease in volumes, partially offset by a 2% increase in price and a 1% currency tailwind.” “Capital expenditures are anticipated to be between $250 million and $280 million, with overall Free Cash Flow Conversion above 25%, due to increased earnings and improvements in working capital throughout the year.” Delivery assessment Nov 4, 2026 |
Achieve revenue between $800M and $900M in 2026 | A primary condition in Chemours's published investment case. The stated target is 800 to 900 million USD. | Broken | revenue falls below 750 million USD in FY26 | Revenue: $1.591B FY2026-Q2; GAAP. Published target: 800 to 900 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 20261,591,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.23 → $1.77 · observed estimates
$6.38B → $6.16B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-07-25 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-07-26 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-07-27 | $2.24 | $6,379,928,828 | 5 / 7 |
| 2026-07-28 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-07-29 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-07-30 | $2.24 | $6,379,928,828 | 5 / 7 |
| 2026-07-31 | $2.24 | $6,379,928,828 | 5 / 7 |
| 2026-08-01 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-08-02 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-08-03 | $2.23 | $6,382,928,830 | 9 / 9 |
| 2026-08-04 | $2.24 | $6,379,928,828 | 5 / 7 |
| 2026-08-05 | $2.24 | $6,379,928,828 | 5 / 7 |
| 2026-08-06 | $2.24 | $6,379,928,828 | 5 / 7 |
| 2026-08-07 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-08 | $2.10 | $6,308,073,270 | 9 / 9 |
| 2026-08-09 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-10 | $2.10 | $6,308,073,270 | 9 / 9 |
| 2026-08-11 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-12 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-13 | $2.01 | $6,252,987,100 | 9 / 9 |
| 2026-08-14 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-15 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-16 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-17 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-18 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-19 | $2.13 | $6,325,739,939 | 5 / 7 |
| 2026-08-20 | $1.98 | $6,228,048,260 | 5 / 7 |
| 2026-08-21 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-22 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-23 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-24 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-25 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-26 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-27 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-28 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-29 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-30 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-08-31 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-01 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-02 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-03 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-04 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-05 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-06 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-07 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-08 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-09 | $1.96 | $6,228,048,260 | 5 / 7 |
| 2026-09-10 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-11 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-12 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-13 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-14 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-15 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-16 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-17 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-18 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-19 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-20 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-21 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-22 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-23 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-24 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-25 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-26 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-27 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-28 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-29 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-09-30 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-10-01 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-10-02 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-10-03 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-10-04 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-10-05 | $1.96 | $6,211,159,371 | 5 / 7 |
| 2026-10-06 | $1.96 | $6,205,336,981 | 5 / 7 |
| 2026-10-07 | $1.96 | $6,205,336,981 | 5 / 7 |
| 2026-10-08 | $1.96 | $6,205,336,981 | 5 / 7 |
| 2026-10-09 | $1.96 | $6,205,336,981 | 5 / 7 |
| 2026-10-10 | $1.96 | $6,205,336,981 | 5 / 7 |
| 2026-10-11 | $1.95 | $6,203,782,981 | 5 / 7 |
| 2026-10-12 | $1.95 | $6,203,782,981 | 5 / 7 |
| 2026-10-13 | $1.94 | $6,198,883,342 | 5 / 7 |
| 2026-10-14 | $1.91 | $6,198,883,342 | 5 / 7 |
| 2026-10-15 | $1.91 | $6,198,883,342 | 5 / 7 |
| 2026-10-16 | $1.91 | $6,198,883,342 | 5 / 7 |
| 2026-10-17 | $1.91 | $6,198,883,342 | 5 / 7 |
| 2026-10-18 | $1.88 | $6,198,883,342 | 5 / 7 |
| 2026-10-19 | $1.88 | $6,198,883,342 | 5 / 7 |
| 2026-10-20 | $1.88 | $6,198,883,342 | 5 / 7 |
| 2026-10-21 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-22 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-23 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-24 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-25 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-26 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-27 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-28 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-29 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-30 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-10-31 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-11-01 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-11-02 | $1.87 | $6,196,327,786 | 5 / 7 |
| 2026-11-03 | $1.87 | $6,195,961,120 | 5 / 7 |
| 2026-11-04 | $1.77 | $6,159,211,423 | 5 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
0 raises · 3 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.