Chemours (CC)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
$12.75-7.54%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · CC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -38.7% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 5.4% |
Growth built into the price is above our model estimate.
The price assumes 44.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is on a run of consecutive earnings misses and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 32 industry peers · Company calendar date is not available
CC — earnings miss
Dated 2026-11-02
Results of Operations and Financial Condition. On November 2, 2026, The Chemours Company (the “Company”) issued a press release regarding its third quarter 2026 financial results. A copy of the press release is furnished hereto as Exhibit 99.1. The Company will post to its investor relations website, investors.chemours.com, an investor presentation by 8:00 a.m. Eastern Daylight Time on Tuesday, November 3, 2026, for its conference call scheduled for that time. The information furnished with t…
Why it matters: Chemours set a 3%–5% sales growth goal for 2026. Q3 results will show if pricing and demand are enough to stay on track.
Watch forQ3 sales and updated 2026 guidance keep Chemours on pace for 3%–5% growth over 2025.
Also watch forChemours cuts its 2026 sales outlook or reports results that put 3% growth out of reach.
Why it matters: The settlement sets a $22.5 million penalty and $90 million in projects over 15 years. Court approval would lock in these terms, though more claims remain.
Watch forA court approves the Consent Decree without changing the stated penalty or project terms.
Also watch forThe court rejects or makes major changes to the Consent Decree, or an appeal delays approval.
Why it matters: Q2 pricing rose, but volumes fell 2% and the segment earned only $48 million in adjusted EBITDA. More price gains without a deeper volume drop would support recovery.
Supportive ifA later report shows TT adjusted EBITDA above $48 million, with price gains. Year-over-year volume falls by no more than 2%.
Worry ifTT adjusted EBITDA falls below $48 million, or volume drops more than 2% year over year.
Why it matters: Free cash flow was $114 million in Q2, and management set a $50 million floor for 2026. Cash flow also helps lower debt.
Supportive ifThe 2026 results show free cash flow of at least $50 million.
Worry ifThe 2026 results show free cash flow below $50 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$177 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $566 loss on $10,000 · 5.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,483 loss on $10,000 · 54.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.