Chemours (CC)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
$15.30-1.16%
Close 2026-09-04 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
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 | -28.8% |
| Our one-year growth estimate | diamond | 5.6% |
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 2026-09-04.
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.
Growth built into the price is above our model estimate.
The price assumes 34.3 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 2026-09-04 · Compared with 40 industry peers · Company calendar date is not available
CC — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, The Chemours Company (the “Company”) issued a press release regarding its second 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 Wednesday, August 5, 2026, for its conference call scheduled for that time. The information furnished with th…
Why it matters: Staying within this range shows careful spending and matches Chemours' financial plan.
Supportive ifCapital spending is expected to be between $275 million and $325 million in 2026.
Worry ifIf capital spending goes over $325 million, it may mean they are spending too much.
Why it matters: Stable or rising TiO2 prices are key. They help make more money in Titanium Technologies.
Supportive ifTiO2 prices stabilize or increase in the next quarter.
Worry ifTiO2 prices decline further in the next quarter.
Why it matters: Achieving this growth would support Chemours' goal of 3% to 5% growth in 2026 and signal demand recovery.
Supportive ifQ2 2026 Net Sales reported between $1.6 billion and $1.68 billion.
Worry ifQ2 2026 Net Sales fall below $1.6 billion, indicating weak demand.
Why it matters: A drop in volumes would show ongoing problems in the APM segment. This would hurt overall profits.
Worry ifAPM segment volumes reported down more than 20% year over year in Q2 2026.
Less concerning ifAPM segment volumes reported stable or increasing year over year in Q2 2026.
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 | ±$240 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $648 loss on $10,000 · 6.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,778 loss on $10,000 · 47.8% | 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.
Why it matters: Higher TiO2 prices could boost margins. They may also help offset volume drops in Titanium Technologies.
Supportive ifQ2 2026 results show a significant increase in TiO2 prices compared to Q1 2026.
Worry ifQ2 2026 results show flat or declining TiO2 prices compared to Q1 2026.
Why it matters: Price hikes will show that Chemours can handle pricing in a tough market.
Supportive ifTiO2 prices go up. This leads to better sales in the Titanium Technologies segment.
Worry ifTiO2 prices decline or remain flat, leading to further sales decreases.
Why it matters: Final court approval of the PFAS settlement will show Chemours' compliance path and costs.
Supportive ifCourt approval of the Consent Decree for the PFAS settlement within the next three months.
Worry ifIf the court denies approval or delays the Consent Decree, compliance will be uncertain.
Why it matters: Progress on the PFAS settlement can lower future risks and improve operations.
Watch forChemours gives a clear update on the PFAS settlement.
Also watch forNo updates or delays on the PFAS settlement.
Why it matters: A growth rate over 5% shows strong recovery. It means management is meeting their goals.
Supportive ifQ3 Net Sales growth exceeds 5% compared to Q3 2025.
Worry ifQ3 Net Sales growth is below 3% compared to Q3 2025.
Why it matters: Consistent Free Cash Flow above $100 million shows financial health and supports debt reduction.
Supportive ifFree Cash Flow reported above $100 million in Q3 2026.
Worry ifFree Cash Flow reported below $100 million in Q3 2026.
Why it matters: Going above this level shows strong operations. It also means good cost control.
Supportive ifQ3 Adjusted EBITDA is more than $250 million.
Worry ifQ3 Adjusted EBITDA is less than $220 million.
Why it matters: Solving these claims would lower regulatory risks. It would also help Chemours' reputation.
Supportive ifCompletion of the $90 million mitigation projects as part of the PFAS settlement.
Worry ifDelays in PFAS projects or new claims could happen.