Chemours (NYSE:CC) Q3 2025 Earnings Miss Estimates, Stock Falls on Weak Guidance

The Chemours Company (NYSE:CC) reported financial results for the third quarter of 2025, delivering a performance that fell short of analyst expectations on key profitability metrics. The company's results present a mixed picture, with a significant earnings miss overshadowing a relatively minor revenue shortfall and strong performance in one of its core segments.

Earnings and Revenue Versus Estimates

The company's third-quarter performance was notably weaker than what the market had anticipated, particularly on the bottom line.

• Revenue: Reported net sales were $1.50 billion, slightly below analyst estimates of $1.54 billion.
• Earnings Per Share (EPS): The adjusted EPS of $0.20 significantly missed the consensus estimate of $0.26.

This earnings miss appears to be the primary driver behind the negative market reaction. Following the release, the stock traded down approximately 2.9% in after-hours activity, indicating investor disappointment with the company's profitability during the quarter.

Quarterly Performance Summary

The third-quarter results were characterized by a tale of two divisions: one experiencing robust growth and another facing significant headwinds.

• Net Income: The company reported a net income of $60 million, or $0.40 per diluted share, a substantial improvement from a net loss of $32 million in the prior-year period.
• Segment Performance:
  • Thermal & Specialized Solutions (TSS): This was the standout segment, with net sales increasing 20% year-over-year to $560 million. The growth was driven by an 80% surge in sales of Opteon™ refrigerants, fueled by regulatory transitions. Segment Adjusted EBITDA grew 40% to $194 million.
  • Titanium Technologies (TT) & Advanced Performance Materials (APM): Both segments faced challenges. TT net sales declined 9%, and APM net sales declined 12%, with both experiencing sharp drops in Adjusted EBITDA due to operational disruptions and weaker market conditions.

President and CEO Denise Dignam stated that consolidated results exceeded the company's internal expectations, crediting strong demand for Opteon™ products and a focus on operational excellence amid weak macroeconomic environments.

Fourth Quarter 2025 Outlook and Comparison to Estimates

Looking ahead, Chemours provided guidance for the fourth quarter of 2025 that suggests a continuation of recent trends, with a seasonal slowdown expected. The company's outlook appears cautious when compared to full-year analyst expectations.

The company anticipates:

• Q4 2025 Net Sales: A sequential decrease of 10-15%.
• Q4 2025 Adjusted EBITDA: In the range of $130 million to $160 million.

This sales guidance implies a Q4 revenue of approximately $1.27 billion to $1.34 billion, which is below the analyst sales estimate of $1.44 billion for the quarter. For the full year 2025, analysts have been estimating sales of $6.06 billion, a target that now appears increasingly challenging based on the company's fourth-quarter forecast.

Market Reaction and Conclusion

The negative after-hours price movement is a direct reflection of the company's earnings miss and a forward-looking guidance that points to a weaker-than-expected finish to the year. While the strong performance of the TSS segment provides a solid foundation for future growth, the significant declines in the TT and APM businesses have raised concerns about the company's near-term profitability. Investors are likely weighing the robust, regulation-driven demand in refrigerants against the operational challenges and macroeconomic softness impacting the other divisions. The market's reaction suggests that the positives in the report were not sufficient to offset the disappointment on earnings and the cautious outlook for the current quarter.

For a more detailed look at historical earnings and future analyst estimates for The Chemours Company, you can review the data here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.