#USA #Wilmington #Chemours Company #Opteon Refrigerants #Titanium Technologies

Overview

The Chemours Company has recently released its fourth quarter and full-year results for 2025, showcasing its financial performance across its key business segments: Thermal Specialized Solutions (TSS), Titanium Technologies (TT), and Advanced Performance Materials (APM). Despite facing some market challenges, Chemours reported solid performance metrics primarily driven by the continued adoption of its flagship Opteon™ Refrigerants.

Key Q4 2025 Highlights

1. Net Sales and Year-over-Year Performance
In the fourth quarter, Chemours reported net sales of $1.3 billion, representing a slight decline of 2% compared to the same period last year. This dip was largely attributed to a 4% decrease in volume; however, the growth in TSS was notable, with a remarkable 37% increase in Opteon™ Refrigerants sales year-over-year.

2. Net Loss Figures
The company experienced a net loss of $47 million, or $0.31 per share, up from a loss of $11 million in Q4 2024. This increase in losses was mainly due to lower manufacturing levels in APM and TT and a non-cash inventory charge.

3. Adjusted Net Income
Adjusted net income for the fourth quarter amounted to $7 million, or $0.05 per diluted share, which is a decrease from $14 million in the prior year. Adjusted EBITDA dropped to $128 million compared to $168 million in Q4 2024.

4. Operational Efficiency and Pricing Actions
Chemours successfully implemented a TiO2 price hike effective December 1, 2025, in response to market demands, further enhancing its revenue capture in a fluctuating commodity landscape.

5. Asset Management Strategies
On January 15, 2026, Chemours announced the sale of its former Kuan Yin TiO2 site for approximately $300 million. This strategic divestiture aligns with its goal to streamline operations and improve cash flow.

Year-End Overview for 2025

• - Net Sales remained stable at $5.8 billion, comparable to the previous year, although fluctuations were noted within the TSS and TT segments.
• - Net Loss reached $386 million for 2025, which was a significant change from a profit of $69 million in 2024. This shift largely stemmed from litigation-related expenditures.
• - Adjusted Income Outlook indicated a drop to $143 million compared to $179 million in 2024, reflecting ongoing challenges in the APM segment and overall tightening demand in specific markets.

What's Ahead for 2026?

Looking forward, Chemours anticipates a modest growth range of 3% to 5% in consolidated net sales, alongside an adjusted EBITDA projection between $800 million and $900 million as operational efficiencies and pricing power improve across its segments.

Conclusion

Despite various cyclical headwinds faced throughout 2025, Chemours demonstrated resilience particularly through its TSS unit led by Opteon™. The company’s strategic decisions, including pricing adjustments and operational realignments, are expected to drive further innovation and cash flow stability throughout 2026 and beyond. The outlook remains cautiously optimistic as the company navigates evolving market conditions and continues to focus on long-term growth strategies.