Overview
Chemicals firm's Q4 revenue fell 2% yr/yr, driven by volume declines
Adjusted EBITDA for Q4 decreased 24% yr/yr
Outlook
Company projects full-year 2026 net sales growth of 3 to 5%
Chemours anticipates full-year 2026 adjusted EBITDA between $800 mln and $900 mln
Result Drivers
TSS GROWTH - Record Q4 performance in TSS driven by 37% growth in Opteon™ Refrigerants
TT DECLINE - TT segment sales decreased due to lower TiO2 pigment pricing and volume, especially in non-western markets
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
FY Sales | Meet | $5.80 bln | $5.80 bln (9 Analysts) |
FY Adjusted EPS | Miss | $0.95 | $0.96 (9 Analysts) |
FY Adjusted Net Income | Miss | $143 mln | $145.74 mln (9 Analysts) |
FY Adjusted EBITDA | Miss | $742 mln | $755.21 mln (9 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the diversified chemicals peer group is "buy."
Wall Street's median 12-month price target for Chemours Co is $15.00, about 29.1% below its February 18 closing price of $21.15
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 7 three months ago
Press Release: ID:nPnQ3zrFa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)