Abstract

Chemours will report its quarterly results on February 19, 2026 Post Market; this preview consolidates last quarter performance and the current quarter forecasts for revenue, margins, net income, and adjusted EPS, and synthesizes recent institutional opinions to frame the setup into the print.

Market Forecast

Company-level forecasts point to revenue of 1.33 billion for the current quarter, EBIT of 64.75 million, and adjusted EPS of $0.07, implying year-over-year changes of -2.50% for revenue, -24.19% for EBIT, and -41.17% for adjusted EPS; guidance for gross profit margin and net profit margin was not specified in the forecast dataset. The main business remains anchored by Titanium Technologies, and near-term performance is expected to depend on the balance between pricing discipline and volume normalization across core product lines. Thermal & Specialized Solutions stands out as the most promising segment in the near term, with last quarter revenue of 560.00 million; year-over-year segment growth figures were not disclosed.

Last Quarter Review

Chemours delivered revenue of 1.50 billion, a gross profit margin of 15.72%, GAAP net income attributable to shareholders of 60.00 million, a net profit margin of 4.01%, and adjusted EPS of $0.20, with revenue down -0.40% year-over-year and adjusted EPS down -50.00% year-over-year. A key highlight was a notable quarter-on-quarter rebound in GAAP net income, up 115.75%, while EBIT of 112.00 million exceeded the prior estimate by 5.44%, demonstrating resilient operating execution despite top-line softness. Main business segment revenue mix was led by Titanium Technologies at 612.00 million (40.94% of revenue), followed by Thermal & Specialized Solutions at 560.00 million (37.46%), Advanced Performance Materials at 311.00 million (20.80%), and Chemical Solutions at 12.00 million (0.80%); segment-level year-over-year growth data was not disclosed.

Current Quarter Outlook

Main Business: Titanium Technologies

Titanium Technologies remains Chemours’s largest revenue contributor, generating 612.00 million last quarter, which equated to 40.94% of total revenue. The current quarter’s consolidated forecast of 1.33 billion, together with the expected adjusted EPS of $0.07, suggests the company is preparing for a modest contraction in year-over-year revenue and earnings, with performance hinging on how the segment navigates pricing and volume dynamics. Potential commercial priorities include preserving margin through product mix management and addressing any residual destocking effects across customers, as last quarter’s gross margin settled at 15.72% and net profit margin at 4.01%. Maintaining pricing where possible while calibrating volumes to match demand would be crucial to support margin stability; at the same time, operational efficiency initiatives and targeted cost controls may be needed to offset input cost variability and to stabilize EBIT, which is forecast at 64.75 million this quarter versus 112.00 million delivered in the prior quarter. If Titanium Technologies sustains stable volumes and executes on cost and mix improvements, it may help narrow the year-over-year decline implied in the $0.07 adjusted EPS forecast and support a more favorable earnings trajectory heading into subsequent quarters.

Most Promising Segment: Thermal & Specialized Solutions

Thermal & Specialized Solutions generated 560.00 million last quarter, representing 37.46% of company revenue, and continues to be viewed as the most promising unit on a near-term basis due to its scale and cash flow profile. The company’s consolidated forecast indicates year-over-year declines in revenue and EBIT, but this segment’s contribution can be pivotal to moderating those declines if price realization and volume throughput remain stable. With last quarter’s gross margin at 15.72% and EBIT performance beating estimates, incremental mix improvements and operating discipline within Thermal & Specialized Solutions could provide better margin resilience than implied by the -24.19% forecasted year-over-year EBIT change for the company. Strong execution in supply chain planning and disciplined customer engagement may help the segment protect contribution margins even as broader market conditions temper growth. While segment-level year-over-year growth data was not disclosed, the scale of last quarter’s revenue base and the segment’s share of the total suggest that outperformance here would have an outsized effect on the company’s consolidated EPS outcome for the quarter, offering one of the more tangible internal levers to mitigate the -41.17% year-over-year EPS decline implied by the forecast.

Key Stock Price Drivers This Quarter

Earnings delivery versus expectations is the primary stock price driver, with the company forecast to generate 1.33 billion in revenue and $0.07 in adjusted EPS; the degree to which results meet or exceed these benchmarks will shape investor sentiment. Margin progression will be scrutinized closely; last quarter’s gross margin of 15.72% and net profit margin of 4.01% set the baseline, and evidence of any sequential improvement would be a positive read-through to cash generation and future earnings capacity. Segment mix will also be in focus, particularly the relative contributions of Titanium Technologies and Thermal & Specialized Solutions, given their combined share of nearly four-fifths of last quarter’s revenue and their influence on consolidated EBIT. Operational execution signals—such as inventory management discipline, cost containment, and the ability to hold pricing and improve mix—can amplify or dampen investor confidence in the sustainability of earnings across the next several quarters. Finally, the quarter-on-quarter direction of GAAP net income will be assessed in context: last quarter’s 115.75% improvement was encouraging and set a higher base for comparison; the maintenance of that momentum, even if softened by the forecasted year-over-year declines, would be seen as a constructive step toward stabilizing the company’s earnings profile.

Analyst Opinions

Recent institutional views within the six months leading up to February 12, 2026 have skewed bullish, with multiple firms reiterating constructive stances and refreshed price targets. RBC Capital maintained an Outperform rating and lifted its target price to $18, reinforcing a favorable stance on the shares heading into the quarterly report. Truist reiterated a Buy rating with a $21 target, emphasizing a positive expectation for the company’s ability to execute through near-term earnings volatility and stabilize profitability. Alembic Global continued to maintain a Buy rating, with recent targets referenced at $19 and $20, underscoring the view that current valuation and operational catalysts are aligned with a favorable risk-reward profile. Based on the collected opinions, the ratio of bullish to bearish views is 100% to 0%, and consensus sentiment can be characterized as overweight, with a mean price target of $16.30 cited in recent coverage.

The prevailing analyst narrative is that Chemours’s setup is most compelling when evaluated through the lens of execution against its internal levers rather than broader macro variables. The emphasis centers on whether the company can protect gross margin and net margin while delivering on its forecasted revenue of 1.33 billion and stabilizing adjusted EPS near $0.07. That frame places outsized importance on Titanium Technologies as the largest revenue engine and the breadth of Thermal & Specialized Solutions as a near-term margin lever. Analysts have indicated that upside risk to targets would likely come from better-than-expected margin performance, mix improvements, and disciplined cost control that narrows the gap implied by the forecasted year-over-year declines in revenue, EBIT, and EPS. Conversely, downside risk is portrayed as a function of weaker-than-expected execution across these areas, particularly if segment mix shifts unfavorably or price realization softens. With last quarter’s EBIT beat of 5.44% and the notable quarter-on-quarter net income rebound of 115.75%, institutions see evidence of operational resilience, and their targets suggest confidence in the company’s ability to sustain improvements even as consolidated year-over-year declines persist in the near term.

A deeper reading of these institutional opinions points to the importance of sequential momentum. The previous quarter’s adjusted EPS of $0.20 was down -50.00% year-over-year and missed the prior estimate by $0.05, yet EBIT outperformed and the net income rebound was sharp, signaling internal levers that can buffer earnings against top-line pressure. The current quarter forecast of EBIT at 64.75 million compared with 112.00 million achieved last quarter will be a critical check-point for analysts’ models; performance closer to the higher end of expectations would likely be interpreted as evidence that margin tools are working. Revenue delivery at or above 1.33 billion would further bolster conviction, given it would limit the year-over-year decline to -2.50%, which analysts view as manageable if accompanied by margin stability or small improvement from last quarter’s 15.72% gross margin. In aggregate, the majority institutional view remains constructive: while earnings are expected to decline year-over-year, the company is seen as capable of managing the trajectory through segment execution and cost discipline, leaving room for positive surprise on profitability measures and subsequent revisions if management demonstrates durable progress through the print.