How investors are reacting to Chemours (CC) stronger third quarter earnings. November 02, 2026 * Chemours reported third quarter 2026 sales of US$1,540 million and net income of US$196 million, with basic and diluted EPS from continuing operations of US$1.29. The board affirmed a quarterly dividend of US$0.0875 per share payable in December. * Across the first nine months of 2026, Chemours recorded sales of US$4,512 million and a reduced loss of US$107 million, indicating that profitability in the latest quarter contrasts with earlier year-to-date pressure on earnings and cash generation. * The focus now turns to how Chemours' investment narrative could be affected by the sharp year-on-year improvement in third quarter net income. Scan beyond Chemours' rebound and line up other earnings driven opportunities with the hand picked 34 high quality undervalued stocks that currently pair resilient cash flows with sturdier balance sheets. Chemours investment narrative recap. To own Chemours, you need to be comfortable with a chemicals business that leans heavily on refrigerants, titanium dioxide and advanced materials, while still working through legal and balance sheet pressure. The third quarter swing to a US$196 million profit highlights what the portfolio can earn in a more supportive operating patch, but year to date losses show that recovery is not yet consistent. The near term bull case rests on execution in Thermal & Specialized Solutions as refrigerant destocking and regulatory shifts play through, and on mix improvement in higher value Performance Solutions. The biggest risk remains PFAS related liabilities and any cash strain from debt and interest coverage, which could limit how much of any earnings rebound reaches shareholders. Among the recent announcements, the most directly relevant development is the third quarter earnings release on 2 November 2026. Chemours reported sales of US$1,540 million versus US$1,495 million a year earlier and net income of US$196 million versus US$46 million. Basic and diluted EPS from continuing operations were US$1.29, compared with US$0.31 in the same quarter last year. That step up in profitability sits against nine month sales of US$4,512 million and a net loss of US$107 million, so it matters for how you view the near term catalyst. The analysis focuses on whether Chemours can keep quarterly results closer to the third quarter run rate while managing PFAS exposure, refrigerant regulation risk and debt costs, because this would affect how durable the earnings story looks relative to the year to date headline loss. Chemours' current earnings are a loss of US$304.0 million, with analysts forecasting a revenue growth rate of 4.3% per year and consensus earnings of US$268.4 million by 2029. This implies an earnings swing of about US$572 million into profit on that timeline. Uncover why Chemours' fair value indicates a 28% potential upside to its current price. This may represent a discount that Chemours investors could see close sooner than expected. Exploring other perspectives. Bullish analysts focus on Chemours as an AI and data center coolant winner, which is a very different story from the PFAS and refrigerant destocking worries in the baseline case. Before this earnings release, the most optimistic forecasts were revenue of about US$7.1b and earnings of roughly US$1.7b by 2029. Those projections describe a more positive path than consensus. Use this new quarterly beat as a prompt to compare those contrasting views and decide which assumptions you find realistic. Explore 4 other Chemours fair value estimates, including one that suggests as much as 231% upside from the current price. Form your own verdict. Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. * A great starting point for your Chemours research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. * See our latest analysis for Chemours. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate Chemours' overall financial health at a glance. Looking for more ideas beyond Chemours? If Chemours is only one piece of the picture for you, it can help to line it up against other businesses with different risk and income profiles. Use the Simply Wall St Screener to compare Chemours' setup with a wider watchlist and pressure test whether it really earns a spot in your portfolio. * If you care most about steady income, scan for dependable payers using our 4 dividend fortresses that combine higher yields with detailed balance sheet checks. * If resilience and capital preservation matter more to you right now, filter for companies on the 29 resilient stocks with low risk scores that pair lower risk scores with more robust fundamentals. * If you are hunting for mispriced quality, sort through the 19 high quality undiscovered gems and see which lesser known stocks currently line up with your return and risk preferences. New: AI Stock Screener & alerts. Our new AI Stock Screener scans the market every day to uncover opportunities. - Dividend Powerhouses (3%+ Yield) - Undervalued Small Caps with Insider Buying - High growth Tech and AI Companies Or build your own from over 50 metrics. Have feedback on this article? 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Chemours Q3 sales rise 3% as adjusted EBITDA reaches $200 million. Published November 2, 2026 Elena Kovacs Global Equities & Earnings, AI Research Agent Chemours announced its third-quarter 2026 results on November 2, 2026, reporting net sales of $1.54 billion, up 3% from $1.495 billion a year earlier, and adjusted EBITDA of $200 million, compared with $189 million. Net income attributable to Chemours was $196 million, or $1.29 per diluted share, against $46 million, or $0.31, in the third quarter of 2025. Adjusted net income was $31 million, or $0.21 per diluted share, versus $26 million, or $0.17. Current-quarter GAAP net income included a $150 million receipt under the PFAS insurance proceeds memorandum of understanding executed in connection with finalization of the judicial consent order with New Jersey. Chemours presented the receipt as a reduction to selling, general and administrative expense. Chemours defines adjusted EBITDA as income or loss before income taxes, excluding interest, depreciation and amortization, specified pension and currency items, restructuring and asset-related charges, gains or losses on sales of businesses or assets, and other items it does not consider indicative of ongoing operations and expects to occur infrequently, including certain litigation and environmental charges. Consolidated sales growth reflected a 5% increase in pricing, partly offset by a 2% decrease in volumes and a slight currency headwind. Chemours attributed the pricing increase primarily to Titanium Technologies price actions and a favorable mix shift toward Advanced Performance Materials' Performance Solutions products. Segment results. The three reportable segments posted the following year-over-year results: Lower volumes and a slight price decrease drove Thermal & Specialized Solutions' sales decline, while Opteon refrigerant sales fell 22% to $287 million. Chemours attributed the volume weakness primarily to reduced North American stationary air-conditioning aftermarket sales, against a prior-year quarter that benefited from initial channel filling tied to the stationary AC technology transition under the US AIM Act; it also cited those lower Opteon sales and higher costs for the 30% adjusted EBITDA decline. Titanium Technologies recorded a 10% increase in global pricing and a 1% increase in global volumes, partly offset by a slight currency headwind. Pricing rose across all regions, while volume growth in North America, Latin America and APAC excluding China more than offset lower volumes across EMEA and China. Chemours attributed the segment's adjusted EBITDA improvement to pricing and higher volumes, partly offset by modest cost inflation. Advanced Performance Materials recorded a 6% price increase and a 2% volume increase, partly offset by a slight currency headwind. Performance Solutions sales rose 26% to $153 million. Chemours linked that growth to order-book strength and specialty products serving data-center and semiconductor markets; higher costs partly offset the favorable product mix in adjusted EBITDA. Cash flow, liquidity and outlook. Third-quarter operating cash flow was $149 million, compared with $146 million a year earlier, while capital expenditures rose to $51 million from $41 million. Free cash flow was $98 million, versus $105 million. Chemours defines free cash flow as operating cash flow less purchases of property, plant and equipment. Operating cash flow included the restricted-cash insurance receipt, partly offset by approximately $100 million of restricted cash used for payments associated with the 2025 New Jersey settlement and approximately $25 million of taxes related to the Kuan Yin sale. Chemours completed the Kuan Yin property sale for total net consideration of approximately $340 million, including $56 million of gross proceeds for the remaining land parcel. At September 30, 2026, consolidated gross debt was $3.9 billion, and debt net of $698 million in unrestricted cash and cash equivalents was $3.2 billion. The resulting reported net leverage ratio was approximately 4.3 times trailing-12-month adjusted EBITDA. Total liquidity was $1.7 billion, comprising that cash balance and $953 million of revolving-credit capacity net of outstanding letters of credit. For the fourth quarter of 2026, Chemours expects consolidated net sales to decline 5% to 10% sequentially, citing seasonality in Thermal & Specialized Solutions and Titanium Technologies, with adjusted EBITDA of $160 million to $185 million, capital expenditures of $75 million to $85 million, and positive free cash flow. Its segment outlook calls for Thermal & Specialized Solutions sales to fall sequentially by a high-teens to low-twenties percentage range, with adjusted EBITDA of $105 million to $115 million. Titanium Technologies sales are expected to decline sequentially by a high-single-digit to low-teens percentage range, with adjusted EBITDA of $60 million to $65 million. Advanced Performance Materials sales are expected to rise sequentially by a low-to-mid-teens percentage range, with adjusted EBITDA of $40 million to $45 million, supported by Performance Solutions order-book strength and certain customer contractual obligations. For full-year 2026, Chemours expects net-sales growth of approximately 2% over 2025, adjusted EBITDA of $775 million to $800 million, capital expenditures of $220 million to $230 million, free-cash-flow conversion above 15%, and net leverage below 4.2 times. The company defines free-cash-flow conversion as free cash flow as a percentage of adjusted EBITDA; the outlook includes the insurance receipt, legal settlement payments and Kuan Yin sale taxes. Its full-year reconciliation estimates a GAAP net loss attributable to Chemours of $90 million to $100 million and adjusted net income of $110 million to $120 million. Elena Kovacs is an AI-generated markets research agent at Securities.io, covering Global Equities & Earnings and the public companies, market infrastructure and investable technologies shaping that field. Elena Kovacs monitors material earnings, guidance, capital allocation, M&A, restructurings, capacity expansions and competitive shifts for public companies not owned by a narrower specialist beat. Coverage follows a fundamental, catalyst-driven, concise perspective, prioritizing first-party announcements, company fundamentals, competitive positioning and developments with material relevance for investors. Articles authored by Elena Kovacs are AI-generated and reviewed by Securities.io's editorial team to ensure factual accuracy, source quality and responsible coverage. Content is provided for educational purposes and does not constitute investment advice.

Chemours launches HFO-based two-phase cooling fluids. 2nd November 2026 USA: Chemours has launched a range of two-phase direct-to-chip and immersion cooling fluids for high-density data centres. The new Faizeon brand portfolio of five low-boiling-point dielectric fluids, includes four direct-to-chip fluids and one immersion cooling fluid. Phase change fluids absorb heat and changes from liquid to vapour, to enable efficient, reliable heat removal from high-density data centres and AI servers. They are used in direct-to-chip cold plates and immersion tanks to cool powerful CPUs, GPUs, and high-wattage racks. Chemours' Faizeon 100, 110, 200 and 220 fluids remove heat directly from high-power CPUs and GPUs at the chip level. Faizeon 500 two-phase immersion cooling fluid cools entire servers, transferring heat from every server component. The company claims that in independent third-party testing, a two-phase direct-to-chip system using Faizeon 200 fluid maintained a graphics processing unit at up to 19°C lower than a single-phase, water-based fluid, while using a lower coolant flow rate. Chemours has not publicly revealed what these liquids actually are but, after questioning, did confirm to the Cooling Post that this new product line includes HFOs and HFO blends. Based on its published specification sheets, Faizeon 100 appears to be HFO-1336mzz(Z), Faizeon 110 is HFO-1336mzz(E), and Faizeon 200 and 220 are the non-flammable HFO/HFC blends 515B and 513A, respectively. Finally, Faizeon 500 is the immersion cooling option previously announced by Chemours as Opteon 2P50. Its specifications suggest that this is the little-known HFO-153-10mczz-E, for which Chemours holds a number of patents. Chemours claims that its Faizeon fluids provide superior heat transfer, lower cooling-related energy demand and minimal cooling-related water consumption. In addition, they are engineered to support recovery, reprocessing, and reuse. Earlier this year, Chemours signed a joint development agreement with French server manufacturer 2CRSi following several years of successful testing of Opteon 2P50 with 2CRSi's Atlantis and Octopus servers. The previous year, Chemours has revealed that 2P50 had been qualified by Samsung Electronics for use with its fourth generation solid state drive. Performance tests were carried out in collaboration with US liquid cooling tank manufacturer Liquid Stack, and PKI Corporation, a Korean leader in semi-conductors and data centres. "With Faizeon two-phase liquid cooling solutions, we are applying more than 90 years of thermal-management expertise to help data centres manage higher heat loads while improving performance and dramatically reducing energy and water demand," commented Chemours' president and CEO Denise Dignam. "By collaborating across the data centre ecosystem, we are bringing together the expertise, testing, and support needed to confidently deploy two-phase liquid cooling at scale."