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Jun 30, 2024

Chemours Q2 2024 Earnings Report

Chemours' financial performance was reported for Q2 2024, with net sales of $1.5 billion and net income of $70 million.

Key Takeaways

Chemours reported Q2 2024 financial results with net sales of $1.5 billion, a 6% decrease year-over-year. Net income attributable to Chemours was $70 million, or $0.46 per diluted share, compared to a net loss of $376 million in the prior-year quarter. Adjusted EBITDA was $206 million, down from $324 million in the corresponding prior-year quarter.

Net Sales of $1.5 billion, down 6% year-over-year.

Net Income attributable to Chemours of $70 million, or $0.46 per diluted share, compared with a Net Loss attributable to Chemours of $376 million, or $2.52 per diluted share, in the corresponding prior-year quarter

Adjusted Net Income of $57 million, or $0.38 per diluted share, compared with $167 million, or $1.10 per diluted share, in the corresponding prior-year quarter

Received permit to expand Teflon™ PFA resin production under APM Performance Solutions; a critical material for semiconductor manufacturing

Total Revenue
$1.54B
Previous year: $1.64B
-6.2%
EPS
$0.38
Previous year: $1.1
-65.5%
Gross Profit
$306M
Previous year: $410M
-25.4%
Cash and Equivalents
$604M
Previous year: $738M
-18.2%
Free Cash Flow
-$693M
Previous year: $3M
-23200.0%
Total Assets
$7.25B
Previous year: $7.66B
-5.4%

Chemours

Chemours

Chemours Revenue by Segment

Forward Guidance

The Company anticipates a low to mid-single digit sequential decline in Net Sales for the third quarter.

Positive Outlook

  • Continued strong adoption of Opteon™ Refrigerants, with anticipated double-digit year-over-year growth
  • APM’s Performance Solutions portfolio showing strong year-over-year growth

Challenges Ahead

  • Residual impacts from Q2 unplanned downtime at our Altamira, Mexico manufacturing site in TT
  • Refrigerant seasonality paired with weaker Freon™ Refrigerants pricing in TSS
  • A continued modest recovery in APM
  • Anticipates a high-single digit sequential decline in Adjusted EBITDA for the third quarter, reflecting approximately $15 to $20 million of costs related to the unplanned shutdown at Altamira

Revenue & Expenses

Visualization of income flow from segment revenue to net income