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Jun 30, 2025
Chemours Q2 2025 Earnings Report
Chemours reported its second quarter 2025 financial results, surpassing expectations with increased net sales and adjusted EBITDA, driven by strong demand for Opteon™ Refrigerants and favorable pricing in Advanced Performance Materials. The company also reached a significant environmental settlement in New Jersey.
Key Takeaways
The Chemours Company delivered a strong second quarter in 2025, with net sales increasing by 4% year-over-year to $1.615 billion and Adjusted EBITDA rising by 22% to $253 million. This performance was primarily fueled by robust volume growth in Thermal & Specialized Solutions, particularly for Opteon™ Refrigerants, and strong pricing in Advanced Performance Materials. Despite a net loss of $381 million due to litigation-related charges, the company's operational results exceeded expectations, and it made significant progress on environmental settlements.
Net Sales increased by 4% year-over-year to $1.615 billion, driven by a 3% increase in volume and a 1% increase in price.
Adjusted EBITDA grew by 22% to $253 million, primarily due to volume and pricing dynamics and lower corporate expenses.
The company reported a Net Loss of $381 million, or $2.54 per diluted share, mainly due to litigation-related charges from the New Jersey environmental settlement.
Chemours reached an agreement with the State of New Jersey to resolve all statewide environmental claims, including PFAS, with a net present value of approximately $250 million.
Revenue by Segment
Forward Guidance
For the third quarter of 2025, Chemours anticipates a sequential decrease in consolidated Net Sales by 4-6% and expects consolidated Adjusted EBITDA to range between $175 million and $195 million. Full-year 2025 guidance projects Net Sales of $5.9 billion to $6.0 billion and Adjusted EBITDA of $775 million to $825 million.
Positive Outlook
- Full-year 2025 Adjusted EBITDA guidance of $775 million to $825 million, indicating continued profitability.
- Anticipated Free Cash Flow Conversion of 60-80% in the second half of 2025, suggesting strong cash generation.
- Corporate Expenses are expected to decrease approximately 5% sequentially in Q3 2025.
- Operational disruptions in TT and APM totaling $35 million are expected to be resolved in the fourth quarter.
- Capital expenditures for the full year 2025 are expected to be approximately $250 million, indicating continued investment in the business.
Challenges Ahead
- Consolidated Net Sales are expected to decrease 4-6% sequentially in the third quarter of 2025.
- Consolidated Adjusted EBITDA is expected to decrease sequentially in Q3 2025, ranging between $175 million and $195 million.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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