•
Dec 31, 2020

Chemours Q4 2020 Earnings Report

Chemours reported strong fourth quarter results with solid momentum across core markets.

Key Takeaways

Chemours Company reported fourth-quarter net sales of $1.3 billion, nearly level with the prior-year quarter. Net income was $19 million, resulting in EPS of $0.11. Adjusted EBITDA increased by 8% year-over-year to $246 million, driven by higher volume, lower costs, and favorable currency impact.

Net Sales of $1.3 billion, nearly level with prior-year quarter

Net Income of $19 million, with EPS of $0.11

Adjusted Net Income of $103 million, with Adjusted EPS of $0.61

Adjusted EBITDA of $246 million up 8% year-over-year

Total Revenue
$1.34B
Previous year: $1.35B
-1.2%
EPS
$0.61
Previous year: $0.56
+8.9%
Gross Profit
$313M
Previous year: $150M
+108.7%
Cash and Equivalents
$1.11B
Previous year: $943M
+17.2%
Free Cash Flow
$300M
Previous year: $304M
-1.3%
Total Assets
$7.08B
Previous year: $7.26B
-2.4%

Chemours

Chemours

Chemours Revenue by Segment

Forward Guidance

The company expects to deliver 2021 Adjusted EBITDA within a range of $1.0 to $1.15 billion. Capital expenditures are expected to be approximately $350 million, with Free Cash Flow of greater than $350 million. The company expects to deliver Adjusted EPS of between $2.40 and $3.12.

Positive Outlook

  • Adjusted EBITDA between $1.0 to $1.15 billion, up 22% from 2020 at the mid-point
  • Adjusted EPS between ~$2.40 and $3.12
  • Capex of ~$350 million with Free Cash Flow expected to be greater than $350 million
  • Since spin we have transformed the company to be more resilient
  • We have invested behind key growth strategies.

Challenges Ahead

  • Natural uncertainty in the progression of the global COVID-19 pandemic.
  • The COVID-19 pandemic has significantly impacted the national and global economy and commodity and financial markets
  • Extreme volatility in financial and commodity markets
  • A significant slowdown in economic activity
  • Increased predictions of a global recession.

Revenue & Expenses

Visualization of income flow from segment revenue to net income