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Dec 31, 2021

Chemours Q4 2021 Earnings Report

Chemours reported solid fourth quarter results driven by strong performance in Titanium Technologies and Advanced Performance Materials, despite headwinds from logistics and raw material cost inflation.

Key Takeaways

Chemours reported a strong fourth quarter with net sales of $1.6 billion, up 18% year-over-year, and adjusted EBITDA of $307 million, up 25% year-over-year. The company's performance was driven by higher pricing and strong demand across its segments, particularly in Titanium Technologies and Advanced Performance Materials.

Net sales increased by 18% year-over-year to $1.6 billion.

Net income was $233 million, with EPS of $1.40, up $1.29 year-over-year.

Adjusted EBITDA increased by 25% year-over-year to $307 million.

The company completed the sale of Mining Solutions for $521 million.

Total Revenue
$1.58B
Previous year: $1.34B
+17.8%
EPS
$0.81
Previous year: $0.61
+32.8%
Gross Profit
$393M
Previous year: $313M
+25.6%
Cash and Equivalents
$1.45B
Previous year: $1.11B
+31.3%
Free Cash Flow
$131M
Previous year: $300M
-56.3%
Total Assets
$7.55B
Previous year: $7.08B
+6.6%

Chemours

Chemours

Chemours Revenue by Segment

Forward Guidance

The company expects to deliver 2022 Adjusted EBITDA within a range of $1.3 billion to $1.425 billion. Adjusted EPS is projected to be between $4.07 and $4.70. The company expects Free Cash Flow of greater than $500 million, inclusive of approximately $400 million of capital expenditures.

Positive Outlook

  • Continued economic recovery from the challenges caused by the global pandemic
  • Normalization of supply chains early in 2022
  • Driving top-line growth
  • Improving the underlying earnings quality of the business
  • Capturing the significant secular growth potential of our core businesses