Chemours (CC)

NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-23

$12.81-1.69%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Chemours’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-4.5%

+10% or more+5%0%−5%−10% or less

1.96 → 1.87 EPS · FY ending Dec 31, 2027 · 5 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	1.42B
EPS	—	0.202
FY 2026 · Annual
Revenue	—	5.91B
EPS	—	0.948
EBITDA	$800M–$900Mnon-GAAP	—
Revenue growth	3%–5%	—
FY 2027 · Annual
Revenue	—	6.2B
EPS	—	1.872

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain capital expenditures between $275M and $325M in 2026	Capital spending is disciplined, targeted between $275 million and $325 million.	Broken	capital expenditures exceed 350 million USD or fall below 250 million USD in FY26	Capital expenditures: $93M FY2026-Q2; GAAP. Published target: 275 to 325 million USD. Target period is not explicitly aligned with this observation. Source published Aug 5, 202693,000,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Capital expenditures were $44 million in 2026-Q2, consistent with prior quarters. Management anticipates full year 2026 capital expenditures between $250 million and $280 million, reflecting operational and turnaround activities. The trajectory is consistent with stated guidance. Delivery assessment Oct 24, 2026
Achieve free cash flow of at least $100 million in 2026	Chemours aims to generate free cash flow of at least $100 million in 2026.	Broken	free cash flow falls below 50 million USD in FY26	Free cash flow: $21M FY2026-Q2; GAAP. Published target: >=100 million USD. Target period is not explicitly aligned with this observation. Source published Aug 5, 202621,000,000 USD · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Free Cash Flows were $114 million in 2026-Q2, up from $50 million in 2025-Q2. Management anticipates Free Cash Flows of at least $50 million for full year 2026, reflecting improved earnings and working capital. The trajectory shows delivery above the minimum target so far. Delivery assessment Oct 24, 2026
Achieve revenue between $800M and $900M in 2026	A primary condition in Chemours's published investment case. The stated target is 800 to 900 million USD.	Broken	revenue falls below 750 million USD in FY26	Revenue: $1.591B FY2026-Q2; GAAP. Published target: 800 to 900 million USD. Target period is not explicitly aligned with this observation. Source published Aug 5, 20261,591,000,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: fbdaa4e2-8361-456e-8e2a-126d96b2f418. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$1.87

$2.23 → $1.87 · observed estimates

FY2027 revenue$6.20B

$6.38B → $6.20B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$2.23	$6,382,928,830	9 / 9
2026-07-25	$2.23	$6,382,928,830	9 / 9
2026-07-26	$2.23	$6,382,928,830	9 / 9
2026-07-27	$2.24	$6,379,928,828	5 / 7
2026-07-28	$2.23	$6,382,928,830	9 / 9
2026-07-29	$2.23	$6,382,928,830	9 / 9
2026-07-30	$2.24	$6,379,928,828	5 / 7
2026-07-31	$2.24	$6,379,928,828	5 / 7
2026-08-01	$2.23	$6,382,928,830	9 / 9
2026-08-02	$2.23	$6,382,928,830	9 / 9
2026-08-03	$2.23	$6,382,928,830	9 / 9
2026-08-04	$2.24	$6,379,928,828	5 / 7
2026-08-05	$2.24	$6,379,928,828	5 / 7
2026-08-06	$2.24	$6,379,928,828	5 / 7
2026-08-07	$2.13	$6,325,739,939	5 / 7
2026-08-08	$2.10	$6,308,073,270	9 / 9
2026-08-09	$2.13	$6,325,739,939	5 / 7
2026-08-10	$2.10	$6,308,073,270	9 / 9
2026-08-11	$2.13	$6,325,739,939	5 / 7
2026-08-12	$2.13	$6,325,739,939	5 / 7
2026-08-13	$2.01	$6,252,987,100	9 / 9
2026-08-14	$2.13	$6,325,739,939	5 / 7
2026-08-15	$2.13	$6,325,739,939	5 / 7
2026-08-16	$2.13	$6,325,739,939	5 / 7
2026-08-17	$2.13	$6,325,739,939	5 / 7
2026-08-18	$2.13	$6,325,739,939	5 / 7
2026-08-19	$2.13	$6,325,739,939	5 / 7
2026-08-20	$1.98	$6,228,048,260	5 / 7
2026-08-21	$1.96	$6,228,048,260	5 / 7
2026-08-22	$1.96	$6,228,048,260	5 / 7
2026-08-23	$1.96	$6,228,048,260	5 / 7
2026-08-24	$1.96	$6,228,048,260	5 / 7
2026-08-25	$1.96	$6,228,048,260	5 / 7
2026-08-26	$1.96	$6,228,048,260	5 / 7
2026-08-27	$1.96	$6,228,048,260	5 / 7
2026-08-28	$1.96	$6,228,048,260	5 / 7
2026-08-29	$1.96	$6,228,048,260	5 / 7
2026-08-30	$1.96	$6,228,048,260	5 / 7
2026-08-31	$1.96	$6,228,048,260	5 / 7
2026-09-01	$1.96	$6,228,048,260	5 / 7
2026-09-02	$1.96	$6,228,048,260	5 / 7
2026-09-03	$1.96	$6,228,048,260	5 / 7
2026-09-04	$1.96	$6,228,048,260	5 / 7
2026-09-05	$1.96	$6,228,048,260	5 / 7
2026-09-06	$1.96	$6,228,048,260	5 / 7
2026-09-07	$1.96	$6,228,048,260	5 / 7
2026-09-08	$1.96	$6,228,048,260	5 / 7
2026-09-09	$1.96	$6,228,048,260	5 / 7
2026-09-10	$1.96	$6,211,159,371	5 / 7
2026-09-11	$1.96	$6,211,159,371	5 / 7
2026-09-12	$1.96	$6,211,159,371	5 / 7
2026-09-13	$1.96	$6,211,159,371	5 / 7
2026-09-14	$1.96	$6,211,159,371	5 / 7
2026-09-15	$1.96	$6,211,159,371	5 / 7
2026-09-16	$1.96	$6,211,159,371	5 / 7
2026-09-17	$1.96	$6,211,159,371	5 / 7
2026-09-18	$1.96	$6,211,159,371	5 / 7
2026-09-19	$1.96	$6,211,159,371	5 / 7
2026-09-20	$1.96	$6,211,159,371	5 / 7
2026-09-21	$1.96	$6,211,159,371	5 / 7
2026-09-22	$1.96	$6,211,159,371	5 / 7
2026-09-23	$1.96	$6,211,159,371	5 / 7
2026-09-24	$1.96	$6,211,159,371	5 / 7
2026-09-25	$1.96	$6,211,159,371	5 / 7
2026-09-26	$1.96	$6,211,159,371	5 / 7
2026-09-27	$1.96	$6,211,159,371	5 / 7
2026-09-28	$1.96	$6,211,159,371	5 / 7
2026-09-29	$1.96	$6,211,159,371	5 / 7
2026-09-30	$1.96	$6,211,159,371	5 / 7
2026-10-01	$1.96	$6,211,159,371	5 / 7
2026-10-02	$1.96	$6,211,159,371	5 / 7
2026-10-03	$1.96	$6,211,159,371	5 / 7
2026-10-04	$1.96	$6,211,159,371	5 / 7
2026-10-05	$1.96	$6,211,159,371	5 / 7
2026-10-06	$1.96	$6,205,336,981	5 / 7
2026-10-07	$1.96	$6,205,336,981	5 / 7
2026-10-08	$1.96	$6,205,336,981	5 / 7
2026-10-09	$1.96	$6,205,336,981	5 / 7
2026-10-10	$1.96	$6,205,336,981	5 / 7
2026-10-11	$1.95	$6,203,782,981	5 / 7
2026-10-12	$1.95	$6,203,782,981	5 / 7
2026-10-13	$1.94	$6,198,883,342	5 / 7
2026-10-14	$1.91	$6,198,883,342	5 / 7
2026-10-15	$1.91	$6,198,883,342	5 / 7
2026-10-16	$1.91	$6,198,883,342	5 / 7
2026-10-17	$1.91	$6,198,883,342	5 / 7
2026-10-18	$1.88	$6,198,883,342	5 / 7
2026-10-19	$1.88	$6,198,883,342	5 / 7
2026-10-20	$1.88	$6,198,883,342	5 / 7
2026-10-21	$1.87	$6,196,327,786	5 / 7
2026-10-22	$1.87	$6,196,327,786	5 / 7
2026-10-23	$1.87	$6,196,327,786	5 / 7
2026-10-24	$1.87	$6,196,327,786	5 / 7

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	5	4
2026-06-01	5	4
2026-07-01	5	4
2026-08-01	5	5
2026-09-01	4	5
2026-10-01	4	8

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 4 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell

0 upgrades1 downgrades3 maintains

Recent actions · Sep 25–Oct 24 · 4 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Truist FinancialOct 20 · prior Apr 28

$30.00 → $20.00-33.3%

RBC CapitalOct 13 · prior Aug 6

$22.00 → $14.00-36.4%

BarclaysOct 12

$16.00New observation · no comparable prior

Goldman SachsOct 9 · prior Aug 13

$17.00 → $16.00-5.9%

UBSOct 5 · prior Aug 10

$18.00 → $16.00-11.1%

$0$16.50$33.00

0 raises · 4 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain capital expenditures between $275M and $325M in 2026Published status: Broken
Achieve free cash flow of at least $100 million in 2026Published status: Broken
Achieve revenue between $800M and $900M in 2026Published status: Broken

Next proof point

Nov 2, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.8%Typical daily move · historical

Downside history

-54.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Chemours outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a turnaround and execution-dependent business, not a steady compounder at present. The multi-year view remains in a watch state, with a recent signal improving from mixed to mildly favorable but recent financial performance still weak.

What's priced into Chemours

The valuation model labels expectations as justified, with no signs of concentrated fragility, but CC carries a 1.09 premium versus peers. The expectations gap is negative at -0.33, suggesting fundamentals have not kept pace with expectations; the evidence does not show that this gap has closed.

What the fundamentals likely do

Near term, repeated earnings misses and the August earnings miss raise the risk of another disappointment, while the September litigation filings add uncertainty. For 2026, management is targeting 3% to 5% net sales growth and at least $50 million in free cash flow; second-quarter free cash flow was $114 million, but sales growth remains a watch item and capital spending guidance is mixed.

What Chemours hinges on

The next earnings call is a key near-term test: a guidance cut would weaken the thesis, while consistent delivery would support management’s growth aims. Over the multi-year view, the setup also depends on demand in TSS and APM and on whether sector bellwethers LIN, SHW, and ECL continue to report strong results and guidance.