Overview

• Chemicals firm's Q4 revenue fell 2% yr/yr, driven by volume declines

• Adjusted EBITDA for Q4 decreased 24% yr/yr

Outlook

• Company projects full-year 2026 net sales growth of 3 to 5%

• Chemours anticipates full-year 2026 adjusted EBITDA between $800 mln and $900 mln

Result Drivers

• TSS GROWTH - Record Q4 performance in TSS driven by 37% growth in Opteon™ Refrigerants

• TT DECLINE - TT segment sales decreased due to lower TiO2 pigment pricing and volume, especially in non-western markets

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
FY Sales	Meet	$5.80 bln	$5.80 bln (9 Analysts)
FY Adjusted EPS	Miss	$0.95	$0.96 (9 Analysts)
FY Adjusted Net Income	Miss	$143 mln	$145.74 mln (9 Analysts)
FY Adjusted EBITDA	Miss	$742 mln	$755.21 mln (9 Analysts)

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the diversified chemicals peer group is "buy."

• Wall Street's median 12-month price target for Chemours Co is $15.00, about 29.1% below its February 18 closing price of $21.15

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nPnQ3zrFa

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