Chemours(US:CC) ZACKS·2025-11-11 13:11Core Insights - The Chemours Company reported a net income of $60 million or 40 cents per share for Q3 2025, a significant improvement from a net loss of $32 million or 22 cents in the same quarter last year [1][10] - Adjusted earnings were 20 cents per share, missing the Zacks Consensus Estimate of 24 cents [1] Financial Performance - Q3 net sales were $1,495 million, reflecting a 1% decline year-over-year but beating the Zacks Consensus Estimate of $1,492.2 million [2] - Adjusted EBITDA decreased by 3% year-over-year to $195 million, attributed to increased costs from operational disruptions in the Titanium Technologies business and an outage at the Washington Works site [3] - Cash provided by operating activities was $146 million, up from $139 million in the prior quarter, while capital expenditures were $41 million, down from $76 million year-over-year [7] Segment Performance - Titanium Technologies division revenues were $612 million, a 9% decrease from the previous year, missing estimates [4] - Thermal & Specialized Solutions segment revenues increased by 20% year-over-year to $560 million, driven by an 8% increase in volume and an 11% rise in price [5] - Advanced Performance Materials unit revenues were $311 million, a 12% decline year-over-year, but exceeded estimates [6] Future Outlook - The company expects Q4 net sales to decline by 10-15% sequentially due to seasonality, with adjusted EBITDA projected at $130-160 million [8] - Anticipated declines in Thermal & Specialized Solutions are expected to be in the high-teens to low-twenties sequentially [9] - For Titanium Technologies, net sales are expected to decline in the high single-digits to low-teens sequentially, with adjusted EBITDA projected at $15-20 million [11] Stock Performance - Chemours shares have decreased by 33.9% over the past year, compared to a 35.7% decline in the industry [12]