Core Insights - The Chemours Company reported a net loss of $381 million or $2.54 per share for Q2 2025, compared to a net income of $60 million or 39 cents in the same quarter last year [1] - Adjusted earnings were 58 cents per share, exceeding the Zacks Consensus Estimate of 46 cents [1] Financial Performance - Q2 2025 net sales reached $1,615 million, a 4% increase from the previous year, surpassing the Zacks Consensus Estimate of $1,568.3 million [2] - Adjusted EBITDA improved by 22% year-over-year to $253 million, driven by volume growth, pricing, and lower corporate expenses [2] - Cash used by operating activities in the first half of 2025 was $19 million, significantly lower than $910 million in the prior-year period [6] Segment Performance - Titanium Technologies division revenues were $657 million, a 3% decrease year-over-year, but above the estimate of $640.1 million, primarily due to a 4% decrease in price [3] - Thermal & Specialized Solutions segment revenues increased by 15% year-over-year to $597 million, driven by an 11% increase in volume and a 4% increase in price, exceeding the estimate of $582.6 million [4] - Advanced Performance Materials unit revenues were flat at $346 million year-over-year, beating the estimate of $332.9 million, with a 6% decrease in volume offset by a 6% increase in pricing [5] Future Outlook - For Q3 2025, the company expects consolidated net sales to decrease by 4-6% sequentially, with adjusted EBITDA projected between $175 million and $195 million [7] - Full-year 2025 sales are expected to be between $5.9 billion and $6 billion, with adjusted EBITDA between $775 million and $825 million [8] Stock Performance - Chemours shares have declined by 32.1% over the past year, compared to a 23.1% decline in the industry [9]

Core Viewpoint - The Chemours Company reported a net loss of $4 million for Q1 2025, a significant decline from a net income of $54 million in the same quarter last year, indicating challenges in profitability despite a slight increase in net sales [1]. Financial Performance - The company achieved first-quarter net sales of $1,368 million, reflecting a 1.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $1,355.2 million, driven by a 5% increase in volume despite a 4% drop in pricing and a 1% negative currency impact [2]. - Adjusted EBITDA for the quarter declined by 13% year-over-year to $166 million, primarily due to lower pricing across business segments, particularly in Thermal & Specialized Solutions and Titanium Technologies [3]. Segment Highlights - The Titanium Technologies division reported revenues of $597 million, a 1% increase from the previous year, exceeding the estimate of $579.2 million, attributed to a 6% increase in volumes, offset by a 4% decrease in price [3]. - The Thermal & Specialized Solutions segment saw revenues of $466 million, a 3% year-over-year increase, but fell short of the estimate of $479.2 million, with net sales growth driven by a 10% increase in volume, slightly offset by a 6% price decline [4]. - Revenues in the Advanced Performance Materials unit amounted to $294 million, a decline of approximately 3% year-over-year, yet beating the estimate of $289.4 million, with a 1% drop in volume and a 2% currency headwind [5]. Cash Flow and Capital Expenditures - Cash used by operating activities in Q1 2025 was $112 million, down from $290 million in the prior-year quarter, while capital expenditures were $84 million compared to $102 million in the previous year [6]. - The company reduced its dividend by 65% to $0.0875 per share to align with its capital allocation strategy [6]. Outlook - The company anticipates consolidated net sales to increase in the low to mid-teens sequentially in Q2, with adjusted EBITDA expected to rise by 40% to 45% [7]. - Full-year 2025 adjusted EBITDA is projected to be between $825 million and $950 million, with capital expenditures expected to range from $225 million to $275 million [7]. Stock Performance - Chemours shares have declined by 61.4% over the past year, compared to a 28.3% decline in the industry [8].