Financial Performance - Net sales reached $1615 million in Q2 2025, a year-over-year increase of $61 million [7] - Adjusted EBITDA was $253 million in Q2 2025, up $46 million compared to Q2 2024 [7] - The company reported a net loss of $381 million in Q2 2025, compared to a net income of $60 million in Q2 2024 [7] - Adjusted EPS was $058 in Q2 2025, compared to $038 in Q2 2024 [7] - Free cash flow was $50 million in Q2 2025, a significant increase of $743 million compared to Q2 2024's negative $693 million [7] Segment Performance - TSS (Thermal & Specialized Solutions) net sales increased to $597 million in Q2 2025 [15] - TT (Titanium Technologies) net sales decreased to $657 million in Q2 2025 [15] - APM (Advanced Performance Materials) net sales slightly increased to $346 million in Q2 2025 [15] Strategic Initiatives and Outlook - Opteon Refrigerants in TSS achieved 65% year-over-year net sales growth [6] - The company announced a settlement with the State of New Jersey to resolve environmental claims, with Chemours' discounted share of settlement payments being approximately $250 million [6, 27] - Q3 2025 net sales are expected to decline 4-6% sequentially, with adjusted EBITDA between $175-$195 million [40, 41] - Full year 2025 adjusted EBITDA is projected to be between $775 million and $825 million, with net sales between $59 billion and $60 billion [44]

Core Insights - The Chemours Company (CC) has updated its second-quarter 2025 outlook, expecting consolidated net sales to be at the high end of the original range with a sequential mid-teens increase [1] Segment Performance - The Thermal & Specialized Solutions (TSS) segment anticipates a sequential net sales increase of around 25% due to stronger demand for Opteon Refrigerants, with an expected sequential adjusted EBITDA increase of roughly 40% [2] - In contrast, the Titanium Technologies (TT) segment projects a 15% sequential decline in adjusted EBITDA, attributed to operational disruptions at its U.S. site, resulting in approximately $15 million in incremental costs and other one-time operational disruptions costing around $10 million [3] - The Advanced Performance Materials (APM) segment's net sales are predicted to align with low teens sequential growth expectations, while adjusted EBITDA is expected to increase around 25% sequentially due to stronger overall cost performance [4] Financial Expectations - CC's consolidated adjusted EBITDA is now expected to be in the range of $215 million to $225 million, with positive consolidated free cash flow projected for the second quarter [5][9] - The company has experienced a significant stock decline of 51.5% over the past year, compared to the industry's 24.7% decline [7]

Financial Performance - Net Sales reached $1368 million in 1Q25, a slight increase of $6 million compared to 1Q24[7] - Adjusted EBITDA was $166 million in 1Q25, a decrease of $25 million compared to $191 million in 1Q24[7] - The company experienced a Net Loss of $4 million in 1Q25, compared to a Net Income of $54 million in 1Q24[7] - Free Cash Flow was negative $196 million in 1Q25, compared to negative $392 million in 1Q24[7] - The company returned $37 million in cash to shareholders in Q1 2025[6] Segment Performance - TSS (Thermal & Specialized Solutions) Net Sales were $466 million in 1Q25, with Adjusted EBITDA at $141 million[15] - TT (Titanium Technologies) Net Sales were $597 million in 1Q25, with Adjusted EBITDA at $50 million[15] - APM (Advanced Performance Materials) Net Sales were $294 million in 1Q25, with Adjusted EBITDA at $32 million[15] - Opteon Refrigerants experienced a 40% YoY Net Sales growth in TSS[6] Strategic Initiatives and Outlook - The company is executing its "Pathway to Thrive" three-year corporate strategy[6] - The company anticipates a low-to-mid teens percentage increase in Net Sales and a 40% to 45% sequential increase in Adjusted EBITDA for 2Q25[49, 51] - The company expects Adjusted EBITDA for full year 2025 to be in the range of $825 million to $950 million[54] - The company is expanding into the liquid cooling market, projecting a $3 billion addressable market by 2030[41]