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]

The Chemours Company (CC) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants Brandon Ontjes - Vice President of FP&A and Investor RelationsDenise Dignam - President & CEOShane Hostetter - SVP & CFOJohn Roberts - Managing DirectorJosh Spector - Executive Director Conference Call Participants John McNulty - MD - Chemicals AnalystPeter Osterland - Equity Research AnalystNone - AnalystLaurence Alexander - AnalystArun Viswanathan - Senior Equity AnalystDuffy Fischer - AnalystMichael Leithead - A ...

The Chemours Company (CC) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Speaker0 Good morning. My name is Michelle, I will be your conference operator today. I would like to welcome everyone to the Chemours Company First Quarter and Full Year twenty twenty five Results Conference Call. Currently, all participants are in a listen only mode. A question and answer session will follow the conclusion of the prepared remarks. I would like to remind everyone that this conference call is being recorded. I would no ...

2 Safe Harbor Statement and Other Matters This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to a historical or current fact. The words "believe," "expect," "will," "anticipate," "plan," "est ...