| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 83 | — | 17.8x | Top tier | |
Growth | 34 | -1.5% | 7.1% | Bottom tier | |
Quality | 12 | — | 4.5% | Bottom tier | |
Safety | 14 | 17.9x | 2.6x | Bottom tier | |
Capital Return | 61 | 3.41% | 2.12% | Around median | |
Momentum | 30 | 3.4% | 2.9% | Bottom tier | |
Sentiment | 84 | 6 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
The Chemours Company operates through three main segments: Thermal and Specialized Solutions, which sells Opteon and Freon refrigerants for air-conditioning, automotive, and data center applications; Titanium Technologies, which relies on TiO2 sales; and Advanced Performance Materials, which provides specialized materials for semiconductor, advanced electronics, and AI infrastructure applications. Revenue comes from sales volumes, product mix, and pricing; Performance Solutions has become a larger part of the Advanced Performance Materials portfolio, with more than 40% of its sales directed to data centers, semiconductors, and related target markets.
In Q2 fiscal 2026, net sales came in slightly below management's expectations due to weak stationary residential air-conditioning demand in Thermal and Specialized Solutions, while adjusted EBITDA exceeded expectations thanks to improved operations and mix in Advanced Performance Materials, lower corporate costs, and pricing strength in Titanium Technologies. Performance Solutions sales increased 8% year over year, and adjusted EBITDA in Thermal and Specialized Solutions and Titanium Technologies improved year over year, while it declined in Advanced Performance Materials due to the shutdown of the SPS Capstone line and higher Washington Works outage costs, which management said have been resolved.
The latest reported EDGAR figures show that Q1 fiscal 2026 revenue was $1.4 billion and gross profit was $212 million, equivalent to a calculated gross margin of approximately 15.1%, while the company recorded a net loss of $29 million and a loss per share of $0.19. On a trailing-twelve-month basis ending in fiscal 2026, revenue was $5.8 billion and gross profit was $879 million, but the net loss reached $411 million; this highlights the gap between improving adjusted operating performance and continuing accounting losses.
Automated analysis for informational purposes only — not investment advice.
Analyst consensus is neutral, with an average price target of $21.88 within a wide range of $17 to $30; the average is approximately 23.7% below the 52-week range high of $28.67, while the highest target is slightly above that high. No positive price-to-earnings ratio is available because the net loss during the trailing twelve months ending in fiscal 2026 was $411 million and the loss per share was approximately $2.73, so the valuation is tied more to achieving the targeted adjusted earnings range and reducing leverage than to existing positive accounting earnings. The wide target range of $17 to $30 reflects a reasonable divergence between pricing strength and growth in AI applications on one hand, and weakness in the Opteon aftermarket, losses, and environmental obligations on the other.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Chemours operates through Thermal and Specialized Solutions, Titanium Technologies, and Advanced Performance Materials. The first segment sells Opteon and Freon refrigerants for air-conditioning, automotive, and data center applications, while the second relies on TiO2, and the third provides specialized materials for semiconductors, advanced electronics, and AI infrastructure. Revenue was $5.8 billion in fiscal 2025 and remained at $5.8 billion on a trailing-twelve-month basis ending in fiscal 2026. In Q1 fiscal 2026, the company recorded revenue of $1.4 billion and gross profit of $212 million.
Fiscal 2025 benefited from initial filling of the aftermarket channel as stationary air-conditioning equipment transitioned under the U.S. AIM Act, leaving the channel with elevated inventory entering fiscal 2026. Management estimated that the aftermarket was approximately 25% smaller in fiscal 2026, with a comparative impact of approximately $65 million across the two comparable quarters. Pressure was compounded by higher interest rates, affordability issues, a slow housing market, and a cold spring in the northeastern United States. Management expects demand to improve with seasonal restocking near the end of Q1 fiscal 2027.
Data center, semiconductor, AI, and advanced electronics sales represented a high-single-digit percentage of total Advanced Performance Materials and Thermal and Specialized Solutions sales in Q2 fiscal 2026. Within Performance Solutions, more than 40% of sales were directed to target markets, and portfolio sales grew 8% year over year. Two-phase liquid cooling product trials also increased 70% year over year, and Chemours recorded limited sample sales with several customers. Management said two-phase liquid cooling sales are not included in the current commercial share and therefore represent an additional opportunity if trials, qualification with Samsung, and work with original equipment manufacturers progress to commercial adoption.
Management expects net sales growth of between 1% and 5% compared with fiscal 2025 and adjusted EBITDA of $775–825 million. It expects capital expenditures of between $250 million and $280 million and free cash flow conversion above 25%. In Q3 fiscal 2026, it expects total sales to range from a 5% decline to sequentially flat and adjusted EBITDA of between $175 million and $205 million. The outlook depends on Titanium Technologies pricing and improving costs, and an operational recovery in Advanced Performance Materials, offset by continued destocking in the Opteon aftermarket.
Chemours repaid approximately $270 million of its European loan due in 2028 during Q2 fiscal 2026, which was $103 million more than the amount announced on the previous quarter's call. The company is targeting net leverage of approximately 3.8 times adjusted EBITDA by the end of fiscal 2026, followed by sustainably below 3 times. This trajectory is supported by using organic cash flow and proceeds from the sale of the Kuan Yin land to reduce debt. However, the company recorded a net loss of $411 million during the trailing twelve months ending in fiscal 2026, and environmental and legal payments, interest, and capital expenditures continue to pressure cash conversion.
Analyst consensus is neutral, with an average price target of $21.88, a low target of $17, and a high target of $30. The average target is below the 52-week range high of $28.67, reflecting expectations below the optimistic scenario represented by the highest target. During the three months ending with the latest transaction on August 12, 2026, seven insider purchases and no sales were recorded, and the reported signal was classified as a strong buy. However, the stock's trajectory remains tied to fiscal 2026 results, particularly the adjusted earnings range of $775–825 million, weakness in the Opteon aftermarket, and the company's ability to reduce leverage.
