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CCCC

The Chemours Company

$CC·$3.3B·Chemicals - Specialty·Basic Materials
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Mentions · last 7 days
2026-06-07: 481 posts2026-06-08: 458 posts2026-06-09: 270 posts2026-06-10: 304 posts2026-06-11: 227 posts2026-06-12: 315 posts2026-06-13: 282 posts2,387+11%
X counts updated 13h ago
CCCC
The Chemours Company$CC
——2.4k posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptStalledAI verdict · as of 2026-06-14

The move has stalled — likely just drifts unless something new shows up.

Specialty chemicals (Teflon, refrigerants) trading at deep value — Trump manufacturing push is the bull catalyst, but no X sentiment in the bundle.

The Chemours Company is the specialty-chemicals business spun out of DuPont (titanium dioxide, fluoroproducts including Teflon and Opteon refrigerants, advanced performance materials). The Trump manufacturing-push narrative has flagged Chemours as a tailwind beneficiary among 'stocks under $30.' Q1 revenue grew just 1% YoY to $1.38B at a 4.6% operating margin and a $0.19 EPS loss — barely positive growth and earnings are inconsistent ($-0.40 in Q4 2025). At a $3.3B market cap the stock trades at -8x TTM PE and 0.57x sales — statistically very cheap. The structural concern is the 20.4x debt-to-equity (one of the highest leverage ratios in the batch), driven by PFAS / 'forever-chemical' liabilities. The 4.7% FCF yield offsets some credit risk but doesn't eliminate it. No sentiment data is available in the bundle. A new auto-refrigerant study flags Opteon as the path to cut European refrigerant emissions ~50% by 2030-50 — a real tailwind.

What to watch: Aug 4 Q2 earnings: TiO2 segment recovery, Opteon (refrigerant) revenue growth, and any commentary on PFAS settlement progress or insurance recoveries. The 20.4x debt-to-equity means refinancing/debt-cost commentary is also load-bearing. A confirmed PFAS-settlement framework would be the catalyst.

On the calendar: 2026-08-04 — Q2 earnings

sentiment missing

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What it does

Plain-English summary of the business — what they sell and how they make money.

The Chemours Company is a global provider of specialized chemical products, with operations spanning North America, Asia Pacific, Europe, the Middle East, Africa, and Latin America. Its business is organized into four main divisions: Titanium Technologies, Thermal & Specialized Solutions, Advanced Performance Materials, and Chemical Solutions. The Titanium Technologies segment manufactures titanium dioxide (TiO2) pigments, sold under the Ti-Pure and BaiMax brands. These pigments are crucial for imparting whiteness, brightness, opacity, and protective qualities in a wide array of applications. These include various architectural and industrial coatings, flexible and rigid plastic packaging, polyvinyl chloride (PVC) products, laminate papers for furniture and building materials, and coated papers and paperboards used in packaging. The Thermal & Specialized Solutions division offers a range of products including refrigerants, advanced thermal management systems, propellants, foam blowing agents, and specialized solvents. Within the Advanced Performance Materials segment, the product portfolio features diverse industrial resins, specialty materials, membranes, and coatings. These are integral to numerous industries such as consumer electronics, semiconductors, digital communications, transportation, energy, oil and gas, and medical applications, among others. Finally, the Chemical Solutions segment provides a selection of industrial chemicals that serve as essential raw materials and catalysts. Their applications span gold production, cleaning and disinfection processes, oil and gas operations, water treatment, electronics manufacturing, and the automotive sector. Chemours distributes its products through a combination of direct sales, indirect channels, and an extensive network of resellers and distributors. The company was established in 2014 and its corporate headquarters are situated in Wilmington, Delaware.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $CC.

Chemicals - Specialty · Basic Materials

Lithium supply cycle recovery and electro-optic polymer AI interconnect demand are the two vectors — ALB benefits from lithium price normalization as EV battery demand growth re-balances the supply overhang. LWLG attracts AI data center optical interconnect speculative attention for ultra-high-speed photonic modulator applications.

See how Chemicals - Specialty shapes $CC

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  • What this means specifically for $CC's next move
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Industry benchmark

4-name peer basket
+76.2%YTD
+253.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-164%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
20.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$0.05$-0.05+200.0%
Q4 2025Feb 19, 2026$0.05$0.09-43.6%
Q3 2025Nov 6, 2025$0.20$0.24-16.7%
Q2 2025Aug 5, 2025$0.58$0.46+26.1%
Next earningsTue, Aug 4·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+1.0%15.6%4.6%$-0.19$-93.0M
Q4 FY25$1.3B-4.6%11.5%-19.5%$-0.40$92.0M
Q3 FY25$1.5B-0.4%15.7%7.0%$0.40$105.0M
Q2 FY25$1.6B+3.9%17.2%4.5%$-2.54$50.0M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.0B$5.9B – $6.1B$1.40$1.13 – $1.907
FY27$6.4B$6.3B – $6.5B$2.28$1.95 – $2.687
FY28$6.7B$6.7B – $6.7B$2.71$2.63 – $2.817

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+27.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 148.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $CC is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 30 other (22 awards · 8 inkinds) in window

See when $CC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

The Chemours Company (CC) held its Annual Meeting on April 24, 2026. Shareholders elected all 11 directors to one-year terms with strong support (George Brokaw 95.8%, Alister Cowan 99.3%, others above 98%); approved advisory say-on-pay; approved the new 2026 Equity and Incentive Plan (6,375,275 shares reserved, net of prior plan grants since March 2, 2026); and ratified PricewaterhouseCoopers LLP as auditor. The equity plan approval is a standard governance action with modest dilutive impact.

8-KMaterial agreementMar 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
3New insider — initial holdingsFeb 133
8-KMaterial agreementJan 168-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
+ 14 other (4 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Chemours (CC) Down 4.5% Since Last Earnings Report: Can It Rebound?zacks.com·10d agoTrump's Manufacturing Push Is Creating Tailwinds for These 3 Stocks Under $30247wallst.com·30d agoNew Industry Study, Identifies Path to Cut Cumulative Automotive Refrigerant Emissions Across Europe by ≈50% Between 2030-2050prnewswire.com·32d agoONON Reports Strong Q1 Earnings but Stock Declines Amid Market Concernsgurufocus.com·33d agoWhy Silver, Power And Chemicals Will Be The Next Micron Trade, Top AI Expert Saysfeeds.benzinga.com·34d ago

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