The Chemours Company Q3 2026 Earnings Recap

Chemours shares fell 0.5% after earnings, a roughly flat reaction. Third-quarter results were broadly in line with the company’s stated expectations, while anticipated softness in TSS and weaker macro conditions were offset by pricing-led gains in Titanium Technologies and growth in APM.

Key Takeaways

• Net sales rose 3% year over year; adjusted EBITDA was $200 million, at the high end of the company’s guidance range.
• TSS faced lower Opteon blend demand in the North American stationary AC aftermarket versus a year-earlier period that benefited from channel fill; lower volumes and higher costs weighed on earnings.
• TT global pricing increased 10% year over year, with pricing and volume improvement supporting earnings despite weak housing and softer demand in EMEA and China. Results included about $5 million of benefit from sales and cost timing.
• APM Performance Solutions sales grew 26% year over year and 8% sequentially, with the company citing demand in data center and semiconductor applications.
• Chemours reported settlements with North Carolina and local entities, and final approval of a New Jersey judicial consent order, as steps in its efforts to address litigation exposure and leverage.