NYSE$CC

The Chemours · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Chemours reported a solid second quarter despite demand weakness, announcing the closure of a titanium dioxide plant in Taiwan and lowering FY 2023 Adjusted EBITDA guidance.

Chemours' second quarter 2023 results showed net sales of $1.6 billion, a net loss of $(376) million, and adjusted EBITDA of $324 million. The company announced the closure of its Kuan Yin, Taiwan titanium dioxide manufacturing facility and reached a comprehensive settlement of PFAS-related drinking water claims. Due to weaker second-half demand visibility, the full-year Adjusted EBITDA guidance was lowered by 9% at the midpoint.

  • Net Sales reached $1.6 billion.
  • Net Loss was $(376) million, with an EPS of $(2.52).
  • Adjusted EBITDA amounted to $324 million, and Free Cash Flow was $3 million.
  • The shutdown of the Titanium Technologies Kuan Yin, Taiwan manufacturing facility was announced.

Headline financials

Total Revenue

$1.64B

Previous: $1.92B-14.2%
EPS (adj)

$1.10

Previous: $1.89-41.8%
Capital Expenditures

-$149M

Previous: -$168M+11.3%
Free Cash Flow

-$525M

Previous: $33M-1690.9%
Net Income

-$376M

Previous: $201M-287.1%
Operating Income

-$396M

Previous: $217M-282.5%
Gross Profit

$410M

Previous: $497M-17.5%
Cash & Equivalents

$738M

Previous: $1.25B-40.9%
Total Assets

$7.66B

Previous: $7.73B-0.9%
Stock-Based Comp

$3M

Previous: $7M-57.1%

Revenue & EPS history

Chemours · Revenue · Quarterly

$1.64B

Q2 2023-14.2%vs Q2 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

The Company is updating its full year 2023 Adjusted EBITDA guidance. The Company now expects full year 2023 Adjusted EBITDA to be within the range of $1.100 to $1.175 billion and Free Cash Flow of greater than $325 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.4%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+1.2%

Avg return

30 days after

55%

27 / 49 earnings

Positive

+24.2%

Q4 2019

Best reaction

-23.0%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-15.7%-9.6%-26.8%
Q4 2025-16.5%-11.7%-13.3%
Q3 2025+6.8%+7.4%+8.2%
Q1 2025-9.4%-0.9%-8.1%
Q4 2024+3.9%-0.4%-12.8%
Q3 2024+11.6%+11.1%+19.4%
Q2 2024-15.0%-22.5%-19.6%
Q1 2024-6.1%-4.0%-7.6%
Q4 2023-4.1%+5.0%-0.2%
Q3 2023-0.1%+2.1%+11.7%
Q2 2023-4.8%-4.0%-14.8%
Q1 2023+6.4%+11.1%+4.4%
Q4 2022-1.7%-0.8%-10.7%
Q3 2022+1.0%-0.9%+13.5%
Q2 2022+4.0%+1.6%+4.5%
Q1 2022+17.7%+21.1%+31.7%
Q4 2021-16.8%-13.9%-26.9%
Q3 2021+8.0%+4.7%-3.0%
Q2 2021+1.9%+4.7%+6.5%
Q1 2021+4.4%+14.7%+23.0%
Q4 2020-2.6%-1.8%+7.1%
Q3 2020+2.2%+8.3%+23.0%
Q2 2020-0.3%+5.9%+12.8%
Q1 2020+12.9%+18.3%+44.4%
Q4 2019+24.2%+19.1%-33.9%
Q3 2019+13.9%+13.4%-11.1%
Q2 2019-23.0%-26.5%-25.7%
Q1 2019-1.8%-16.4%-39.4%
Q4 2018-2.6%-3.0%-2.2%
Q3 2018+4.1%+2.9%-13.7%
Q2 2018+4.9%+6.7%-2.8%
Q1 2018+4.5%+4.4%+1.7%
Q4 2017+2.7%+2.5%+4.5%
Q3 2017-8.4%-10.5%-9.0%
Q2 2017-1.6%+3.8%+4.3%
Q1 2017-1.0%+2.4%-0.7%
Q4 2016-0.5%+3.1%+8.4%
Q3 2016+12.7%+21.1%+52.3%
Q2 2016+13.2%+25.8%+49.6%
Q1 2015-3.1%
Q1 2016+9.6%
Q1 2014+2.3%
Q4 2013+2.3%
Q4 2015+14.3%
Q3 2014-17.2%
Q3 2015-17.2%
Q4 2014+16.3%
Q2 2014+16.3%
Q2 2015+16.3%

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