NYSE$CC

The Chemours · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Chemours reported a mixed performance in Q4 2024, with revenue slightly declining but Adjusted EBITDA improving.

Chemours saw a 1% YoY revenue decline in Q4 2024, impacted by lower pricing. However, Adjusted EBITDA grew by 2%, supported by cost efficiencies in Titanium Technologies and volume growth in Thermal & Specialized Solutions. Net loss improved to $8 million from $18 million in Q4 2023.

  • Revenue declined by 1% YoY to $1.36 billion due to lower pricing (-3%), partially offset by volume growth (+2%).
  • Thermal & Specialized Solutions (TSS) achieved record Q4 sales, with Opteon™ Refrigerants growing 23% YoY.
  • Adjusted EBITDA increased 2% to $179 million, reflecting cost savings and volume growth.
  • Net loss improved to $8 million from $18 million in Q4 2023.

Headline financials

Total Revenue

$1.36B

Previous: $1.36B-0.1%
EPS (adj)

$0.11

Previous: $0.31-64.5%
Net Income

-$8M

Previous: -$18M+55.6%
Operating Income

$0.00

Previous: -$71M+100.0%

Revenue & EPS history

Chemours · Revenue · Quarterly

$1.36B

Q4 2024-0.1%vs Q4 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

Chemours expects Adjusted EBITDA to grow in FY 2025, driven by cost savings and segment growth, but faces challenges in pricing and demand fluctuations.

Tailwinds

  • TSS segment expected to see sequential sales growth in Q1 2025, led by Opteon™ Refrigerants.
  • Corporate expenses expected to decline by 30% in Q1 2025.
  • Operational efficiency initiatives to support profitability in Titanium Technologies.
  • Cost savings from the TT Transformation Plan continue to have a positive impact.
  • Adjusted EBITDA guidance for FY 2025 set between $825 million and $975 million.

Headwinds

  • Freon™ Refrigerants expected to decline due to regulatory transitions.
  • Titanium Technologies segment projects lower sales in Q1 2025 due to regional sales mix.
  • Advanced Performance Materials segment to face softer demand from hydrogen and semiconductor markets.
  • Operational headwinds from cold weather downtime in January 2025.
  • Potential cost pressures from ramping up Opteon™ capacity expansion.

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 Q4 2024

Historical avgQ4 2024

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro