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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
The Chemours Company
The Chemours Company (CC) investor relations material
The Chemours Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 net sales rose 3% YoY to $1.54B; Adjusted EBITDA increased 6% to $200M, led by TT pricing and APM growth, partly offset by TSS weakness and higher costs.
GAAP net income was $196M, or $1.29/share, including $150M of PFAS insurance proceeds; Adjusted Net Income was $31M.
Execution included debt reduction, cost and operating initiatives, environmental settlements, and completion of the Kuan Yin land sale.
Financial highlights
Net sales were $1.54B, up $45M YoY and down $51M QoQ; pricing rose 5%, volumes fell 2%, and currency was a slight headwind.
Adjusted EBITDA was $200M, up $11M YoY and down $47M QoQ; adjusted net income was $31M and adjusted diluted EPS was $0.21.
Operating cash flow was $149M, capex $51M, and free cash flow $98M; Q3 free-cash-flow conversion was 49% versus 56% a year earlier.
GAAP net income of $196M included $150M of PFAS insurance proceeds and Kuan Yin land-sale gains; Q3 COGS rose 4% amid higher unit costs and lower production rates.
Nine-month net sales were $4.51B; net loss was $107M, including a $307M tax provision and substantial environmental and litigation charges.
Outlook and guidance
FY2026 net sales are expected to grow ~2%; Adjusted EBITDA guidance is $775M–$800M, capex $220M–$230M, free-cash-flow conversion 15%–20%, and net leverage below 4.2x.
Q4 net sales are expected to decline 5%–10% sequentially; Adjusted EBITDA is forecast at $160M–$185M, with positive free cash flow.
Q4 TSS sales are expected to decline high-teens to low-twenties sequentially, with Adjusted EBITDA of $105M–$115M; TT sales are expected down high-single digits to low-teens, with EBITDA of $60M–$65M.
Q4 APM sales are expected to rise low- to mid-teens sequentially, with Adjusted EBITDA of $40M–$45M, supported by Performance Solutions orders.
Earnings growth is expected in 2027 despite macro uncertainty; expected environmental remediation spending over three years is $227M at five significant sites and $63M at other sites.
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Latest events from The Chemours Company
- Q2 2026 delivered strong cash flow, margin expansion, and strategic progress in high-growth markets.CC
Investor presentation - Adjusted EBITDA was $247M on flat sales, with improved cash flow and lower net loss year-over-year.CCQ2 2026
- Virtual annual meeting set for April 2026 with key votes on directors, pay, and auditor.CCProxy filing
- TSS strength drove $1.4B sales and $169M EBITDA, despite wider net loss and TT/APM declines.CCQ1 2026
- 2025 net sales reached $5.8B, driven by Opteon growth, cost savings, and asset optimization.CCInvestor presentation
- Board refreshment, strategic execution, and ESG progress headline this year's proxy.CCProxy Filing
- TSS Opteon™ growth and strong cash flow drive 2026 outlook amid TT/APM headwinds.CCQ4 2025
- Q3 2024 featured strong Opteon™ growth, TT margin gains, and ongoing cost reduction initiatives.CCInvestor presentation
- Chemours targets growth in refrigerants and data center cooling while managing PFAS liabilities.CCGabelli Funds' 16th Annual Specialty Chemicals Symposium
Next The Chemours Company earnings date
Q4 202619 Feb, 2027
The Chemours Company
Next The Chemours Company earnings date
Q4 202619 Feb, 2027
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Frequently asked questions
The Chemours Company is a global performance chemicals company with leading market positions in titanium technologies, fluoroproducts, and chemical solutions. The business is segmented into transportation, refrigeration and air conditioning, industrial processes, consumer and construction products. Transportation segment offers Freon refrigerants for automobile and commercial trucks. Refrigeration and Air Conditioning segment offers Opteon coolants for refrigeration systems of residential buildings. Industrial Processes segment offers Teflon coatings processing aids.