Chemours (CC) Q4 2025 Earnings Call Transcript

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Friday, February 20, 2026 astatine 8 a.m. ET

• President and Chief Executive Officer — Denise M. Dignam

• Senior Vice President and Chief Financial Officer — Shane W. Hostetter

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Denise M. Dignam: Thank you, Brandon, and convey you, everyone, for joining us. During today's call, I volition statesman by discussing a fewer caller developments crossed The Chemours Company successful summation to highlights from our caller performance. I volition past crook it implicit to Shane who volition supply details astir our outlook for 2026 and cardinal drivers for the afloat twelvemonth ahead. Finally, I volition supply updates connected our meaningful advancement against our Pathway to Thrive strategy earlier taking your questions. First, arsenic we shared successful January, we person reached an statement to merchantability our Kuan Yin site.

Since the shutdown of our titanium dioxide operations astatine this installation successful 2023, we person been actively decommissioning the tract and preparing to merchantability the remaining property. I americium blessed to study that the estimated nett proceeds of $300,000,000 we expect to person from the onshore merchantability volition marque a important interaction successful reducing our outstanding indebtedness and enactment our continued advancement towards lowering our people nett leverage beneath 3 times. I americium arrogant of our team’s effort to get america to this point. Additionally, I privation to invited Mike Foley arsenic the caller Business President of TT.

In joining The Chemours Company, Mike brings extended enactment acquisition successful the chemicals manufacture moving aggregate concern units with acquisition centered connected operational excellence. As an established leader, I americium assured that Mike volition proceed to thrust improvements successful our titanium dioxide business, staying existent to our value-based commercialized strategy, strengthening reliability crossed our plus base, and advancing our semipermanent outgo presumption initiatives. Turning to our 4th fourth results. We are pleased with the robust currency travel generated and the quality to thrust income show wrong our expectations. Net income met expectations mostly owed to TSS achieving grounds income driven by continued beardown Opteon adoption and accordant commercialized show crossed each divisions. We posted coagulated net overall.

However, for the APM business, owed to near-term extremity marketplace weakness, we shifted our absorption to beforehand currency travel arsenic the 4th progressed, resulting successful definite noncash charges and the merchantability of definite products to trim inventory levels. These decisions enabled america to marque meaningful steps towards driving currency travel portion mounting a instauration for improved net arsenic we get deeper into 2026. While these incremental costs resulted successful america conscionable missing the debased extremity of our net range, we are pleased with our quality to make beardown quarterly escaped currency travel of $92,000,000, which we judge is much reflective of The Chemours Company’s longer-term currency procreation imaginable to thrust worth for our shareholders.