Chemours Community

Metric Q1 2025 Q1 2024 YoY Change Net Sales $1.368 billion $1.362 billion ▲ 0% Adjusted EBITDA $166 million $191 million ▼ 13% Net Income / (Loss) –$4 million $54 million ▼ 107% Adjusted Net Income $19 million $47 million ▼ 60% EPS (Diluted) –$0.03 $0.36 ▼ 108% Adjusted EPS (Diluted) $0.13 $0.31 ▼ 58% Key Business Segment Highlights Thermal & Specialized Solutions (TSS) +40% YoY growth in Opteon™ Refrigerants , buoyed by strong demand and capacity expansion at Corpus Christi. Offsetting headwind : Weak Freon™ demand impacted pricing.

Key Takeaways Pathway to Thrive and TT plans enhance efficiency and cost savings, potentially boosting net margins and earnings growth. Opteon and Teflon expansions align with regulatory shifts and high-growth markets, potentially increasing revenues.

Key Takeaways Regulatory and technology trends are driving Chemours toward high-value, sustainable products, supporting premium pricing and durable growth in large end markets. Operational efficiency and market expansion in cooling technologies and advanced polymers will enhance margins, diversify revenues, and strengthen long-term earnings visibility.

Key Takeaways Chemours faces ongoing regulatory and legacy product risks, with volatility in margins and cash flow as it shifts toward environmentally friendly refrigerants and away from declining Freon sales. Growth from new products and markets may be slow to materialize, while persistent litigation and debt limit reinvestment and expose the company to further shocks.