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 Growth is driven by strong demand for low-emission refrigerants and advanced materials, with portfolio optimization elevating margins and earnings quality. Industry changes, litigation resolution, and operational improvements position Chemours for stronger market share, pricing power, and sustained cash flow stability.

Key Takeaways Escalating environmental regulations and legacy legal risks threaten Chemours' revenue growth, profit margins, and future cash flow stability. Dependence on a limited product range and industry trends toward alternatives amplify margin pressure and revenue volatility.

Key Takeaways Operational improvements and a shift toward specialty products position Chemours for sustained margin gains, free cash flow acceleration, and potential outperformance versus earnings expectations. Regulatory trends, environmental liability resolution, and global electrification could fuel rapid growth across key segments and support premium valuation multiples.