Chemours Co
CC · Chemicals & Allied Products · 150.4M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $51M (gross $69M, SBC $18M)
Reference price $12.06 · est. market cap ~$1.8B — last insider purchase, 2025-08-08 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D48Scaled but highly levered specialty chemicals maker posting a loss year amid PFAS litigation and operational disruptions.
Strengths
- Leading global positions in refrigerants, TiO2 and fluoropolymers with diversified ~2,400-customer base
- Highest sector cash balance and recent debt maturity extension provide near-term liquidity
Risks
- Loss year (net margin -6.6%), thin gross margin 15.5% (23rd pct) and extreme debt/equity (16.6x)
- Legacy PFAS litigation, Washington Works outage and weak FCF (0.9% margin) pressure the outlook
Notable findings
- RestatementAmendment to Amended and Restated Credit Agreement On October 15, 2025, we entered into Amendment No 8-K ↗
- Exec changeRecent 8-K item 5.02 8-K ↗
- High leverageHigh leverage (debt/equity 16.56)
- Net lossNet loss (net margin -6.6%)
- Customer concentration~10% of revenue from one customer/distributor — As of December 31, 2025, no one individual customer represented more than 10% of our consolidated net sales, and one individual customer balance represented approximately 7% of our total outstanding a
- Buying back stockNet buyback — share count -3%/yr over 4y
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
15.5%
Net margin
-6.6%
Return on equity
-154.4%
Return on assets
-5.2%
Revenue growth (QoQ)
3.8%
Debt / equity
16.6×
Current ratio
1.8×
Free cash flow
$51M
Tangible book value
$202M
Cash & investments
$670M
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-06 | Turner Leslie M | Grant | 7.2K | — |
| 2026-05-06 | Fletcher Pamela | Grant | 7.2K | — |
| 2026-05-06 | CRANSTON MARY B | Grant | 7.2K | — |
| 2026-05-06 | Cowan Alister | Grant | 7.2K | — |
| 2026-05-06 | MATHER COURTNEY | Grant | 7.2K | — |
| 2026-05-06 | Kane Erin N | Grant | 7.2K | — |
| 2026-05-06 | SATTERTHWAITE LIVINGSTON | Grant | 7.2K | — |
| 2026-05-06 | Keohane Sean D | Grant | 7.2K | — |
| 2026-05-06 | Kava Joseph Daniel | Grant | 7.2K | — |
| 2026-05-06 | Brokaw George R | Grant | 7.2K | — |
| 2026-03-02 | Foley Michael Robert | Grant | 25K | — |
| 2026-03-02 | Wellman Kristine M | Grant | 26K | — |
| 2026-03-02 | Familiar Calderon Gerardo | Grant | 26K | — |
| 2026-03-02 | Dignam Denise | Grant | 170K | — |
| 2026-03-02 | Foley Michael Robert | Grant | 50K | — |
| 2026-03-02 | Martinko Joseph T. | Grant | 28K | — |
| 2026-03-02 | HOSTETTER SHANE | Grant | 47K | — |
| 2026-03-02 | Will David | Grant | 8.3K | — |
| 2026-03-01 | Wellman Kristine M | Tax withheld | 3.4K | $18.24 |
| 2026-03-01 | Martinko Joseph T. | Tax withheld | 2.8K | $18.24 |
| 2026-03-01 | HOSTETTER SHANE | Tax withheld | 3.2K | $18.24 |
| 2026-03-01 | Dignam Denise | Tax withheld | 22K | $18.24 |
| 2026-03-01 | Will David | Tax withheld | 699 | $18.24 |
| 2026-03-01 | Familiar Calderon Gerardo | Tax withheld | 2.6K | $18.24 |
| 2026-02-24 | Wellman Kristine M | Tax withheld | 675 | $18.41 |
| 2026-02-24 | Wellman Kristine M | Grant | 1.8K | — |
| 2026-02-24 | Dignam Denise | Grant | 2.3K | — |
| 2026-02-24 | Dignam Denise | Tax withheld | 742 | $18.41 |
| 2025-09-01 | Familiar Calderon Gerardo | Tax withheld | 1.3K | $15.40 |
| 2025-08-12 | Will David | Tax withheld | 2.4K | $12.42 |
| 2025-08-08 | Dignam Denise | Buy | 4.1K | $12.06 |
| 2025-08-06 | HOSTETTER SHANE | Tax withheld | 3.0K | $12.00 |
| 2025-08-01 | Dignam Denise | Tax withheld | 466 | $11.50 |
| 2025-08-01 | Wellman Kristine M | Tax withheld | 383 | $11.50 |
| 2025-08-01 | Familiar Calderon Gerardo | Tax withheld | 923 | $11.50 |
| 2025-08-01 | Martinko Joseph T. | Tax withheld | 649 | $11.50 |
| 2025-06-03 | Gumpel Damian | Buy | 7.8K | $9.95 |
| 2025-06-02 | Gumpel Damian | Buy | 13K | $9.22 |
| 2025-05-19 | HOSTETTER SHANE | Buy | 4.5K | $11.28 |
| 2025-04-22 | Fletcher Pamela | Grant | 14K | — |
| 2025-04-22 | Kane Erin N | Grant | 14K | — |
| 2025-04-22 | Keohane Sean D | Grant | 14K | — |
| 2025-04-22 | SATTERTHWAITE LIVINGSTON | Grant | 14K | — |
| 2025-04-22 | Kava Joseph Daniel | Grant | 14K | — |
| 2025-04-22 | Turner Leslie M | Grant | 14K | — |
| 2025-04-22 | CRANSTON MARY B | Grant | 14K | — |
| 2025-04-22 | Brokaw George R | Grant | 14K | — |
| 2025-04-22 | MATHER COURTNEY | Grant | 14K | — |
| 2025-04-22 | Cowan Alister | Grant | 14K | — |
| 2025-04-22 | Farrell Dawn L | Grant | 14K | — |
| 2025-03-03 | Familiar Calderon Gerardo | Grant | 13K | — |
| 2025-03-03 | Dignam Denise | Grant | 106K | — |
| 2025-03-03 | Picho Diane I. | Grant | 9.0K | — |
| 2025-03-03 | Martinko Joseph T. | Grant | 13K | — |
| 2025-03-03 | Wellman Kristine M | Grant | 16K | — |
| 2025-03-03 | HOSTETTER SHANE | Grant | 27K | — |
| 2025-03-03 | Will David | Grant | 5.4K | — |
| 2025-03-03 | Scarborough Alvenia | Grant | 6.0K | — |
| 2025-03-03 | Gumpel Damian | Grant | 24K | — |
| 2025-03-03 | Gumpel Damian | Grant | 87K | — |
| 2025-03-03 | Kava Joseph Daniel | Grant | 2.9K | — |
| 2025-03-03 | Turner Leslie M | Grant | 2.9K | — |
| 2025-03-01 | Familiar Calderon Gerardo | Tax withheld | 1.3K | $14.95 |
| 2025-03-01 | Wellman Kristine M | Tax withheld | 2.4K | $14.95 |
| 2025-03-01 | Picho Diane I. | Tax withheld | 1.3K | $14.95 |
| 2025-03-01 | Scarborough Alvenia | Tax withheld | 875 | $14.95 |
| 2025-03-01 | Dignam Denise | Tax withheld | 4.8K | $14.95 |
| 2025-03-01 | Martinko Joseph T. | Tax withheld | 1.3K | $14.95 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-24 | Material agreementReg FDExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-04-30 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-03-12 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-02-26 | OtherExhibits | filing ↗ |
| 2026-02-19 | ResultsExhibits | filing ↗ |
| 2026-01-16 | Material agreementReg FDExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-24 | 2026-06-23 | 0001627223-26-000017 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001627223-26-000011 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001627223-26-000010 ↗ |
| 8-K | 2026-04-30 | 2026-04-24 | 0001193125-26-193216 ↗ |
| 8-K | 2026-03-12 | 2026-03-12 | 0001627223-26-000002 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001193125-26-077205 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001193125-26-065201 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001193125-26-059564 ↗ |
| 8-K | 2026-01-16 | 2026-01-15 | 0001193125-26-014624 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001193125-25-269765 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-269744 ↗ |
| 8-K | 2025-10-31 | 2025-10-28 | 0001193125-25-260863 ↗ |