Every material Form 8-K Chemours has filed with the SEC since May 06, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Chemours reported third quarter 2026 results on November 2, 2026. Net income attributable to Chemours was $196 million, or $1.29 per diluted share, compared with $46 million, or $0.31, a year earlier, but this included $150 million of PFAS insurance proceeds recorded as a reduction to selling, general and administrative expense. Net sales rose 3% to $1.5 billion and adjusted EBITDA rose to $200 million from $189 million, while the company expects fourth-quarter adjusted EBITDA of $160 million to $185 million.
Net sales of $1,540 million, up 3% from $1,495 million; adjusted EBITDA of $200 million versus $189 million
Net income includes $150 million received under the PFAS insurance proceeds MOU; adjusted EPS was $0.21 versus $0.17
Fourth-quarter 2026 adjusted EBITDA expected at $160 million to $185 million; full-year adjusted EBITDA guided to $775 million to $800 million
Net leverage ratio of about 4.3x at September 30, 2026; company now anticipates below 4.2x in 2026
Chemours, DuPont and Corteva agreed on September 9, 2026 to settle PFAS-related claims by the State of North Carolina and 11 local entities, including claims tied to the Fayetteville Works facility. Chemours will pay 50% of the $455 million settlement under the 2021 cost-sharing memorandum, and the company says its share is covered by existing accruals. The settlement remains subject to court orders dismissing the covered claims.
Total settlement payments are $455 million over 15 years, beginning within 30 days of the agreement's execution date.
Chemours' 50% share is approximately $180 million on a net present value basis, which the company says is covered by existing accruals.
Chemours expects to pay approximately $50 million over the next twelve months.
All future MOU escrow contributions are considered satisfied, including Chemours' $50 million contribution that would have been due in September 2026.
Chemours reported second-quarter 2026 results on August 4, 2026. Net sales were about flat at $1.6 billion, and the GAAP net loss narrowed to $274 million from $380 million, but adjusted EPS fell to $0.42 from $0.61 and adjusted EBITDA declined to $247 million from $260 million. The company continues to expect full-year 2026 adjusted EBITDA of $775 million to $825 million, while its third-quarter adjusted EBITDA guidance of $175 million to $205 million is below the second-quarter level.
Net sales of $1.6 billion, down about 1% from $1,615 million a year earlier; volumes fell 4% and price rose 2%
GAAP net loss attributable to Chemours of $274 million, or $1.81 per diluted share, versus $380 million, or $2.53 per share, a year earlier; the loss includes reserves tied to the EPA and WVDEP settlement, partly offset by a gain on the Kua
Adjusted EPS of $0.42 versus $0.61 and adjusted EBITDA of $247 million versus $260 million a year earlier
Third-quarter adjusted EBITDA guidance of $175 million to $205 million; full-year 2026 adjusted EBITDA outlook of $775 million to $825 million unchanged
Chemours agreed on June 23, 2026 to a proposed Consent Decree with the U.S. EPA and the West Virginia Department of Environmental Protection to resolve claims over PFAS emissions and other alleged activities at its Washington Works, Fayetteville Works and Chambers Works facilities. The settlement remains subject to court approval, and the company says it expects the expansion of its off-site drinking water programs to increase its existing environmental reserves, which could weigh on future results.
Civil penalty of $22.5 million, payable in three annual installments; $15 million was previously accrued
$90 million to fund additional PFAS mitigation projects or drinking water relief over the next 15 years
Separate resolution of West Virginia Rivers Coalition Clean Water Act suit from 2024 for less than $1 million
Settlement is subject to notice, comment and court approval and is not an admission of liability
Chemours reported a first quarter 2026 net loss attributable to Chemours of $29 million, or $0.19 per diluted share, versus a $5 million loss, or $0.03 per share, a year earlier, while net sales rose 1% to $1.4 billion. Adjusted EPS fell to $0.05 from $0.13, but adjusted EBITDA edged up to $169 million from $166 million. The company kept its full-year 2026 adjusted EBITDA outlook of $800 million to $900 million and said it expects net leverage below 3.8x by the end of 2026.
Net loss of $29 million ($0.19 per diluted share) vs. $5 million ($0.03) in Q1 2025, driven by higher financing costs from a recent debt offering and higher SG&A
Net sales of $1,381 million, up 1%; Thermal & Specialized Solutions sales rose 22% to $568 million, while Titanium Technologies fell 6% and Advanced Performance Materials fell 17%
Second quarter 2026 outlook calls for adjusted EBITDA of $220 million to $250 million; full-year 2026 adjusted EBITDA is $800 million to $900 million
Received about $287 million in net proceeds from the April 2026 sale of nine Kuan Yin land parcels and paid down €140 million of term loans
At its April 24, 2026 annual meeting, Chemours shareholders re-elected all eleven director nominees to one-year terms, approved an advisory say-on-pay vote, and approved the 2026 Equity and Incentive Plan. Shareholders also ratified PricewaterhouseCoopers LLP as the independent auditor. The plan reserves up to 6,375,275 shares for employee, contractor and director awards, which dilutes existing holders only as those shares are issued.
All 11 director nominees elected to one-year terms; George R. Brokaw received 95.8% of votes cast, while the other nominees each received between 98.1% and 99.3%.
Say-on-pay advisory vote approved: 110,058,427 for and 2,527,583 against.
2026 Equity and Incentive Plan approved: 108,842,885 for and 3,734,567 against, reserving up to 6,375,275 shares.
PricewaterhouseCoopers LLP ratified as independent registered public accounting firm: 128,312,790 for and 813,925 against.
Chemours closed a private offering of $700 million of 7.875% senior unsecured notes due March 15, 2034, on March 12, 2026. The company said it will use the net proceeds and cash on hand to redeem its 5.750% notes due 2028 and, with the remaining proceeds, its 5.375% notes due 2027, which refinances existing debt. The filing does not report earnings or guidance effects.
Notes total $700 million, carry a 7.875% rate and mature March 15, 2034; interest is paid semi-annually starting September 15, 2026.
$188 million of 5.750% notes due 2028 to be redeemed for an aggregate price of about $189.8 million, including accrued interest.
Remaining proceeds expected to redeem 5.375% notes due 2027 for about $500.3 million, plus accrued interest, assuming a 3.56% treasury rate.
Chemours reported a fourth-quarter 2025 net loss of $47 million, or $0.31 per diluted share, versus a $11 million loss a year earlier, on net sales of $1.3 billion, down 2%. For full year 2025, the company posted a $386 million net loss ($2.57 per diluted share) after net income of $69 million in 2024, driven by litigation-related charges. The company also guided to 2026 adjusted EBITDA of $800 million to $900 million, which shareholders can use as a benchmark for future results.
Q4 2025 net loss attributable to Chemours was $47 million, or $0.31 per diluted share, vs. a $11 million loss, or $0.08 per share, a year earlier
Q4 2025 adjusted EBITDA was $128 million, down from $168 million; full year adjusted EBITDA was $742 million vs. $768 million
Full year 2026 outlook calls for net sales growth of 3% to 5% and adjusted EBITDA of $800 million to $900 million
Sale of the former Kuan Yin TiO2 site was announced January 15, 2026, for approximately $300 million in net proceeds
Chemours, through its Taiwan subsidiary, signed four real estate purchase agreements on January 15, 2026, to sell ten parcels of land in Kuan Yin, Taiwan, for a total price of approximately $360 million. The company plans to use the proceeds to reduce its debt, and closings are expected by mid-year 2026, subject to closing conditions and local regulatory approval including environmental conditions.
Total purchase price is approximately $360 million, stated as gross cash proceeds before customary taxes and fees.
Four buyers include Century Wind Power, Century Iron and Steel Industrial, Century Huaxin Wind Energy and Mr. Lai Wen-Hsiang.
Closings are expected to occur by mid-year 2026 and require local regulatory approval.
The filing states the transaction was negotiated on an arms-length basis and that no other material relationship exists with the buyers.
Chemours reported third quarter 2025 net sales of $1.5 billion, flat year over year, and net income attributable to Chemours of $60 million, or $0.40 per diluted share, compared with a net loss of $32 million a year earlier. Adjusted net income fell to $30 million, or $0.20 per diluted share, from $61 million, and adjusted EBITDA declined to $195 million from $202 million. For fourth quarter 2025, the company expects adjusted EBITDA of $130 million to $160 million on sequentially lower net sales, which would be below the third quarter level.
Net sales of $1,495 million, down 1% from $1,508 million in Q3 2024; Thermal & Specialized Solutions sales rose 20% to $560 million
Net income attributable to Chemours of $60 million ($0.40 per diluted share) vs. a net loss of $32 million ($0.22) in Q3 2024; adjusted net income of $30 million ($0.20 per share) vs. $61 million ($0.40)
Fourth quarter 2025 outlook: net sales expected to fall 10% to 15% sequentially; adjusted EBITDA expected between $130 million and $160 million
Liquidity of $1.6 billion at September 30, 2025, including $613 million in unrestricted cash; net leverage ratio of approximately 4.6x
Chemours adopted an Executive Severance Policy on October 28, 2025, covering executive officers and certain designated employees. Under the policy, a CEO terminated without cause or resigning for good reason would receive 2.0 times the sum of base salary, target annual incentive and annualized health care subsidy, while other participants would receive 1.0 times that sum. The policy sets severance terms for participants but does not change existing change-in-control agreements or outstanding equity awards, so its effect on shareholders depends on how many people are designated and when terminations occur.
Policy adopted by the Board on October 28, 2025, effective the same day.
CEO cash severance: 2.0 times base salary, target annual incentive and annualized health care subsidy.
Other executive officers and employees: 1.0 times the same sum.
Participants must sign a release of claims; existing change-in-control agreements and equity awards are not superseded.
Chemours amended its credit agreement on October 15, 2025, extending the maturity of its $1,050,000,000 senior secured Term Loan B-3 US$ Facility from August 18, 2028 to October 15, 2032, with a new margin of Term SOFR + 3.50% or base rate plus 2.50%. Separately, Chemours subsidiaries agreed to sell up to €180 million of eligible receivables to BNP Paribas Factor GmbH under a Receivables Purchase Agreement, and Chemours accepted joint and several liability for the subsidiaries' obligations under it.
Term Loan B-3 US$ Facility of $1,050,000,000 extended from August 18, 2028 to October 15, 2032
Margin set at Term SOFR + 3.50% or adjusted base rate plus 2.50%, at the Company's election
Receivables sales of up to €180 million to BNP Paribas Factor GmbH; initial term through October 14, 2026, with automatic one-year extension
Chemours accceded to joint and several liability for the Chemours Sellers' obligations on October 14, 2025
Chemours Chair Dawn Farrell notified the board on August 29, 2025, that she will resign effective September 2, 2025, to become CEO of Canada's newly created Major Projects Office. The board has not yet chosen a successor as chair and said an announcement will follow, so shareholders will be watching for who leads the board.
Dawn Farrell resigns as Chair and from the Board effective September 2, 2025
Farrell is accepting appointment as CEO of the Major Projects Office launched by the Prime Minister of Canada under the Building Canada Act
No successor as Board Chair has been named; the company says an announcement will be forthcoming
Chemours reported second quarter 2025 net sales of $1.6 billion, up 4% from a year earlier, but swung to a net loss of $381 million, or $2.54 per diluted share, from net income of $60 million a year earlier. The company said the loss was driven mainly by litigation charges tied to its New Jersey PFAS settlement, while adjusted net income rose to $87 million, or $0.58 per share.
Net sales were $1.6 billion, up 4% from $1,554 million in Q2 2024
Net loss attributable to Chemours was $381 million, or $2.54 per diluted share, versus net income of $60 million, or $0.39, in Q2 2024
Adjusted net income was $87 million, or $0.58 per diluted share, versus $58 million, or $0.38, a year earlier
Full-year 2025 Adjusted EBITDA is expected to be $775 million to $825 million, and Q3 2025 Adjusted EBITDA $175 million to $195 million
Chemours, DuPont and Corteva agreed to a proposed Judicial Consent Order with the State of New Jersey to resolve pending environmental claims, including statewide PFAS claims. Chemours will pay 50% of the $875 million settlement over 25 years, about $250 million on a present value basis, and the settlement remains subject to notice, comment and court approval. Chemours also agreed to sell its rights to $150 million of potential PFAS insurance proceeds to DuPont and Corteva, which it expects to fully fund its settlement payments through at least 2030.
Settlement totals $875 million over 25 years, with pre-tax present value of about $500 million; payments begin no earlier than January 1, 2026
Chemours responsible for 50% of settlement payments, about $250 million on a present value basis
DuPont and Corteva to purchase Chemours' rights to $150 million of PFAS insurance proceeds, contingent on JCO approval
Settlement remains subject to notice and comment under New Jersey law and final court approval
Chemours reported a first-quarter 2025 net loss of $4 million, or $0.03 per diluted share, compared with net income of $54 million a year earlier. Adjusted EBITDA fell 13% to $166 million, mainly on lower pricing, and the company cut its quarterly dividend 65% to $0.0875 per share. For shareholders, the lower dividend reduces cash returned to them, and the company's 2025 adjusted EBITDA outlook of $825 million to $950 million is the main guide to near-term earnings.
Net sales were $1.4 billion ($1,368 million), flat year over year; net loss was $4 million versus net income of $54 million in Q1 2024.
Adjusted net income was $19 million, or $0.13 per diluted share, versus $47 million, or $0.31, a year earlier.
Restructuring charges of $27 million were tied to the exit of the SPS Capstone business, which the company expects to end by the end of the second quarter of 2025.
Quarterly dividend cut 65% to $0.0875 per share for the second quarter, payable June 16, 2025; full-year 2025 adjusted EBITDA outlook is $825 million to $950 million.
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