Every material Form 8-K Chemours filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Chemours filing is on SEC EDGAR ↗. 8-K briefs of other companies →