10-Q · May 5, 2026
Chemours reported for Q1 2026 with revenue of $1.38 billion, a slight decline from $1.37 billion in Q1 2025, representing a 1% year-over-year increase. The gross margin decreased to 19.5%, with EPS at a loss of $0.19,…
Earnings analysis · 10-K
CC earnings analysis
Filed November 3, 2026 · Our reading of the company's report
The latest report
This Form 10-K/A is a narrow corrective filing rather than a financial update: it does not change the company’s consolidated financial statements or provide new operating results, strategy, segment information, or…
Read full summary
This Form 10-K/A is a narrow corrective filing rather than a financial update: it does not change the company’s consolidated financial statements or provide new operating results, strategy, segment information, or guidance. The principal negative is that disclosure controls were deemed ineffective as of December 31, 2025 because of an omitted management report, with the issue existing until the third quarter of 2026. Management reports that internal control over financial reporting remained effective, PwC issued an unqualified opinion, and additional review procedures were implemented.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
What stood out
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Amendment narrowly scoped
The amendment is limited to restating Item 9A and Item 15(a)(3), filing Exhibits 31.3 and 31.4, and updating certifications; it states that it does not amend, modify, or update other information in the original filing.
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Financial reporting controls effective
Management concluded that internal control over financial reporting was effective as of December 31, 2025, and the filing says PricewaterhouseCoopers LLP issued an unqualified opinion on that effectiveness.
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Additional review procedures added
Management implemented additional review procedures during the third quarter of 2026 to provide reasonable assurance over the completeness of non-financial statement disclosures.
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No financial statements changed
The amendment states that it does not affect the consolidated financial statements included in the original filing and contains no financial statements itself.
What to watch
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Disclosure-control deficiency
The CEO and CFO concluded that disclosure controls and procedures were not effective as of December 31, 2025 because Management’s Report on Internal Control over Financial Reporting was inadvertently omitted from the original 10-K. The filing states that this ineffectiveness existed from December 31, 2025 until the third quarter of 2026.
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Annual-report process failure
The filing identifies an administrative error in the preparation of the annual report that caused required non-financial disclosure to be incomplete. Although management says the error did not affect internal control over financial reporting, it required an amended filing and additional review procedures.
Management's outlook
This Form 10-K/A contains no financial outlook or guidance; it amends the fiscal 2025 10-K solely for disclosure controls and exhibit updates.
Earlier filings 4
10-K · February 24, 2026
Chemours reiterates a focused Pathway to Thrive strategy (Operational Excellence, Enabling Growth, Portfolio Management, Strengthening the Long Term) and highlights scale in refrigerants, TiO2 and advanced materials…
10-Q · November 6, 2025
Chemours reported Q3 net sales of $1,495 million (vs. $1,508 million in Q3 2024), with gross profit of $233 million and diluted EPS of $0.40. Gross margin compressed to 15.6% (from 19.0% a year ago) while operating…
10-K · February 18, 2025
The Chemours Company's 2024 10-K reveals a year of strategic realignment and operational challenges, with a focus on its refreshed corporate strategy, 'Pathway to Thrive'. While the company has prioritized growth in…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.