Description

Chemours: Opteon’s 80% Surge Is Rewriting the Refrigerants Growth Story—And the Runway May Be Longer Than Investors Think!

The Chemours Company reported its third-quarter 2025 financial results, emphasizing significant achievements and ongoing challenges. The company surpassed its adjusted EBITDA expectations despite ongoing macroeconomic challenges, particularly in sectors sensitive to economic fluctuations. A focal point of success was the Thermal & Specialized Solutions (TSS) segment, where revenue from Opteon refrigerants surged by 80% compared to the previous year. This growth was primarily driven by the transition related to the 2025 U.S. AIM Act, which fostered increased demand for Opteon in the stationary aftermarket. This transition allowed the TSS segment to capture new sales opportunities, resulting in a 35% adjusted EBITDA margin, underscoring the strength of Chemours’ product portfolio. The TSS’s performance also reflects strategic pricing enhancements and volume growth. The Advanced Performance Materials (APM) segment also showed resilience and operational recovery, partly credited to the site’s rapid response to external utility disruptions.