- The Chemours Company recently announced that Michael Foley will become President of Chemours Titanium Technologies in February 2026, bringing experience leading a US$1.00 billion portfolio at Momentive and a background in Lean and Six Sigma from General Electric, while current leader Damián Gumpel departs.
- This leadership change places an operations-focused executive at the helm of a core business just as Chemours emphasizes portfolio optimization and manufacturing efficiency.
- With Foley’s operational track record now in focus, we’ll assess how this leadership shift could influence Chemours’ investment narrative.
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Chemours Investment Narrative Recap
To own Chemours, you need to believe that its core titanium dioxide and refrigerants businesses can translate operational improvements into sustainable cash generation, despite current losses and ongoing PFAS and regulatory overhangs. The Foley appointment looks incrementally positive for execution within Titanium Technologies, but it does not materially change the near term earnings catalyst or the key risks around legal liabilities and environmental scrutiny.
The most relevant recent context is Chemours’ Q3 2025 update, where shares rose more than 12% despite subpar earnings and nearly flat revenue, helped by strong Opteon refrigerant sales and confidence in cost controls. Foley’s operations-focused background fits with this existing emphasis on manufacturing efficiency and portfolio optimization, which many investors already see as central to any recovery in profitability and cash flow.
Yet while operations are improving, investors should be aware that unresolved PFAS liabilities and tightening environmental rules could still...
Read the full narrative on Chemours (it's free!)
Chemours' narrative projects $6.6 billion revenue and $671.0 million earnings by 2028. This requires 3.9% yearly revenue growth and about a $1.08 billion earnings increase from -$412.0 million today.
Uncover how Chemours' forecasts yield a $17.78 fair value, a 51% upside to its current price.
Exploring Other Perspectives
Five members of the Simply Wall St Community value Chemours between US$11.55 and US$27.04 per share, reflecting very different return expectations. Against that spread, the central question is how PFAS litigation and environmental regulation could influence Chemours’ long term earnings power and your own view of fair value.
Explore 5 other fair value estimates on Chemours - why the stock might be worth just $11.55!
Build Your Own Chemours Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your Chemours research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
- Our free Chemours research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Chemours' overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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