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Side-by-side financial comparison of Chemours Co (CC) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.5B vs $1.3B, roughly 1.1× Chemours Co). ON Semiconductor runs the higher net margin — 12.0% vs -3.5%, a 15.5% gap on every dollar of revenue. On growth, ON Semiconductor posted the faster year-over-year revenue change (4.7% vs -2.1%). ON Semiconductor produced more free cash flow last quarter ($217.2M vs $92.0M). Over the past eight quarters, Chemours Co's revenue compounded faster (-1.2% CAGR vs -9.9%).
The Chemours Company is an American chemical company that was founded in July 2015 as a spin-off from DuPont. It has its corporate headquarters in Wilmington, Delaware, United States. Chemours is the manufacturer of Teflon, the brand name of polytetrafluoroethylene (PTFE), known for its anti-stick properties. It also produces titanium dioxide and refrigerant gases.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
CC vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.5B |
| Net Profit | $-47.0M | $181.8M |
| Gross Margin | 11.7% | 38.5% |
| Operating Margin | — | 57.9% |
| Net Margin | -3.5% | 12.0% |
| Revenue YoY | -2.1% | 4.7% |
| Net Profit YoY | -261.5% | — |
| EPS (diluted) | $-0.32 | $0.45 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
| Q1 26 | — | $181.8M | ||
| Q4 25 | $-47.0M | $255.0M | ||
| Q3 25 | $46.0M | $170.3M | ||
| Q2 25 | $-380.0M | $-486.1M | ||
| Q1 25 | $-5.0M | — | ||
| Q4 24 | $-13.0M | $379.9M | ||
| Q3 24 | $-32.0M | $401.7M | ||
| Q2 24 | $60.0M | $338.2M |
| Q1 26 | — | 38.5% | ||
| Q4 25 | 11.7% | 37.9% | ||
| Q3 25 | 15.6% | 37.6% | ||
| Q2 25 | 17.2% | 20.3% | ||
| Q1 25 | 17.3% | — | ||
| Q4 24 | 19.4% | 45.2% | ||
| Q3 24 | 19.0% | 45.4% | ||
| Q2 24 | 19.8% | 45.2% |
| Q1 26 | — | 57.9% | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | 2.5% | 13.2% | ||
| Q2 25 | -15.4% | -39.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.1% | 23.7% | ||
| Q3 24 | -2.1% | 25.3% | ||
| Q2 24 | 4.4% | 22.4% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | -3.5% | 16.4% | ||
| Q3 25 | 3.1% | 11.6% | ||
| Q2 25 | -23.5% | -33.6% | ||
| Q1 25 | -0.4% | — | ||
| Q4 24 | -1.0% | 22.1% | ||
| Q3 24 | -2.1% | 22.8% | ||
| Q2 24 | 3.9% | 19.5% |
| Q1 26 | — | $0.45 | ||
| Q4 25 | $-0.32 | $0.63 | ||
| Q3 25 | $0.31 | $0.41 | ||
| Q2 25 | $-2.53 | $-1.15 | ||
| Q1 25 | $-0.03 | — | ||
| Q4 24 | $-0.07 | $0.88 | ||
| Q3 24 | $-0.22 | $0.93 | ||
| Q2 24 | $0.39 | $0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $670.0M | $2.4B |
| Total DebtLower is stronger | $4.1B | $3.0B |
| Stockholders' EquityBook value | $250.0M | $7.3B |
| Total Assets | $7.4B | $12.0B |
| Debt / EquityLower = less leverage | 16.40× | 0.41× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.4B | ||
| Q4 25 | $670.0M | $2.9B | ||
| Q3 25 | $613.0M | $2.8B | ||
| Q2 25 | $502.0M | $3.0B | ||
| Q1 25 | $464.0M | — | ||
| Q4 24 | $713.0M | $3.0B | ||
| Q3 24 | $596.0M | $2.8B | ||
| Q2 24 | $604.0M | $2.7B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.1B | $3.4B | ||
| Q3 25 | $4.1B | $3.4B | ||
| Q2 25 | $4.1B | $3.4B | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | $3.4B | ||
| Q3 24 | $4.0B | $3.4B | ||
| Q2 24 | $4.0B | $3.4B |
| Q1 26 | — | $7.3B | ||
| Q4 25 | $250.0M | $7.9B | ||
| Q3 25 | $274.0M | $7.9B | ||
| Q2 25 | $228.0M | $8.0B | ||
| Q1 25 | $566.0M | — | ||
| Q4 24 | $571.0M | $8.8B | ||
| Q3 24 | $643.0M | $8.6B | ||
| Q2 24 | $714.0M | $8.3B |
| Q1 26 | — | $12.0B | ||
| Q4 25 | $7.4B | $13.0B | ||
| Q3 25 | $7.5B | $13.1B | ||
| Q2 25 | $7.5B | $13.3B | ||
| Q1 25 | $7.4B | — | ||
| Q4 24 | $7.5B | $14.1B | ||
| Q3 24 | $7.5B | $13.9B | ||
| Q2 24 | $7.2B | $13.7B |
| Q1 26 | — | 0.41× | ||
| Q4 25 | 16.40× | 0.43× | ||
| Q3 25 | 14.96× | 0.43× | ||
| Q2 25 | 17.99× | 0.42× | ||
| Q1 25 | 7.18× | — | ||
| Q4 24 | 7.11× | 0.38× | ||
| Q3 24 | 6.20× | 0.39× | ||
| Q2 24 | 5.53× | 0.41× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $137.0M | $239.1M |
| Free Cash FlowOCF − Capex | $92.0M | $217.2M |
| FCF MarginFCF / Revenue | 6.9% | 14.4% |
| Capex IntensityCapex / Revenue | 3.4% | — |
| Cash ConversionOCF / Net Profit | — | 1.32× |
| TTM Free Cash FlowTrailing 4 quarters | $51.0M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $239.1M | ||
| Q4 25 | $137.0M | $418.7M | ||
| Q3 25 | $146.0M | $184.3M | ||
| Q2 25 | $93.0M | $602.3M | ||
| Q1 25 | $-112.0M | — | ||
| Q4 24 | $138.0M | $579.7M | ||
| Q3 24 | $139.0M | $465.8M | ||
| Q2 24 | $-620.0M | $362.2M |
| Q1 26 | — | $217.2M | ||
| Q4 25 | $92.0M | $372.4M | ||
| Q3 25 | $105.0M | $106.1M | ||
| Q2 25 | $50.0M | $454.7M | ||
| Q1 25 | $-196.0M | — | ||
| Q4 24 | $29.0M | $434.8M | ||
| Q3 24 | $63.0M | $293.6M | ||
| Q2 24 | $-693.0M | $207.7M |
| Q1 26 | — | 14.4% | ||
| Q4 25 | 6.9% | 24.0% | ||
| Q3 25 | 7.0% | 7.2% | ||
| Q2 25 | 3.1% | 31.5% | ||
| Q1 25 | -14.3% | — | ||
| Q4 24 | 2.1% | 25.2% | ||
| Q3 24 | 4.2% | 16.7% | ||
| Q2 24 | -44.6% | 12.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 3.0% | ||
| Q3 25 | 2.7% | 5.3% | ||
| Q2 25 | 2.7% | 10.2% | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 8.0% | 8.4% | ||
| Q3 24 | 5.0% | 9.8% | ||
| Q2 24 | 4.7% | 8.9% |
| Q1 26 | — | 1.32× | ||
| Q4 25 | — | 1.64× | ||
| Q3 25 | 3.17× | 1.08× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | -10.33× | 1.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CC
| Titanium Technologies | $563.0M | 42% |
| Thermal And Specialized Solutions | $443.0M | 33% |
| Advanced Performance Materials | $312.0M | 23% |
| Other Non-Reportable Segment | $12.0M | 1% |
ON
Segment breakdown not available.
