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Side-by-side financial comparison of Chemours Co (CC) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
Chemours Co is the larger business by last-quarter revenue ($1.3B vs $1.0B, roughly 1.3× VALMONT INDUSTRIES INC). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs -3.5%, a 14.0% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% vs -2.1%). Over the past eight quarters, VALMONT INDUSTRIES INC's revenue compounded faster (-0.5% CAGR vs -1.2%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
CC vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.3B | $1.0B |
| Net Profit | $-47.0M | $108.0M |
| Gross Margin | 11.7% | 30.8% |
| Operating Margin | — | 15.1% |
| Net Margin | -3.5% | 10.5% |
| Revenue YoY | -2.1% | 6.2% |
| Net Profit YoY | -261.5% | 23.8% |
| EPS (diluted) | $-0.32 | $5.51 |
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 | — | $1.0B | ||
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.4B | $969.3M | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.6B | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $-47.0M | $168.0M | ||
| Q3 25 | $46.0M | $99.0M | ||
| Q2 25 | $-380.0M | $-4.0M | ||
| Q1 25 | $-5.0M | $87.3M | ||
| Q4 24 | $-13.0M | $77.7M | ||
| Q3 24 | $-32.0M | $83.1M | ||
| Q2 24 | $60.0M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 11.7% | 29.8% | ||
| Q3 25 | 15.6% | 30.4% | ||
| Q2 25 | 17.2% | 30.6% | ||
| Q1 25 | 17.3% | 30.0% | ||
| Q4 24 | 19.4% | 30.2% | ||
| Q3 24 | 19.0% | 29.6% | ||
| Q2 24 | 19.8% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 11.2% | ||
| Q3 25 | 2.5% | 13.5% | ||
| Q2 25 | -15.4% | 2.8% | ||
| Q1 25 | — | 13.2% | ||
| Q4 24 | -0.1% | 11.6% | ||
| Q3 24 | -2.1% | 12.3% | ||
| Q2 24 | 4.4% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | -3.5% | 16.2% | ||
| Q3 25 | 3.1% | 9.5% | ||
| Q2 25 | -23.5% | -0.4% | ||
| Q1 25 | -0.4% | 9.0% | ||
| Q4 24 | -1.0% | 7.5% | ||
| Q3 24 | -2.1% | 8.1% | ||
| Q2 24 | 3.9% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $-0.32 | $9.02 | ||
| Q3 25 | $0.31 | $4.98 | ||
| Q2 25 | $-2.53 | $-1.53 | ||
| Q1 25 | $-0.03 | $4.32 | ||
| Q4 24 | $-0.07 | $3.85 | ||
| Q3 24 | $-0.22 | $4.11 | ||
| Q2 24 | $0.39 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | $4.1B | — |
| Stockholders' EquityBook value | $250.0M | $1.7B |
| Total Assets | $7.4B | $3.4B |
| Debt / EquityLower = less leverage | 16.40× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $670.0M | $187.1M | ||
| Q3 25 | $613.0M | $226.1M | ||
| Q2 25 | $502.0M | $208.5M | ||
| Q1 25 | $464.0M | $184.4M | ||
| Q4 24 | $713.0M | $164.3M | ||
| Q3 24 | $596.0M | $200.5M | ||
| Q2 24 | $604.0M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $4.1B | $795.7M | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | $730.6M | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.0B | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $250.0M | $1.6B | ||
| Q3 25 | $274.0M | $1.6B | ||
| Q2 25 | $228.0M | $1.5B | ||
| Q1 25 | $566.0M | $1.6B | ||
| Q4 24 | $571.0M | $1.5B | ||
| Q3 24 | $643.0M | $1.5B | ||
| Q2 24 | $714.0M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $7.4B | $3.4B | ||
| Q3 25 | $7.5B | $3.4B | ||
| Q2 25 | $7.5B | $3.3B | ||
| Q1 25 | $7.4B | $3.4B | ||
| Q4 24 | $7.5B | $3.3B | ||
| Q3 24 | $7.5B | $3.5B | ||
| Q2 24 | $7.2B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 16.40× | 0.49× | ||
| Q3 25 | 14.96× | — | ||
| Q2 25 | 17.99× | — | ||
| Q1 25 | 7.18× | — | ||
| Q4 24 | 7.11× | 0.47× | ||
| Q3 24 | 6.20× | — | ||
| Q2 24 | 5.53× | — |
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 | — |
| Free Cash FlowOCF − Capex | $92.0M | — |
| FCF MarginFCF / Revenue | 6.9% | — |
| Capex IntensityCapex / Revenue | 3.4% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $51.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $137.0M | $111.2M | ||
| Q3 25 | $146.0M | $112.5M | ||
| Q2 25 | $93.0M | $167.6M | ||
| Q1 25 | $-112.0M | $65.1M | ||
| Q4 24 | $138.0M | $193.4M | ||
| Q3 24 | $139.0M | $225.1M | ||
| Q2 24 | $-620.0M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $92.0M | $70.4M | ||
| Q3 25 | $105.0M | $70.6M | ||
| Q2 25 | $50.0M | $135.6M | ||
| Q1 25 | $-196.0M | $34.8M | ||
| Q4 24 | $29.0M | $167.8M | ||
| Q3 24 | $63.0M | $204.6M | ||
| Q2 24 | $-693.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 6.8% | ||
| Q3 25 | 7.0% | 6.7% | ||
| Q2 25 | 3.1% | 12.9% | ||
| Q1 25 | -14.3% | 3.6% | ||
| Q4 24 | 2.1% | 16.2% | ||
| Q3 24 | 4.2% | 20.1% | ||
| Q2 24 | -44.6% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 3.9% | ||
| Q3 25 | 2.7% | 4.0% | ||
| Q2 25 | 2.7% | 3.0% | ||
| Q1 25 | 6.1% | 3.1% | ||
| Q4 24 | 8.0% | 2.5% | ||
| Q3 24 | 5.0% | 2.0% | ||
| Q2 24 | 4.7% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | 3.17× | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | -10.33× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |