DuPont Sells Aramids Division for $1.8 Billion to Refine Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 29 2025
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Should l Buy CC?
Source: Benzinga
DuPont's Sale of Aramids Business
- Transaction Details: DuPont de Nemours, Inc. has agreed to sell its Aramids business, which includes the Kevlar and Nomex brands, to Arclin for approximately $1.8 billion. The deal is expected to close in the first quarter of 2026, pending regulatory approvals.
- Financial Breakdown: Upon closing, DuPont will receive around $1.2 billion in cash before taxes, a $300 million note, and a 17.5% equity stake in the future Arclin business.
Strategic Implications
- CEO's Statement: Lori Koch, DuPont’s CEO, stated that this divestiture aligns with the company's strategy to refine its portfolio and enhance profitability. The deal is anticipated to provide significant cash for reinvestment and allow shareholders to benefit from Arclin’s growth.
- Impact on Workforce and Revenue: The Aramids division employs about 1,900 people and generated $1.3 billion in revenue in 2024. DuPont confirmed that this sale will not affect the planned spinoff of its electronics unit, Qnity, scheduled for November 1, 2025.
Market Context
- Company Outlook: Earlier this month, DuPont raised its outlook due to strong demand across various end markets, indicating a shift towards higher-growth segments.
- Advisors Involved: Centerview Partners and Goldman Sachs advised DuPont on the transaction, while Skadden, Arps, Slate, Meagher & Flom provided legal counsel. Arclin and TJC were advised by Piper Sandler and Kirkland & Ellis.
Stock Performance
- Current Trading Status: DuPont's shares were trading down by 0.35% to $77.36 in premarket trading at the last check on Friday. Investors are also monitoring related ETFs, including the Materials Select Sector SPDR Fund (XLB) and the iShares U.S. Basic Materials ETF (IYM).
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Analyst Views on CC
Wall Street analysts forecast CC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CC is 16.14 USD with a low forecast of 13.00 USD and a high forecast of 19.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 16.890
Low
13.00
Averages
16.14
High
19.00
Current: 16.890
Low
13.00
Averages
16.14
High
19.00
About CC
The Chemours Company provides industrial and specialty chemical products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. The Company’s segments include Titanium Technologies, Thermal & Specialized Solutions and Advanced Performance Materials. The Titanium Technologies segment is a provider of titanium dioxide pigment, a premium white pigment used to deliver whiteness, brightness, opacity and protection in various applications. The Thermal & Specialized Solutions segment is a provider of refrigerants, thermal management solutions, propellants, blowing agents, and specialty solvents. The Advanced Performance Materials segment is a provider of high-end polymers and advanced materials. Its flagship products include brands such as Opteon, Freon, Ti-Pure, Nafion, Teflon, Viton, and Krytox. The Company serves over 2,700 customers in approximately 110 countries.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Release Schedule: Chemours Company is set to announce its Q4 2025 financial results after market close on February 19, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call at 8:00 a.m. Eastern Time on February 20, 2026, to discuss its fourth-quarter financial results, aiming to enhance interaction and information sharing with investors.
- Webcast Access: Investors can access the live webcast and accompanying materials through the Investor Relations section of Chemours' website, improving the convenience and timeliness of information retrieval.
- Company Overview: Chemours is a global leader in industrial and specialty chemicals, employing approximately 6,000 people across 28 manufacturing sites and serving around 2,500 customers, showcasing its extensive influence and scale in the chemicals market.
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- Land Sale Agreement: Chemours has signed definitive agreements to sell the remaining land at its former titanium dioxide manufacturing site in Taiwan, expected to generate approximately $360 million in cash proceeds, significantly improving the company's financial position.
- Debt Reduction Strategy: The cash proceeds from the land sale will be applied to reduce debt obligations, helping Chemours lower its financial leverage and enhance its financial flexibility for future investments.
- Transaction Timeline: The deal is expected to substantially close by mid-year 2026, providing the company ample time to plan subsequent financial and operational strategies.
- Stock Price Reaction: Following the announcement of the transaction, Chemours shares rose 2.4% in extended trading, reflecting market optimism regarding the company's financial improvement and future growth potential.
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- Land Sale Agreement: Chemours has signed definitive agreements to sell its former titanium dioxide manufacturing site in Taiwan to a consortium including Century Wind Power, Century Iron & Steel, and Century Huaxin Wind Energy, generating approximately $360 million in cash proceeds, significantly enhancing the company's liquidity.
- Debt Reduction Strategy: The cash proceeds from this transaction will be applied to reduce Chemours' debt obligations, helping to improve its financial structure and enhance future investment capabilities, thereby supporting its market position in the chemical industry.
- Transaction Timeline: The deal is expected to close by mid-2026, subject to local regulatory approval, demonstrating Chemours' proactive approach in strategic asset divestitures.
- Market Reaction Expectations: Upon completion of the land sale, Chemours is anticipated to enhance shareholder value and reflect stronger profitability in future financial reports, further solidifying its leadership position in the global chemicals market.
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- Land Sale Agreement: Chemours has signed definitive agreements to sell its former titanium dioxide manufacturing site in Taiwan to a consortium including Century Wind Power, Century Iron & Steel, and Century Huaxin Wind Energy, generating approximately $360 million in cash proceeds, significantly enhancing the company's liquidity.
- Debt Reduction Strategy: The cash proceeds from this transaction will be applied to reduce Chemours' debt obligations, helping to improve the company's financial position and enhance its capacity for future investments, thereby increasing overall market competitiveness.
- Regulatory Approval Impact: The transaction is expected to close by mid-2026, subject to local regulatory approval, including environmental assessments, which may affect the timeline and final proceeds of the deal.
- Market Strategy Adjustment: By divesting the non-operational titanium dioxide site, Chemours can concentrate resources on its core business areas, further optimizing its strategic positioning in the industrial chemicals market and enhancing overall operational efficiency.
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- IBM Options Volume: As of now, IBM options have reached a trading volume of 15,715 contracts, representing approximately 42.3% of the average daily trading volume of 3.7 million shares over the past month, indicating a significant increase in market interest in the stock.
- High-Frequency Contracts: Within IBM, the $312.50 strike call option has seen 932 contracts traded today, involving about 93,200 shares, reflecting investor expectations for future price appreciation.
- LXEO Options Activity: LXEO's options trading volume stands at 6,208 contracts, accounting for approximately 42% of its average daily trading volume of 1.5 million shares over the past month, suggesting sustained market interest in the company.
- Key Contract Insights: For LXEO, the $11 strike call option has traded 2,891 contracts today, representing around 289,100 shares, showcasing investor optimism regarding its future performance.
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- New Investment Position: Alta Fundamental Advisers initiated a new position in The Chemours Company by acquiring 800,000 shares valued at approximately $12.67 million during Q3, marking it as the fund's fifth-largest holding and reflecting confidence in the company's future potential.
- Asset Allocation Optimization: This new stake represents 5.41% of Alta's reported U.S. equity assets under management, indicating the fund's strategic emphasis on Chemours within its diversified investment portfolio.
- Financial Performance Recovery: Chemours generated $1.5 billion in revenue in Q3, remaining flat year-over-year, yet it swung to a net income of $60 million from a $32 million loss a year earlier, showcasing improved cash flow generation capabilities.
- Enhanced Market Competitiveness: Despite a 32% decline in Chemours' stock price over the past year, the strong performance in Thermal and Specialized Solutions, particularly with an 80% increase in Opteon refrigerant sales, supports the company's future competitive positioning in the market.
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