EMN

KINGSPORT, Tenn., July 08, 2026--(BUSINESS WIRE)--Eastman Chemical Company (NYSE:EMN): View source version on businesswire.com: https://www.businesswire.com/news/home/20260708633724/en/ Contacts Investor Contact: Greg Riddle, 212-835-1620, [email protected] Media Contact: Tracy Kilgore Addington, 423-224-0498, [email protected]

The market was pleased with the recent earnings report from Eastman Chemical Company (NYSE:EMN), despite the profit numbers being soft. We think that investors might be looking at some positive factors beyond the earnings numbers. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Importantly, our data indicates that Eastman Chemical's profit was reduced by US$101m, due to unusual items, over the last year. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. If Eastman Chemical doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Unusual items (expenses) detracted from Eastman Chemical's earnings over the last year, but we might see an improvement next year. Because of this, we think Eastman Chemical's earnings potential is at least as good as it seems, and maybe even better! Unfortunately, though, its earnings per share actually fell back over the last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. With this in mind, we wouldn't consider investing in a stock unless we had a thorough understanding of the risks. When we did our research, we found 3 warning signs for Eastman Chemical (1 is significant!) that we believe deserve your full attention. This note has only looked at a single factor that sheds light on the nature of Eastman Chemical's profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback o...

KINGSPORT, Tenn., May 07, 2026--(BUSINESS WIRE)--At the Eastman Chemical Company (NYSE:EMN) annual meeting, stockholders: elected directors Humberto P. Alfonso, Damon J. Audia, Brett D. Begemann, Eric L. Butler, Mark J. Costa, Linnie M. Haynesworth, Julie F. Holder, Renée J. Hornbaker, Kim Ann Mink, James J. O’Brien, and Donald W. Slager to one-year terms; ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026; approved, on an advisory basis, the compensation of the company’s executive officers as disclosed in the annual meeting proxy statement (the "say-on-pay" vote); approved the 2026 Omnibus Stock Compensation Plan; and rejected an advisory stockholder proposal requesting to lower the threshold for calling special shareholder meetings. Additional information about each of the matters acted upon by stockholders at the annual meeting is included in the proxy statement that was furnished to stockholders in connection with the meeting. The proxy statement is also available at investors.eastman.com. The final vote totals for the matters acted upon by stockholders at the annual meeting will be reported in a Form 8-K filing with the SEC and also posted on investors.eastman.com. Founded in 1920, Eastman is a global specialty materials company that produces a broad range of products found in items people use every day. With the purpose of enhancing the quality of life in a material way, Eastman works with customers to deliver innovative products and solutions while maintaining a commitment to safety and sustainability. The company’s innovation-driven growth model takes advantage of world-class technology platforms, deep customer engagement, and differentiated application development to grow its leading positions in attractive end markets such as transportation, building and construction, and consumables. As a globally inclusive company, Eastman employs approximately 13,000 people around the world and serves customers in more than 100 countries. The company had 2025 revenue of approximately $8.8 billion and is headquartered in Kingsport, Tennessee, USA. For more information, visit www.eastman.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260507535121/en/ Contacts Media: Tracy Kilgore Addington 423-224-0498 / [email protected] Investors: Greg Riddle 212-835-1620 / grid...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Eastman Chemical (EMN) is back in focus after its first quarter 2026 earnings topped profit estimates, while revenue came in slightly below expectations. This has prompted investors to reassess the stock’s recent momentum and underlying business drivers. See our latest analysis for Eastman Chemical. The stock’s recent move reflects that Q1 earnings beat, pricing actions in specialties, and interest around its methanolysis and Renew platforms. It has a 1-day share price return of 6.07% and year to date share price return of 20.50%, while the 5-year total shareholder return is negative at 25.66%, showing that momentum has picked up only more recently. If you are weighing Eastman against other opportunities, it can help to see what is happening across materials and infrastructure related names using our screener for 34 power grid technology and infrastructure stocks With Eastman trading near its analyst price target and third party estimates pointing to only a small discount, while internal models imply a much larger intrinsic discount, should you view current levels as a mispricing or as a market that has already fully reflected the growth story in the share price? Against a fair value estimate of about $73.35, Eastman Chemical’s last close at $77.53 sits modestly above that mark. The leading narrative ties this gap directly to earnings power, cash flow and required return assumptions using an 8.75% discount rate. Read the complete narrative. Want to see what sits behind that fair value number? The narrative leans heavily on earnings growth, margin improvement and a future earnings multiple that needs to hold up. The exact mix of revenue expectations, margin uplift and discounting is where the story gets interesting. Result: Fair Value of $73.35 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh softer industrial demand and slower adoption of recycled products, either of which could limit the earnings and margin story that underpins that valuation. Find out about the key risks to this Eastman Chemical narrative. The narrative DCF work suggests Eastman Chemical is 5.7% overvalued at around $77.50, yet the earnings multiple tells a different story. A...

Renew platform/methanolysis: Growth is coming from customer adoption and market-share gains rather than a broad end-market rebound, with strong demand in Tritan, cosmetic packaging and rPET and management reiterating roughly 4–5% revenue growth and continued volume increases. Broad, rapid pricing actions: Eastman has implemented industry-wide price increases—specialties mid-single-digits and Chemical Intermediates approaching high-teens—to offset raw material inflation while aiming to hold volumes and protect margins. Middle East disruptions and segment risks: Tightened CI supply has boosted margins and created market-share opportunities, but the conflict raises operational risk for Fibers (about a $20M guidance reduction) and contributes to working-capital pressure (an estimated $150–200M potential full-year headwind), with a ~$20M tariff refund recognized in Q1. Interested in Eastman Chemical Company? Here are five stocks we like better. Stock ideas from the 2024 Microcap Conference Eastman Chemical (NYSE:EMN) executives on the company’s first-quarter 2026 earnings call focused on pricing actions, improving conditions in Chemical Intermediates, and continued growth in its methanolysis-based circular offerings, while also outlining risks tied to Middle East disruptions and softer demand in parts of the Fibers segment. In response to questions about whether higher oil prices are accelerating adoption of Eastman’s methanolysis-based products, Board Chair and CEO Mark Costa said the company is seeing “strength of revenue growth associated with the Renew platform around methanolysis,” spanning both specialty applications and rPET. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss High-Growth, High-Yield Value Stocks Nearing Trigger Points However, Costa emphasized that overall end-market demand has not materially improved, citing continued pressure in consumer discretionary categories such as durables and cosmetics. Instead, he attributed Renew growth to customer adoption and market share gains. “We’re not saying the end market is improving,” Costa said. “We’re just picking up more market share in durables or in cosmetic packaging with our value proposition.” Costa said the company is seeing adoption particularly in Tritan sales and cosmetic packaging and expects volume growth to continue through the year. On the rPET side, he noted that higher oil pri...

This article first appeared on GuruFocus. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Eastman Chemical Co (NYSE:EMN) is experiencing strong revenue growth in its Renew platform, particularly in methanolysis, with increased customer interest in recycled content. The company is seeing significant market share gains in specialty plastics, with notable adoption in Tritan sales and cosmetic packaging. Chemical Intermediates segment is benefiting from increased margins due to tight market conditions and higher export opportunities. Eastman Chemical Co (NYSE:EMN) is effectively implementing price increases across its segments to offset raw material inflation. The company is well-positioned with a strong North American manufacturing base, providing a cost and supply security advantage over competitors. End market demand remains challenged, particularly in consumer durables and cosmetics, with no significant improvement expected in the near term. The fibers segment is facing reduced customer shipments and potential volume risks, particularly from Middle East customers due to geopolitical conflicts. Advanced Materials segment is experiencing pressure from paraxylene inflation, impacting margins. There is uncertainty around the potential for supply chain disruptions and inventory shortages, which could affect customer operations. Working capital pressures are anticipated due to increased revenue and inflation, potentially impacting free cash flow conversion. Warning! GuruFocus has detected 6 Warning Signs with EMN. Is EMN fairly valued? Test your thesis with our free DCF calculator. Q: Mark, with the rise in crude oil and virgin plastic prices, is methanolysis providing more opportunities for customer trials or adaptations? A: Mark Costa, CEO, explained that while the market demand hasn't changed dramatically, there is strong interest in the Renew platform. Specialty side wins are evident, with growth in Tritan sales and cosmetic packaging. On the rPET side, the price position has improved due to rising oil prices, and demand remains strong. However, the real upside may come from operational constraints in Asia, which could lead to volume increases. Q: Have you seen tangible market share gains in Chemical Intermediates (CI) due to being a reliable supplier? A: Mark Costa, CEO, noted tha...

KINGSPORT, Tenn., April 30, 2026--(BUSINESS WIRE)--Eastman Chemical Company (NYSE:EMN) announced its first-quarter 2026 financial results. Delivered strong sequential sales volume/mix improvement of >10 percent in specialty businesses Implementing ~$500 million of price increases across the portfolio to offset substantial raw material and distribution inflation Leveraging our integrated U.S.-based assets and global reach to be a reliable supplier to our customers amid a dynamic global environment On track with methanolysis facility revenue acceleration and ~$30 million of incremental earnings Drove 240 basis points of sequential adjusted EBIT margin improvement through improved sales volumes and disciplined price-cost management Maintained strong momentum towards key financial priorities, including year-over-year earnings growth, our $125 million to $150 million of cost savings, and our cash flow targets "We delivered a solid first quarter that was in line with our expectations for both earnings and cash flow," said Mark Costa, Board Chair and CEO. "I am proud of the way we took immediate steps to position our company to create opportunities and navigate yet another significant disruption in our industry. As global markets reacted to the conflict in the Middle East, the Eastman team quickly took decisive actions to secure supply for crucial raw materials, adjust prices where necessary, and partner with our customers to help them navigate this uncertainty. Sales volume/mix increased 10 percent sequentially as demand improved due to normal seasonality and reduced caution from customers after year-end inventory management. Altogether, volumes built momentum through the end of the quarter and continue to be strong. We also made solid progress in the commercial ramp up of the Kingsport methanolysis facility and remain on track for our operational and financial goals." Corporate Results 1Q 2026 versus 1Q 2025 Sales revenue decreased 5 percent as 4 percent lower sales volume/mix and 4 percent lower selling prices were offset by a 3 percent favorable foreign currency exchange impact. Lower sales volume/mix was primarily driven by customer inventory destocking in the acetate tow product line as well as continued weak underlying demand for consumer discretionary end markets. Lower selling prices were due to lower raw material prices and continued weak commodity market...

Eastman Chemical Company EMN reported adjusted earnings of $1.09 per share for the first quarter of 2026, down 42.9% from the year-ago quarter. The figure beat the Zacks Consensus Estimate of $1.07. Sales were $2,177 million, down 4.9% year over year and missing the consensus estimate of $2,209.4 million by 1.5%. Results reflected a strong sequential improvement in sales volume/mix in specialty businesses, even as demand remained pressured across several end markets, but year-over-year lower volume/mix and lower selling prices drove the sales decline in the quarter. It was partly offset by a favorable foreign-currency impact. The continued customer inventory destocking in acetate tow and weak underlying demand in consumer discretionary end markets were key drags on volume/mix. On profitability, a disciplined price-cost management alongside actions to secure critical raw materials and adjust pricing amid the disruption tied to the Middle East conflict. Eastman is also implementing roughly $500 million of price increases across its portfolio to offset raw material and distribution inflation. Eastman Chemical Company price-consensus-eps-surprise-chart | Eastman Chemical Company Quote Advanced Materials revenues were $715 million compared with $719 million a year ago. The figure beat our estimate of $708.2 million. Sales volume/mix was unchanged, as strong growth in specialty plastics was offset by weakness in performance films due to a soft automotive aftermarket, while lower selling prices reflected lower raw material costs. Additives & Functional Products generated revenues of $739 million compared with $733 million in the prior-year quarter. The figure outpaced our estimate of $721.3 million. Eastman cited modest stability in sales volume/mix alongside lower selling prices and a favorable foreign-currency lift, with demand softness tied to building and construction weighing on coatings additives. Chemical Intermediates revenues declined to $495 million from $545 million a year ago. The figure was above our estimate of $476.6 million. Management said January and February reflected weak commodity market conditions that pressured both pricing and volume/mix, while March saw tightening conditions for certain olefin and derivative products as the Middle East conflict began to influence market dynamics. Fibers revenues fell to $225 million from $288 million in the...

KINGSPORT, Tenn. (AP) — KINGSPORT, Tenn. (AP) — Eastman Chemical Co. (EMN) on Thursday reported first-quarter earnings of $107 million. The Kingsport, Tennessee-based company said it had profit of 93 cents per share. Earnings, adjusted for non-recurring costs and asset impairment costs, were $1.09 per share. The results topped Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of $1.07 per share. The specialty chemicals maker posted revenue of $2.18 billion in the period, falling short of Street forecasts. Five analysts surveyed by Zacks expected $2.21 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on EMN at https://www.zacks.com/ap/EMN

Eastman Chemical (EMN) reported Q1 adjusted earnings late Thursday of $1.09 per diluted share, down

Eastman Chemical (EMN) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.91 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +1.68%. A quarter ago, it was expected that this specialty chemicals maker would post earnings of $0.76 per share when it actually produced earnings of $0.75, delivering a surprise of -1.32%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Eastman Chemical, which belongs to the Zacks Chemical - Diversified industry, posted revenues of $2.18 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1.47%. This compares to year-ago revenues of $2.29 billion. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Eastman Chemical shares have added about 10.3% since the beginning of the year versus the S&P 500's gain of 4.2%. While Eastman Chemical has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Eastman Chemical was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list...

For the quarter ended March 2026, Eastman Chemical (EMN) reported revenue of $2.18 billion, down 4.9% over the same period last year. EPS came in at $1.09, compared to $1.91 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.21 billion, representing a surprise of -1.47%. The company delivered an EPS surprise of +1.68%, with the consensus EPS estimate being $1.07. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Eastman Chemical performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Chemical Intermediates: $495 million versus the four-analyst average estimate of $517.04 million. The reported number represents a year-over-year change of -9.2%. Net Sales- Fibers: $225 million versus $250.2 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -21.9% change. Net Sales- Advanced Materials: $715 million compared to the $717.94 million average estimate based on four analysts. The reported number represents a change of -0.6% year over year. Net Sales- Additives & Functional Products: $739 million versus the four-analyst average estimate of $718.88 million. The reported number represents a year-over-year change of +0.8%. Net Sales- Other: $3 million compared to the $4 million average estimate based on two analysts. The reported number represents a change of -40% year over year. Adjusted EBIT- Additives & Functional Products: $142 million compared to the $119.44 million average estimate based on four analysts. Adjusted EBIT- Advanced Materials: $69 million compared to the $87.37 million average estimate based on four analysts. Adjusted EBIT- Chemical Intermediates: $-18 million versus the four-analyst average estimate of $-24.72 million. Adjusted EBIT- Other: $-38 million versus the four-analyst average estimate of $-38.45 million. Adjus...