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Eastman Chemical Company

NYSE•EMN
CEO: Mr. Mark J. Costa
Sector: Basic Materials
Industry: Chemicals - Specialty
Listing Date: 1993-12-14
Eastman Chemical Company operates as a specialty materials company in the United States, China, and internationally. The company's Additives & Functional Products segment offers amine derivative-based building blocks, intermediates for surfactants, metam-based soil fumigants, and organic acid-based solutions; specialty coalescent and solvents, paint additives, and specialty polymers; and heat transfer and aviation fluids. It serves transportation, personal care, wellness, food, feed, agriculture, building and construction, water treatment, energy, consumables, durables, and electronics markets. Its Advanced Materials segment provides copolyesters, cellulosic biopolymers, cellulose esters, polyvinyl butyral sheets, and window and protective films for value-added end uses in the transportation, durables, electronics, building and construction, medical and pharma, and consumables markets. The company's Chemical Intermediates segment offers olefin and acetyl derivatives, ethylene, and commodity solvents; and primary non-phthalate and phthalate plasticizers, and niche non-phthalate plasticizers for industrial chemicals and processing, building and construction, health and wellness, and food and feed. Its Fibers segment provides cellulose acetate tow, triacetin, cellulose acetate flake, acetic acid, and acetic anhydride for use in filtration media primarily cigarette filters; natural and solution dyed acetate yarns, and staple fiber for use in consumables, and health and wellness markets; and wet-laid nonwoven media, specialty and engineered papers, and cellulose acetate fibers for transportation, industrial, agriculture and mining, and aerospace markets. The company was founded in 1920 and is headquartered in Kingsport, Tennessee.
Contact Information
200 South Wilcox Drive, Kingsport, TN, 37662, United States
423-229-2000
www.eastman.com
Market Cap
$7.94B
P/E (TTM)
16.7
28.5
Dividend Yield
4.8%
52W High
$92.19
52W Low
$56.11
52W Range
37%
Rank37Top 34.1%
4.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$1.97B-12.12%
4-Quarter Trend

EPS

$0.92-67.72%
4-Quarter Trend

FCF

$390.00M+6.85%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Sales Revenue Decline Total sales revenue fell 7% to $8.75B USD in 2025; volume decrease drove this trend across segments.
Adjusted EBIT Pressure Adjusted EBIT dropped 28% to $930M USD; lower volume, prices, and higher input costs impacted results.
Molecular Recycling Milestone Operated world's largest polyester molecular recycling facility in 2024; output grew 2.5 times greater in 2025.
Cash Flow Reduction Cash provided by operating activities decreased $317M to $970M USD, due to lower net earnings realized.

Risk Factors

Global Demand Uncertainty Global recessions, inflation, and volatile markets negatively impact demand and increase operating costs significantly.
Raw Material Cost Volatility Reliance on commodities like propane and energy subjects results to market fluctuations and supply chain disruptions.
Environmental Liability Exposure Estimated environmental remediation costs range from $285M to $509M USD, subject to regulatory changes and estimates.
Cybersecurity Incident Risk Business faces risks from evolving cyber threats, data breaches, and potential operational disruptions impacting confidentiality.

Outlook

Circular Economy Focus Innovation strategy centers on circularity, leveraging molecular recycling to create virgin equivalent drop-in replacements.
Capital Spending Moderation Expect 2026 capital spending around $400M USD, prioritizing maintenance capital and limited projects already underway.
Financial Flexibility Maintained Committed to strong financial profile supporting investment grade credit rating and funding growth initiatives.
Talent Attraction Strategy Focus on attracting, developing, and retaining exceptional people via competitive compensation and inclusive culture efforts.

Peer Comparison

Revenue (TTM)

SSL stock ticker logoSSL
$27.95B
-12.5%
CLF stock ticker logoCLF
$18.61B
-3.0%
TX stock ticker logoTX
$15.58B
-11.7%

Gross Margin (Latest Quarter)

IAG stock ticker logoIAG
53.9%
+1.5pp
BTG stock ticker logoBTG
52.3%
+0.1pp
ESI stock ticker logoESI
40.9%
+0.7pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
IAG$11.66B17.018.4%13.3%
HBM$8.39B14.719.3%17.6%
EMN$7.94B16.78.1%34.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-4.8%
Flat Growth
4Q Net Income CAGR
-16.8%
Declining Profitability
Cash Flow Stability
75%
Volatile Cash Flow

Deep Research

Next earnings:Apr 22, 2026
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LTM
No Data