EMN
Eastman Chemical·NYSE
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EMN fundamentals
Eastman Chemical (EMN) released its earnings on Jan 29, 2026: revenue was 1.97B (YoY -12.12%), missed estimates; EPS was 0.75 (YoY -59.89%), beat estimates.
Revenue / YoY
1.97B
-12.12%
EPS / YoY
0.75
-59.89%
Report date
Jan 29, 2026
EMN Earnings Call Summary for Q4,2025
- Fibers Stability and Growth: Tow volumes stable year-over-year with modest price declines; textile growth and staple fiber expansion drive utilization. Aventa product adoption supports stream utilization.
- Chemical Intermediates Transformation: ETP project to convert ethylene to propylene expected to add $50-$100 million annually. North American demand recovery and specialty mix upgrades reduce export volatility.
- Circular Economy Momentum: Kingsport rPET expansion supports 4-5% revenue growth, with $30 million incremental earnings from circular projects. Pepsi and other brand commitments validate chemical recycling advantage.
- Cost Efficiency and Risk Management: $125-$150 million cost reduction target; variable compensation headwind of $50-$75 million. Energy cost management and hedging mitigate winter storm impacts.
EPS
Actual | 2.03 | 0.85 | 1.57 | 1.69 | 2.13 | 2.46 | 2.46 | 1.81 | 2.06 | 2.83 | 2.05 | 0.89 | 1.63 | 1.99 | 1.47 | 1.31 | 1.61 | 2.15 | 2.26 | 1.87 | 1.91 | 1.6 | 1.14 | 0.75 | ||||||||||||||||
Forecast | 1.7133 | 1.0495 | 1.3685 | 1.5081 | 2.0391 | 2.3282 | 2.4604 | 1.8708 | 2.1127 | 2.6794 | 2.0308 | 1.2548 | 1.2498 | 1.934 | 1.4437 | 1.2958 | 1.4331 | 2.0125 | 2.1511 | 1.5741 | 1.8922 | 1.7277 | 1.1581 | 0.7202 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +18.48% | -19.01% | +14.72% | +12.06% | +4.46% | +5.66% | -0.02% | -3.25% | -2.49% | +5.62% | +0.95% | -29.07% | +30.42% | +2.90% | +1.82% | +1.10% | +12.34% | +6.83% | +5.06% | +18.80% | +0.94% | -7.39% | -1.56% | +4.14% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.24B | 1.92B | 2.12B | 2.19B | 2.41B | 2.65B | 2.72B | 2.69B | 2.71B | 2.78B | 2.71B | 2.37B | 2.41B | 2.32B | 2.27B | 2.21B | 2.31B | 2.36B | 2.46B | 2.25B | 2.29B | 2.29B | 2.20B | 1.97B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.26B | 1.83B | 2.08B | 2.16B | 2.33B | 2.40B | 2.60B | 2.38B | 2.50B | 2.77B | 2.58B | 2.43B | 2.43B | 2.59B | 2.34B | 2.21B | 2.29B | 2.36B | 2.38B | 2.27B | 2.33B | 2.30B | 2.26B | 2.02B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.70% | +5.08% | +2.09% | +1.31% | +3.39% | +10.42% | +4.46% | +13.32% | +8.58% | +0.57% | +5.09% | -2.50% | -0.85% | -10.21% | -2.95% | -0.05% | +0.86% | +0.22% | +3.42% | -1.28% | -1.58% | -0.63% | -2.54% | -2.27% |
Earnings Call
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What were the key takeaways from Eastman Chemical's earnings call?What is the market's earnings forecast for Eastman Chemical next quarter?What is the revenue and EPS growth rate for Eastman Chemical year over year?What is Eastman Chemical's gross profit margin?What guidance did Eastman Chemical's management provide for the next earnings period?What were the key takeaways from Eastman Chemical’s earnings call?Did Eastman Chemical beat or miss consensus estimates last quarter?What is Eastman Chemical's latest dividend and current dividend yield?
