Eastman Chemical's Investment Narrative Shaped by Cost Cuts, ETP Execution, and Stabilizing Fibers Business

Eastman Chemical reported FY25 results with sales of $8,752 million and net income of $474 million, both lower than the prior year. The company is pushing ahead with cost-cutting, Fibers business stabilization, and its ethylene-to-propylene (ETP) earnings improvement project, which are shaping its investment narrative. Analysts are weighing the potential impact of these efforts on the company's prospects, with some viewing them as key catalysts for future growth.