Inferra AI / Company / EMN

Eastman Chemical Co

EMN · Materials

Last earnings Oct 29, 2026

Key results

Revenuequarter

5 percent

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.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Segment Results 1Q 2026 versus 1Q 2025 Advanced Materials Sales revenue decreased 1 percent due to 4 percent lower selling prices partially offset by a 3 percent favorable foreign currency exchange impact.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Additives Functional Products Sales revenue increased by 1 percent due to a 4 percent favorable foreign currency exchange impact, partially offset by 2 percent lower selling prices and 1 percent lower sales volume mix.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Fibers Sales revenue decreased by 22 percent due to 19 percent lower sales volume mix and 3 percent lower selling prices.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Chemical Intermediates Sales revenue decreased by 9 percent due to 7 percent lower selling prices and 3 percent lower sales volume mix, partially offset by a 1 percent favorable foreign currency exchange impact.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

The company had 2025 revenue of approximately $8.8 billion and is headquartered in Kingsport, Tennessee, USA.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

AI analysis

Q1 2026 · reported Apr 30, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 2026

5 percent

EX-99 · Apr 30, 2026

Headline figures

Metric	Q1 2026	Prior qtr	Year ago
Revenue	5 percent	—	—

EX-99 · Apr 30, 2026

Guidance · company-stated

No guidance located in the held release

Outlook statement

“outlook for full-year 2026, Costa said Our team has demonstrated agilit”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$96M

Capex$400M

The company returned $96 million to stockholders through dividends.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

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

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The company returned $96 million to stockholders through dividends.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Priorities for uses of available cash for 2026 include payment of the quarterly dividend, capital expenditures, and share repurchases while maintaining our solid investment-grade balance sheet.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

We remain on track to reduce costs by between $125 million and $150 million, net of inflation, and are maintaining disciplined capital expenditures by spending approximately $400 million this year.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Forward-Looking Statements The information in this release and other statements by the company may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act with respect to, among other items projections and estimates of earnings, revenues, volumes, pricing, margins, cost reductions, expenses, taxes, liquidity, capital expenditures, cash flow, dividends, share repurchases or other financial items, statements of management s plans, strategies and objectives for future operations, and statements regarding future economic, industry or market conditions or performance.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Earnings and Dividends Per Share 22 Note 11.

SEC original ↗Eastman Chemical Co — 10-Q Quarterly report10-QJul 31, 2026

The carrying value of this euro-denominated borrowing has been designated as a non-derivative net investment hedge of a portion of the Company's net investments in euro functional-currency denominated subsidiaries to offset foreign currency fluctuations.

SEC original ↗Eastman Chemical Co — 10-Q Quarterly report10-QJul 31, 2026

Strategy & priorities

These factors were partially offset by the benefits of continued cost-reduction initiatives and recognition of an expected refund for tariffs paid under the International Emergency Economic Powers Act.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

These factors were partially offset by continued cost-reduction initiatives.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

EBIT decreased due to lower spreads, partially offset by continued cost reduction initiatives.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Priorities for uses of available cash for 2026 include payment of the quarterly dividend, capital expenditures, and share repurchases while maintaining our solid investment-grade balance sheet.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

In this context, we continue to focus on what we can control and actions that we can take to consistently serve the market with our advantaged North American assets.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Risks & headwinds

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.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Headwinds include approximately $45 million of costs from planned maintenance.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Forward-looking statements are subject to a number of risks and uncertainties, and actual performance or results could differ materially from that anticipated by any forward-looking statements.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

(3) Fourth quarter 2025 includes benefits related to prior tax law changes and a charge related to a valuation allowance driven by macroeconomic uncertainties related to certain deferred tax assets in the U.

SEC original ↗Eastman Chemical Co — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Forward-looking statements and the assumptions underlying them are necessarily subject to risks and uncertainties inherent in projecting future conditions and results.

SEC original ↗Eastman Chemical Co — 10-Q Quarterly report10-QJul 31, 2026

Documents

Earnings deck slides

0 decks with slide view

Eastman Chemical Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors