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Eastman Chemical Company
Eastman Chemical Company (EMN) investor relations material
Eastman Chemical Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Jan, 2026
Executive summary
Management focused on stabilizing core businesses, cost reduction, and volume growth through innovation and asset utilization amid a challenging macroeconomic environment.
Operating cash flow approached $1 billion in 2025, reflecting strong cash generation despite weak demand and competitive pressures.
Cost reduction initiatives exceeded targets, achieving $100 million in savings versus a $75 million goal, with further actions planned.
Kingsport methanolysis facility surpassed operational goals, delivering $60 million incremental earnings and over 2.5x recycled content production versus 2024.
Dividend was raised for the 16th consecutive year, with $500 million returned to shareholders via dividends and buybacks.
Financial highlights
FY25 revenue was $8.75 billion, down from $9.38 billion in FY24; Q4 sales were $1.97 billion, down 12% from Q4 2024.
Adjusted EBIT for FY25 was $930 million (10.6% margin), down from $1.3 billion (13.8% margin) in FY24.
Adjusted EPS for FY25 was $5.42, down from $7.89 in FY24.
Net cash from operating activities was $970 million in 2025, down from $1.29 billion in 2024.
Variable compensation is expected to be a $50 million–$75 million headwind year-over-year, depending on performance.
Outlook and guidance
2026 priorities include further cost reductions ($125–$150 million), innovation-driven growth, improved manufacturing utilization, and targeted commercial expansion.
Capital expenditures to be reduced to ~$400 million in 2026, ~$150 million below 2025.
Q1 2026 adjusted EPS projected at $1.00–$1.20, excluding winter storm impacts.
Operating cash flow for 2026 expected to be similar to 2025; no full-year adjusted EPS guidance due to macro uncertainty.
No new capital projects planned for 2026; maintenance capital ~$350 million.
Methanolysis facility capacity ramp-up plans?
Fibers segment volume/price strategy for 2026?
Details on 2026 cost reduction initiatives?
Fibers: How will new initiatives drive utilization
CI: What market shifts will reduce volatility
Kingsport debottlenecking impact on 2nd plant
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Next Eastman Chemical Company earnings date
Q1 202624 Apr, 2026
Eastman Chemical Company
Next Eastman Chemical Company earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
Eastman Chemical Company is a global specialty chemicals company that produces a broad range of products found in items people use every day. With a portfolio of specialty businesses, Eastman Chemical Company works with customers to deliver innovative products and solutions while maintaining a commitment to safety and sustainability. Its market-driven approaches takes advantage of world-class technology platforms and leading positions in attractive end-markets such as transportation, building and construction, and consumables. Eastman Chemical Company focuses on creating consistent, superior value for all stakeholders.
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