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Eastman Chemical Company Citigroup 2025 Basic Materials Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citigroup 2025 Basic Materials Conference summary2 Dec, 2025
Demand environment and business performance
Demand remains lighter than expected, especially in Chemical Intermediates, due to North American deterioration and prolonged plant turnaround, leading to earnings below guidance for Q4.
Advanced Materials and Additives & Functional Products earnings are expected to be in line with previous guidance, supported by strong cost control and utilization.
Fibers segment continues to face destocking and is performing worse than anticipated.
Inventory actions taken in Q3 will convert to cash in 2025, with confidence in approaching $1 billion in cash for 2025.
Inventory levels are expected to be appropriate by the end of 2025, aided by digital investments for better planning.
Market exposure and segment outlook
About 50% of Advanced Materials exposure is to discretionary markets, which offer higher margins but are currently impacted by decremental margins.
Investments during downturns have positioned assets for upside as demand recovers, with lower CapEx planned for 2026 and increased free cash flow.
Auto segment exposure is global and skewed toward premium vehicles, benefiting from trends like increased glass and technology in cars.
Performance films are affected by car affordability, with aftermarket demand softening as vehicle prices rise.
Existing home sales drive demand in coatings and durables, with affordability and interest rates being key factors for cyclical recovery.
Innovation, recycling, and sustainability
Packaging sector demand for 2026 is strong, with investments in Tritan, copolyester, and recycled polymer capacity.
Mechanical recycling is insufficient for some packaging needs, accelerating demand for molecular recycling solutions.
Methanolysis facility is running well, with a 30% capacity increase targeted and further improvements possible; capital efficiency is prioritized.
Second methanolysis plant is paused, allowing time to ensure economic returns and business model soundness.
Tritan Renew and packaging applications are seeing stable customer retention, with growth expected as consumer demand recovers.
How does Kingsport's success shape future circular investments?
Assess CI's ethylene-to-propylene conversion impact.
What drives sustained cost savings beyond headcount?
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Next Eastman Chemical Company earnings date
Q4 202530 Jan, 2026
Next Eastman Chemical Company earnings date
Q4 202530 Jan, 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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