Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

EASTMAN CHEMICAL CO
Next earnings Jul 29, 2026 (after close) · consensus $1.82 EPS, $2.43B rev
Last earnings +3.8% on 2026-04-30
A cyclical specialty-chemicals maker in a clear downturn — earnings nearly halved — but still cash-generative and cheap.
Sources: SEC EDGAR (CIK 0000915389, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:42 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~57% above fair value) leave little margin of safety — a wait-and-see.
Eastman Chemical is a specialty-materials company moving through a cyclical trough, and FY2025 shows the squeeze. Revenue fell 6.7% to $8.75B, gross profit dropped 19.5% to $1.84B (gross margin 21.1%), and net income nearly halved to $474M (EPS $4.10, -46.5%) — a sharp step down from the steady ~$800-900M earnings of FY2021-2024. Weaker volumes and margin compression across plastics, resins and specialty additives are the story, a familiar pattern for a chemicals producer exposed to industrial and consumer demand cycles.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $10.5B | $10.6B | $9.21B | $9.38B | $8.75B |
| Gross profit | $2.50B | $2.14B | $2.06B | $2.29B | $1.84B |
| Operating income | — | — | — | — | — |
| Net income | $857M | $793M | $894M | $905M | $474M |
| Diluted EPS | $6.25 | $6.35 | $7.49 | $7.67 | $4.10 |
| Net margin | 8.2% | 7.5% | 9.7% | 9.6% | 5.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
| 2026-06-01 | Holt Adrian James SVP, Chf HR Ofcr | Award | 4.34K | |
| 2026-06-01 | Holt Adrian James SVP, Chf HR Ofcr | Tax | 1.06K @ $75.49 | $79.9K |
| 2026-05-07 | SLAGER DONALD W Director | Award | 1.63K | |
| 2026-05-07 | Holder Julie Fasone Director | Award | 1.63K | |
| 2026-05-07 | HORNBAKER RENEE J Director | Award | 1.63K | |
| 2026-05-07 | OBRIEN JAMES J /KY Director | Award | 1.63K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.