The earnings call highlighted strong operational improvements, particularly in the methanolysis plant and cost reduction initiatives. However, significant challenges persist due to trade war tariffs impacting demand, especially in consumer durables and automotive markets. The overall outlook remains cautious, with potential for improvement next year if demand stabilizes.

Company Guidance

During the Eastman Second Quarter 2025 Conference Call, the company provided guidance that highlighted several key metrics and strategic actions. The company anticipates reducing capital spending in 2026, following significant cost savings anticipated for 2025. CEO Mark Costa discussed the challenges posed by trade dynamics and tariffs, which have led to a predicted mid-single-digit drop in demand for the latter half of 2025. The company is focused on cash generation, with inventory reduction efforts expected to present a $75 million to $100 million utilization headwind in the back half of the year. Additionally, Eastman is targeting cost reductions of $75 million to $100 million and expects these efforts to improve earnings next year. Despite current challenges, the company remains optimistic about growth opportunities, particularly in the methanolysis investments, which could enhance profitability by $50 million to $100 million in EBIT over the cycle.

Methanolysis Plant Success

The methanolysis plant is running well, achieving 105% rate test capacity, with plans for debottlenecking to reach 130% capacity, improving ROIC efficiency.

Cost Reduction Initiatives

Targeting additional cost cuts of $75 million to $100 million, focusing on optimizing contract partners, maintenance execution, and energy efficiency.

E to P Investment Promises Growth

Plans to convert ethylene to propylene in existing crackers, projected to improve earnings by $50 million to $100 million in EBIT over the cycle.

Strong Engagement in Innovation

Continued strong customer engagement in innovative solutions across circular platforms, automotive, and personal care spaces.

Eastman Chemical (EMN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EMN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	1.26 / -	2.26	―	―	―
Aug 01, 2025	2025 (Q2)	1.73 / 1.60	2.15	-25.58% (-0.55)
Apr 24, 2025	2025 (Q1)	1.89 / 1.91	1.61	18.63% (+0.30)
Jan 30, 2025	2024 (Q4)	1.57 / 1.87	1.31	42.75% (+0.56)
Oct 31, 2024	2024 (Q3)	2.15 / 2.26	1.47	53.74% (+0.79)
Jul 25, 2024	2024 (Q2)	2.01 / 2.15	1.99	8.04% (+0.16)
Apr 25, 2024	2024 (Q1)	1.43 / 1.61	1.63	-1.23% (-0.02)
Feb 01, 2024	2023 (Q4)	1.30 / 1.31	0.89	47.19% (+0.42)
Oct 26, 2023	2023 (Q3)	1.44 / 1.47	2.05	-28.29% (-0.58)
Jul 27, 2023	2023 (Q2)	1.93 / 1.99	2.83	-29.68% (-0.84)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EMN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$58.79	$60.78	+3.38%
Apr 24, 2025	$79.97	$75.04	-6.16%
Jan 30, 2025	$90.86	$97.70	+7.53%
Oct 31, 2024	$102.16	$98.26	-3.82%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Eastman Chemical (EMN) report earnings?

Eastman Chemical (EMN) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Eastman Chemical (EMN) earnings time?

Eastman Chemical (EMN) earnings time is at Oct 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EMN EPS forecast?

EMN EPS forecast for the fiscal quarter 2025 (Q3) is 1.26.

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