Eastman Chemical (EMN)
NYSE:EMN
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.79Last Year’s EPS
1.6Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed cautious optimism: multiple strong positives (methanolysis momentum, CI spread-driven earnings uplift, substantial pricing actions, tariff refund neutrality, and a path to >$6 EPS) outweigh notable risks (fibers weakness, end-market softness, geopolitical uncertainty, working capital headwinds, and input-price volatility). Management emphasized pricing power, North American supply advantage, and commercial wins that should drive sequential and back-half improvement, while acknowledging near-term visibility and segment-specific challenges.Company Guidance
Methanolysis / Circular Platform Momentum
Renewed methanolysis platform driving revenue growth in specialty plastics and rPET with new wins in Tritan and cosmetic packaging; company reiterates prior guidance of ~4%–5% revenue growth and notes potential upside as rPET demand strengthens versus rising virgin PET prices.
Chemical Intermediates Tightness Driving Margin Improvement
Tighter global supply (Middle East disruption) has increased spreads and demand for CI volumes; company expects Chemical Intermediates EBIT of roughly $50 million in Q2 with continued sequential strength and meaningful upside from expanded spreads and additional volume to sell versus last year.
Large Pricing Actions Implemented
Management has initiated approximately $500 million of price increases across the portfolio; specialties are pacing mid-single-digit sequential price increases (Q1→Q2) while Chemical Intermediates pricing is ramping in the high-teens (approaching ~20% sequential).
IEEPA Tariff Refund and Winter Storm Impact Net Neutral in Q1
Company recognized about $20 million of IEEPA tariff refunds in Q1 which largely neutralized the winter storm operational impact, resulting in Q1 results that were broadly in line with January guidance (refund cash to be received in H2).
Strong Commercial Wins and Supply-Security Advantage
North American vertical integration and lower energy cost base vs Asian competitors is yielding commercial wins, potential market-share gains, and customer interest in longer-term contracts; management expects the security-of-supply value proposition to drive durable customer relationships.
Positive Cash Flow and EPS Outlook
Management expects improved full-year earnings and stated adjusted earnings-per-share should be above $6, with operating cash generation approaching last year's levels and Q1 cash consumption lower year-over-year.
EMN Earnings History
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 |
|---|---|---|---|
May 01, 2026 | $77.53 | $76.72 | -1.04% |
Jan 29, 2026 | $68.17 | $68.50 | +0.48% |
Nov 03, 2025 | $56.46 | $59.24 | +4.92% |
Aug 01, 2025 | $56.63 | $58.55 | +3.39% |
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 Jul 23, 2026, After Close (Confirmed).
What is Eastman Chemical (EMN) earnings time?
Eastman Chemical (EMN) earnings time is at Jul 23, 2026, 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 2026 (Q2) is 1.79.