The call highlights Eastman's strategic investments in methanolysis and ethylene to propylene conversion as positive long-term growth drivers, alongside significant cost-saving initiatives. However, these are tempered by immediate challenges related to trade war uncertainties, tariffs, and demand volatility impacting key business segments such as Fibers, consumer durables, and auto markets, leading to a cautious outlook for the near term.

Company Guidance -

Q3 2025

During the Eastman Second Quarter 2025 Conference Call, the company provided guidance indicating a cautious outlook due to macroeconomic challenges and trade uncertainties impacting demand. The company is reducing capital spending for 2026 and focusing on significant cost savings in 2025, targeting an additional $75 million to $100 million in cost reductions. Eastman anticipates a mid-single-digit drop in demand for the back half of 2025, driven by trade dynamics and seasonality. Asset utilization headwinds are expected to be around $75 million to $100 million, with potential improvement in 2026. Despite these challenges, Eastman remains committed to innovation, emphasizing growth in its methanolysis investments and maintaining focus on cash generation. The company is not planning any major portfolio changes but continues to optimize its cost structure. For 2026, Eastman expects stability and potential improvement in demand, contingent on the resolution of trade issues and macroeconomic factors.

Methanolysis Plant Performance

The methanolysis plant is running at 105% capacity, with potential to increase to 130% through debottlenecking, improving capital efficiency and ROIC.

E to P Investment in Chemical Intermediates

The ethylene to propylene investment is expected to improve earnings by $50 million to $100 million, reducing volatility and optimizing asset configuration.

Cost Savings Initiatives

Targeting $75 million to $100 million in additional cost savings through contract optimization, maintenance execution, and energy efficiency improvements.

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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