Eastman Chemical is emerging from a cyclical trough, with Q2 2026 revenue up 15% sequentially to $2.5B and EPS of $1.59, the strongest quarter since Q3 2024, suggesting a tentative demand recovery. However, TTM revenue remains down 6.7% YoY, and the quarter's ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Q2 2026 revenue rebounded 15% sequentially to $2.5B with gross margin expanding to 22.3% from 19.8% in Q1, yet TTM revenue remains down 6.7% YoY, and EPS of $1.59 includes a $0.42 one-time tax benefit.
Eastman Chemical Company's trailing and forward P/E ratios of 11.46 and 11.26 respectively indicate an undervalued stock with potential for upside.
Export restrictions and regulatory shifts have positioned EMN as a compliant supplier, enabling it to capture incremental demand in the market.
Multiple bullish theses on platforms like r/valueinvesting highlight EMN's potential, reflecting positive investor sentiment and confidence in its growth trajectory.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.97+8.2% vs $1.82 | $2.5B+4.8% vs $2.4B |
Q2 2026 Apr 30, 2026 | $1.09+2.8% vs $1.06 | $2.2B+0.2% vs $2.2B |
Q1 2026 Jan 29, 2026 | $0.75-1.3% vs $0.76 | $2.0B-2.3% vs $2.0B |
Q4 2025 Nov 3, 2025 | $1.14-1.7% vs $1.16 | $2.2B-2.5% vs $2.3B |
Bank of America Corp DE grew its holdings in Eastman Chemical Company (NYSE: EMN) by 10.1% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,469,976 shares of the basic materials company's stock after acquiring an additional 225,905 shares during the period.
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Eastman Chemical (NYSE: EMN - Get Free Report) and Flexible Solutions International (NYSE: FSI - Get Free Report) are both materials companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, analyst recommendations, earnings, risk, profitability, valuation and institutional ownership. Earnings and Valuation This table compares Eastman
California State Teachers Retirement System raised its holdings in shares of Eastman Chemical Company (NYSE: EMN) by 6,459.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,871,367 shares of the basic materials company's stock after acquiring an additional 8,736,126 shares during
Benchmark EMN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Eastman Chemical Company (EMN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $67.07 | $7.67B | 16.36 | -6.71% | 5.42% | 7.97% | 4.91% | |
| $59.24 | $19.12B | -25.21 | -25.18% | -1.12% | -3.33% | — | |
| $47.44 | $5.2B | -4.46 | -7.16% | -12.04% | -26.09% | — | |
| $9.05 | $1.59B | -5.69 | -5.85% | -2.9% | -5.8% | — | |
| $41.24 | $3.78B | 46.34 | 0.61% | 5.16% | 7.13% | — | |
| $69.66 | $3.19B | -3.79 | -13.68% | 2.82% | 2.77% | — |
Eastman Chemical Company (EMN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Eastman Chemical Company (EMN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
May 12, 2026·SEC
Apr 30, 2026·SEC
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Eastman Chemical Company (EMN) stock FAQ — growth, dividends, profitability & financials explained
Eastman Chemical Company (EMN) reported $8.87B in revenue for fiscal year 2025. This represents a 85% increase from $4.78B in 1996.
Eastman Chemical Company (EMN) saw revenue decline by 6.7% over the past year.
Yes, Eastman Chemical Company (EMN) is profitable, generating $442.0M in net income for fiscal year 2025 (5.4% net margin).
Yes, Eastman Chemical Company (EMN) pays a dividend with a yield of 4.91%. This makes it attractive for income-focused investors.
Eastman Chemical Company (EMN) has a return on equity (ROE) of 8.0%. This is below average, suggesting room for improvement.
Eastman Chemical Company (EMN) generated $539.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
