EMN · Eastman Chemical Co
$74.07
+0.30 (+0.41%)
At close · Aug 14
Market Cap
$8.47B
Shares
114.38M
Eastman Chemical Co Earnings Call Transcripts
Every quarterly earnings call for Eastman Chemical Co (EMN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼0.4%
$2.71B
$301.00M
'22 Q3
22-10-28
▼11.9%
$2.37B
$1.00M
'22 Q4
23-01-27
▼11.1%
$2.41B
$134.00M
'23 Q1
23-04-28
▼16.5%
$2.32B
$272.00M
'23 Q2
23-07-28
▼16.3%
$2.27B
$178.00M
'23 Q3
23-10-27
▼7%
$2.21B
$310.00M
'23 Q4
24-02-02
▼4.2%
$2.31B
$165.00M
'24 Q1
24-04-26
▲1.7%
$2.36B
$230.00M
'24 Q2
24-07-26
▲8.7%
$2.46B
$180.00M
'24 Q3
24-11-01
▲1.7%
$2.25B
$330.00M
'24 Q4
25-01-31
▼0.9%
$2.29B
$182.00M
'25 Q1
25-04-25
▼3.2%
$2.29B
$140.00M
'25 Q2
25-08-01
▼10.6%
$2.20B
$47.00M
'25 Q3
25-11-04
▼12.1%
$1.97B
$105.00M
'25 Q4
26-01-30
▼4.9%
$2.18B
$107.00M
'26 Q1
26-05-01
LATEST
▲9.9%
$2.51B
$183.00M
'26 Q2
26-07-31
Earnings call
FY26 · Q2
2026-07-31
Eastman Chemical Co Q2 FY2026 Earnings Call
Confident tone
Advanced Materials volume growth and momentum
Back half 2025 earnings outlook
Circular / methanolysis PET business
Revenue
$2.51B
▲ 9.9% YoY Diluted EPS
$1.59
▲ 32.5% YoY Gross margin
22.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-03
Deutsche Bank Basic Materials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-01
Eastman Chemical Co Q1 FY2026 Earnings Call
Positive tone
Middle East conflict and competitor supply shortages
Price increases and margin defense
Advanced Materials and AFP specialty share opportunity
Revenue
$2.18B
▼ 4.9% YoY Diluted EPS
$0.93
▼ 40.8% YoY Gross margin
19.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-30
Eastman Chemical Co Q4 FY2025 Earnings Call
Balanced tone
Fibers stabilization and cost actions
Advanced Materials and circular platform
Chemical Intermediates and ETP project
Revenue
$1.97B*
▼ 12.1% YoY Gross margin
17.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Eastman Chemical Co Q3 FY2025 Earnings Call
Positive tone
2026 earnings bridge and cost savings
Trade disputes and tariffs
Kingsport circular polyester (rPET) and methanolysis
Revenue
$2.20B
▼ 10.6% YoY Diluted EPS
$0.40
▼ 73.9% YoY Gross margin
19.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-01
Eastman Chemical Co Q2 FY2025 Earnings Call
Cautious tone
Demand environment
Trade tensions and tariffs
Inventory and utilization management
Revenue
$2.29B
▼ 3.2% YoY Diluted EPS
$1.20
▼ 38.1% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-25
Eastman Chemical Co Q1 FY2025 Earnings Call
Cautious tone
Fibers destocking
Tariffs and trade tensions
Mitigating actions and cash generation
Revenue
$2.29B
▼ 0.9% YoY Diluted EPS
$1.57
▲ 12.9% YoY Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-31
Eastman Chemical Co Q4 FY2024 Earnings Call
Positive tone
Customer demand and circular engagement
Circular economy and Texas project
Advanced Materials segment guidance
Revenue
$2.25B*
▲ 1.7% YoY Gross margin
24.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-01
Eastman Chemical Co Q3 FY2024 Earnings Call
Positive tone
Innovation and Product Portfolio
Macroeconomic Uncertainty
Discretionary Market Weakness
Revenue
$2.46B
▲ 8.7% YoY Diluted EPS
$1.53
▲ 2.7% YoY Gross margin
24.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-26
Eastman Chemical Co Q2 FY2024 Earnings Call
Positive tone
Methanolysis plant ramp-up
Advanced Materials volume outlook
Consumer durables / destocking
Revenue
$2.36B
▲ 1.7% YoY Diluted EPS
$1.94
▼ 14.5% YoY Gross margin
25.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-26
Eastman Chemical Co Q1 FY2024 Earnings Call
Positive tone
Methanolysis
France circular project
Advanced Materials segment
Revenue
$2.31B
▼ 4.2% YoY Diluted EPS
$1.39
▲ 24.1% YoY Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-02
Eastman Chemical Co Q4 FY2023 Earnings Call
Positive tone
Methanolysis Plant Start-Up
Productivity & Cost Inflation
End-Market Demand & Destocking
Revenue
$2.21B*
▼ 7% YoY Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-27
Eastman Chemical Co Q3 FY2023 Earnings Call
Revenue
$2.27B
▼ 16.3% YoY Diluted EPS
$1.49
▼ 39.4% YoY Gross margin
21.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-28
Eastman Chemical Co Q2 FY2023 Earnings Call
Revenue
$2.32B
▼ 16.5% YoY Diluted EPS
$2.27
▲ 11.8% YoY Gross margin
25.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-28
Eastman Chemical Co Q1 FY2023 Earnings Call
Revenue
$2.41B
▼ 11.1% YoY Diluted EPS
$1.12
▼ 37.8% YoY Gross margin
21.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-27
Eastman Chemical Co Q4 FY2022 Earnings Call
Revenue
$2.37B*
▼ 11.9% YoY Gross margin
15.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-28
Eastman Chemical Co Q3 FY2022 Earnings Call
Revenue
$2.71B
▼ 0.4% YoY Diluted EPS
$2.46
▼ 4.3% YoY Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-29
Eastman Chemical Co Q2 FY2022 Earnings Call
Revenue
$2.78B
▲ 4.9% YoY Diluted EPS
$2.03
Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-29
Eastman Chemical Co Q1 FY2022 Earnings Call
Revenue
$2.71B
▲ 12.7% YoY Diluted EPS
$1.80
▼ 9.5% YoY Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-28
Eastman Chemical Co Q4 FY2021 Earnings Call
Revenue
$2.69B
▲ 23.2% YoY Diluted EPS
$2.81
▲ 1121.7% YoY Gross margin
20.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-29
Eastman Chemical Co Q3 FY2021 Earnings Call
Revenue
$2.72B
▲ 28.2% YoY Diluted EPS
$2.57
▲ 117.8% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Eastman Chemical Co Q2 FY2021 Earnings Call
Revenue
$2.65B
▲ 37.9% YoY Diluted EPS
$-1.07
▼ 635% YoY Gross margin
25.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-30
Eastman Chemical Co Q1 FY2021 Earnings Call
Revenue
$2.41B
▲ 7.5% YoY Diluted EPS
$1.99
▲ 5.3% YoY Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-29
Eastman Chemical Co Q4 FY2020 Earnings Call
Revenue
$2.19B
▼ 0.9% YoY Diluted EPS
$0.23
▲ 21.1% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-30
Eastman Chemical Co Q3 FY2020 Earnings Call
Revenue
$2.12B
▼ 8.7% YoY Diluted EPS
$1.18
▼ 38.9% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Eastman Chemical Co Q2 FY2020 Earnings Call
Revenue
$1.92B
▼ 18.6% YoY Diluted EPS
$0.20
▼ 89.2% YoY Gross margin
19.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-01
Eastman Chemical Co Q1 FY2020 Earnings Call
Revenue
$2.24B
▼ 5.8% YoY Diluted EPS
$1.89
▲ 26.8% YoY Gross margin
25.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-31
Eastman Chemical Co Q4 FY2019 Earnings Call
Revenue
$2.21B
▼ 7.2% YoY Diluted EPS
$0.19
▼ 20.8% YoY Gross margin
22.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
915389
CUSIP
277432100
13F (30d)
606 filings
575 filers
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