EMN · Eastman Chemical Co
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AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. Eastman delivered a 10% YoY sales increase to $2,513M with adjusted EPS of $1.97 in Q2, driven by strong Chemical Intermediates spread/volume and specialty price-cost gains, while management raised its 2026 earnings outlook but lowered full-year operating cash flow guidance to ~$900M (from approaching 2025 levels) due to receivables pressure and now expects Q3 adjusted EPS to approach Q2's $1.97.
- + Q2 sales rose 10% YoY to $2,513M with adjusted EPS of $1.97 vs. $1.60, aided by 350 bps sequential adjusted EBIT margin expansion.
- + Management raised its 2026 earnings outlook, stating results are 'better than where we were in April' with confidence in very strong earnings growth.
- + Chemical Intermediates sales surged 39% YoY (24% volume/mix, 14% price) with segment EBIT swinging from a $30M loss to $58M on spread expansion.
- + Kingsport methanolysis circular platform doubled revenue in H1 to over $100M and remains on track for $200M EBITDA potential.
- + Acetate tow volumes set to rise materially in H2 as customers increase purchases to meet annual minimum volume commitments, providing a Fibers tailwind.
- − Full-year 2026 operating cash flow guidance was lowered to ~$900M (modestly below 2025 levels) as ~$370M H1 receivables build from pricing actions pressures working capital.
- − Fibers sales fell 11% YoY (-10% volume/mix) on acetate tow destocking and textile weakness, with segment H1 EBIT down to $81M from $169M.
- − Texas methanolysis expansion capital spending pushed out until 2028 due to higher capital costs and loss of DOE grant, delaying capacity growth.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EMN
this stock
Eastman Chemical Co
|
$7.66B | +1.6% | -6.7% | 17.4 | 5.0% |
|
LIN
Linde PLC
|
$216.61B | +11.3% | +3.0% | 30.3 | 1.3% |
|
AIQUF
L Air Liquide SA /Fi
|
$121.25B | +2.7% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$79.89B | -0.2% | +2.1% | 30.4 | 2.6% |
|
ECL
Ecolab Inc.
|
$78.35B | +4.6% | +2.2% | 37.5 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EMN | -2.9% | -7.6% | -10.8% | -10.5% | +1.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -2.3% | -7.7% | -23.0% | -9.9% | -10.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.