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Eastman Chemical Company (EMN) investor relations material

Eastman Chemical Company Morgan Stanley’s 13th Annual Laguna Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025

Business conditions and market trends

  • Customer confidence remains challenged, with order visibility reduced to a few weeks and customers buying smaller quantities more frequently.

  • Automotive is performing better than expected, while durables and building/construction remain soft and stable at low levels.

  • Chemical Intermediates margins are lagging, and cost actions are being taken to offset demand and margin pressures.

  • Q3 results are expected to be below prior guidance, with Q4 sequentially lower due to typical seasonal demand declines.

  • Trade policy uncertainty, including tariffs and court rulings, is increasing supply chain and customer uncertainty.

Strategic actions and financial outlook

  • Short-term cost actions are being implemented to offset reduced demand, with a focus on delivering $1 billion in operating cash flow for the year.

  • Inventory normalization and asset utilization reductions are expected to be substantially complete by end of 2025, with $200 million+ in targeted actions.

  • Additional $75–100 million in cost actions above inflation are being pursued, including optimizing third-party purchases and leveraging digital investments.

  • Cash flow focus remains strong, with every action being taken to achieve the $1 billion target and maintain momentum into 2026.

Segment performance and innovation

  • Advanced Materials and Additives & Functional Products have outperformed or matched peers in volume mix, driven by innovation and product upgrades.

  • Chemical Intermediates has seen volume reductions due to strategic facility shutdowns and divestitures, with future margin improvement expected as global capacity rationalizes.

  • Fibers segment faced headwinds from tariffs and trade, but stabilization and growth are expected as market conditions normalize and new projects gain traction.

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Frequently asked questions

Eastman Chemical Company is a global specialty chemicals company that produces a broad range of products found in items people use every day. With a portfolio of specialty businesses, Eastman Chemical Company works with customers to deliver innovative products and solutions while maintaining a commitment to safety and sustainability. Its market-driven approaches takes advantage of world-class technology platforms and leading positions in attractive end-markets such as transportation, building and construction, and consumables. Eastman Chemical Company focuses on creating consistent, superior value for all stakeholders.

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