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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.
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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