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Eastman Chemical Company (EMN) investor relations material
Eastman Chemical Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Management is focused on innovation, aggressive cost reduction, and asset optimization to drive earnings growth in 2026, with a base case scenario built on stable or modestly growing volumes and significant cost savings initiatives.
Strong cash flow was delivered, with operating cash flow reaching $402 million in Q3 2025 and inventory reduced by approximately $200 million from Q2 2025.
The circular economy platform ramped up, with methanolysis production exceeding 2.5x 2024 levels and over 100 specialty customers paying premiums.
Returned $146 million to shareholders via dividends and share repurchases in Q3 2025.
Portfolio optimization continues, focusing on higher-value specialty products and ongoing evaluation of M&A and divestiture opportunities.
Financial highlights
Q3 2025 revenue was $2.20 billion, down 11% year-over-year, with adjusted EBIT at $210 million and adjusted EBIT margin at 9.5%.
Achieved $75 million in cost reductions in 2025, with a target of $100 million in additional savings for 2026.
Diluted EPS was $0.40, down from $1.53; adjusted EPS was $1.14, down from $2.26 in Q3 2024.
Net debt increased to $4.59 billion at September 30, 2025, from $4.18 billion at year-end 2024.
Gross profit margin declined to 19.7% from 24.6% year-over-year.
Outlook and guidance
2026 earnings growth is expected to be driven by cost reductions, improved asset utilization, and innovation-led revenue, particularly from circular economy initiatives.
Full-year 2025 adjusted EPS is projected between $5.40 and $5.65, with operating cash flow approaching $1 billion.
FY25 capital expenditures are projected at approximately $550 million, with lower capex in 2026.
Management remains cautious on the timing of demand recovery, citing ongoing market volatility and inventory dynamics.
Expect greater than normal seasonal volume decline in Q4 2025 due to continued macroeconomic weakness.
How much did cost reduction offset 3Q EBIT decline?
Quantify 2026 Renew rPET sales volume ramp-up
What is the expected impact post-inventory depletion?
Second methanolysis plant: capital efficiency?
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Next Eastman Chemical Company earnings date
Q4 202530 Jan, 2026
Next Eastman Chemical Company earnings date
Q4 202530 Jan, 2026
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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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