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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Eastman Chemical Company
Eastman Chemical Company (EMN) investor relations material
Eastman Chemical Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Oct, 2026
Executive summary
Q3 revenue rose 8% YoY to $2.385B; adjusted EBIT was $305M versus $210M, and adjusted diluted EPS was $1.84 versus $1.14.
Higher selling prices and improved utilization supported results, while seasonal volume/mix declines and weaker automotive and consumer durables demand weighed on sales.
DOE reinstated a $375M award for methanolysis expansion, while the E2P project is expected to strengthen olefin flexibility and earnings potential.
Financial highlights
Q3 sales were $2.385B, up 8% YoY on 7% higher selling prices and 1% higher volume/mix; adjusted EBIT was $305M versus $210M.
Q3 net earnings attributable were $252M and diluted EPS was $2.19; adjusted net earnings were $213M and adjusted diluted EPS was $1.84.
Nine-month revenue was $7.075B versus $6.779B; adjusted EBIT was $825M versus $796M, and adjusted diluted EPS was $4.90 versus $4.66.
Q3 gross profit was $532M versus $433M; adjusted EBIT benefited from specialty pricing, improved utilization, lower planned maintenance and cost reductions.
Outlook and guidance
FY26 adjusted diluted EPS guidance is $6.00–$6.20; full-year operating cash flow is expected to be ~$850M.
FY26 volume/mix growth is expected to be ~3%; cost savings target is $125M–$150M net of inflation, with a ~$50M FX benefit.
Operating cash flow outlook was reduced from $900M to $850M amid inflation-driven working-capital pressure; ~$250M working-capital release is expected in Q4.
2027 volume growth is expected in Advanced Materials, Additives & Functional Products, and Fibers; Chemical Intermediates volumes are expected to be similar to 2026.
2027 operating cash flow is expected to exceed $850M if conditions normalize and inflationary headwinds do not return.
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Latest events from Eastman Chemical Company
- Q2 2026 saw double-digit sales growth, margin expansion, and strong innovation momentum.EMN
Q2 2026 - Innovation and disciplined expansion drive growth, with stable markets and margin visibility.EMNJ.P. Morgan Industrials Conference 2025
- Stable demand, supply chain tightness, and circular economy growth drive outlook.EMNDeutsche Bank’s 17th Annual Basic Materials Conference
- Price hikes and cost savings drove margin gains, but sales fell 5% amid global risks.EMNQ1 2026
- Disciplined execution, innovation, and sustainability drive growth as board urges votes for all management proposals.EMNProxy filing
- Virtual annual meeting to vote on directors, auditor, compensation, and special meeting threshold.EMNProxy filing
- Resilient performance, price actions, and recycling investments drive growth amid volatility.EMNJPMorgan Industrials Conference 2026
- Q3 2025 saw lower sales and earnings, but cash flow stayed strong as cost and rPET actions ramped.EMNQ3 2025
- Q2 2025 earnings and sales declined, but Additives & Functional Products delivered strong growth.EMNQ2 2025
Next Eastman Chemical Company earnings date
Q4 202628 Jan, 2027
Eastman Chemical Company
Next Eastman Chemical Company earnings date
Q4 202628 Jan, 2027
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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.