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Dec 31, 2025
Eastman Chemical Q4 2025 Earnings Report
Eastman Chemical reported its Q4 2025 earnings with decreased revenue and income, reflecting challenges from lower sales volume and weak market conditions.
Key Takeaways
Eastman Chemical faced a 12% decline in revenue and significant drops in EBIT and net income in Q4 2025. Despite macroeconomic pressures, the company emphasized cost-saving initiatives and strategic progress on its methanolysis facility.
Q4 revenue declined 12% YoY, driven by lower volume and pricing
Adjusted EPS fell to $0.75 from $1.87 in the prior year
Net income dropped significantly to $110M from $337M in Q4 2024
Company returned $500M to shareholders in 2025 via dividends and buybacks
Revenue by Segment
Forward Guidance
Eastman expects improved financial performance in 2026 driven by cost reductions, improved utilization, innovation from methanolysis, and stable cash flow. However, macroeconomic uncertainty remains a challenge.
Positive Outlook
- Cost structure reduction target increased to $125M–$150M
- Improved manufacturing utilization expected
- Growth from methanolysis facility operations
- Expansion into targeted applications to drive volume
- Expected foreign currency tailwind
Challenges Ahead
- Economic uncertainty persists into 2026
- Lower spreads expected in Chemical Intermediates
- Modest price decline projected in Fibers
- Variable compensation expenses expected to reset higher
Historical Earnings Impact
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Avg. Return Before/After Earnings
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