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Eastman Chemical Company (CH:EAC)
NYSE:EAC

Eastman Chemical (EAC) Price & Analysis

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EAC Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Improving Free Cash FlowSustained positive free cash flow and ~ $1.0B TTM operating cash provide durable internal funding for capex, dividends, and debt servicing. Even with timing variability, consistent FCF growth increases financial flexibility and supports strategic investments over the next several quarters.
Large Pricing Actions ImplementedMaterial, company-wide pricing moves (~$500M) reflect clear pricing power versus customers and are a durable lever to restore margin recovery. If maintained, these increases can sustainably improve spreads, help offset volatile feedstock costs, and support structural margin improvement.
Methanolysis / Circular Platform MomentumGrowing rPET and methanolysis capabilities position Eastman in higher‑value, circular polymers with commercial wins that support specialty revenue mix expansion. This structural shift to circular products can deliver higher margins and differentiation versus commodity peers over multiple years.
Bears Say
Revenue And Margin CompressionA sustained decline in revenue and roughly halved net margins versus earlier years undermines return on capital and reinvestment capacity. Persistently weaker top-line and margin mix pressure reduce long-term earnings power and limit the firm's ability to re-expand returns without structural demand recovery.
Working-capital HeadwindA multi‑hundred‑million working‑capital drag tied to revenue expansion can meaningfully delay cash conversion, constraining free cash flow timing. This dampens near‑term liquidity, may pressure funding needs for operations or investments, and reduces the effective benefit of reported EBITDA gains.
Fibers Segment Weakness And Guidance CutWeaker fibers volumes and lower utilization reduce diversification of earnings and remove a previously steady cash contributor. A downside-sized fibers outlook increases exposure to cyclic end markets and raises execution risk for company-wide margin and revenue targets over the medium term.

Eastman Chemical News

EAC FAQ

What was Eastman Chemical Company’s price range in the past 12 months?
Currently, no data Available
What is Eastman Chemical Company’s market cap?
Eastman Chemical Company’s market cap is CHF6.21B.
    When is Eastman Chemical Company’s upcoming earnings report date?
    Eastman Chemical Company’s upcoming earnings report date is Jul 30, 2026 which is in 19 days.
      How were Eastman Chemical Company’s earnings last quarter?
      Eastman Chemical Company released its earnings results on Apr 30, 2026. The company reported $0.881 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.021.
        Is Eastman Chemical Company overvalued?
        According to Wall Street analysts Eastman Chemical Company’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Eastman Chemical Company pay dividends?
          Eastman Chemical Company does not currently pay dividends.
          What is Eastman Chemical Company’s EPS estimate?
          Eastman Chemical Company’s EPS estimate is 1.47.
            How many shares outstanding does Eastman Chemical Company have?
            Currently, no data Available
            What happened to Eastman Chemical Company’s price movement after its last earnings report?
            Eastman Chemical Company reported an EPS of $0.881 in its last earnings report, beating expectations of $0.86. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Eastman Chemical Company?
              Currently, no hedge funds are holding shares in CH:EAC
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Eastman Chemical Company

                Eastman Chemical Company functions as a worldwide provider of specialized materials. Its Additives & Functional Products division offers a comprehensive range, including hydrocarbon and rosin resins, organic acid-based solutions, and amine-derived building blocks. This segment also provides agricultural chemicals like metam-based soil fumigants, thiram and ziram fungicides, and plant growth regulators. Additional offerings include specialty coalescents, various commodity and specialty solvents, paint additives, specialty polymers, heat transfer and aviation fluids, and rubber additives such as insoluble sulfur and anti-degradants, along with performance resins. These products cater to diverse sectors such as transportation, personal care, wellness, food, agriculture, construction, water treatment, energy, consumables, durables, and electronics. The Advanced Materials segment produces high-performance products including copolyesters, cellulosic biopolymers, cellulose esters, and polyvinyl butyral (PVB) sheets. It further supplies a variety of window and protective films, including those applied aftermarket, for high-value applications in transportation, consumer durables, electronics, building and construction, medical, pharmaceutical, and general consumables markets. Through its Chemical Intermediates segment, Eastman delivers essential chemical building blocks. This encompasses methylamines and their salts, various higher amines and solvents, olefin and acetyl derivatives, ethylene, and both primary phthalate and non-phthalate plasticizers, including specialized non-phthalate alternatives. These intermediates are vital for industrial chemical processes, construction, health and wellness products, and agrochemical formulations. Lastly, the Fibers segment is a significant producer of cellulose acetate tow, triacetin, cellulose acetate flake, acetic acid, and acetic anhydride, primarily for filtration media, notably cigarette filters. It also furnishes natural and solution-dyed acetate yarns for consumables and health and wellness markets, alongside wet-laid nonwoven media, specialty engineered papers, and cellulose acetate fibers for the transportation, industrial, agriculture, mining, and aerospace industries. Eastman Chemical Company was founded in 1920 and is headquartered in Kingsport, Tennessee.

                Eastman Chemical (EAC) Earnings & Revenues

                EAC Company Deck

                EAC Earnings Call

                Q1 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call conveyed cautious optimism: multiple strong positives (methanolysis momentum, CI spread-driven earnings uplift, substantial pricing actions, tariff refund neutrality, and a path to >$6 EPS) outweigh notable risks (fibers weakness, end-market softness, geopolitical uncertainty, working capital headwinds, and input-price volatility). Management emphasized pricing power, North American supply advantage, and commercial wins that should drive sequential and back-half improvement, while acknowledging near-term visibility and segment-specific challenges.View all CH:EAC earnings summaries

                EAC Sales Breakdown

                32.91%32.91%32.91%21.99%12.00%0.19%
                32.91% Advanced Materials
                32.91% Additives & Functional Products
                21.99% Chemical Intermediates
                12.00% Fibers
                0.19% Other
                tipranks

                EAC Stock 12 Month Forecast

                Average Price Target

                $65.78
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