earnings
confidence high
sentiment negative
materiality 0.85
Eastman Q2 adjusted EPS $1.60 vs $2.15 YoY; guides Q3 adj. EPS ~$1.25
EASTMAN CHEMICAL CO
2025-Q2 EPS
reported $2.77
vs consensus $1.75
▲ beat
(+58.7%)
- Revenue $2,287M (-3% YoY); reported EPS $1.20 vs $1.94; adjusted EPS $1.60 vs $2.15.
- Chemical Intermediates EBIT hit by $20M unplanned outage; segment sales down 10%.
- Additives & Functional Products revenue +7%; Advanced Materials -2%; Fibers -17%.
- Q3 adjusted EPS guidance ~$1.25; full-year operating CF ~$1B; >$200M inventory reduction planned.
- CEO cites tariff uncertainty, weak demand; cost reduction and cash generation prioritized.
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