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Eastman Chemical Company EMN

Eastman Chemical Company scores weak on business quality (3.1 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$62.69Oct 9, 2026
Business qualityWeak
Next earningsOct 29, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What Eastman Chemical Company does

    Eastman Chemical manufactures specialty materials, additives, and fibers that go into products ranging from coatings to packaging, charging industrial customers for inputs. The company faces a contracting revenue base and works to protect cash flow through operational changes.

  2. What it does best

    Eastman maintains a specialized chemical portfolio with a gross margin of 19.6% compared to peers like RPM at 41.4%. Switching costs keep specialty customers tied to custom formulations despite pricing pressures.

  3. The main risk

    Falling revenue growth of -6.7% squeezes top-line volume. Without a demand rebound, cash generation will struggle to cover dividend commitments of $382 million.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margins rest at 9.4% with a net margin of 5.0%, reflecting a compression trend driven by lower volumes. Scale benefits remain constrained in the current demand environment.

MoatWeak

Specialized chemical formulations lock in industrial customers through custom product integration. Sector percentiles place its gross margin in the 28th percentile of basic materials.

GrowthSlow

Revenue is contracting with a growth rate of -6.7%, down from prior years as historical annual summary figures show sales sliding from $10.6 billion to $8.8 billion.

Financial healthFair

Total debt sits at $4.8 billion with interest coverage at 3.8x, leaving the balance sheet tight. Free cash flow came in at $539 million, getting softer as operations face pressure.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $234K outside pre-planned sales.

Our sealed record on EMN

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is EMN a good business?

Eastman Chemical Company scores weak on the Cluenex quality check (3.1 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health fair.

Are insiders buying EMN?

In the last 90 days of SEC Form 4 filings: 1 sold $234K outside pre-planned sales.

When does EMN report earnings?

Oct 29, 2026, after the close.

For members

See EMN today

  • Today's verdict on EMN, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Eastman Chemical Company (EMN)”, https://cluenex.com/stocks/emn/, data as of Oct 10, 2026.