Eastman Chemical Gestion
Gestion contrôle des critères 2/4
Le PDG Eastman Chemical est Mark Costa, nommé en Jan2014, a un mandat de 12.58 ans. La rémunération annuelle totale est $ 19.50M, composée du salaire de 7.2% et des bonus 92.8%, y compris les actions et options de la société. détient directement 0.44% des actions de la société, d'une valeur de $ 37.04M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.8 ans et 10.5 ans.
Informations clés
Mark Costa
Directeur général
US$19.5m
Rémunération totale
| Pourcentage du salaire du PDG | 7.22% |
| Durée du mandat du directeur général | 12.6yrs |
| Propriété du PDG | 0.4% |
| Durée moyenne d'occupation des postes de direction | 4.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 10.5yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Jul 31
Eastman Chemical: Benefits From Iran Conflict Appear In Solid Q2
Summary Eastman Chemical is rated a "Buy," leveraging its U.S.-centric assets amid Middle East disruptions and demonstrating resilient Q2 performance. EMN’s Chemical Intermediates segment saw a 39% revenue surge, benefiting from supply shortages, while Advanced Materials and Fibers face demand headwinds. Free cash flow is pressured by working capital but expected to improve, with net debt projected under 3x and a secure 5% dividend yield. Valuation remains attractive at under 11x 2026 earnings, with potential buybacks and a price target of $84 (12x 2027 earnings) supporting the bullish thesis. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 29
EMN: Recycling And Cost Discipline Will Support Resilient Earnings Through Commodity Headwinds
Analysts have trimmed their fair value and price targets for Eastman Chemical by roughly $3 to $4, to around the low $80s and down to the mid to high $70s on the Street, citing updated expectations for revenue growth, profit margins, P/E multiples, and sector wide pressures from commodity pricing, feedstock constraints, and changing views on the impact of Middle East developments. Analyst Commentary Recent research on Eastman Chemical highlights a mix of optimism and caution as analysts refresh their models ahead of upcoming results.
Mise à jour du récit • Jul 15
EMN: Recycling And Energy Themes Will Offset Sector Multiple And Index Headwinds
Analysts have trimmed their fair value estimate for Eastman Chemical to $69 from $74. This reflects updated assumptions on discount rates, modestly adjusted revenue growth and margins, and a lower future P/E multiple in line with recent cuts to Street price targets in the chemical sector.Mise à jour du récit • Jun 30
EMN: Recycling Earnings And Power Grid Expansion Will Offset Commodity Oversupply Risks
Analysts have nudged the fair value estimate for Eastman Chemical up from $67 to $74, reflecting adjustments to price targets across recent research that factor in updated views on chemical pricing, margins, and sector-wide supply conditions. Analyst Commentary Recent Street research on Eastman Chemical shows a mix of optimism and caution, with several firms adjusting price targets in both directions.Article d’analyse • Jun 19
Eastman Chemical (EMN) Stock Could Be 14% Below Fair Value on Sustainable Materials Narrative
Eastman Chemical (EMN) is back in focus after fresh performance figures highlighted how its share price and fundamentals have been moving in different directions, giving investors new context for assessing the specialty materials stock. See our latest analysis for Eastman Chemical. Over the past year, Eastman Chemical’s share price has generally trended higher, with a 30 day share price return of 6.37% and a 90 day share price return of 10.96%. In contrast, the 1 year total shareholder return...Mise à jour du récit • Jun 16
EMN: Recycling Investments And Cost Discipline Will Support Future Cash Flow Upside
Analysts have nudged the fair value estimate for Eastman Chemical higher to reflect a series of recent price target increases, including moves of $2 to $10 from multiple firms, citing updated views on the discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street research around Eastman Chemical clusters around a series of price target changes and one rating upgrade, giving you a snapshot of how professionals are framing the risk and reward trade off after revisiting their models.Mise à jour du récit • Jun 02
EMN: Recycling Investments And Cost Discipline Will Support Stronger Free Cash Flow
Analysts have lifted the implied fair value estimate for Eastman Chemical to $84.33 from $73.35, reflecting updated targets across several firms and revised assumptions around revenue growth, discount rate, and future P/E expectations. Analyst Commentary Recent Street research on Eastman Chemical is clustered around higher price targets and at least one rating upgrade, which helps explain the move in the aggregate fair value estimate.Article d’analyse • May 09
Eastman Chemical's (NYSE:EMN) Soft Earnings Don't Show The Whole Picture
Eastman Chemical Company's ( NYSE:EMN ) stock was strong despite it releasing a soft earnings report last week. We...
Mise à jour du récit • May 02
EMN: Supply Tightness And EV Glass Demand Will Support Earnings Recovery Potential
Analysts have made a modest upward adjustment to the Eastman Chemical price target to $96.01 from $95.39, reflecting updated views on the company following a mix of recent target hikes and one slight trim across major research firms. Analyst Commentary Recent Street research around Eastman Chemical has been active, with a cluster of price target changes and at least one upgrade, alongside a single modest trim.Mise à jour du récit • Apr 18
EMN: Supply Tightness And Completed Buybacks Will Support Earnings Recovery Potential
Analysts have modestly raised their fair value estimate for Eastman Chemical to $95.39. This reflects updated price targets and recent research that points to slightly stronger revenue growth and profitability assumptions.Mise à jour du récit • Apr 04
EMN: Future Earnings Recovery Will Struggle With Persistent Commodity Oversupply
Analyst price targets for Eastman Chemical have shifted higher by several dollars into the mid $70s to mid $80s range, as analysts factor in updated commodity chemical forecasts, evolving geopolitical supply constraints, and a slightly adjusted risk profile reflected in modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Street research on Eastman Chemical over recent months has featured a mix of higher price targets and recalibrated views on risk, as firms respond to commodity market forecasts, geopolitical bottlenecks in key shipping routes, and sector wide concerns around capacity and demand.Mise à jour du récit • Mar 20
EMN: Supply Disruptions And Cash Returns Will Support Earnings Recovery Potential
Analysts nudged the fair value estimate for Eastman Chemical higher from $90.83 to $92.24, citing updated commodity chemical forecasts tied to supply disruptions and refined assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Eastman Chemical has leaned constructive, with several bullish analysts updating price targets and assumptions in response to both company specific factors and shifts in commodity markets.Mise à jour du récit • Mar 05
EMN: Modest Upside As Oversupply And Deindustrialization Restrain Earnings Recovery Potential
Analysts have lifted their average price targets on Eastman Chemical by a mid single digit dollar range, with moves such as Evercore ISI taking its target to $75 from $70, as they factor in slightly different views on long term growth, profitability and valuation multiples, reflected in modest adjustments to revenue growth, profit margin, discount rate and future P/E assumptions. Analyst Commentary While several firms have nudged price targets higher on Eastman Chemical, there is also a thread of caution running through recent research that is worth keeping in mind when you think about risk and reward.Mise à jour du récit • Feb 19
EMN: Cost Actions And Cash Returns Will Support Earnings Recovery Potential
Analysts have nudged their fair value estimate for Eastman Chemical up by about $1 to $90.83, pointing to refreshed assumptions around modestly positive revenue growth, a slightly lower discount rate, and a marginally reduced future P/E multiple as key drivers behind recent price target increases across the Street. Analyst Commentary Recent Street research shows a cluster of upward price target revisions for Eastman Chemical, even as some firms fine tune assumptions to reflect mixed end markets.Mise à jour du récit • Feb 04
EMN: Oversupplied Commodity Markets Will Constrain Future Earnings Recovery Potential
Analysts have raised their fair value estimate for Eastman Chemical from $60.00 to $67.00. This reflects updated assumptions for revenue growth, profit margins, and a higher future P/E multiple, following a series of recent price target increases across the Street.Mise à jour du récit • Jan 21
EMN: Cost Savings And Free Cash Flow Will Support Earnings Recovery Potential
Narrative Update Analysts have trimmed their consolidated price expectations for Eastman Chemical by around $1. They are factoring in softer revenue growth assumptions, slightly lower future P/E multiples, and a mixed set of recent target changes that balance cautious industry views with confidence in cash generation and margin resilience.Mise à jour du récit • Jan 07
EMN: Cost Savings And Asset Utilization Will Drive Earnings Recovery Potential
Analysts have trimmed their fair value estimate for Eastman Chemical to about $90 from roughly $95, reflecting slightly higher discount rate assumptions and somewhat softer profit margin expectations. They still point to cost savings, asset utilization ramps and solid free cash flow as key supports for their updated price targets around $73 to $75.Article d’analyse • Jan 05
These 4 Measures Indicate That Eastman Chemical (NYSE:EMN) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Mise à jour du récit • Dec 23
EMN: Cost Savings And Asset Utilization Will Support Stronger Free Cash Flow
Analysts have nudged their average price target for Eastman Chemical slightly higher to about $73 from roughly $72.75, citing expectations for 2026 earnings tailwinds from cost savings, improved asset utilization, and resilient free cash flow even through a sluggish demand backdrop. Analyst Commentary Bullish analysts highlight that, despite modest adjustments to price targets, the long term investment case for Eastman Chemical remains underpinned by 2026 earnings tailwinds, including structural cost savings and improved asset utilization that are expected to drive margin expansion and profit growth from 2025 onward.Mise à jour du récit • Dec 09
EMN: Cost Savings And Asset Utilization Will Drive Earnings Higher From 2025
Analysts have modestly trimmed their price target on Eastman Chemical by about $2 per share to approximately $74, citing a still challenging macro backdrop but highlighting improving 2026 earnings visibility driven by cost savings, asset utilization tailwinds, and the company’s ability to sustain solid free cash flow through the current earnings trough. Analyst Commentary Recent Street commentary reflects a generally constructive stance on Eastman Chemical, with price targets clustered in the low to mid 70s and Buy ratings maintained even as estimates and targets are adjusted to reflect a tougher macro environment.Mise à jour du récit • Nov 25
EMN: Cost Savings And Asset Utilization Will Drive Earnings From 2025
The average analyst price target for Eastman Chemical has edged slightly lower to approximately $73, down less than $1, as analysts cite both resilient free cash flow and ongoing cost-saving initiatives in the context of a mixed demand outlook. Analyst Commentary Recent analyst updates reflect a nuanced perspective on Eastman Chemical's outlook, with both bullish and bearish takeaways emerging from the latest price target revisions and research commentary.Mise à jour du récit • Nov 09
EMN: Cost Savings And Asset Utilization Will Drive Earnings Upside Ahead
Eastman Chemical's analyst price target was adjusted slightly downward by $1.53 to $73.06, as analysts cite a focus on cash generation and persistent end-market sluggishness, even though earnings improvements are expected ahead. Analyst Commentary Recent analyst updates on Eastman Chemical reflect a mix of cautious optimism and ongoing concerns related to the company's valuation and execution in a challenging market environment.Mise à jour du récit • Oct 26
Commodity End Markets And Recycling Initiatives Will Shape Recovery Prospects Ahead
Eastman Chemical's analyst price target has been reduced by approximately $1 to $74.59. Analysts cite persistent macro headwinds and weakening conditions in commodity and industrial end markets as key factors behind this revised outlook.Mise à jour du récit • Oct 12
Molecular Recycling And Specialty Materials Will Expand Global Reach
Analysts have lowered their price target for Eastman Chemical from $86 to $75, citing expectations of softer revenue growth and a moderately higher discount rate. Analyst Commentary Bullish Takeaways Bullish analysts continue to maintain a Buy rating on Eastman Chemical, citing confidence in the company's longer-term fundamentals.Seeking Alpha • Jan 26
Following Up On A Correctly-Rated Eastman Chemical Company In 2025 (Rating Upgrade)
Summary Eastman Chemical has underperformed recently but shows promise with improved valuation and strategic direction, making it a conservative "Buy" for 2025. The company’s strong fundamentals, diverse product portfolio, and focus on sustainability, especially in molecular recycling, position it well for future growth. Despite recent declines, Eastman’s operational improvements, share buybacks, and favorable macro trends suggest significant upside potential, with expected earnings growth in the coming years. I rate Eastman Chemical a "Buy" at a valuation target of $140/share, anticipating a 15% annualized return based on a 12.2x P/E multiple. Read the full article on Seeking AlphaSeeking Alpha • Oct 14
Eastman Chemical: Difficult To See Upside At This Valuation (Rating Downgrade)
Summary Eastman Chemical Company has shown strong 2Q24 results, particularly in advanced materials, but its current valuation appears overvalued, leading to a “Hold” rating. The company's strategic focus on specialty products and de-commoditization, along with new assets, has improved margins and operational performance. Despite positive trends, macroeconomic pressures and weak underlying demand outside destocking pose challenges, with limited upside potential at the current valuation. Eastman Chemical remains a fundamentally sound and ESG-focused company, but better investment opportunities exist in the market, warranting caution. Read the full article on Seeking Alpha
Nouveau récit • Aug 22
Transforming Challenges Into Opportunities With Green Chemical Recycling And Innovative Growth
Expansion in sustainable solutions like chemical recycling and the Tritan product line indicates potential for revenue growth and market share increase.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$442m |
| Mar 31 2026 | n/a | n/a | US$399m |
| Dec 31 2025 | US$19m | US$1m | US$474m |
| Sep 30 2025 | n/a | n/a | US$699m |
| Jun 30 2025 | n/a | n/a | US$832m |
| Mar 31 2025 | n/a | n/a | US$922m |
| Dec 31 2024 | US$16m | US$1m | US$905m |
| Sep 30 2024 | n/a | n/a | US$885m |
| Jun 30 2024 | n/a | n/a | US$883m |
| Mar 31 2024 | n/a | n/a | US$925m |
| Dec 31 2023 | US$18m | US$1m | US$894m |
| Sep 30 2023 | n/a | n/a | US$585m |
| Jun 30 2023 | n/a | n/a | US$708m |
| Mar 31 2023 | n/a | n/a | US$692m |
| Dec 31 2022 | US$17m | US$1m | US$793m |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$818m |
| Dec 31 2021 | US$18m | US$1m | US$857m |
| Sep 30 2021 | n/a | n/a | US$511m |
| Jun 30 2021 | n/a | n/a | US$321m |
| Mar 31 2021 | n/a | n/a | US$494m |
| Dec 31 2020 | US$14m | US$1m | US$478m |
| Sep 30 2020 | n/a | n/a | US$472m |
| Jun 30 2020 | n/a | n/a | US$577m |
| Mar 31 2020 | n/a | n/a | US$808m |
| Dec 31 2019 | US$15m | US$1m | US$759m |
Rémunération vs marché: La rémunération totale de Mark ($USD 19.50M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.29M ).
Rémunération et revenus: La rémunération de Mark a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Mark Costa (60 yo)
12.6yrs
Titularisation
US$19,498,966
Compensation
Mr. Mark J. Costa is Chairman & CEO of Eastman Chemical Texas City, Inc. Mr. Costa joined the Eastman Chemical Texas City, Inc. in 2006. Mr. Costa was Director at International Flavors & Fragrances Inc. si...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 12.6yrs | US$19.50m | 0.44% $ 37.0m | |
| CFO & Executive VP | 6.5yrs | US$5.46m | 0.057% $ 4.8m | |
| Executive VP & Chief Commercial Officer | 12.6yrs | US$6.10m | 0.088% $ 7.4m | |
| Executive VP of Additives & Functional Products | 3.8yrs | US$4.99m | 0.021% $ 1.8m | |
| VP, Chief Accounting Officer & Controller | 4.8yrs | pas de données | 0.0063% $ 533.1k | |
| EVP, CTO & Chief Sustainability Officer | less than a year | US$4.25m | 0.061% $ 5.1m | |
| Vice President of Investor Relations & Communications | 24yrs | pas de données | pas de données | |
| Senior VP | 1.9yrs | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | 3.3yrs | pas de données | 0.0029% $ 242.5k | |
| MD of EMEA Region & Global Procurement Director | no data | pas de données | pas de données | |
| Senior VP of Regions & Chief Supply Chain Officer | 5.2yrs | pas de données | 0.017% $ 1.4m | |
| Senior VP & Chief Manufacturing Officer | 1.6yrs | pas de données | pas de données |
4.8yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe de direction de EMN est considérée comme expérimentée (ancienneté moyenne 4.8 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 13.3yrs | US$19.50m | 0.44% $ 37.0m | |
| Independent Director | 2.3yrs | US$308.05k | 0.0029% $ 244.2k | |
| Independent Director | 10.5yrs | US$325.05k | 0.0083% $ 700.4k | |
| Independent Director | 22.9yrs | US$329.05k | 0.022% $ 1.9m | |
| Lead Independent DIrector | 15.5yrs | US$350.05k | 0.0083% $ 703.8k | |
| Independent Director | 1.2yrs | US$102.56k | 0.0014% $ 118.3k | |
| Independent Director | 14.8yrs | US$326.05k | 0.017% $ 1.4m | |
| Independent Director | 15.6yrs | US$334.55k | 0.0086% $ 730.0k | |
| Independent Director | 4yrs | US$311.05k | 0.0096% $ 809.4k | |
| Independent Director | 8.1yrs | US$324.55k | 0.0025% $ 209.5k | |
| Independent Director | 3.5yrs | US$306.55k | 0.0027% $ 231.5k |
10.5yrs
Durée moyenne de l'emploi
67yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la EMN est chevronné et expérimenté ( 10.5 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/05 17:31 |
| Cours de l'action en fin de journée | 2026/08/05 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Eastman Chemical Company est couverte par 35 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Sergey Vasnetsov | Barclays |
| Michael Leithead | Barclays |
| Paretosh Misra | Berenberg |