Eastman Chemical Company

NYSE:EMN 株式レポート

時価総額：US$8.6b

Eastman Chemical 過去の業績

過去 基準チェック /16

Eastman Chemicalの収益は年間平均-3.8%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間1.8% 3.8%割合で 減少しています。 Eastman Chemicalの自己資本利益率は7.2%であり、純利益率は5%です。

主要情報

-3.79%

収益成長率

-0.69%

EPS成長率

Chemicals 業界の成長12.93%
収益成長率-3.76%
株主資本利益率7.17%
ネット・マージン4.99%
前回の決算情報30 Jun 2026

最近の業績更新

分析記事 • 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...

Recent updates

Seeking Alpha • 11h

Ride The Sector Cycle To Double-Digit Returns: Eastman

Summary Eastman Chemical Company stands out in the cyclical chemical sector for its disciplined management and consistent dividend growth, outperforming peers like DOW and LYB. EMN reported Q2 EPS of $1.97 and revenue of $2.51B, beating estimates, with management expecting Q3 EPS to nearly match Q2 despite historical seasonality. The Renew business line doubled revenue year-over-year, and EMN maintains margin resilience by passing feedstock costs to customers, supporting ongoing free cash flow. Trading below its 10-year average PE, EMN offers an 18.75% total return potential by 2027, with a December dividend hike anticipated and continued buyback guidance. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 12

EMN: Circular Platform And Margin Recovery Will Offset Sector And Index Headwinds

Eastman Chemical's fair value estimate in this framework increases to $74 from $69 as analysts factor in a solid recent quarter, the company’s outlook, and updated models that incorporate pricing, cost, and volume trends, along with mixed but generally supportive changes in published price targets across the Street. Analyst Commentary Recent Street research on Eastman Chemical reflects a mix of supportive and cautious views, with several bearish analysts revisiting price targets and assumptions after the latest Q2 reporting cycle and sector updates.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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 Alpha
Seeking 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

収支内訳

Eastman Chemical の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:EMN 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 268,865442627246
31 Mar 268,639399613248
31 Dec 258,752474633255
30 Sep 259,024699619263
30 Jun 259,286832638265
31 Mar 259,362922659258
31 Dec 249,382905664250
30 Sep 249,344885780241
30 Jun 249,147883760236
31 Mar 249,108925766236
31 Dec 239,210894768239
30 Sep 239,376585694246
30 Jun 239,818708679254
31 Mar 2310,278692648261
31 Dec 2210,580793625264
30 Sep 2210,9011,170364267
30 Jun 2210,9121,220386265
31 Mar 2210,781818400261
31 Dec 2110,476857383254
30 Sep 219,968511861244
30 Jun 219,370321831234
31 Mar 218,641494791223
31 Dec 208,473478773226
30 Sep 208,492472688229
30 Jun 208,695577696232
31 Mar 209,134808715237
31 Dec 199,273759751234
30 Sep 199,444767689233
30 Jun 199,666913690234
31 Mar 199,924999702237
31 Dec 1810,1511,080693235
30 Sep 1810,1371,537597229
30 Jun 1810,0551,448605228
31 Mar 189,8531,396600226
31 Dec 179,5491,384594227
30 Sep 179,3751,009619230
30 Jun 179,197918648225
31 Mar 179,075881671222
31 Dec 169,008854695223
30 Sep 169,045862734237
30 Jun 169,205886734238
31 Mar 169,441928745240
31 Dec 159,648848743242
30 Sep 159,772740710223

質の高い収益: EMNは 高品質の収益 を持っています。

利益率の向上: EMNの現在の純利益率 (5%)は、昨年(9%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: EMNの収益は過去 5 年間で年間3.8%減少しました。

成長の加速: EMNは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: EMNは過去 1 年間で収益成長率がマイナス ( -46.9% ) となったため、 Chemicals業界平均 ( -0.9% ) と比較することが困難です。

株主資本利益率

高いROE: EMNの 自己資本利益率 ( 7.2% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/20 23:18
終値2026/08/20 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Eastman Chemical Company 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Sergey VasnetsovBarclays
Michael LeitheadBarclays
Paretosh MisraBerenberg