Eastman Q4 sales fall 12% to $1.97 billion; adjusted EPS drops to $0.75
Eastman reported fourth-quarter 2025 sales of $1,973 million, down 12% from $2,245 million a year earlier, and adjusted diluted EPS of $0.75 versus $1.87. For full-year 2025, adjusted EPS fell to $5.42 from $7.89, and operating cash flow was $970 million versus $1,287 million. The company raised its cost reduction target for 2026 to $125 million to $150 million and guided first-quarter 2026 adjusted EPS to $1.00 to $1.20, but gave no full-year adjusted EPS range.
Key points
- Q4 2025 sales revenue $1,973 million, down 12%; GAAP diluted EPS $0.92 versus $2.82 a year earlier
- FY2025 adjusted EPS $5.42 versus $7.89 in FY2024; cash from operations $970 million versus $1,287 million
- 2026 cost reduction actions increased to $125 million to $150 million
- Q1 2026 adjusted EPS guided to $1.00 to $1.20, excluding possible impact of winter storms; no full-year adjusted EPS range given
The filing
Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 29, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.