Every material Form 8-K Eastman Chemical filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Eastman Chemical reported third-quarter 2026 sales of $2,385 million, up from $2,202 million, and diluted EPS of $2.19 versus $0.60 a year earlier. The company projects full-year 2026 adjusted EPS of $6.00 to $6.20 and operating cash flow of about $850 million, while operating cash flow in the quarter fell to $290 million from $402 million.
Q3 2026 sales of $2,385 million, up 8% from $2,202 million, driven mainly by 7% higher selling prices
Diluted EPS of $2.19 vs. $0.60; adjusted diluted EPS of $1.84 vs. $1.14
Full-year 2026 outlook: adjusted EPS of $6.00 to $6.20 and operating cash flow of approximately $850 million
Operating cash flow was $290 million in Q3 2026 vs. $402 million in Q3 2025; the company announced reinstatement of a $375 million U.S. DOE award
Eastman Chemical's board adopted amended and restated bylaws on October 16, 2026, effective immediately, changing how stockholders can nominate directors and submit proposals. The company also set the notice window for stockholder director nominations and other business proposals for its 2027 annual meeting, which matters to shareholders who plan to propose items or nominees.
Board adopted amended and restated bylaws on October 16, 2026, effective immediately
Advance notice window for 2027 annual meeting nominations and proposals: January 7, 2027 to February 6, 2027
Proxy access nominations for the 2027 meeting must be delivered October 25, 2026 to November 24, 2026
Rule 14a-8 stockholder proposal deadline for the 2027 proxy materials remains November 24, 2026
Eastman reported second-quarter 2026 sales of $2,513 million, up 10% from $2,287 million a year earlier, with GAAP diluted EPS of $1.59 versus $1.20 and adjusted EPS of $1.97 versus $1.60. The company now expects 2026 operating cash flow to approach $900 million, modestly below its prior expectation of approaching 2025 levels, and projects third-quarter adjusted EPS to approach the $1.97 second-quarter level.
Second-quarter sales rose 10% to $2,513 million; Chemical Intermediates sales rose 39% while Fibers fell 11%
Adjusted EBIT rose to $320 million from $275 million; GAAP EBIT was $311 million versus $222 million
Operating cash flow was $224 million versus $233 million; full-year 2026 operating cash flow now expected to approach $900 million
Company expects third-quarter 2026 adjusted EPS to approach $1.97 and reaffirmed $125 million to $150 million of cost savings
Eastman Chemical reported first-quarter 2026 sales of $2,177 million, down 5% from $2,290 million a year earlier, and adjusted earnings per diluted share of $1.09 versus $1.91. The company projected second-quarter 2026 adjusted EPS of $1.70 to $1.90, which is well above the first quarter but is a sequential range rather than a comparison to the prior year.
Sales were $2,177 million versus $2,290 million; Fibers fell 22% and Chemical Intermediates fell 9%.
Adjusted EBIT was $200 million versus $311 million; GAAP EPS was $0.93 versus $1.57.
Second-quarter 2026 adjusted EPS is projected at $1.70 to $1.90, with about $45 million of planned maintenance costs.
Net cash used in operating activities was $137 million versus $167 million a year earlier.
Eastman Chemical issued $600 million of 4.500% senior unsecured notes maturing February 20, 2031, with expected net proceeds of approximately $593.7 million. The company plans to use the proceeds for general corporate purposes, including working capital, capital expenditures, and debt repayment. The filing adds to the company's debt obligations but does not report earnings or guidance.
Notes: $600 million aggregate principal, 4.500%, maturing February 20, 2031
Expected net proceeds of approximately $593.7 million after underwriting discounts and offering expenses
Underwriting Agreement dated February 17, 2026, with Barclays, BofA Securities, Citigroup, J.P. Morgan and Mizuho as representatives
Interest paid semi-annually starting August 20, 2026; redeemable at any time before January 20, 2031 at a make-whole price
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.
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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Eastman Chemical filing is on SEC EDGAR ↗. 8-K briefs of other companies →