Does Weaker Q3 Results And Aggressive Cost Cuts Change The Bull Case For Eastman Chemical (EMN)?

Simply Wall St.12-04

Eastman Chemical recently reported third-quarter 2025 earnings and revenue that came in below expectations, citing weaker demand across its major segments and emphasizing efforts to cut structural ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2588070574?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/2022000-choice2-main-header/1585186835382","is_english":true,"pubTime":"2025-12-04 11:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2588070574","market":"sg","top_or_hot":-1,"title":"Does Weaker Q3 Results And Aggressive Cost Cuts Change The Bull Case For Eastman Chemical (EMN)?","media":"Simply Wall St.","content":"<div>\n<p>Eastman Chemical recently reported third-quarter 2025 earnings and revenue that came in below expectations, citing weaker demand across its major segments and emphasizing efforts to cut structural ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-emn/eastman-chemical/news/does-weaker-q3-results-and-aggressive-cost-cuts-change-the-b\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does Weaker Q3 Results And Aggressive Cost Cuts Change The Bull Case For Eastman Chemical (EMN)?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoes Weaker Q3 Results And Aggressive Cost Cuts Change The Bull Case For Eastman Chemical (EMN)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-04 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nyse-emn/eastman-chemical/news/does-weaker-q3-results-and-aggressive-cost-cuts-change-the-b><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Eastman Chemical recently reported third-quarter 2025 earnings and revenue that came in below expectations, citing weaker demand across its major segments and emphasizing efforts to cut structural ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-emn/eastman-chemical/news/does-weaker-q3-results-and-aggressive-cost-cuts-change-the-b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-emn/eastman-chemical/news/does-weaker-q3-results-and-aggressive-cost-cuts-change-the-b","article_id":"2588070574","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2022000-choice2-main-header/1585186835382"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-emn/eastman-chemical/news/does-weaker-q3-results-and-aggressive-cost-cuts-change-the-b","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2588070574","pubTimestamp":1764818697,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Eastman Chemical recently reported third-quarter 2025 earnings and revenue that came in below expectations, citing weaker demand across its major segments and emphasizing efforts to cut structural costs, reduce inventories, and strengthen cash generation.\nAlongside these operational updates, Eastman’s upcoming presentation at Citigroup’s 2025 Basic Materials Conference will give investors a closer look at how management plans to execute its cost savings and capital allocation...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","EMN":"伊士曼化工","BK4585":"ETF&股票定投概念","BK4109":"特种化学制品","BK4098":"多种化学制品","BK7095":"多种金属与采矿","EMN.AU":"EURO MANGANESE INC-CDI"},"translate_title":"第三季度业绩疲软和大幅成本削减是否会改变伊士曼化学(EMN)的牛市？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EMN.AU":1.5,"EMN":1.5},"content_text":"Eastman Chemical recently reported third-quarter 2025 earnings and revenue that came in below expectations, citing weaker demand across its major segments and emphasizing efforts to cut structural costs, reduce inventories, and strengthen cash generation. Alongside these operational updates, Eastman’s upcoming presentation at Citigroup’s 2025 Basic Materials Conference will give investors a closer look at how management plans to execute its cost savings and capital allocation priorities. We’ll now examine how Eastman’s weaker-than-expected earnings, paired with its intensified cost-cutting focus, may reshape the existing investment narrative. We've found 14 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.AdvertisementEastman Chemical Investment Narrative RecapTo own Eastman Chemical, you generally have to believe its specialty materials and recycling platforms can offset cyclical swings in end markets like autos and construction. The latest earnings miss reinforces that softer demand remains the key near term risk, while the main catalyst is whether cost cuts and cash generation targets can gain traction in 2026. On balance, the third quarter shortfall looks more like an incremental headwind than a reset of the long term story. The most relevant recent announcement here is Eastman’s reaffirmed full year adjusted earnings outlook of US$5.40 to US$5.65 per share, despite weaker third quarter results. That guidance, together with ongoing structural cost reductions, is what many shareholders will watch as a yardstick for whether management can offset volume and pricing pressure. Management’s upcoming appearance at Citigroup’s 2025 Basic Materials Conference should give more color on how realistic that earnings range still looks. But beneath the cost savings headlines, investors should also be aware of ongoing demand volatility in key end markets like... Read the full narrative on Eastman Chemical (it's free!)Eastman Chemical's narrative projects $9.6 billion revenue and $904.5 million earnings by 2028. This assumes a 1.0% yearly revenue decline and an earnings increase of about $72.5 million from $832.0 million today.Uncover how Eastman Chemical's forecasts yield a $72.76 fair value, a 18% upside to its current price.Exploring Other PerspectivesEMN Community Fair Values as at Dec 2025 Eight fair value estimates from the Simply Wall St Community span roughly US$60 to about US$119 per share, showing how widely opinions can differ. You can weigh those views against the recent earnings miss and ongoing cost cutting focus, which together raise important questions about how quickly Eastman can translate its specialty materials portfolio into more resilient performance.Explore 8 other fair value estimates on Eastman Chemical - why the stock might be worth just $60.00!Build Your Own Eastman Chemical NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Eastman Chemical research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free Eastman Chemical research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Eastman Chemical's overall financial health at a glance.Want Some Alternatives?The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:Find companies with promising cash flow potential yet trading below their fair value.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Outshine the giants: these 25 early-stage AI stocks could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Eastman Chemical might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588070574","isCrawlerRequest":true}