Welcome to our dedicated page for Eastman Chem Co SEC filings (Ticker: EMN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Eastman Chemical Company (EMN) SEC filings page provides access to the company’s regulatory disclosures as a public issuer on the New York Stock Exchange. As a global specialty materials company in the plastics material and resin manufacturing industry, Eastman files periodic and current reports that describe its financial condition, results of operations, governance matters, and material events.
Among the most closely watched documents are annual reports on Form 10-K and quarterly reports on Form 10-Q, which include segment information, discussions of end-market demand in areas such as transportation, building and construction, and consumables, and commentary on topics like cash generation, cost structure, and specialty materials performance. Current reports on Form 8-K provide timely updates on specific events, including quarterly earnings releases, Board and executive changes, and other matters the company deems material.
Investors can also review proxy statements for information on Board composition, committee assignments, and director compensation, as well as filings related to executive compensation and governance. For those monitoring insider activity, Forms 3, 4, and 5 disclose transactions by directors and officers in Eastman’s common stock.
On this page, AI-powered tools summarize lengthy filings, highlight key sections, and help explain complex topics such as non-GAAP measures like adjusted EBIT and adjusted earnings per diluted share that Eastman discusses in its earnings materials. Real-time updates from the SEC’s EDGAR system ensure that new EMN filings, including 10-K, 10-Q, 8-K, and Form 4 submissions, are available quickly, allowing users to review the underlying disclosures and the AI-generated insights side by side.
Eastman Chemical Company reported weaker results for the first quarter of 2026. Sales decreased 5% to $2,177 million from $2,290 million a year earlier, as lower volumes and prices, especially in Chemical Intermediates and Fibers, outweighed modest foreign-exchange benefits.
Net earnings attributable to Eastman fell to $107 million from $182 million, and diluted EPS declined to $0.93 from $1.57. On an adjusted basis, excluding restructuring and tax items, EPS was $1.09 versus $1.91. Gross profit dropped to $431 million from $567 million, reflecting weaker pricing, demand and lower asset utilization.
By segment, Adjusted EBIT declined sharply in Advanced Materials and Fibers, while Additives & Functional Products held roughly flat and Chemical Intermediates swung to a loss. The company recognized a $22 million benefit from expected refunds of invalidated IEEPA tariffs, partially offsetting Winter Storm–driven energy costs.
Operating cash flow was a use of $137 million, similar to the prior-year outflow, largely due to working capital swings. Eastman issued $600 million of 4.5% notes due 2031 (net proceeds $594 million) and repaid the remaining $150 million on a 2027 term loan, ending the quarter with $665 million in cash and total borrowings of $5,220 million.
Eastman Chemical Company reported first-quarter 2026 results with sales revenue of $2,177 million, down 5% from $2,290 million a year earlier, and diluted EPS of $0.93 versus $1.57. Adjusted EBIT was $200 million compared with $311 million, and adjusted EPS was $1.09 versus $1.91.
EBIT fell to $188 million from $302 million, driven by weaker spreads in Chemical Intermediates, lower volume in Fibers, lower asset utilization in Advanced Materials, and higher energy costs, partially offset by cost reductions and an expected tariff refund. Cash used in operating activities improved to $137 million from $167 million as the company built inventory ahead of planned shutdowns and returned $96 million in dividends.
Management is implementing about $500 million of price increases and targeting $125–$150 million of net cost savings in 2026, with capital spending of approximately $400 million. They expect significantly higher 2026 earnings versus 2025 and project second-quarter 2026 adjusted diluted EPS between $1.70 and $1.90, helped by margin improvement in Chemical Intermediates and stronger specialty volume.
Eastman Chemical Co ownership disclosure: Vanguard Capital Management reports beneficial ownership of 5,974,518 shares of Common Stock, representing 5.22% of the class as of 03/31/2026. The filing shows sole dispositive power over 5,974,518 shares and sole voting power for 865,800 shares. The filing was signed on 04/29/2026.
Eastman Chemical Co reported that Vanguard Portfolio Management beneficially owns 7,670,415 shares of Common Stock, equal to 6.7% as of 03/31/2026. The filing shows sole dispositive power for 7,670,415 shares and sole voting power for 42,061 shares. Vanguard states these holdings include securities held for Vanguard funds and managed accounts and are reported on behalf of those clients.
BlackRock, Inc. filed Amendment No. 16 to a Schedule 13G/A reporting beneficial ownership in Eastman Chemical Co. The filing states BlackRock's Reporting Business Units beneficially own 15,745,661 shares of Common Stock, representing 13.8% of the class. The filing lists 15,437,852 shares as sole voting power and identifies iShares Core S&P Small-Cap ETF as a holder with more than 5% of the class. The filing was signed by Spencer Fleming on 04/24/2026.
Eastman Chemical director Damon J. Audia reported routine compensation-related transactions involving cash-settled Phantom Stock Units tied to Eastman Chemical common stock. On April 8, 2026, he acquired 852 units at a reference value of $74.72 per unit and another 408 units. These units reflect voluntary and automatic deferrals of director retainer fees and reinvested dividend equivalents under the company’s Directors' Deferred Compensation Plan, and are payable only in cash after his board service ends. Following these awards, his balance increased to 2,646 Phantom Stock Units, with no open‑market share purchases or sales disclosed.
BUTLER ERIC L reported acquisition or exercise transactions in this Form 4 filing.
Eastman Chemical director Eric L. Butler received a grant of 408 Phantom Stock Units as compensation. These units were credited under the Directors' Deferred Compensation Plan as an automatic deferral of a portion of his annual cash retainer fees.
Each Phantom Stock Unit tracks the market value of one share of Eastman Chemical common stock but is payable only in cash after he terminates service as a director. Following this grant and dividend equivalents reinvested in additional units, Butler now holds a total of 3,228 Phantom Stock Units under the plan.
BEGEMANN BRETT D reported acquisition or exercise transactions in this Form 4 filing.
Eastman Chemical director Brett D. Begemann increased his deferred compensation balance through phantom stock units rather than cash fees. On April 8, 2026, he was credited with 1,159 Phantom Stock Units valued at $74.27 each and an additional 408 units at $0 under the company’s Directors' Deferred Compensation Plan. These units track the value of one share of Eastman common stock but are payable only in cash after his board service ends. Following these awards and fee deferrals, Begemann holds 58,408 phantom stock units directly, including amounts from voluntary and automatic fee deferrals and reinvested dividend equivalents.
Haynesworth Linnie M reported acquisition or exercise transactions in this Form 4 filing.
Eastman Chemical director Linnie M. Haynesworth received 408 Phantom Stock Units on April 8, 2026, as a grant under the company’s Directors’ Deferred Compensation Plan. These units track the value of one share of Eastman common stock but are payable only in cash after board service ends.
The award increased Haynesworth’s Phantom Stock Unit balance to 5,640 units. The grant reflects an automatic deferral of a portion of the director’s annual retainer fees, with dividend equivalents reinvested into additional units, and does not represent an open-market stock purchase or sale.
OBRIEN JAMES J /KY reported acquisition or exercise transactions in this Form 4 filing.
Eastman Chemical director James J. O'Brien received 408 Phantom Stock Units credited under the company’s Directors' Deferred Compensation Plan. These units mirror the market value of one share of common stock each but are payable only in cash after he ceases serving as a director.
The award represents an automatic deferral of a portion of his annual retainer fees that would otherwise have been paid in cash. Following this grant, O'Brien holds a total of 18,137 Phantom Stock Units, which also include dividend equivalents that have been reinvested into additional units.