Here are the 8-K filings from Eastman Chemical Company (EMN) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
An 8-K covers material events a company has to report between its quarterly reports, so if you follow EMN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EMN filings page.
Eastman Chemical Company reported third-quarter 2026 sales revenue of $2.385 billion, up 8% from $2.202 billion a year earlier; the increase reflected 7% higher selling prices and 1% higher sales volume/mix. Earnings before interest and taxes were $305 million, versus $188 million, and earnings per diluted share were $2.19, versus $0.60. Adjusted earnings per diluted share, a non-GAAP measure, were $1.84, compared with $1.14.
Net cash provided by operating activities was $290 million, down from $402 million in third-quarter 2025; first-nine-month operating cash flow was $377 million, versus $468 million. Additives & Functional Products and Chemical Intermediates reported higher EBIT, while Fibers reported lower EBIT. Eastman announced reinstatement of a $375 million U.S. Department of Energy award supporting circular-platform scale-up and said it remains on track to deliver $125 million to $150 million of 2026 cost savings, net of inflation.
For full-year 2026, Eastman projects adjusted earnings per share of $6.00 to $6.20 and operating cash flow of approximately $850 million. It also expects sequential demand declines with normal seasonality and some additional customer caution.
Eastman Chemical Company (EMN) adopted amended and restated bylaws effective October 16, 2026. The changes revise procedures and disclosure requirements for stockholder-requested special meetings, director nominations and other business proposals, and establish separate notice windows for proxy access nominations. Director candidates must make themselves available for interviews, and contested director elections will use a plurality voting standard. The bylaws also clarify that the exclusive forum provision does not cover claims under the Securities Exchange Act or other claims within the exclusive jurisdiction of U.S. federal district courts.
For EMN’s 2027 annual meeting, notices of nominations or other business outside Rule 14a-8 and proxy access must be delivered from January 7, 2027, through February 6, 2027, subject to alternative timing if the meeting date changes by more than the specified period. The Rule 14a-8 proposal deadline remains November 24, 2026; the proxy-access nomination window is October 25 through November 24, 2026.
Eastman Chemical Company reported second-quarter 2026 sales revenue of $2,513 million, up 10 percent from $2,287 million a year earlier, driven by 5 percent higher volume/mix, 4 percent higher selling prices and a 1 percent favorable currency impact. EBIT was $311 million versus $222 million, and adjusted EBIT was $320 million versus $275 million. Diluted EPS was $1.59 versus $1.20, with adjusted EPS of $1.97 versus $1.60.
Advanced Materials and Additives & Functional Products each grew sales 5 percent, while Chemical Intermediates sales rose 39 percent and Fibers declined 11 percent. Segment EBIT improved sharply in Chemical Intermediates but decreased in Advanced Materials and Fibers. Net cash provided by operating activities was $224 million versus $233 million, and the company returned $96 million to stockholders through dividends. Net debt was $4,526 million at June 30, 2026.
Management highlighted progress toward $125 million to $150 million of cost savings, net of inflation, and expects 2026 capital expenditures of about $400 million. For 2026, operating cash flow is expected to approach $900 million, modestly below the previous outlook, and third-quarter adjusted EPS is projected to approach second-quarter 2026 adjusted EPS of $1.97.
Eastman Chemical Company reported the results of its 2026 annual shareholder meeting. Of 114,349,911 common shares outstanding, 100,631,008 were represented by proxy or virtually, so business could proceed. Shareholders elected eleven directors to one-year terms and ratified PricewaterhouseCoopers LLP as independent auditor for 2026.
Investors cast an advisory "say-on-pay" vote approving the company’s executive compensation, and also approved the 2026 Omnibus Stock Compensation Plan. A shareholder proposal to lower the ownership threshold for calling special shareholder meetings to 10% did not receive majority support and was not adopted.
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 Company has issued $600,000,000 aggregate principal amount of 4.500% notes due February 20, 2031 in a public offering. The notes pay interest semi-annually on February 20 and August 20, starting August 20, 2026.
Before January 20, 2031, Eastman may redeem the notes at the greater of a make-whole amount based on the Treasury Rate plus 15 basis points or 100% of principal, plus accrued interest. On and after January 20, 2031, the notes are callable at 100% of principal, plus accrued interest.
The notes are senior unsecured obligations, ranking equally with other unsecured, unsubordinated Eastman debt and effectively junior to secured and subsidiary liabilities. If a change of control plus ratings downgrade occurs, holders can require Eastman to repurchase the notes at 101% of principal plus accrued interest. Net proceeds of approximately $593.7 million are earmarked for general corporate purposes, including working capital, capital expenditures, debt repayment and strategic initiatives.
Eastman Chemical Company filed a current report to furnish its financial results for the fourth quarter of 2025. The company states that it publicly released these results on January 29, 2026, and has attached the full earnings press release as an exhibit.
The earnings release is provided as Exhibit 99.01 and is incorporated by reference, but is designated as “furnished” rather than “filed” under securities law, which affects how it is treated for certain legal liabilities and future regulatory filings.
Eastman Chemical Company reported that on November 3, 2025 it publicly released its financial results for third quarter 2025. The company made these results available through a press release that is furnished as Exhibit 99.01 to its current report. The information in the press release is treated as furnished, not filed, under the Securities Exchange Act of 1934 and is only incorporated into other securities filings if specifically referenced. The report is signed on behalf of Eastman Chemical Company by Michelle R. Stewart, Vice President, Chief Accounting Officer and Corporate Controller.
Eastman Chemical Company disclosed an executive succession and related compensation changes after its Senior Vice President - Chief Technology and Sustainability Officer, Chris M. Killian, notified the company he will retire effective December 31, 2025 for family and health reasons. To lead the transition, Stephen G. Crawford will return as Executive Vice President - Technology Projects on November 3, 2025, then move to Executive Vice President - Chief Technology Officer and Chief Sustainability Officer on January 1, 2026.
Mr. Crawford’s package includes a $705,000 base salary, an annual bonus opportunity at 85% of base (prorated for 2025), an $800,000 sign-on payment to replace forfeited equity and satisfy prior severance obligations, and a restricted stock unit award with a grant-date fair value of $2,200,000 to be granted on or about January 2, 2026. He will also participate in standard executive benefit programs.
Eastman Chemical (NYSE:EMN) filed a Form 8-K announcing the appointment of Damon Audia to its Board of Directors effective June 27 2025. Audia will serve until the 2026 Annual Meeting and join the Audit, Finance, and Environmental, Safety & Sustainability committees. Compensation will follow the standard non-employee director package disclosed in the 2025 proxy. The company confirmed no related-party transactions or family relationships. A press release detailing the appointment was furnished as Exhibit 99.1. No other material changes were reported.