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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.
Alfonso Humberto P reported acquisition or exercise transactions in this Form 4 filing.
Eastman Chemical director Humberto P. Alfonso reported two compensation-related grants of Phantom Stock Units tied to company common stock. On April 8, 2026, he was credited with 988 Phantom Stock Units at a reference value of $74.27 per unit and 408 additional units at $0.00 per unit.
After these transactions, his reported Phantom Stock Unit balance increased to 55,961 units. The footnotes explain these units are credited under the Directors' Deferred Compensation Plan, have a value equal to one share of Eastman Chemical common stock, and are payable only in cash after his service as a director ends.
The filing notes these units arise from a mix of voluntary deferral of retainer fees, automatic deferral of annual retainer fees into a director stock account, and dividend equivalents reinvested into additional Phantom Stock Units. These are administrative, non-market transactions rather than open-market share purchases or sales.