Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue $2.51B vs. $2.40B expected, and adjusted EPS $1.97 vs. $1.82 expected. Growth was primarily driven by the Chemical Intermediates segment, which saw a 39% YoY revenue increase and a sharp EBIT recovery due to higher pricing and lower raw material costs. Operating cash flow of $87M for H1 FY26 slightly missed the $121M consensus due to higher cash tax payments, while the full-year capex guide of ~$400M remains significantly higher than the implied quarterly consensus run-rate.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Eastman Chemical(EMN) the Revenue is 2.513 B (+9.88%), Beat estimate;the EBIT is 320 M (+16.36%), Beat estimate;the EPS is 1.59 (+32.5%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.51B9.88%
2.40B4.92%
+0.11B4.96%
EBITExceed expectations
0.32B16.36%
0.30B7.35%
+0.02B9.01%
EPSMiss expectations
1.5932.50%
1.838653.22%
-0.248620.72%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf