Operating in the United States, China, and internationally, Eastman's Additives & Functional Products segment serves transportation, personal care, wellness, food, agriculture, building and construction, water treatment, energy, and electronics markets. The company's segments include Advanced Materials, Additives & Functional Products, Chemical Intermediates, and Fibers.
Cyborg Score Rationale
The company has a market cap of $9.12 billion with a PE ratio of 19.55. Management is targeting $125-150M cost reductions for 2026 while projecting EPS of $5.50-6.00, despite ongoing challenges in consumer durables and automotive markets. Strong analyst support and dividend yield position the company well.
Top Insights
Company targets $125-150M cost reductions for 2026 while projecting EPS of $5.50-6.00
JPMorgan Chase raised price target on Eastman Chemical from $60 to $70 with an overweight rating (Feb 2026)
Dividend yield of 4.2% with $0.84 per share quarterly dividend
CEO emphasized innovation as key differentiator and noted 'huge amount of potential pent-up demand to recover'
Named Competitors
Performance Materials — Specialty chemicals and advanced materials
Specialty Polymers — Polyurethanes and specialty chemicals
Advanced Materials — Specialty chemicals for diverse industries