EMNEastman Chemical Company
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.84Missed
- vs $1.92 expected on Oct 29
- Stock move on it
- −2.06%
- one session
- Typical move
- ±1.1%
- average over 2 reports
- Price
- $65.60
- −1.37% today · $7.89B cap
Past and upcoming reports
2
| Oct 29, 2026 | Sep 30, 2026 | Time not given | $1.92 | Missed$1.84 | −2.06% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $1.81 | Missed$1.60 | −0.17% |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Oct 29, 2026 numbers are in the table above.
EMN misses Q2 EPS by 11%, stock holds near flat as valuation support offsets weak growth
Eastman Chemical reported Q2 2026 EPS of $1.60, missing the $1.80 consensus by $0.20 (-11.1%). The stock traded down only 0.17% on the day, suggesting the miss was partially priced in or offset by cheap valuation (forward P/E 10.2x). Revenue and EPS growth remain negative TTM, and no forward guidance was provided. The market appears to be weighing weak fundamentals against a low PEG ratio (0.81) and strong institutional ownership (96.4%).
Reported against expected
MissedEPS of $1.60 missed the $1.80 estimate by $0.20 (-11.1%), a clear miss.
Guidance
No explicit guidance was provided in the available data. the post-earnings narrative is absent, leaving the forward outlook uncertain.
How the stock reacted
Stock closed at $69.95, down 0.17% on the day, after opening at $69.89 and hitting a low of $67.36. Volume was elevated at 1.8M shares, indicating active rebalancing.
What changed
EPS miss of 11% confirms deteriorating earnings power. TTM EPS growth is -56%.
What the price now assumes
Stock held near flat, suggesting the miss was anticipated and valuation support (forward P/E 10.2x) is providing a floor.
What it means for the business
Downgrade bias. watch next quarter's revenue trajectory and any cost-cutting announcements for a thesis change.
The next one to three months, as we saw it then
Better case25%
Valuation re-rating as cyclical recovery lifts volumes and margins. forward P/E expansion toward sector average (13.5x) drives upside.
Base case50%
Stock trades in a range ($65-$75) as weak growth is offset by cheap valuation and high institutional ownership. no catalyst emerges.
Worse case25%
Earnings miss signals deeper structural issues. negative revenue growth persists and margins compress further, leading to multiple contraction.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.