Latest Earnings Results: Q3 '26
Estimated EPS
$1.93
Reported EPS
$1.84
Surprise
-4.55%
Estimated Rev
$2.41B
Reported Rev
$2.38B
Surprise
-1.1%
• Reported GAAP EPS of $1.84 up 61.40% YoY • Reported revenue of $2.38B up 8.31% YoY • Eastman projects full-year 2026 adjusted earnings per share of $6.00 to $6.20, operating cash flow of approximately $850M, and $125M to $150M of cost savings, net of inflation.
Bullish Takeaway
Eastman sales revenue increased 8%; Additives & Functional Products EBIT increased; Eastman announced reinstatement of a $375M DOE award supporting circular-platform scale-up and is on track for significant revenue growth in 2026 and 2027.
Bearish Takeaway
Eastman expects sequential demand declines and cited softening underlying automotive and consumer durables demand; Fibers EBIT decreased, and operating cash flow was $290M versus $402M in 3Q25.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.30 | -- | -- | N/A |
Q3 '26 | $1.93 | $1.84 | -4.55% | MISSED |
Q2 '26 | $1.82 | $1.97 | 8.26% | BEAT |
Q1 '26 | $1.06 | $1.09 | 2.48% | BEAT |
Q4 '25 | $0.72 | $0.75 | 4.14% | BEAT |