Eastman Chemical Q4 Profit Falls Amid Weak Demand, Shares Drop 3.2%

Eastman Chemical Co. (EMN) reported a decline in Q4 2025 net profit to $185 million, down from $247 million a year earlier, citing softer global demand and higher raw material costs. Results were released January 29, 2026. Revenue fell 8% year-over-year to $2.31 billion, missing analyst expectations of $2.38 billion. Adjusted EPS of $1.22 also trailed the consensus forecast of $1.35. Management attributed the weakness to destocking in automotive and industrial markets, particularly in Europe and Asia. The company announced a $500 million share repurchase program and reaffirmed its 2026 guidance for mid-single-digit revenue growth, contingent on macroeconomic stabilization. EMN shares fell 3.2% in after-hours trading following the release.