EMN · 10-Q · 2026Q3 · Full report

Segment Revenue Performance

EASTMAN CHEMICAL CO · 2026-10-30 · Importance 41 · Surprise 22

First-nine-month 2026 sales increased to $2,294 million in Advanced Materials from $2,224 million, $2,330 million in Additives & Functional Products from $2,218 million, and $1,718 million in Chemical Intermediates from $1,507 million. Chemical Intermediates sales rose about 14%, driven by higher sales volume mix and selling prices for olefin and derivative products amid increased volume availability and tight market conditions. Fibers sales declined 11% to approximately $723 million from $816 million, reflecting lower volume mix and selling prices; lower acetate tow contract pricing also affected third-quarter results.

Key facts

• Advanced Materials third-quarter 2026 EBIT increased year over year primarily because of approximately $60 million of improved asset utilization and lower planned maintenance costs. source
• Advanced Materials EBIT excluding non-core items declined in the first nine months of 2026 compared with 2025 because selling prices were $35 million lower net of higher raw-material and energy costs, mostly offset by favorable foreign currency exchange. source
• Additives & Functional Products third-quarter 2026 EBIT increased year over year due to $21 million higher selling prices net of higher raw-material and distribution costs, and improved asset utilization. source
• Additives & Functional Products first-nine-months 2026 EBIT excluding a non-core item increased year over year due to $14 million higher selling prices net of higher raw-material, energy, and distribution costs, and favorable foreign currency exchange. source
• Advanced Materials first-nine-months 2026 EBIT included inventory adjustments and asset impairment, restructuring, and other charges related to closing a production line at a German performance films facility. source
• Eastman’s third-quarter 2026 sales revenue increased in all segments except Fibers compared with third quarter 2025. source
• Eastman’s first-nine-months 2026 sales revenue increased in Advanced Materials, Additives & Functional Products, and Chemical Intermediates, partly offset by a decrease in Fibers, compared with the first nine months of 2025. source
• Advanced Materials third-quarter 2026 sales revenue increased year over year due to higher selling prices and favorable foreign currency exchange; higher prices in specialty plastics reflected higher raw-material and distribution prices. source