EMN · 10-Q · 2026Q3 · Full report

Geographic Market Commentary

EASTMAN CHEMICAL CO · 2026-10-30 · Importance 23 · Surprise 14

In the third quarter of 2026, Eastman reported sales revenue growth of 8%, with higher selling prices in all regions except Asia Pacific and higher sales volume across all regions. For the first nine months, sales revenue grew 4%, supported primarily by higher selling prices and volume in the United States and Canada and Latin America. EMEA and Asia Pacific benefited from favorable foreign currency exchange, while lower sales volume in EMEA and lower selling prices in Asia Pacific partly offset the gains.

Key facts

• Eastman sales revenue increased 4% in first nine months 2026 compared with first nine months 2025, primarily due to higher selling prices and volume in the United States and Canada and Latin America, and favorable foreign currency exchange impacts in EMEA and Asia Pacific; lower Asia Pacific selling prices and lower EMEA volume partially offset the increases. source
• Eastman reported that tight Chemical Intermediates market conditions in third quarter 2026 were related to the ongoing conflict in the Middle East. source