Filings monitor · EMN

What EASTMAN CHEMICAL CO's SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Macroeconomic Factors Impact64 · importance in its document · 8-K exhibit · 29 Oct 2026
   Management cited ongoing global macroeconomic uncertainty and escalation of the Middle East conflict, which raised raw material and distribution costs and contributed to tight market conditions in Chemical Intermediates. Eastman expects…
2. Capital Expenditure Program62 · importance in its document · 10-Q · 2026Q3
   Capital expenditures were $298 million in the first nine months of 2026, down from $434 million in the first nine months of 2025. Spending in 2026 primarily funded maintenance and limited growth capital for projects already in progress.…
3. Circular Platform Investment58 · importance in its document · 8-K exhibit · 29 Oct 2026
   Eastman announced reinstatement of a $375 million U.S. Department of Energy award supporting continued scale-up of its circular platform. The company said it is positioned for solid revenue growth from the platform in 2026 and expects…
4. Liquidity and Debt Position55 · importance in its document · 10-Q · 2026Q3
   At September 30, 2026, Eastman had $5.218 billion of borrowings and $768 million of cash, resulting in net debt of $4.450 billion, up from $4.221 billion at December 31, 2025. The company issued $600 million of 4.5% notes due February…
5. Capital spending cut sharply50 · rule score among filings · 10-Q cash flow statement · 30 Oct 2026
   Capital spending cut sharply (10-Q cash flow statement).

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

• Capital Expenditure ProgramImportance 62
  Capital expenditures were $298 million in the first nine months of 2026, down from $434 million in the first nine months of 2025. Spending in 2026 primarily funded maintenance and limited growth capital for projects…
• Liquidity and Debt PositionImportance 55
  At September 30, 2026, Eastman had $5.218 billion of borrowings and $768 million of cash, resulting in net debt of $4.450 billion, up from $4.221 billion at December 31, 2025. The company issued $600 million of 4.5%…
• Chemical Intermediates DemandImportance 48 · +1 more on this subject
  Chemical Intermediates sales revenue increased in both the third quarter and first nine months of 2026, driven by higher volume mix and selling prices, particularly for olefin and derivative products. The company…
• Net Income and EPS PerformanceImportance 44
  Third-quarter 2026 diluted EPS was $2.19, compared with $0.60 in third-quarter 2025. First-nine-month diluted EPS was $4.70 in 2026, compared with $3.38 in 2025. The company reported 114.3 million weighted-average…
• Revenue Performance and MixImportance 42 · +1 more on this subject
  Third-quarter 2026 sales revenue increased 8% year over year to $2.385 billion, while first-nine-month revenue rose 4% to $7.075 billion. Third-quarter growth reflected higher selling prices in every region except Asia…
• ESG and SustainabilityImportance 37
  The U.S. Department of Energy terminated an award on May 29, 2025, for Eastman’s Polyethylene Terephthalate Recycling Decarbonization Project in Longview, Texas. Eastman received reimbursements during the first quarter…
• Trade Policy and TariffsImportance 35
  On February 20, 2026, the U.S. Supreme Court ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were unauthorized and invalid. On March 4, 2026, the U.S. Court of International…
• Income Tax Rate ChangesImportance 34
  Third quarter and first nine months 2026 income tax results included a $61 million reduction in unrecognized tax benefits, inclusive of related interest, following evaluation of new external information. The periods…
• Working Capital and ReceivablesImportance 31
  Eastman sold $647 million of receivables through uncommitted factoring programs in third-quarter 2026, compared with $696 million in third-quarter 2025. Receivables sold totaled $2.0 billion in each of the first nine…
• Capital Return ProgramImportance 31 · +1 more on this subject
  Eastman’s December 2021 authorization permits repurchases of up to $2.5 billion of common stock. By September 30, 2026, the company had repurchased 13,032,926 shares for a cumulative $1.2 billion under that…
• Molecular Recycling TechnologyImportance 26
  Eastman identifies molecular recycling as an investment focus that extends differentiation from its technology platforms. The company began operating the world's largest polyester molecular recycling facility in 2024.…
• Geographic Market CommentaryImportance 23
  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…

Capital spending check: Capital spending cut sharply (Flagged, rule score 50).

8-K filings last 12 months

• New debt12 Nov 2026 · 8-K Item 1.01 · Routine · rule score 10
  “On November 12, 2026, Eastman Chemical Company (the “Company”) issued $300,000,000 aggregate principal amount of 5.500% Notes due 2030 (the “Notes”) in a public offering (the “Notes Offering”) pursuant to a registration statement on Form…”
• Results, no stated guidance change29 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Macroeconomic Factors Impact · Circular Platform Investment · Gross Margin Drivers
• Results (release not read)30 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)30 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)29 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.