Investors looking for stocks in the Chemical - Diversified sector might want to consider either Eastman Chemical (EMN) or Innospec (IOSP). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
EMN expands in dielectric fluids with Jarylec acquisition, adding assets from Arkema and strengthening its power grid applications portfolio.
Eastman Chemical remains a 'Buy,' benefiting from Middle East supply disruptions that are tightening markets and supporting price increases, especially in Chemical Intermediates. EMN expects Q2 EPS of $1.70–$1.90 and full-year EPS above $6, with free cash flow supporting a 4.3% dividend yield and $150 million in buybacks. Segment performance is mixed: Advanced Materials faces margin pressure, Additives & Functional sees stable growth, while Fibers is hit by tariffs and Middle East exposure.
Eastman Chemical Company (EMN) Q1 2026 Earnings Call Transcript
EMN tops Q1 earnings estimates despite a sales miss, as pricing actions and Chemical Intermediates tailwinds shape 2026.
The headline numbers for Eastman Chemical (EMN) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Eastman Chemical (EMN) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.91 per share a year ago.
Eastman Chemical (EMN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Eastman Chemical is rated 'Buy' with a $104/share price target, reflecting 15%+ annualized upside at current levels. EMN's leadership in molecular recycling and specialty materials underpins long-term growth, despite recent EPS declines and macro-driven volume weakness. Strong cash generation, a well-covered 4.5% dividend, and an IG-rated balance sheet support downside protection even in a challenging macro environment.
Eastman Chemical Company (EMN) Presents at JPMorgan Industrials Conference 2026 Transcript
Eastman Chemical remains a "Buy" as cost cuts and Kingsport ramp-up signal the business has likely passed its bottom. EMN faces structural headwinds from weak construction, Chinese chemical exports, and higher U.S. energy costs, limiting margin recovery. Despite sector challenges, EMN generates strong free cash flow, maintains a secure 4.8% dividend yield, and trades at 12x earnings.