Manufacturing and supply-chain disruption
Chemical plants are exposed to outages, weather, equipment failure, and logistics interruptions.
- Scope
- 36 manufacturing facilities and global distribution network
- Materiality
- high
Eastman Chemical Company
Eastman Chemical is a U.S.-based specialty materials company that makes chemicals and engineered materials used in everyday products, from automotive films and interlayers to additives, intermediates, and fibers. The company operates four segments—Advanced Materials, Additives & Functional Products, Chemical Intermediates, and Fibers—and combines large-scale chemical manufacturing with application development and molecular recycling technologies.
21,1 %
5,4 %
−6,7 %
1.37
0.63
| % | |
|---|---|
| Advanced Materials | 30% Specialty plastics, performance films, and interlayer products used in automotive, architectural, and other high-performance applications. |
| Additives & Functional Products | 25% Additives and formulation ingredients sold into coatings, personal care, home care, and industrial end markets. |
| Chemical Intermediates | 30% Large-scale acetyls, oxos, plasticizers, and other intermediates sold externally and used internally by Eastman. |
| Fibers | 15% Cellulose acetate tow and related fiber products used in filtration and other specialty applications. |
Eastman sells to industrial customers and downstream users across more than 100 countries, with direct sales supported...
- Automotive and transportationprimary
Buys performance films and interlayers for acoustic, HUD, safety, and design applications.
- Architectural and building productsprimary
Buys interlayers and specialty materials for glazing, energy efficiency, and safety uses.
- Industrial chemicals and manufacturingprimary
Buys acetyls, oxos, plasticizers, and other intermediates for downstream processing.
- Coatings, personal care, and home caresecondary
Buys additives and functional ingredients to improve formulation performance.
- Textiles and filtrationsecondary
Buys fibers and specialty inputs for filtration and other niche applications.
Eastman reports sales by customer location, with the United States and Canada as the largest region at $3...
- •United States and Canada were 44% of 2025 sales revenue
- •Europe, Middle East, and Africa were 26% of 2025 sales revenue
- •Asia Pacific was 24% of 2025 sales revenue
- •Latin America was 6% of 2025 sales revenue
- •36 manufacturing facilities and JVs in 12 countries support global supply
- •Kingsport, Tennessee is the headquarters and largest manufacturing site
Eastman’s strategy centers on an innovation-driven growth model that combines scalable technology platforms,...
01
Molecular recycling and circular economymedium-term
Creates product differentiation and supports sustainability-led demand.
02
Higher-margin specialty portfolio expansionmedium-term
Improves mix and reduces reliance on lower-value commodity exposure.
03
Application development and customer collaborationshort-term
Helps Eastman win design-in positions and solve end-use performance needs.
04
Disciplined capital deployment and portfolio managementmedium-term
Supports cash flow resilience and focuses investment on advantaged businesses.
Eastman faces operational and environmental risks typical of large chemical manufacturers, including plant outages,...
Trade policy and geopolitical friction
Tariffs, export limits, and retaliatory actions can reduce demand and increase costs.
- Scope
- Global sales into more than 100 countries, including China-related trade exposure
- Materiality
- high
Goodwill impairment in performance films
Near-term declines in revenue and earnings could reduce fair value of the reporting unit.
- Scope
- Performance films reporting unit goodwill of $811 million at Sep. 30, 2025
- Materiality
- high
Cybersecurity incidents
Operational systems and proprietary formulations could be disrupted or compromised.
- Scope
- Enterprise IT, manufacturing systems, and third-party service providers
- Materiality
- medium
Goodwill impairment
Could create a non-cash charge and reduce reported equity
Long-lived asset impairment
Affects operating income and asset carrying values
Environmental liabilities
Can increase provisions and cash outflows
Restructuring and non-core items
Affects EBIT, net income, and adjusted earnings reconciliation
: 28/04/2026