Eastman Chemical Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Eastman Chemical's October 30, 2026, third-quarter earnings call featured CEO Mark Costa and CFO William McLain.
  • Management lowered full-year operating cash flow expectations to $850 million from $900 million as inflation increased working capital pressures.
  • Reinstated Department of Energy funding could cover 30%-50% of combined capital costs for Kingsport expansion and a second recycling plant.
  • Capital spending is expected to rise to around $500 million in 2027 from $400 million in 2026.
  • Costa forecast at least $100 million in additional Circular revenue in 2027, supported by expanded packaging capacity.


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