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Investing in Eastman Chemical (EMN)? Don't Miss Assessing Its International Revenue Trends

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Have you looked into how Eastman Chemical (EMN - Free Report) performed internationally during the quarter ending September 2025? Considering the widespread global presence of this specialty chemicals maker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.

In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.

Presence in international markets can act as a hedge against domestic economic downturns and provide access to faster-growing economies. However, this diversification also brings complexities due to currency fluctuations, geopolitical risks and differing market dynamics.

Upon examining EMN's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.

The company's total revenue for the quarter amounted to $2.2 billion, marking a decrease of 10.6% from the year-ago quarter. We will next turn our attention to dissecting EMN's international revenue to get a clearer picture of how significant its operations are outside its main base.

Trends in EMN's Revenue from International Markets

Europe, Middle East, and Africa generated $563 million in revenues for the company in the last quarter, constituting 25.6% of the total. This represented a surprise of -4.21% compared to the $587.76 million projected by Wall Street analysts. Comparatively, in the previous quarter, Europe, Middle East, and Africa accounted for $610 million (26.7%), and in the year-ago quarter, it contributed $640 million (26%) to the total revenue.

Latin America accounted for 6% of the company's total revenue during the quarter, translating to $133 million. Revenues from this region represented a surprise of +4.88%, with Wall Street analysts collectively expecting $126.81 million. When compared to the preceding quarter and the same quarter in the previous year, Latin America contributed $131 million (5.7%) and $139 million (5.6%) to the total revenue, respectively.

During the quarter, Asia Pacific contributed $534 million in revenue, making up 24.3% of the total revenue. When compared to the consensus estimate of $549.56 million, this meant a surprise of -2.83%. Looking back, Asia Pacific contributed $583 million, or 25.5%, in the previous quarter, and $653 million, or 26.5%, in the same quarter of the previous year.

Projected Revenues in Foreign Markets

It is projected by analysts on Wall Street that Eastman Chemical will post revenues of $2.09 billion for the ongoing fiscal quarter, a decline of 7% from the year-ago quarter. The expected contributions from Europe, Middle East, and Africa, Latin America and Asia Pacific to this revenue are 27.7%, 5.7%, and 27.4%, translating into $577.66 million, $119.76 million, and $572.82 million, respectively.

For the full year, the company is expected to generate $8.88 billion in total revenue, down 5.3% from the previous year. Revenues from Europe, Middle East, and Africa, Latin America and Asia Pacific are expected to constitute 26.9% ($2.39 billion), 5.6% ($498.58 million) and 25.3% ($2.24 billion) of the total, respectively.

The Bottom Line

Eastman Chemical's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

Currently, Eastman Chemical holds a Zacks Rank #5 (Strong Sell), signifying its potential to underperform the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

A Review of Eastman Chemical's Recent Stock Market Performance

Over the past month, the stock has lost 1.7% versus the Zacks S&P 500 composite's 1.5% increase. The Zacks Basic Materials sector, of which Eastman Chemical is a part, has declined 3.6% over the same period. The company's shares have declined 13.2% over the past three months compared to the S&P 500's 4.5% increase. Over the same period, the sector has risen 1.4%


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