Eastman vs Eagle Materials

Eastman and Eagle Materials are compared on this page, focusing on business models, financial performance, and market context to illuminate how each operates. The presentation is neutral and accessible, designed to support understanding without bias. Educational content, not financial advice.

Eastman and Eagle Materials are compared on this page, focusing on business models, financial performance, and market context to illuminate how each operates. The presentation is neutral and accessibl...

Comparison Snapshot

Key Financial Metrics

EMN

Metric

EXP

$7.86B

Market Cap

$7.04B

7.46%

Potential Profit

8.46%

Buy

Analyst Rating

Hold

Investment Analysis

Eastman

EMN

Pros

Eastman maintains a strong focus on cash generation and disciplined capital allocation amid a weak macroeconomic environment.
The company demonstrates commercial strength by defending prices and market share despite order slowdowns and inventory adjustments.
Eastman is positioned for growth with a ramp-up in sales volume expected from Renew rPET contracts in the next year.

Considerations

Eastman’s third-quarter 2025 revenue and adjusted EBIT declined significantly compared to the previous year, reflecting a challenging market.
The stock has experienced a 32.8% decline year-to-date in 2025, indicating market concerns about growth prospects and sector volatility.
Financial ratios such as a quick ratio below 1 (0.74) and lowered recent price targets point to potential liquidity and valuation risks.

Eagle Materials

EXP

Pros

Eagle Materials is a key supplier of essential construction materials including cement, concrete, aggregates, gypsum wallboard, and recycled paperboard.
The company operates multiple plants and distribution terminals across the US, enhancing its market reach and operational capacity.
Eagle Materials benefits from steady demand linked to commercial, residential, and public infrastructure projects.

Considerations

Eagle Materials has seen its stock price decline by approximately 19.5% over the past 12 months, reflecting market pressures.
The company’s reliance on construction materials exposes it to cyclical risks tied to fluctuations in the construction and real estate markets.
Projected stock price declines over the next year suggest potential headwinds from macroeconomic or sector-specific factors.

Related Market Insights

Chemical Sector Shake-Up: Riding Berkshire's Ripple

Berkshire Hathaway's $10B OxyChem bid signals confidence in the chemical sector. Discover investment opportunities & ripple effects. Invest commission-free with Nemo.

Aimee Silverwood | Financial Analyst

October 1, 2025

Read Insight

The Unglamorous Giants: Why Society's Necessary Evils Make Compelling Investments

These companies handle society's dirty work—waste management, hazardous chemicals, and industrial cleanup—creating defensive investment opportunities with inelastic demand and regulatory moats.

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Related Market Insights

Chemical Sector Shake-Up: Riding Berkshire's Ripple

Berkshire Hathaway's $10B OxyChem bid signals confidence in the chemical sector. Discover investment opportunities & ripple effects. Invest commission-free with Nemo.

Aimee Silverwood | Financial Analyst

October 1, 2025

Read Insight

The Unglamorous Giants: Why Society's Necessary Evils Make Compelling Investments

These companies handle society's dirty work—waste management, hazardous chemicals, and industrial cleanup—creating defensive investment opportunities with inelastic demand and regulatory moats.

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

About The Companies

Eastman (EMN)

Eastman Chemical Company (EMN) is a diversified specialty materials and chemicals manufacturer serving markets from coatings and packaging to transportation and consumer goods. With a market capitalisation around $7.14 billion, the business blends long‑cycle specialty products and commodity chemicals, supplying additives, fibres, adhesives and engineered materials to industrial customers worldwide. Investors should note the firm’s exposure to raw‑material and energy prices, global manufacturing cycles and evolving environmental regulation — all of which can affect margins and demand. Eastman aims to differentiate through technology, product quality and customer partnerships, but performance can vary with end‑market trends and commodity swings. For those researching EMN, focus on cash flow, debt levels, capital allocation (including dividends and reinvestment), and management’s strategy for higher‑margin speciality growth. This summary is for educational purposes only and not personalised advice; values can fall as well as rise and prospective investors should carry out their own due diligence or consult a professional.

Eagle Materials (EXP)

Eagle Materials Inc. (EXP) is a US-based manufacturer of building materials, operating in categories such as cement, concrete-related products, gypsum wallboard and other construction inputs. With a market capitalisation of about $7.80bn, the company is closely tied to housing, non-residential building and infrastructure activity. Investors should be aware that revenues and margins are cyclical and sensitive to construction activity, commodity and energy costs, and transport expenses. Management choices on capital spending, plant utilisation and pricing power influence outcomes over multi-year cycles. Eagle Materials can offer exposure to the construction supply chain, but it is a capital-intensive business subject to regulatory and environmental considerations. This summary is for general educational purposes only and is not personalised financial advice; investments can fall as well as rise and past performance is no guarantee of future results.

Which Baskets Do They Appear In?

Chemical Sector: Berkshire's $10B Acquisition Impact

Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.

Published: October 1, 2025

Explore Basket

Necessary Evils Portfolio

These companies provide the essential infrastructure and services our society can't function without, even if they're not always popular. Carefully selected by our analysts, these stocks offer defensive stability thanks to their non-negotiable role in the global economy.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Chemical Sector: Berkshire's $10B Acquisition Impact

Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.

Published: October 1, 2025

Explore Basket

Necessary Evils Portfolio

These companies provide the essential infrastructure and services our society can't function without, even if they're not always popular. Carefully selected by our analysts, these stocks offer defensive stability thanks to their non-negotiable role in the global economy.

Published: June 17, 2025

Explore Basket

Discover More Comparisons

Eastman vs IAMGOLD

Eastman vs IAMGOLD: Company comparison

Eastman vs Gerdau

Eastman vs Gerdau: Stock comparison

Eastman vs CMC

Eastman vs Eagle Materials

Comparison Snapshot