Eastman vs Element Solutions

Eastman and Element Solutions: this page compares their business models, financial performance, and market context in a neutral, accessible way. It provides an objective overview of each company's strategy, capabilities, and market position, with clear language and balanced framing for readers. Educational content, not financial advice.

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.

Element Solutions (ESI)

Element Solutions Inc (ESI) is a US-listed provider of speciality chemicals and application solutions used across industrial, electronics, automotive and consumer markets. The company supplies formulation, surface-treatment and process-chemistry products that help manufacturers with coating, plating, bonding and other critical production steps. With a market capitalisation around $6.30bn, ESI is positioned as a mid-cap specialist whose performance is linked to global manufacturing activity, technology cycles (notably electronics) and end-market demand. Growth drivers can include product innovation, geographic expansion and selective acquisitions, while risks include cyclicality in industrial demand, raw-material and energy costs, regulatory compliance and integration of acquisitions. Investors should weigh the company’s diversified end-markets and technical capabilities against those operational and market risks. This summary is for general education and is not personal investment advice; investors should assess suitability, do further research and consider seeking regulated advice.

Comparison Snapshot

Key Financial Metrics

EMN

Metric

ESI

$7.51B

Market Cap

$6.69B

13.09%

Potential Profit

19.68%

Buy

Analyst Rating

Buy

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Investment Analysis

Eastman

EMN

Pros

Eastman demonstrated strong cash flow with $402 million net cash from operating activities in Q3 2025 despite revenue pressures.
The company has a diversified specialty materials portfolio serving multiple end markets including transportation, personal care, and electronics.
Eastman is advancing sustainability through new renewable rPET contracts expected to boost sales volume in the coming year.

Considerations

Q3 2025 results showed a significant year-on-year decline in adjusted earnings per share from 2.26 to 1.14 due to weak macroeconomic conditions.
Revenues fell from $2.46 billion to $2.2 billion compared to the previous year, reflecting customer inventory reductions and economic slowdown.
Eastman faces ongoing headwinds from a soft consumer environment, tariff risk, and seasonal order declines into the near term.

Element Solutions

ESI

Pros

Element Solutions focuses on specialty chemicals with exposure to diverse industrial end markets aiding resilience.
The company benefits from scalable operations and recent strategic acquisitions enhancing its product portfolio and market penetration.
Element Solutions has improved profitability ratios and operational efficiency over recent periods, supporting earnings durability.

Considerations

Element Solutions’ stock price volatility and market cap are lower than Eastman’s, which may indicate less liquidity or slower growth expectations.
Like many chemical companies, it is exposed to cyclicality in commodity prices and industrial demand fluctuations.
The company’s financials show some pressure from raw material cost inflation, which may constrain margin expansion in the near term.

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Comparison Snapshot

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