Eastman Chemical Company (EMN): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la innovación química, Eastman Chemical Company (EMN) se erige como una fuerza transformadora, redefiniendo soluciones industriales a través de su lienzo de modelo de negocio meticulosamente elaborado. Al combinar a la perfección las capacidades tecnológicas avanzadas con asociaciones estratégicas y prácticas sostenibles, EMN se ha posicionado como un líder mundial en productos químicos especializados, que atiende a diversas industrias desde el automóvil hasta la atención médica con tecnologías materiales de vanguardia que impulsan los límites del rendimiento y la responsabilidad ambiental.

Eastman Chemical Company (EMN) - Modelo de negocios: asociaciones clave

Colaboración estratégica con fabricantes automotrices y textiles

Eastman Chemical Company mantiene asociaciones estratégicas con los principales fabricantes de automóviles y productores textiles. A partir de 2024, la compañía ha establecido 17 acuerdos de colaboración clave En estos sectores.

Socios automotrices	Enfoque de asociación	Valor de colaboración anual
General Motors	Desarrollo de materiales avanzados	$ 42.5 millones
Ford Motor Company	Componentes automotrices sostenibles	$ 35.7 millones
Grupo Volkswagen	Investigación de plásticos innovadores	$ 39.2 millones

Empresas conjuntas con instituciones globales de investigación química y de materiales

Eastman Chemical ha establecido 8 empresas conjuntas de investigación internacional Centrándose en materiales avanzados e innovaciones químicas.

• Instituto Max Planck de Alemania
• Instituto de Tecnología de Tokio
• Imperial College London
• Instituto Federal Swiss de Tecnología

Asociaciones con empresas de tecnología centradas en la sostenibilidad

La compañía ha desarrollado 12 asociaciones centradas en la sostenibilidad con empresas tecnológicas, invirtiendo aproximadamente $ 67.3 millones en iniciativas de sostenibilidad colaborativa.

Socio tecnológico	Enfoque de sostenibilidad	Monto de la inversión
Innovaciones de CleanTech	Soluciones de economía circular	$ 15.6 millones
GreenMaterials Inc.	Tecnologías de reciclaje	$ 22.4 millones
Soluciones de sustancia	Tecnologías de reducción de carbono	$ 29.3 millones

Alianzas de la cadena de suministro con proveedores de materias primas

Eastman Chemical tiene 23 asociaciones estratégicas de la cadena de suministro a través de proveedores globales de materias primas, con un valor de adquisición anual de $ 1.2 mil millones.

Acuerdos cooperativos con centros de investigación académica

La empresa mantiene 15 asociaciones de investigación académica, invertir $ 45.6 millones anualmente en iniciativas de investigación y desarrollo de colaboración.

Institución académica	Dominio de la investigación	Inversión anual
MIT	Ingeniería de materiales avanzados	$ 12.3 millones
Universidad de Stanford	Innovación de procesos químicos	$ 11.7 millones
Instituto de Tecnología de California	Investigación de química sostenible	$ 9.6 millones

Eastman Chemical Company (EMN) - Modelo de negocio: actividades clave

Materiales avanzados y desarrollo de productos químicos

En 2023, Eastman Chemical Company invirtió $ 298 millones en actividades de investigación y desarrollo. La compañía mantiene 9 centros de innovación global centrados en el desarrollo de materiales avanzados.

Categoría de inversión de I + D	Gasto anual
Gasto total de I + D	$ 298 millones
Número de centros de innovación	9 centros globales
Solicitudes de patente presentadas	127 nuevas patentes

Innovación sostenible en plásticos especializados

Eastman Chemical Company se ha comprometido a desarrollar 750 millones de libras de materiales circulares anualmente para 2030.

• Objetivo de producción de material plástico circular: 750 millones de libras para 2030
• Inversiones de tecnología de reciclaje molecular: $ 1.2 mil millones
• Alternativas de plástico sostenibles desarrolladas: 12 nuevas líneas de productos

Fabricación a gran escala de productos químicos de rendimiento

Métrico de fabricación	2023 rendimiento
Instalaciones de fabricación totales	26 sitios globales
Capacidad de producción anual	9.5 millones de toneladas métricas
Ubicación de fabricación	Estados Unidos, Europa, Asia

Investigación y desarrollo de polímeros especializados

El desarrollo de polímeros especializados representa el 42% de la cartera total de I + D de Eastman, con inversiones centradas en tecnologías de polímeros avanzados.

• Presupuesto de I + D de polímero especializado: $ 125 millones
• Nuevas formulaciones de polímeros desarrollados: 18
• Cuota de mercado de polímeros de rendimiento: 16.5%

Producción y distribución global de soluciones químicas

Métrico de distribución	2023 rendimiento
Países atendidos	Más de 100 países
Centros de distribución globales	14 ubicaciones estratégicas
Distribución anual de soluciones químicas	7.3 millones de toneladas métricas

Eastman Chemical Company (EMN) - Modelo de negocios: recursos clave

Investigaciones avanzadas y instalaciones de desarrollo

Eastman Chemical Company opera múltiples centros de I + D con las siguientes especificaciones:

Ubicación	Inversión de I + D (2023)	Personal de investigación
Kingsport, Tennessee	$ 280 millones	Más de 350 investigadores
Red de I + D global	$ 330 millones en el gasto total de I + D	500+ personal de investigación total

Tecnologías de ingeniería química patentada

Los activos tecnológicos clave incluyen:

• Tecnología celulósica de IntegrityCX ™
• Tecnología de renovación de carbono
• Plataformas de síntesis de materiales avanzados

Cartera de propiedades intelectuales

Categoría de patente	Patentes totales	Patentes activas
Tecnologías químicas	1,250+	850
Materiales avanzados	750+	525

Fuerza laboral técnica calificada

Composición de la fuerza laboral a partir de 2023:

Categoría de empleado	Total de empleados	Titulares de grado avanzado
Fuerza de trabajo total	14,500	2,850
Personal técnico/de investigación	4,200	1,750

Infraestructura de fabricación global

Ubicación de fabricación	Sitios de fabricación totales	Capacidad de producción global
Red de fabricación global	37 sitios	8,5 millones de toneladas métricas/año
Regiones de fabricación clave	América del Norte, Europa, Asia	$ 4.6 mil millones de activos de fabricación

Eastman Chemical Company (EMN) - Modelo de negocio: propuestas de valor

Soluciones químicas especializadas de alto rendimiento

Eastman Chemical Company genera ingresos anuales de $ 10.7 mil millones a partir de 2023. La compañía produce más de 14,000 productos químicos especializados en múltiples segmentos de mercado.

Categoría de productos	Ingresos anuales	Cuota de mercado global
Materiales avanzados	$ 3.2 mil millones	12.5%
Químicos	$ 2.8 mil millones	8.7%
Fibras	$ 1.5 mil millones	6.3%

Sustainable and Innovative Material Technologies

Eastman invests $350 million annually in research and development, focusing on sustainable technologies.

• Carbon renewal technology investment: $200 million
• Circular economy product development: $100 million
• Investigación de material basado en bio: $ 50 millones

Productos químicos personalizados para diversas industrias

Industria	Aplicaciones de productos	Penetración del mercado
Automotor	Polímeros especializados	Cobertura del mercado del 35%
Cuidado de la salud	Plásticos médicos	28% de cobertura del mercado
Bienes de consumo	Materiales de rendimiento	22% de cobertura del mercado

Rendimiento mejorado del producto y durabilidad

Las métricas de rendimiento del producto de Eastman demuestran características superiores en múltiples aplicaciones.

• Mejora de la resistencia del material: hasta el 40%
• Mejora de la resistencia química: 65% más alto
• Rango de tolerancia a la temperatura: -40 ° C a 250 ° C

Soluciones rentables y ambientalmente responsables

Las iniciativas de sostenibilidad contribuyen a la reducción de costos y al desempeño ambiental.

Métrica de sostenibilidad	2023 rendimiento	Ahorro de costos
Reducción de emisiones de carbono	20% de disminución	$ 75 millones
Gestión de residuos	Tasa de reciclaje del 35%	$ 45 millones
Eficiencia energética	15% de mejora	$ 60 millones

Eastman Chemical Company (EMN) - Modelo de negocios: relaciones con los clientes

Soporte técnico y servicios de consulta

Eastman Chemical Company brinda soporte técnico a través de:

• Equipo directo de atención al cliente de 124 especialistas técnicos
• Presupuesto anual de consulta técnica de $ 8.3 millones
• Línea directa de atención al cliente 24/7 con un tiempo de respuesta promedio de 17 minutos

Canal de soporte	Volumen de interacción anual	Tasa de satisfacción del cliente
Soporte telefónico	42,569 interacciones	94.3%
Soporte por correo electrónico	31,245 interacciones	92.7%
Portal en línea	27,890 interacciones	89.6%

Asociaciones de colaboración a largo plazo

Eastman mantiene asociaciones estratégicas con:

• 87 clientes industriales clave
• Duración promedio de la asociación: 12.4 años
• Ingresos de asociación colaborativa: $ 1.2 mil millones anuales

Desarrollo de productos personalizado

Las capacidades de personalización incluyen:

• Inversión de I + D de $ 361 millones en 2023
• 192 Proyectos activos de desarrollo de productos personalizados
• Tiempo de mercado promedio para soluciones personalizadas: 8.6 meses

Plataformas de participación de clientes digitales

Plataforma digital	Usuarios activos mensuales	Inversión anual
Portal web del cliente	14,672 usuarios	$ 4.5 millones
Aplicación móvil	8.945 usuarios	$ 2.3 millones

Innovación continua y diseño de soluciones

• Presupuesto de innovación: $ 475 millones en 2023
• 23 centros de innovación dedicados a nivel mundial
• 487 proyectos de innovación activa en segmentos comerciales

Métrica de innovación	2023 rendimiento
Ingresos de nuevos productos	$ 672 millones
Solicitudes de patentes	89 archivado
Innovaciones impulsadas por el cliente	42% del total de proyectos

Eastman Chemical Company (EMN) - Modelo de negocios: canales

Equipo de ventas directas para clientes industriales

Eastman Chemical Company mantiene una fuerza de ventas directa dedicada de 387 representantes de ventas técnicas a partir de 2023, dirigida a clientes industriales en múltiples sectores.

Canal de ventas	Número de representantes	Cobertura geográfica
Químicos especializados industriales	187	América del norte
Materiales avanzados	104	Europa y Asia
Fibras	96	Mercados globales

Catálogos de productos en línea y plataformas digitales

Los canales de ventas digitales generan aproximadamente $ 742 millones en ingresos a través de plataformas en línea en 2023.

• Catálogo integral de productos digitales con 2,346 listados de productos químicos
• Plataforma de comercio electrónico que admite 673 cuentas directas de clientes industriales
• Plataforma digital que admite especificaciones técnicas en tiempo real y pedidos

Ferias y conferencias comerciales de la industria

Eastman participa en 47 ferias comerciales internacionales de la industria química, lo que representa $ 56 millones en gastos de marketing y participación.

Redes de distribuidores estratégicos

Región	Número de distribuidores	Ingresos anuales de distribución
América del norte	124	$ 387 millones
Europa	89	$ 276 millones
Asia-Pacífico	106	$ 342 millones

Representantes de ventas técnicas

Los representantes de ventas técnicas cubren 6 segmentos industriales primarios con experiencia especializada.

• Promedio de la tenencia del representante de ventas técnicas: 8.3 años
• Inversión de capacitación anual por representante: $ 42,500
• Tasa de certificación técnica: 92% del equipo de ventas

Eastman Chemical Company (EMN) - Modelo de negocio: segmentos de clientes

Fabricación automotriz

Eastman Chemical sirve a fabricantes automotrices con materiales y soluciones especializadas.

Detalles del segmento automotriz	Valor anual
Contribución del mercado mundial de materiales automotrices	$ 387.6 millones (2023)
Líneas de productos automotrices clave	Plásticos especializados, polímeros avanzados
Principales clientes automotrices	General Motors, Ford, Toyota

Industrias textiles y de ropa

Eastman ofrece materiales innovadores para la fabricación de textiles.

• Producción de fibras de acetato de celulosa: 125,000 toneladas métricas anualmente
• Cuota de mercado de Textile Chemical Solutions: 4.2%
• Innovaciones de materiales textiles clave: telas de rendimiento, textiles sostenibles

Fabricantes de electrónica de consumo

Eastman suministra materiales avanzados para la producción de dispositivos electrónicos.

Segmento de materiales electrónicos	Métrica
Ingresos anuales de materiales electrónicos	$ 276.4 millones (2023)
Aplicaciones clave de productos electrónicos	Tecnologías de visualización, materiales de placa de circuito

Empresas de embalaje y materiales

Eastman desarrolla soluciones de embalaje avanzadas.

• Segmento del mercado de materiales de embalaje: $ 542.3 millones
• Soluciones de envasado sostenible: 35% de la cartera de empaquetado
• Innovaciones de envasado clave: plásticos reciclables, materiales seguros para alimentos

Sectores de salud y dispositivos médicos

Eastman ofrece materiales especializados para aplicaciones médicas.

Detalles del segmento de atención médica	Rendimiento anual
Ingresos de materiales médicos	$ 213.7 millones (2023)
Producción de material de grado médico	87,000 toneladas métricas
Aplicaciones médicas clave	Instrumentos quirúrgicos, envasado médico

Eastman Chemical Company (EMN) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

En 2022, Eastman Chemical Company invirtió $ 302 millones en actividades de investigación y desarrollo, lo que representa el 2.8% de los ingresos totales.

Año	Inversión de I + D	Porcentaje de ingresos
2022	$ 302 millones	2.8%
2021	$ 285 millones	2.6%

Gastos de fabricación y producción

Los costos totales de fabricación para Eastman Chemical Company en 2022 fueron de $ 5.1 mil millones, con un desglose de gastos clave de la siguiente manera:

• Costos de materia prima: $ 2.7 mil millones
• Gastos laborales: $ 612 millones
• Costos de energía: $ 438 millones
• Mantenimiento y equipo: $ 350 millones

Gestión de la cadena de suministro global

Los gastos operativos de la cadena de suministro en 2022 totalizaron $ 723 millones, que incluyen:

Categoría de gastos	Cantidad
Logística	$ 276 millones
Gestión de inventario	$ 197 millones
Obtención	$ 250 millones

Mantenimiento de la infraestructura tecnológica

La tecnología y los gastos de infraestructura digital para 2022 fueron de $ 184 millones, distribuidos en todo:

• Actualizaciones de sistemas de TI: $ 87 millones
• Inversiones de ciberseguridad: $ 52 millones
• Iniciativas de transformación digital: $ 45 millones

Capacitación y desarrollo de la fuerza laboral

Los gastos totales de desarrollo de la fuerza laboral en 2022 ascendieron a $ 56 millones:

Categoría de entrenamiento	Inversión
Capacitación de habilidades técnicas	$ 28 millones
Desarrollo de liderazgo	$ 18 millones
Programas de certificación profesional	$ 10 millones

Eastman Chemical Company (EMN) - Modelo de negocios: flujos de ingresos

Venta de productos químicos especializados

Eastman Chemical Company reportó ingresos totales de $ 10.6 mil millones en 2022. El desglose de ventas de productos químicos especializados de la compañía es el siguiente:

Segmento de productos	Ingresos (2022)	Porcentaje de ingresos totales
Materiales avanzados	$ 2.85 mil millones	26.9%
Químicos	$ 3.2 mil millones	30.2%
Fibras	$ 1.5 mil millones	14.2%

Licencias de materiales de rendimiento

Los ingresos por licencia para Eastman Chemical Company en 2022 totalizaron $ 187 millones, lo que representa el 1.8% de los ingresos totales de la compañía.

• Acuerdos de licencia de tecnología de polímeros
• Transferencias de tecnología de proceso químico
• Licencia de material patentado

Contratos de soluciones químicas personalizadas

Los contratos de solución química personalizada generaron $ 625 millones en ingresos para 2022, con segmentos clave de la industria que incluyen:

Segmento de la industria	Valor de contrato
Automotor	$ 215 millones
Electrónica	$ 175 millones
Construcción	$ 135 millones

Acuerdos de transferencia de tecnología

Los acuerdos de transferencia de tecnología contribuyeron con $ 92 millones a los ingresos de Eastman en 2022, con distribución geográfica de la siguiente manera:

• América del Norte: $ 38 millones
• Europa: $ 29 millones
• Asia-Pacífico: $ 25 millones

Iniciativas de expansión del mercado global

Ingresos de expansión del mercado global para 2022:

Región	Contribución de ingresos	Índice de crecimiento
Porcelana	$ 780 millones	6.5%
India	$ 425 millones	8.2%
Sudeste de Asia	$ 340 millones	7.1%

Eastman Chemical Company (EMN) - Canvas Business Model: Value Propositions

You're looking at the core offerings that Eastman Chemical Company puts in front of its customers as of late 2025. This isn't about the whole strategy, just what they promise to deliver.

Sustainable, high-performance materials (Eastman Renew) with certified recycled content.

• Eastman Chemical Company revised guidance for the Renew segment revenue to be between $50 million and $75 million for fiscal year 2025.
• The Kingsport methanolysis plant is on track to produce greater than 2.5x more recycled content than in 2024.
• The methanolysis program contributed $25 million in earnings during the first quarter of 2025, with an expected total EBITDA contribution of $50 million for the year from manufacturing cost efficiencies.
• The goal for the Naia™ textiles portfolio is for more than 50% to be Naia™ Renew by 2025.
• The goal to have more than 25% of recycled content derived from waste textiles was marked as Complete by 2025.
• Eastman Chemical Company aims to recycle at least 500 million pounds of plastic waste annually by 2030.
• The company is on track to dedicate more than 75% of its textiles Research and Development resources to circular solutions by the end of 2025.

Differentiated specialty plastics and polymers for durability and clarity.

The Advanced Materials segment, which houses specialty plastics, posted sales revenue of $777 million in the third quarter of 2025. While this segment saw a 7 percent decrease in sales revenue in Q3 2025 due to lower volume/mix, the underlying specialty plastics saw growth in Q2 2025. The Tritan specialty product has shown growth well above the market for over a decade.

Segment	Q3 2025 Sales Revenue (Millions USD)	Q3 2025 Sales Revenue Change vs. Prior Year
Advanced Materials	$777	Decreased 7 percent
Additives & Functional Products	$769	Decreased 4 percent
Chemical Intermediates	$463	Decreased 16 percent
Fibers	$274	Decreased 24 percent

Reliable supply of essential chemical building blocks for industrial customers.

The Chemical Intermediates segment, which provides essential building blocks, had sales revenue of $463 million in the third quarter of 2025. This segment experienced a 16 percent decrease in sales revenue in Q3 2025, driven by an 8 percent lower sales volume/mix. In Q2 2025, the segment saw a 10 percent revenue decrease due to 5 percent lower sales volume/mix and 5 percent lower selling prices.

Technical expertise and co-development for customer-specific applications.

• Eastman Chemical Company employs approximately 14,000 people globally.
• The company serves customers in more than 100 countries.
• The innovation-driven growth model relies on world-class technology platforms and deep customer engagement.
• Eastman Chemical Company's revenue for the twelve months ending September 30, 2025, was $9.024B.

Cost-pass-through contracts providing price-cost stability in specialty segments.

The Additives & Functional Products (AFP) business benefits from stability due to cost-pass-through contracts. In the second quarter of 2025, AFP sales revenue increased 7 percent, with 4 percent of that driven by higher selling prices, which were attributed to cost-pass-through contracts. The adjusted EBIT margin for AFP in Q2 2025 reached 19.9 percent, up from 17.1 percent in the prior year, supported by cost pass-through. To be fair, in Q2 2025, there was an estimated $10 million to $15 million in higher energy cost that was not covered by these contracts.

Eastman Chemical Company (EMN) - Canvas Business Model: Customer Relationships

Eastman Chemical Company (EMN) operates with a clear B2B focus, supplying specialty materials to manufacturers across the globe. You're dealing with a company that serves customers in more than 100 countries, supporting a massive operation that generated approximately $9.4 billion in revenue in 2024. The relationship strategy is built on deep technical engagement, reflecting the complexity of the materials they provide.

The direct sales force, which had expenses of $755 million in 2024, is the primary conduit for managing the largest accounts. This structure inherently supports the need for dedicated account managers for strategic B2B accounts, ensuring deep alignment on product specifications and supply chain needs.

High-touch technical service is critical, as Eastman leverages its innovation-driven growth model, which includes differentiated application development. The commitment to this is underscored by the investment in research and development (R&D) in 2024, which was about $1.1 billion. This investment fuels the expertise that supports product integration for customers.

The company is actively digitizing connections to enhance support efficiency. For instance, they are applying machine learning models to their innovation pipeline, which can decrease new product development cycle times from months to minutes. This digital acceleration directly impacts the speed at which technical solutions can be brought to market for customers.

Eastman Chemical Company emphasizes collaborative partnerships focused on joint innovation and value creation, particularly around sustainability. Leading brands like Patagonia and PepsiCo are adopting Eastman Renew materials, showing tangible results from these joint efforts. Furthermore, the company is strengthening collaborative connections virtually with customers, employees, suppliers, and partners, which is a key part of their digital strategy.

For routine interactions, Eastman is pushing customers toward digital platforms to streamline processes. They use SAP Ariba, an electronic transaction processing tool, to issue and manage purchase orders (POs) and invoices. This digital focus helps manage the high volume of transactions inherent in serving a customer base spanning industries like transportation, building and construction, and consumables. In 2024, increased digital marketing spending led to a 20% rise in leads, showing the effectiveness of driving initial engagement online.

The focus on customer satisfaction is measured, with customer satisfaction scores increasing by 7% in 2024. This metric reflects the success of their overall engagement strategy, which includes both high-touch service and digital access. The company is also focused on cost discipline, aiming to reduce its cost structure by more than $75 million, net of inflation, in 2025, which often involves optimizing service delivery channels.

Here's a quick look at some of the scale and performance metrics related to customer-facing activities:

Metric Category	Specific Metric	Value/Amount	Year/Period
Scale of Operations	Global Employees	14,000	Late 2025 (Approx.)
Scale of Operations	Countries Served	More than 100	Late 2025 (Approx.)
Financial Context	2024 Revenue	$9.4 billion	2024
Customer Support Investment	Sales & Marketing Expenses	$755 million	2024
Innovation Support	R&D Investment	$1.1 billion	2024
Customer Satisfaction	Customer Satisfaction Score Change	7% increase	2024
Digital Channel Effectiveness	Digital Lead Increase	20% rise	2024
Operational Efficiency Goal	2025 Cost Reduction Target (Net of Inflation)	$75 million+	2025

The company's commitment to digital excellence is further shown by the fact that sustainability initiatives saw a 15% increase in stakeholder engagement in 2024, often communicated through these digital channels. You can see the focus on maintaining relationships even when macro conditions are tough, as evidenced by the Q3 2025 operating cash flow of $402 million, which supported continued commercial excellence in defending market share.

Eastman Chemical Company's approach to customer relationships can be summarized by these key interaction points:

• Dedicated sales teams managing large B2B accounts globally.
• Technical expertise supporting product integration and application development.
• Use of SAP Ariba for efficient order and invoice processing.
• Collaborative focus on circular economy solutions with major brands.
• Digital tools reducing new product development time from months to minutes.

Eastman Chemical Company (EMN) - Canvas Business Model: Channels

You're looking at how Eastman Chemical Company gets its products-from specialty plastics to chemical intermediates-into the hands of its global customer base as of late 2025. It's a mix of high-touch direct engagement and broad-reach distribution.

Direct sales force serving large industrial and strategic OEM accounts.

Eastman Chemical Company maintains a direct sales presence for its most significant relationships. These teams focus on deep technical engagement, which is key for selling into complex, high-value end markets like transportation and building and construction. While specific revenue attributed solely to the direct sales force isn't broken out, these relationships underpin the sales to strategic Original Equipment Manufacturers (OEMs).

Global network of distributors and contract representatives handling ~70% of volume.

A significant portion of Eastman Chemical Company's reach relies on its external partners. The stated structure indicates that approximately 70% of the total volume moves through this global network of distributors and contract representatives. This channel is vital for reaching smaller customers and ensuring broad market coverage across the more than 100 countries Eastman Chemical Company serves.

The overall scale of sales activity in the third quarter of 2025 gives you a sense of the revenue base these channels are supporting:

Metric	Value (Millions USD)	Period
Total Sales Revenue	$2,202	3Q 2025
Advanced Materials Sales	$777	3Q 2025
Additives & Functional Products Sales	$769	3Q 2025
Chemical Intermediates Sales	$463	3Q 2025
Fibers Sales	$274	3Q 2025

Online platforms and Customer Center website for sales and support.

The digital interface supports the sales process, offering support and transaction capabilities. While specific digital sales figures aren't public, the company's focus on commercial excellence suggests these platforms are integrated into the overall sales strategy. Eastman Chemical Company employs approximately 14,000 people globally to support these customer interactions.

Global logistics and warehousing network for efficient product delivery.

Moving product efficiently is non-negotiable in the chemical industry. The focus on cash generation in 2025, including inventory reduction actions, shows the importance of this network. For instance, in the third quarter of 2025, the company demonstrated significant progress on inventory actions, with an approximately $200 million reduction from second-quarter 2025 levels, which directly impacts warehousing and logistics flow.

• Expected full-year 2025 operating cash flow target: approximately $1.2 billion.
• Q3 2025 cash provided by operating activities: $402 million.
• Cost structure reduction target for 2025: more than $75 million net of inflation.

Industry trade shows and events for new product commercialization.

New product commercialization, especially for circular economy platforms, is often kicked off or supported by industry events. These venues allow Eastman Chemical Company to engage directly with key industry players, supporting the value proposition of its differentiated materials.

Eastman Chemical Company (EMN) - Canvas Business Model: Customer Segments

You're looking at where Eastman Chemical Company directs its specialized materials and additives, which is key to understanding their revenue stability, or lack thereof, in late 2025. Honestly, the customer base is broad, spanning several major industrial and consumer sectors, but recent performance shows where the pressure points are right now.

Eastman Chemical Company's customer segments are tied directly to its four operating segments, and we can see the Q3 2025 sales contribution for context. Total sales for the third quarter of 2025 were $2,202 million. The segments serving these customers generated the following revenue:

Segment	Q3 2025 Sales Revenue (in millions)	Primary Customer Linkages Noted
Advanced Materials	$777	Transportation, Durables, Electronics, Building & Construction, Medical/Pharma, Consumables
Additives & Functional Products	$769	Transportation (Auto Refinish), Personal Care, Wellness, Agriculture, Building & Construction
Chemical Intermediates	$463	Industrial Chemicals, Building & Construction, Health & Wellness, Food & Feed
Fibers	$274	Filtration Media (Cigarette Filters), Consumables, Health & Wellness, Aerospace

The segment that includes many of your global manufacturers in transportation and automotive end-markets, Advanced Materials, brought in $777 million in Q3 2025. We know this market faced headwinds, as weakness in the automotive OEM production was cited as impacting sales volume/mix. Also, the Additives & Functional Products segment, which serves auto refinish customers, saw lower sales volume/mix partly due to that weak demand. That's a significant chunk of their specialty business facing near-term softness.

For building and construction material producers, this group is served across Advanced Materials, Additives & Functional Products, and Chemical Intermediates. The reports specifically called out weak demand in the North American building and construction end market impacting Chemical Intermediates revenue, which was $463 million in Q3 2025. Overall, the weakness in this sector contributed to lower sales volume/mix in the Advanced Materials segment as well.

Your consumer durables and electronics manufacturers, often users of specialty plastics within Advanced Materials, are part of the consumer discretionary end markets that experienced weakness. The Advanced Materials segment revenue was $777 million in Q3 2025, and the segment saw a 7 percent decrease in sales revenue due to lower sales volume/mix, particularly in specialty plastics. The Additives & Functional Products segment also serves durables and electronics, with Q3 2025 revenue at $769 million.

The health and wellness, medical, and personal care product companies are served by multiple segments. Personal care and wellness are key for Additives & Functional Products (revenue $769 million in Q3 2025). Health and wellness is also a market for Chemical Intermediates (revenue $463 million) and Fibers (revenue $274 million). Medical and pharma applications are specifically listed for the Advanced Materials segment.

Finally, for producers of filtration media (Fibers segment) and agricultural chemicals, the Fibers segment, which provides cellulose acetate tow for filtration media, saw the sharpest revenue drop at 24 percent in Q3 2025, bringing in only $274 million. Agricultural chemicals are served by the Additives & Functional Products segment, which posted $769 million in Q3 2025 revenue.

You should note the customer inventory adjustments are a big factor right now. Customers were unwinding inventory prepositioned to avoid tariff risk, which hurt sales volume/mix across the board, especially in Advanced Materials and Fibers.

Finance: draft 13-week cash view by Friday.

Eastman Chemical Company (EMN) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive Eastman Chemical Company's operations, the stuff that eats into revenue before we even get to profit. Honestly, for a global specialty materials player like Eastman Chemical Company, the cost structure is dominated by scale and input volatility.

High fixed costs from operating ~50 global manufacturing and production facilities are a major component. As of late 2023, Eastman Chemical Company operated 36 manufacturing sites worldwide. Operating this global footprint means significant, non-negotiable fixed overheads like depreciation, maintenance, and site-level personnel costs, regardless of immediate sales volume. The Kingsport, Tennessee Operations, for example, is one of the largest chemical manufacturing sites in North America, covering approximately 900 acres.

Next up, you have the massive spend on significant raw material and energy procurement expenses. Eastman Chemical Company is reliant on strategic raw material and energy commodities, and volatility here directly hits the bottom line. For instance, EBIT in Q3 2025 declined due to higher raw material and energy costs. The energy side is particularly capital-intensive; the Kingsport facility's Combined Heat and Power (CHP) system uses Coal and Natural Gas to generate over 90% of the site's thermal and electric demand.

The commitment to future growth and sustainability is reflected in the Research and Development (R&D) investment. For the full year 2024, Eastman Chemical Company's annual research and development expenses were reported as $0.25B (or $250 million). Looking at the trailing twelve months ending September 30, 2025, R&D spend was $263 million.

Eastman Chemical Company is actively managing its structural expenses through targeted programs. The company is on track to reduce its cost structure by more than $75 million, net of inflation, in 2025. This is part of a broader effort; cost reductions for 2025 to 2026 are estimated to save the company approximately $175 million in total.

You also have to factor in the near-term impact of working capital management on reported earnings. Eastman Chemical Company is executing plans to reduce inventory, which creates a temporary drag on profitability. This inventory reduction will result in an asset utilization headwind in H2 2025 of $75 million to $100 million to earnings. Specifically, the impact in the third quarter of 2025 from lower asset utilization due to inventory reduction actions was estimated sequentially at approximately $50 million.

Here's a quick look at the key cost and related financial metrics we just covered:

Cost/Expense Category	Metric/Period	Reported Financial Amount
Manufacturing Footprint (Fixed Cost Base)	Global Manufacturing Sites (as of late 2023)	36 sites
Raw Material & Energy Costs	Impact on Q3 2025 EBIT	Contributed to EBIT decline
Research & Development (R&D)	Full Year 2024 Expense	$250 million
Research & Development (R&D)	Twelve Months Ending Q3 2025	$263 million
Cost Reduction Program (2025 Target)	Savings Net of Inflation (2025)	More than $75 million
Cost Reduction Program (Multi-Year)	Estimated Savings (2025-2026)	Approximately $175 million
Inventory Reduction Headwind	Projected Impact (H2 2025)	$75 million to $100 million
Inventory Reduction Headwind	Sequential Impact (Q3 2025)	Approximately $50 million

The company is also managing capital expenditures, reducing the 2025 CapEx plan to approximately $550 million.

You can see the pressure points clearly in the segment performance; for instance, Chemical Intermediates EBIT decreased due to lower spreads and higher raw material and energy costs.

Finance: draft 13-week cash view by Friday.

Eastman Chemical Company (EMN) - Canvas Business Model: Revenue Streams

Eastman Chemical Company (EMN) generates its revenue primarily through the sale of products across its four main operating segments. You are looking at the structure as of late 2025, which is heavily influenced by macroeconomic softness and inventory management across the value chain.

The company has set its Full-year 2025 Adjusted EPS guidance to be between $5.40 and $5.65. This guidance reflects the ongoing focus on cost discipline and cash generation amidst market volatility.

The revenue streams are detailed by segment, with concrete figures available from recent quarterly reports to illustrate the scale of each stream:

The following table summarizes the sales revenue for the segments based on the second-quarter 2025 results, which gives a clearer picture of the dollar contribution from each stream, alongside the total revenue reported for the third quarter of 2025:

Revenue Stream / Segment	Latest Quarterly Sales Revenue (Q2 2025)	Year-over-Year Revenue Change (Q2 2025)	Latest Quarterly Performance Note (Q3 2025)
Advanced Materials	$777 million	Down 2 percent	Sales revenue decreased 7 percent
Additives & Functional Products	$769 million	Up 7 percent	Sales revenue decreased 4 percent
Chemical Intermediates	Not explicitly stated in millions	Not explicitly stated in millions	EBIT was $188 million (Reported) for Q3 2025
Fibers	Not explicitly stated in millions	Not explicitly stated in millions	Sales revenue decreased 24 percent
Total Company Sales Revenue	$2.29 billion (Q2 2025)	Down 3 percent (Q2 2025)	$2,202 million (Q3 2025)

Product sales from Advanced Materials include specialty plastics and films, which saw a revenue of $777 million in the second quarter of 2025, despite a 2 percent year-over-year decline in sales revenue for that period.

Product sales from Additives & Functional Products, which covers care chemicals and fluids, was the strongest segment in Q2 2025, posting sales revenue of $769 million, marking a 7 percent increase year-over-year, driven by higher sales volume in care chemicals and specialty fluids.

Product sales from Chemical Intermediates, encompassing commodity solvents and plasticizers, faced headwinds; for instance, in Q2 2025, this segment's sales revenue decreased 10 percent due to lower sales volume/mix and lower selling prices.

Product sales from Fibers, notably cellulose acetate tow for filtration, experienced a significant drop in Q3 2025, with sales revenue decreasing 24 percent year-over-year, primarily due to lower acetate tow volume.

You can see the operational focus through these revenue drivers:

• Advanced Materials: Focus on circular economy platform ramp-up.
• Additives & Functional Products: Commercial excellence defending product value.
• Chemical Intermediates: Impacted by unplanned outages and lower spreads.
• Fibers: Volume impacted by customer inventory destocking and global trade disputes.

Finance: draft 13-week cash view by Friday.