Eastman Chemical Company (EMN): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique de l'innovation chimique, Eastman Chemical Company (EMN) est une force transformatrice, redéfinissant des solutions industrielles à travers sa toile de modèle commercial méticuleusement conçu. En mélangeant de manière transparente les capacités technologiques avancées avec des partenariats stratégiques et des pratiques durables, EMN s'est positionné comme un leader mondial des produits chimiques spécialisés, servant diverses industries de l'automobile aux soins de santé avec des technologies de matériaux de pointe qui repoussent les limites de la performance et de la responsabilité environnementale.

Eastman Chemical Company (EMN) - Modèle d'entreprise: partenariats clés

Collaboration stratégique avec les fabricants d'automobiles et de textiles

Eastman Chemical Company entretient des partenariats stratégiques avec les principaux constructeurs automobiles et producteurs de textiles. Depuis 2024, la société a établi 17 accords de collaboration clés dans ces secteurs.

Partenaires automobiles	Focus de partenariat	Valeur de collaboration annuelle
General Motors	Développement avancé des matériaux	42,5 millions de dollars
Ford Motor Company	Composants automobiles durables	35,7 millions de dollars
Groupe Volkswagen	Recherche innovante en plastique	39,2 millions de dollars

Coentreprises avec des institutions mondiales de recherche sur les produits chimiques et les matériaux

Eastman Chemical a établi 8 coentreprises de recherche internationales se concentrer sur les matériaux avancés et les innovations chimiques.

• Institut Max Planck d'Allemagne
• Institut de technologie de Tokyo
• Imperial College London
• Institut fédéral de technologie suisse

Partenariats avec des entreprises technologiques axées sur la durabilité

L'entreprise a développé 12 partenariats axés sur la durabilité avec les entreprises technologiques, investir approximativement 67,3 millions de dollars Dans les initiatives de durabilité collaborative.

Partenaire technologique	Focus sur la durabilité	Montant d'investissement
Innovations propres	Solutions d'économie circulaire	15,6 millions de dollars
Greenmaterials Inc.	Technologies de recyclage	22,4 millions de dollars
Solutions de surintensité	Technologies de réduction du carbone	29,3 millions de dollars

Alliances de la chaîne d'approvisionnement avec des fournisseurs de matières premières

Eastman Chemical a 23 Partenariats stratégiques de la chaîne d'approvisionnement entre les fournisseurs mondiaux de matières premières, avec une valeur d'achat annuelle de 1,2 milliard de dollars.

Accords coopératifs avec les centres de recherche universitaires

La société maintient 15 partenariats de recherche universitaire, investir 45,6 millions de dollars chaque année dans les initiatives de recherche et développement collaboratives.

Établissement universitaire	Domaine de recherche	Investissement annuel
Mit	Ingénierie des matériaux avancés	12,3 millions de dollars
Université de Stanford	Innovation de processus chimique	11,7 millions de dollars
California Institute of Technology	Recherche de chimie durable	9,6 millions de dollars

Eastman Chemical Company (EMN) - Modèle d'entreprise: activités clés

Matériaux avancés et développement de produits chimiques

En 2023, Eastman Chemical Company a investi 298 millions de dollars dans les activités de recherche et développement. La société maintient 9 centres d'innovation mondiaux axés sur le développement avancé des matériaux.

Catégorie d'investissement de R&D	Dépenses annuelles
Dépenses totales de R&D	298 millions de dollars
Nombre de centres d'innovation	9 centres mondiaux
Demandes de brevet déposées	127 nouveaux brevets

Innovation durable dans les plastiques spécialisés

Eastman Chemical Company s'est engagée à développer 750 millions de livres de matériaux circulaires par an d'ici 2030.

• Cible de production de matières plastiques circulaires: 750 millions de livres d'ici 2030
• Investissements technologiques de recyclage moléculaire: 1,2 milliard de dollars
• Alternatives en plastique durables développées: 12 nouvelles gammes de produits

Fabrication à grande échelle de produits chimiques de performance

Métrique manufacturière	Performance de 2023
Installations de fabrication totale	26 sites mondiaux
Capacité de production annuelle	9,5 millions de tonnes métriques
Lieux de fabrication	États-Unis, Europe, Asie

Recherche et développement de polymères spécialisés

Le développement des polymères spécialisés représente 42% du portefeuille total de R&D d'Eastman, avec des investissements ciblés dans des technologies de polymère avancées.

• Budget de R&D en polymère spécialisé: 125 millions de dollars
• Nouvelles formulations de polymère développées: 18
• Part de marché des polymères de performance: 16,5%

Production mondiale et distribution de solutions chimiques

Métrique de distribution	Performance de 2023
Pays desservis	Plus de 100 pays
Centres de distribution mondiaux	14 emplacements stratégiques
Distribution annuelle de solution chimique	7,3 millions de tonnes métriques

Eastman Chemical Company (EMN) - Modèle d'entreprise: Ressources clés

Installations de recherche et développement avancées

Eastman Chemical Company exploite plusieurs centres de R&D avec les spécifications suivantes:

Emplacement	Investissement en R&D (2023)	Personnel de recherche
Kingsport, Tennessee	280 millions de dollars	350+ chercheurs
Réseau de R&D mondial	330 millions de dollars au total des dépenses de R&D	Plus de 500 membres du personnel de recherche total

Technologies de génie chimique propriétaire

Les principaux actifs technologiques comprennent:

• Technologie cellulosique IntegrityCX ™
• Technologie de renouvellement du carbone
• Plates-formes de synthèse des matériaux avancés

Portefeuille de propriété intellectuelle

Catégorie de brevet	Total des brevets	Brevets actifs
Technologies chimiques	1,250+	850
Matériaux avancés	750+	525

Main-d'œuvre technique qualifiée

Composition de la main-d'œuvre en 2023:

Catégorie des employés	Total des employés	Titulaires de diplômes avancés
Total de main-d'œuvre	14,500	2,850
Personnel technique / de recherche	4,200	1,750

Infrastructure de fabrication mondiale

Lieux de fabrication	Sites de fabrication totaux	Capacité de production mondiale
Réseau de fabrication mondiale	37 sites	8,5 millions de tonnes métriques / an
Régions de fabrication clés	Amérique du Nord, Europe, Asie	4,6 milliards de dollars d'actifs de fabrication

Eastman Chemical Company (EMN) - Modèle d'entreprise: propositions de valeur

Solutions chimiques spécialisées haute performance

Eastman Chemical Company génère un chiffre d'affaires annuel de 10,7 milliards de dollars en 2023. La société produit plus de 14 000 produits chimiques spécialisés sur plusieurs segments de marché.

Catégorie de produits	Revenus annuels	Part de marché mondial
Matériaux avancés	3,2 milliards de dollars	12.5%
Produits chimiques	2,8 milliards de dollars	8.7%
Fibres	1,5 milliard de dollars	6.3%

Technologies matérielles durables et innovantes

Eastman investit 350 millions de dollars par an dans la recherche et le développement, en se concentrant sur les technologies durables.

• Investissement de technologie de renouvellement du carbone: 200 millions de dollars
• Développement de produits de l'économie circulaire: 100 millions de dollars
• Recherche matérielle basée sur les bios: 50 millions de dollars

Produits chimiques personnalisés pour diverses industries

Industrie	Applications de produits	Pénétration du marché
Automobile	Polymères spécialisés	Couverture du marché de 35%
Soins de santé	Plastiques médicaux	28% de couverture du marché
Biens de consommation	Matériaux de performance	22% de couverture du marché

Performances et durabilité des produits améliorés

Les mesures de performance des produits d'Eastman démontrent des caractéristiques supérieures sur plusieurs applications.

• Amélioration de la résistance des matériaux: jusqu'à 40%
• Amélioration de la résistance chimique: 65% plus élevé
• Plage de tolérance à la température: -40 ° C à 250 ° C

Solutions rentables et responsables de l'environnement

Les initiatives de durabilité contribuent à la réduction des coûts et aux performances environnementales.

Métrique de la durabilité	Performance de 2023	Économies de coûts
Réduction des émissions de carbone	20% de diminution	75 millions de dollars
Gestion des déchets	Taux de recyclage de 35%	45 millions de dollars
Efficacité énergétique	Amélioration de 15%	60 millions de dollars

Eastman Chemical Company (EMN) - Modèle d'entreprise: relations clients

Services de support technique et de consultation

Eastman Chemical Company fournit un soutien technique à travers:

• Équipe directe de support client de 124 spécialistes techniques
• Budget de consultation technique annuelle de 8,3 millions de dollars
• Hotline de support client 24/7 avec un temps de réponse moyen de 17 minutes

Canal de support	Volume d'interaction annuel	Taux de satisfaction client
Support téléphonique	42 569 interactions	94.3%
Assistance par e-mail	31 245 interactions	92.7%
Portail en ligne	27 890 interactions	89.6%

Partenariats collaboratifs à long terme

Eastman maintient des partenariats stratégiques avec:

• 87 clients industriels clés
• Durée du partenariat moyen: 12,4 ans
• Revenus de partenariat collaboratif: 1,2 milliard de dollars par an

Développement de produits personnalisés

Les capacités de personnalisation comprennent:

• Investissement en R&D de 361 millions de dollars en 2023
• 192 Projets de développement de produits personnalisés actifs
• Durée de marché moyenne pour les solutions personnalisées: 8,6 mois

Plates-formes de fiançailles clients numériques

Plate-forme numérique	Utilisateurs actifs mensuels	Investissement annuel
Portail Web client	14 672 utilisateurs	4,5 millions de dollars
Application mobile	8 945 utilisateurs	2,3 millions de dollars

Innovation continue et conception de solutions

• Budget d'innovation: 475 millions de dollars en 2023
• 23 centres d'innovation dédiés dans le monde entier
• 487 Projets d'innovation actifs à travers les segments d'entreprise

Métrique d'innovation	Performance de 2023
Revenus de nouveaux produits	672 millions de dollars
Demandes de brevet	89 déposé
Innovations axées sur le client	42% du total des projets

Eastman Chemical Company (EMN) - Modèle d'entreprise: canaux

Équipe de vente directe pour les clients industriels

Eastman Chemical Company maintient une force de vente directe dédiée de 387 représentants techniques des ventes à partir de 2023, ciblant les clients industriels dans plusieurs secteurs.

Canal de vente	Nombre de représentants	Couverture géographique
Produits chimiques spécialisés industriels	187	Amérique du Nord
Matériaux avancés	104	Europe et Asie
Fibres	96	Marchés mondiaux

Catalogues de produits en ligne et plateformes numériques

Les canaux de vente numériques génèrent environ 742 millions de dollars de revenus grâce à des plateformes en ligne en 2023.

• Catalogue complet de produits numériques avec 2 346 listes de produits chimiques
• Plateforme de commerce électronique prenant en charge 673 comptes clients industriels directs
• Plateforme numérique prenant en charge les spécifications techniques en temps réel et la commande

Salons et conférences de l'industrie

Eastman participe à 47 salons internationaux de l'industrie chimique chaque année, représentant 56 millions de dollars en dépenses de marketing et d'engagement.

Réseaux de distributeurs stratégiques

Région	Nombre de distributeurs	Revenus de distribution annuelle
Amérique du Nord	124	387 millions de dollars
Europe	89	276 millions de dollars
Asie-Pacifique	106	342 millions de dollars

Représentants des ventes techniques

Les représentants des ventes techniques couvrent 6 segments industriels primaires avec une expertise spécialisée.

• Temps de représentation technique moyen des ventes: 8,3 ans
• Investissement de formation annuel par représentant: 42 500 $
• Taux de certification technique: 92% de l'équipe de vente

Eastman Chemical Company (EMN) - Modèle d'entreprise: segments de clientèle

Fabrication automobile

Eastman Chemical sert des constructeurs automobiles avec des matériaux et des solutions spécialisés.

Détails du segment automobile	Valeur annuelle
Contribution du marché mondial des matériaux automobiles	387,6 ​​millions de dollars (2023)
Lignes de produits automobiles clés	Plastiques spécialisés, polymères avancés
Clients automobiles majeurs	General Motors, Ford, Toyota

Industries textiles et vêtements

Eastman fournit des matériaux innovants pour la fabrication textile.

• Production des fibres d'acétate de cellulose: 125 000 tonnes métriques par an
• Part de marché des solutions chimiques textiles: 4,2%
• Innovations clés du matériel textile: tissus de performance, textiles durables

Fabricants d'électronique grand public

Eastman fournit des matériaux avancés pour la production de dispositifs électroniques.

Segment des matériaux électroniques	Métrique
Revenus de matériaux électroniques annuels	276,4 millions de dollars (2023)
Applications de produits électroniques clés	Afficher les technologies, les matériaux de la carte de circuit imprimé

COMPOSITIONS D'EMBALAGE ET DE MATÉRIEL

Eastman développe des solutions d'emballage avancées.

• Segment du marché des matériaux d'emballage: 542,3 millions de dollars
• Solutions d'emballage durables: 35% du portefeuille d'emballage
• Innovations clés de l'emballage: plastiques recyclables, matériaux sécurisés par les aliments

Secteurs des soins de santé et des dispositifs médicaux

Eastman fournit des documents spécialisés pour les applications médicales.

Détails du segment des soins de santé	Performance annuelle
Revenu des matériaux médicaux	213,7 millions de dollars (2023)
Production de matériaux de qualité médicale	87 000 tonnes métriques
Applications médicales clés	Instruments chirurgicaux, emballage médical

Eastman Chemical Company (EMN) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement

En 2022, Eastman Chemical Company a investi 302 millions de dollars dans des activités de recherche et de développement, ce qui représente 2,8% des revenus totaux.

Année	Investissement en R&D	Pourcentage de revenus
2022	302 millions de dollars	2.8%
2021	285 millions de dollars	2.6%

Frais de fabrication et de production

Les coûts de fabrication totaux pour Eastman Chemical Company en 2022 étaient de 5,1 milliards de dollars, avec une rupture clé des dépenses comme suit:

• Coûts de matières premières: 2,7 milliards de dollars
• Dépenses de main-d'œuvre: 612 millions de dollars
• Coûts énergétiques: 438 millions de dollars
• Entretien et équipement: 350 millions de dollars

Gestion mondiale de la chaîne d'approvisionnement

Les dépenses opérationnelles de la chaîne d'approvisionnement en 2022 ont totalisé 723 millions de dollars, notamment:

Catégorie de dépenses	Montant
Logistique	276 millions de dollars
Gestion des stocks	197 millions de dollars
Approvisionnement	250 millions de dollars

Maintenance des infrastructures technologiques

Les dépenses de technologie et d'infrastructures numériques pour 2022 se sont élevées à 184 millions de dollars, distribuées à travers:

• Mises à niveau des systèmes informatiques: 87 millions de dollars
• Investissements en cybersécurité: 52 millions de dollars
• Initiatives de transformation numérique: 45 millions de dollars

Formation et développement de la main-d'œuvre

Les dépenses totales de développement de la main-d'œuvre en 2022 s'élevaient à 56 millions de dollars:

Catégorie de formation	Investissement
Formation des compétences techniques	28 millions de dollars
Développement du leadership	18 millions de dollars
Programmes de certification professionnelle	10 millions de dollars

Eastman Chemical Company (EMN) - Modèle d'entreprise: Strots de revenus

Ventes de produits chimiques spécialisés

Eastman Chemical Company a déclaré un chiffre d'affaires total de 10,6 milliards de dollars en 2022. La répartition des ventes de produits chimiques spécialisés de la société est la suivante:

Segment de produit	Revenus (2022)	Pourcentage du total des revenus
Matériaux avancés	2,85 milliards de dollars	26.9%
Produits chimiques	3,2 milliards de dollars	30.2%
Fibres	1,5 milliard de dollars	14.2%

Licence de matériel de performance

Les revenus de licence pour Eastman Chemical Company en 2022 ont totalisé 187 millions de dollars, ce qui représente 1,8% du total des revenus de l'entreprise.

• Accords de licence de technologie des polymères
• Transferts de technologies de processus chimique
• Licence matérielle propriétaire

Contrats de solution chimique personnalisés

Les contrats de solution chimique personnalisés ont généré 625 millions de dollars de revenus pour 2022, avec des segments clés de l'industrie, notamment:

Segment de l'industrie	Valeur du contrat
Automobile	215 millions de dollars
Électronique	175 millions de dollars
Construction	135 millions de dollars

Accords de transfert de technologie

Les accords de transfert de technologie ont contribué 92 millions de dollars aux revenus d'Eastman en 2022, avec une distribution géographique comme suit:

• Amérique du Nord: 38 millions de dollars
• Europe: 29 millions de dollars
• Asie-Pacifique: 25 millions de dollars

Initiatives d'expansion du marché mondial

Revenus d'expansion du marché mondial pour 2022:

Région	Contribution des revenus	Taux de croissance
Chine	780 millions de dollars	6.5%
Inde	425 millions de dollars	8.2%
Asie du Sud-Est	340 millions de dollars	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.