Eastman Chemical Company

Specialty lines (AFP and AM) show ability to defend price through value‑in‑use, with 2025 commentary noting pricing resilience in specialties despite weak volumes. However, CI spreads compressed and Fibers saw price/mix pressure, highlighting limits outside of specialties.

The circular portfolio can command premia with brand owners, but ramp pacing and customer launch timing remain constraints. Overall we see moderate, product‑specific pricing power with upside as mix shifts.