Subtext

Eastman Chemical Company EMN

SectorMaterials
Transcripts69
Date range2007-10-28 – 2025-04-25
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-28-14+0+14+282007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · Overall: +0.22007 Q4 · Overall: +5.02008 Q1 · Overall: +4.22008 Q2 · Overall: +3.92008 Q3 · Overall: -1.22008 Q4 · Overall: -0.62009 Q1 · Overall: +0.42009 Q2 · Overall: +7.72009 Q3 · Overall: +6.72009 Q4 · Overall: +7.12010 Q1 · Overall: +10.42010 Q4 · Overall: +7.62011 Q1 · Overall: +8.42011 Q2 · Overall: +3.22011 Q3 · Overall: -1.32011 Q4 · Overall: +12.02012 Q1 · Overall: +5.32012 Q2 · Overall: +6.32012 Q3 · Overall: +4.92012 Q4 · Overall: +6.82013 Q1 · Overall: +4.82013 Q2 · Overall: +8.52013 Q3 · Overall: +10.02013 Q4 · Overall: +11.72014 Q1 · Overall: +13.92014 Q2 · Overall: +2.92014 Q3 · Overall: +14.92014 Q4 · Overall: +9.12015 Q1 · Overall: +17.42015 Q2 · Overall: +13.22015 Q3 · Overall: +11.82015 Q4 · Overall: +9.42016 Q1 · Overall: +20.62016 Q2 · Overall: +9.02016 Q3 · Overall: +18.52016 Q4 · Overall: +18.12017 Q1 · Overall: +24.12017 Q2 · Overall: +21.62017 Q3 · Overall: +14.82017 Q4 · Overall: +20.52018 Q1 · Overall: +22.62018 Q2 · Overall: +15.22018 Q3 · Overall: +16.62018 Q4 · Overall: +10.12019 Q1 · Overall: +8.82019 Q2 · Overall: +4.32019 Q3 · Overall: +6.82019 Q4 · Overall: +15.62020 Q1 · Overall: +8.62020 Q2 · Overall: +10.02020 Q3 · Overall: +19.52020 Q4 · Overall: +11.22021 Q1 · Overall: +17.12021 Q2 · Overall: +13.82021 Q3 · Overall: +12.12021 Q4 · Overall: +8.82022 Q1 · Overall: +6.92022 Q2 · Overall: +11.42022 Q3 · Overall: +4.22022 Q4 · Overall: +2.32023 Q1 · Overall: +10.52023 Q2 · Overall: +7.62023 Q3 · Overall: +10.12023 Q4 · Overall: +8.62024 Q1 · Overall: +2.82024 Q2 · Overall: +3.02024 Q3 · Overall: +10.02024 Q4 · Overall: +7.52025 Q1 · Overall: -0.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-42-21+0+21+422007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · CEO: +2.62008 Q1 · CEO: +11.62008 Q2 · CEO: +6.82008 Q3 · CEO: -0.22008 Q4 · CEO: -7.52009 Q1 · CEO: +0.92009 Q2 · CEO: +7.52009 Q3 · CEO: +7.92009 Q4 · CEO: +5.42010 Q1 · CEO: +13.22010 Q4 · CEO: +12.52011 Q1 · CEO: +9.52011 Q2 · CEO: +4.02011 Q3 · CEO: +1.02011 Q4 · CEO: +14.02012 Q1 · CEO: +6.22012 Q2 · CEO: +7.72012 Q3 · CEO: +4.62012 Q4 · CEO: +11.42013 Q1 · CEO: +8.82013 Q2 · CEO: +10.42013 Q3 · CEO: +6.62013 Q4 · CEO: +19.42014 Q1 · CEO: +20.52014 Q2 · CEO: +8.52014 Q3 · CEO: +28.12014 Q4 · CEO: +15.22015 Q1 · CEO: +23.72015 Q2 · CEO: +23.12015 Q3 · CEO: +19.72015 Q4 · CEO: +16.82016 Q1 · CEO: +27.92016 Q2 · CEO: +12.32016 Q3 · CEO: +26.42016 Q4 · CEO: +23.42017 Q1 · CEO: +36.02017 Q2 · CEO: +26.72017 Q3 · CEO: +16.42017 Q4 · CEO: +25.52018 Q1 · CEO: +26.42018 Q2 · CEO: +22.52018 Q3 · CEO: +24.72018 Q4 · CEO: +12.82019 Q1 · CEO: +14.62019 Q2 · CEO: +7.92019 Q3 · CEO: +12.62019 Q4 · CEO: +23.42020 Q1 · CEO: +12.12020 Q2 · CEO: +11.72020 Q3 · CEO: +26.32020 Q4 · CEO: +17.42021 Q1 · CEO: +22.12021 Q2 · CEO: +19.42021 Q3 · CEO: +16.72021 Q4 · CEO: +23.02022 Q1 · CEO: +11.22022 Q2 · CEO: +15.92022 Q3 · CEO: +8.22022 Q4 · CEO: +7.12023 Q1 · CEO: +14.92023 Q2 · CEO: +11.92023 Q3 · CEO: +13.42023 Q4 · CEO: +11.52024 Q1 · CEO: +9.92024 Q2 · CEO: +6.02024 Q3 · CEO: +11.92025 Q1 · CEO: +1.62007 Q3 · CFO: -27.62008 Q1 · CFO: +36.12008 Q2 · CFO: -14.82008 Q4 · CFO: +14.22009 Q1 · CFO: +12.52009 Q2 · CFO: +14.72009 Q3 · CFO: +15.62009 Q4 · CFO: +16.62010 Q1 · CFO: +9.92010 Q4 · CFO: +2.42011 Q1 · CFO: +15.42011 Q2 · CFO: +7.32011 Q3 · CFO: +6.52011 Q4 · CFO: +15.12012 Q1 · CFO: +6.62012 Q2 · CFO: +22.02012 Q3 · CFO: +17.52012 Q4 · CFO: +5.72013 Q1 · CFO: +15.32013 Q2 · CFO: +5.62013 Q3 · CFO: +16.92013 Q4 · CFO: +3.82014 Q1 · CFO: +4.82014 Q2 · CFO: +1.72014 Q3 · CFO: +6.62014 Q4 · CFO: +7.02015 Q1 · CFO: +10.62015 Q2 · CFO: +4.12015 Q3 · CFO: +17.92015 Q4 · CFO: +9.12016 Q3 · CFO: +13.82016 Q4 · CFO: +20.12017 Q1 · CFO: +18.62017 Q2 · CFO: +18.52017 Q3 · CFO: +20.72017 Q4 · CFO: +19.42018 Q1 · CFO: +28.82018 Q2 · CFO: +14.52018 Q3 · CFO: +11.22018 Q4 · CFO: +14.32019 Q1 · CFO: +6.12019 Q2 · CFO: +4.72019 Q3 · CFO: +1.32019 Q4 · CFO: +9.12020 Q2 · CFO: +12.72020 Q3 · CFO: +12.22020 Q4 · CFO: +4.02021 Q1 · CFO: +9.52021 Q2 · CFO: +14.82021 Q4 · CFO: -21.12022 Q1 · CFO: -2.92022 Q2 · CFO: +9.52022 Q3 · CFO: +0.82022 Q4 · CFO: -2.72023 Q1 · CFO: +16.32023 Q2 · CFO: +3.62023 Q3 · CFO: +9.72023 Q4 · CFO: +9.32024 Q1 · CFO: +0.02024 Q2 · CFO: +2.22024 Q3 · CFO: +5.42025 Q1 · CFO: -3.6
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-40-20+0+20+402007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · Prepared remarks: +3.72007 Q4 · Prepared remarks: +5.02008 Q1 · Prepared remarks: +1.62008 Q2 · Prepared remarks: +9.52008 Q3 · Prepared remarks: -0.82008 Q4 · Prepared remarks: -1.02009 Q1 · Prepared remarks: +2.52009 Q2 · Prepared remarks: +9.82009 Q3 · Prepared remarks: +11.92009 Q4 · Prepared remarks: +3.12010 Q1 · Prepared remarks: +14.22010 Q4 · Prepared remarks: +7.92011 Q1 · Prepared remarks: +13.72011 Q2 · Prepared remarks: +5.82011 Q3 · Prepared remarks: +0.02011 Q4 · Prepared remarks: +12.22012 Q1 · Prepared remarks: +6.82012 Q2 · Prepared remarks: +13.92012 Q3 · Prepared remarks: +5.12012 Q4 · Prepared remarks: +10.82013 Q1 · Prepared remarks: +9.42013 Q2 · Prepared remarks: +7.62013 Q3 · Prepared remarks: +11.62013 Q4 · Prepared remarks: +16.42014 Q1 · Prepared remarks: +13.32014 Q2 · Prepared remarks: +5.12014 Q3 · Prepared remarks: +26.32014 Q4 · Prepared remarks: +16.42015 Q1 · Prepared remarks: +28.42015 Q2 · Prepared remarks: +22.12015 Q3 · Prepared remarks: +21.82015 Q4 · Prepared remarks: +21.52016 Q1 · Prepared remarks: +26.32016 Q2 · Prepared remarks: +16.92016 Q3 · Prepared remarks: +24.32016 Q4 · Prepared remarks: +25.42017 Q1 · Prepared remarks: +28.02017 Q2 · Prepared remarks: +31.12017 Q3 · Prepared remarks: +20.72017 Q4 · Prepared remarks: +20.82018 Q1 · Prepared remarks: +34.92018 Q2 · Prepared remarks: +28.82018 Q3 · Prepared remarks: +26.62018 Q4 · Prepared remarks: +17.62019 Q1 · Prepared remarks: +12.12019 Q2 · Prepared remarks: +5.82019 Q3 · Prepared remarks: +9.12019 Q4 · Prepared remarks: +21.32020 Q1 · Prepared remarks: +15.02020 Q2 · Prepared remarks: +14.62020 Q3 · Prepared remarks: +30.02020 Q4 · Prepared remarks: +14.62021 Q1 · Prepared remarks: +23.82021 Q2 · Prepared remarks: -4.22021 Q3 · Prepared remarks: -4.22021 Q4 · Prepared remarks: +0.02022 Q1 · Prepared remarks: -12.52022 Q2 · Prepared remarks: -4.32022 Q3 · Prepared remarks: -4.22022 Q4 · Prepared remarks: -4.22023 Q1 · Prepared remarks: -8.72023 Q2 · Prepared remarks: -4.32023 Q3 · Prepared remarks: -4.22023 Q4 · Prepared remarks: +13.02024 Q1 · Prepared remarks: +25.02024 Q2 · Prepared remarks: -10.62024 Q3 · Prepared remarks: -4.12025 Q1 · Prepared remarks: -4.22007 Q3 · Q&A responses: -0.72008 Q1 · Q&A responses: +9.62008 Q2 · Q&A responses: +1.72008 Q3 · Q&A responses: -0.42008 Q4 · Q&A responses: +1.62009 Q1 · Q&A responses: +2.82009 Q2 · Q&A responses: +7.22009 Q3 · Q&A responses: +4.12009 Q4 · Q&A responses: +13.22010 Q1 · Q&A responses: +11.12011 Q1 · Q&A responses: +8.02011 Q2 · Q&A responses: +3.72011 Q3 · Q&A responses: +2.72011 Q4 · Q&A responses: +20.72012 Q1 · Q&A responses: +5.02012 Q2 · Q&A responses: +5.42012 Q3 · Q&A responses: +6.32012 Q4 · Q&A responses: +6.32013 Q1 · Q&A responses: +5.22013 Q2 · Q&A responses: +12.02013 Q3 · Q&A responses: +10.72013 Q4 · Q&A responses: +12.82014 Q1 · Q&A responses: +16.12014 Q2 · Q&A responses: +5.52014 Q3 · Q&A responses: +13.52014 Q4 · Q&A responses: +6.82015 Q1 · Q&A responses: +12.42015 Q2 · Q&A responses: +9.72015 Q3 · Q&A responses: +11.22015 Q4 · Q&A responses: +7.32016 Q1 · Q&A responses: +22.52016 Q2 · Q&A responses: +7.92016 Q3 · Q&A responses: +19.82016 Q4 · Q&A responses: +17.12017 Q1 · Q&A responses: +28.42017 Q2 · Q&A responses: +21.12017 Q3 · Q&A responses: +14.02018 Q1 · Q&A responses: +19.22018 Q2 · Q&A responses: +14.12018 Q3 · Q&A responses: +15.12018 Q4 · Q&A responses: +9.02019 Q1 · Q&A responses: +7.82019 Q2 · Q&A responses: +6.22019 Q3 · Q&A responses: +6.72019 Q4 · Q&A responses: +16.32020 Q1 · Q&A responses: +9.22020 Q2 · Q&A responses: +12.02020 Q3 · Q&A responses: +22.02020 Q4 · Q&A responses: +14.92021 Q1 · Q&A responses: +19.02021 Q2 · Q&A responses: +18.62021 Q3 · Q&A responses: +15.32021 Q4 · Q&A responses: +18.92022 Q1 · Q&A responses: +10.02022 Q2 · Q&A responses: +14.82022 Q3 · Q&A responses: +6.52022 Q4 · Q&A responses: +5.72023 Q1 · Q&A responses: +12.32023 Q2 · Q&A responses: +10.42023 Q3 · Q&A responses: +12.82023 Q4 · Q&A responses: +10.82024 Q1 · Q&A responses: +8.42024 Q2 · Q&A responses: +5.22024 Q3 · Q&A responses: +11.12024 Q4 · Q&A responses: +9.92025 Q1 · Q&A responses: -0.1
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$6.09$8.29$10.482007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $7.072014 Q2: $7.362014 Q3: $7.482014 Q4: $7.672015 Q1: $7.192015 Q2: $7.462015 Q3: $7.712015 Q4: $7.672016 Q1: $7.192016 Q2: $7.372016 Q3: $6.972016 Q4: $7.282017 Q1: $7.462017 Q2: $7.762017 Q3: $7.962017 Q4: $8.162018 Q1: $8.652018 Q2: $8.952018 Q3: $9.132018 Q4: $9.172019 Q1: $8.992019 Q2: $8.942019 Q3: $8.352019 Q4: $7.862020 Q1: $7.422020 Q2: $6.392020 Q3: $6.592020 Q4: $7.102021 Q1: $7.952021 Q2: $8.882021 Q3: $9.392021 Q4: $9.562022 Q1: $9.932022 Q2: $10.182022 Q3: $9.612022 Q4: $8.272023 Q1: $8.052023 Q2: $8.522023 Q3: $7.922023 Q4: $7.902024 Q1: $7.982024 Q2: $8.362024 Q3: $8.632024 Q4: $8.66

Forward P/E

4.489.7715.052007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 11.952014 Q2: 11.982014 Q3: 11.172014 Q4: 9.502015 Q1: 9.842015 Q2: 10.592015 Q3: 9.262015 Q4: 8.932016 Q1: 9.912016 Q2: 9.732016 Q3: 9.172016 Q4: 10.392017 Q1: 10.542017 Q2: 10.672017 Q3: 10.752017 Q4: 11.412018 Q1: 12.422018 Q2: 12.132018 Q3: 10.792018 Q4: 7.702019 Q1: 9.112019 Q2: 8.262019 Q3: 8.632019 Q4: 10.152020 Q1: 5.212020 Q2: 11.022020 Q3: 12.562020 Q4: 14.322021 Q1: 14.162021 Q2: 13.692021 Q3: 11.292021 Q4: 12.332022 Q1: 10.792022 Q2: 9.342022 Q3: 8.552022 Q4: 10.442023 Q1: 9.962023 Q2: 9.622023 Q3: 9.852023 Q4: 11.032024 Q1: 11.662024 Q2: 11.842024 Q3: 12.332024 Q4: 10.50

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -11.0 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q4 tone ↓ -5.8 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↑ +8.3 fwd EPS ↓ -0.48 Tone rose while the forward EPS estimate was cut.
  • 2015 Q2 tone ↓ -4.2 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↑ +11.2 fwd EPS ↓ -0.48 Tone rose while the forward EPS estimate was cut.
  • 2016 Q2 tone ↓ -11.6 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↑ +9.5 fwd EPS ↓ -0.39 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -2.4 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -6.8 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -7.4 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +2.5 fwd EPS ↓ -0.59 Tone rose while the forward EPS estimate was cut.
  • 2019 Q4 tone ↑ +8.8 fwd EPS ↓ -0.49 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -8.3 fwd EPS ↑ +0.51 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -3.3 fwd EPS ↑ +0.93 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -3.3 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +8.2 fwd EPS ↓ -0.22 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -2.9 fwd EPS ↑ +0.47 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↑ +2.5 fwd EPS ↓ -0.60 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -5.8 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-25-0.6——View →
2024 Q42025-01-31+7.5$8.6610.5View →
2024 Q32024-11-01+10.0$8.6312.3View →
2024 Q22024-07-26+3.0$8.3611.8View →
2024 Q12024-04-26+2.8$7.9811.7View →
2023 Q42024-02-02+8.6$7.9011.0View →
2023 Q32023-10-27+10.1$7.929.8View →
2023 Q22023-07-28+7.6$8.529.6View →