-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：伊士曼化學公司公佈的第一季調整後每股收益為1.09美元，低於去年同期的1.91美元，低於我們先前1.37美元的預期，但高於市場普遍預期的1.06美元。受客戶庫存去庫存、非必需消費品需求疲軟以及中東衝突的影響，公司銷售額下降5%至21.77億美元。為抵銷原物料價格上漲的影響，該公司實施了約5億美元的漲價措施，而位於金斯波特的甲醇解工廠仍有望實現全年約3,000萬美元的額外收益。管理階層維持了2026年扣除通膨因素後節省1.25億至1.5億美元的成本削減目標。由於銷售下滑和充滿挑戰的市場環境擠壓了大多數業務板塊的獲利能力，調整後息稅前利潤率下降440個基點至9.2%。不過，隨著特種業務銷售/產品組合成長超過10%，息稅前利潤率較第四季成長240個基點，業績較上季有所改善。公司擁有6.65億美元的現金儲備和穩健的投資等級資產負債表，維持了財務彈性。
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