-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：伊士曼化学公司公布的第一季度调整后每股收益为1.09美元，低于去年同期的1.91美元，低于我们此前1.37美元的预期，但高于市场普遍预期的1.06美元。受客户库存去库存、非必需消费品需求疲软以及中东冲突的影响，公司销售额下降5%至21.77亿美元。为抵消原材料价格上涨的影响，公司实施了约5亿美元的提价措施，而位于金斯波特的甲醇解工厂仍有望实现全年约3000万美元的额外收益。管理层维持了2026年扣除通胀因素后节省1.25亿至1.5亿美元的成本削减目标。由于销量下滑和充满挑战的市场环境挤压了大多数业务板块的盈利能力，调整后息税前利润率下降440个基点至9.2%。不过，随着特种业务销量/产品组合增长超过10%，息税前利润率较第四季度增长240个基点，业绩环比有所改善。公司拥有6.65亿美元的现金储备和稳健的投资级资产负债表，保持了财务灵活性。
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