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Side-by-side financial comparison of Eastman Chemical Company (EMN) and ICON PLC (ICLR). Click either name above to swap in a different company.
ICON PLC is the larger business by last-quarter revenue ($2.0B vs $2.0B, roughly 1.0× Eastman Chemical Company). Eastman Chemical Company runs the higher net margin — 5.3% vs 0.1%, a 5.2% gap on every dollar of revenue. On growth, ICON PLC posted the faster year-over-year revenue change (0.6% vs -13.8%). Over the past eight quarters, ICON PLC's revenue compounded faster (0.6% CAGR vs -8.6%).
Eastman Chemical Company is an American chemical products manufacturer based in Kingsport, Tennessee. Founded in 1920, it was formerly a subsidiary of Kodak until 1994. The company is an independent global specialty materials company that produces a broad range of advanced materials, chemicals and fibers for everyday purposes. It operates 36 manufacturing sites worldwide and employs approximately 14,000 people. In 2023, Eastman had sales revenue of approximately $9.21 billion.
ICON plc is an Irish headquartered multinational healthcare intelligence and clinical research organisation. As of February 2025 had approximately 41,900 employees in 55 countries.
EMN vs ICLR — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.0B |
| Net Profit | $105.0M | $2.4M |
| Gross Margin | 17.1% | — |
| Operating Margin | — | 4.2% |
| Net Margin | 5.3% | 0.1% |
| Revenue YoY | -13.8% | 0.6% |
| Net Profit YoY | -42.3% | -98.8% |
| EPS (diluted) | $0.93 | $0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.2B | $2.0B | ||
| Q2 25 | $2.3B | $2.0B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.5B | $2.0B | ||
| Q2 24 | $2.4B | $2.1B |
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | — | ||
| Q3 25 | $47.0M | $2.4M | ||
| Q2 25 | $140.0M | $183.0M | ||
| Q1 25 | $182.0M | $154.2M | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $180.0M | $197.1M | ||
| Q2 24 | $230.0M | $146.9M |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 25.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 6.1% | 4.2% | ||
| Q2 25 | 7.4% | 10.4% | ||
| Q1 25 | 11.0% | 11.0% | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 11.4% | 14.1% | ||
| Q2 24 | 12.1% | 10.8% |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 2.1% | 0.1% | ||
| Q2 25 | 6.1% | 9.1% | ||
| Q1 25 | 7.9% | 7.7% | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 7.3% | 9.7% | ||
| Q2 24 | 9.7% | 6.9% |
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | — | ||
| Q3 25 | $0.40 | $0.03 | ||
| Q2 25 | $1.20 | $2.30 | ||
| Q1 25 | $1.57 | $1.90 | ||
| Q4 24 | $2.81 | — | ||
| Q3 24 | $1.53 | $2.36 | ||
| Q2 24 | $1.94 | $1.76 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $566.0M | $468.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.0B | $9.3B |
| Total Assets | $14.9B | $16.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | — | $468.9M | ||
| Q2 25 | — | $390.4M | ||
| Q1 25 | — | $526.7M | ||
| Q4 24 | $837.0M | — | ||
| Q3 24 | — | $695.5M | ||
| Q2 24 | — | $506.6M |
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.8B | $9.3B | ||
| Q2 25 | $5.8B | $9.6B | ||
| Q1 25 | $5.9B | $9.5B | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $5.7B | $9.8B | ||
| Q2 24 | $5.6B | $9.6B |
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | — | ||
| Q3 25 | $15.0B | $16.5B | ||
| Q2 25 | $15.2B | $16.6B | ||
| Q1 25 | $15.0B | $16.7B | ||
| Q4 24 | $15.2B | — | ||
| Q3 24 | $15.1B | $17.2B | ||
| Q2 24 | $14.9B | $17.0B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $387.6M |
| Free Cash FlowOCF − Capex | — | $333.9M |
| FCF MarginFCF / Revenue | — | 16.3% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | — | 164.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | — | ||
| Q3 25 | $402.0M | $387.6M | ||
| Q2 25 | $233.0M | $146.2M | ||
| Q1 25 | $-167.0M | $268.2M | ||
| Q4 24 | $540.0M | — | ||
| Q3 24 | $396.0M | $402.7M | ||
| Q2 24 | $367.0M | $218.6M |
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | — | ||
| Q3 25 | $265.0M | $333.9M | ||
| Q2 25 | $83.0M | $113.9M | ||
| Q1 25 | $-314.0M | $239.3M | ||
| Q4 24 | $361.0M | — | ||
| Q3 24 | $276.0M | $359.3M | ||
| Q2 24 | $252.0M | $182.3M |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 12.0% | 16.3% | ||
| Q2 25 | 3.6% | 5.6% | ||
| Q1 25 | -13.7% | 12.0% | ||
| Q4 24 | 16.1% | — | ||
| Q3 24 | 11.2% | 17.7% | ||
| Q2 24 | 10.7% | 8.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.2% | 2.6% | ||
| Q2 25 | 6.6% | 1.6% | ||
| Q1 25 | 6.4% | 1.4% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 4.9% | 2.1% | ||
| Q2 24 | 4.9% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | — | ||
| Q3 25 | 8.55× | 164.59× | ||
| Q2 25 | 1.66× | 0.80× | ||
| Q1 25 | -0.92× | 1.74× | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 2.20× | 2.04× | ||
| Q2 24 | 1.60× | 1.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EMN
Segment breakdown not available.
ICLR
| Other Customers | $681.3M | 33% |
| Clients1125 | $549.4M | 27% |
| Clients15 | $503.3M | 25% |
| Clients610 | $308.8M | 15% |
