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Side-by-side financial comparison of Eastman Chemical Company (EMN) and Option Care Health, Inc. (OPCH). Click either name above to swap in a different company.
Eastman Chemical Company is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× Option Care Health, Inc.). Eastman Chemical Company runs the higher net margin — 5.3% vs 3.6%, a 1.7% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (12.2% vs -13.8%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.0% 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.
GE Healthcare Technologies, Inc. is an American health technology company based in Chicago, Illinois. The company, which stylizes its own name as GE HealthCare, operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical ...
EMN vs OPCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.4B |
| Net Profit | $105.0M | $51.8M |
| Gross Margin | 17.1% | 19.0% |
| Operating Margin | — | 5.9% |
| Net Margin | 5.3% | 3.6% |
| Revenue YoY | -13.8% | 12.2% |
| Net Profit YoY | -42.3% | -3.8% |
| EPS (diluted) | $0.93 | $0.32 |
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 | $1.4B | ||
| Q2 25 | $2.3B | $1.4B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.5B | $1.3B | ||
| Q2 24 | $2.4B | $1.2B |
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | — | ||
| Q3 25 | $47.0M | $51.8M | ||
| Q2 25 | $140.0M | $50.5M | ||
| Q1 25 | $182.0M | $46.7M | ||
| Q4 24 | $330.0M | $60.1M | ||
| Q3 24 | $180.0M | $53.9M | ||
| Q2 24 | $230.0M | $53.0M |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 19.7% | 19.0% | ||
| Q2 25 | 22.1% | 19.0% | ||
| Q1 25 | 24.8% | 19.7% | ||
| Q4 24 | 24.7% | 21.3% | ||
| Q3 24 | 24.6% | 20.1% | ||
| Q2 24 | 25.3% | 20.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 6.1% | 5.9% | ||
| Q2 25 | 7.4% | 5.8% | ||
| Q1 25 | 11.0% | 5.9% | ||
| Q4 24 | 13.2% | 6.9% | ||
| Q3 24 | 11.4% | 6.7% | ||
| Q2 24 | 12.1% | 6.6% |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 2.1% | 3.6% | ||
| Q2 25 | 6.1% | 3.6% | ||
| Q1 25 | 7.9% | 3.5% | ||
| Q4 24 | 14.7% | 4.8% | ||
| Q3 24 | 7.3% | 4.2% | ||
| Q2 24 | 9.7% | 4.3% |
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | — | ||
| Q3 25 | $0.40 | $0.32 | ||
| Q2 25 | $1.20 | $0.31 | ||
| Q1 25 | $1.57 | $0.28 | ||
| Q4 24 | $2.81 | $0.36 | ||
| Q3 24 | $1.53 | $0.31 | ||
| Q2 24 | $1.94 | $0.30 |
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 | $309.8M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $6.0B | $1.4B |
| Total Assets | $14.9B | $3.5B |
| Debt / EquityLower = less leverage | — | 0.86× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | — | $309.8M | ||
| Q2 25 | — | $198.8M | ||
| Q1 25 | — | $171.4M | ||
| Q4 24 | $837.0M | $412.6M | ||
| Q3 24 | — | $483.0M | ||
| Q2 24 | — | $376.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B |
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.8B | $1.4B | ||
| Q2 25 | $5.8B | $1.4B | ||
| Q1 25 | $5.9B | $1.4B | ||
| Q4 24 | $5.8B | $1.4B | ||
| Q3 24 | $5.7B | $1.4B | ||
| Q2 24 | $5.6B | $1.4B |
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | — | ||
| Q3 25 | $15.0B | $3.5B | ||
| Q2 25 | $15.2B | $3.4B | ||
| Q1 25 | $15.0B | $3.3B | ||
| Q4 24 | $15.2B | $3.4B | ||
| Q3 24 | $15.1B | $3.4B | ||
| Q2 24 | $14.9B | $3.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 0.82× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.79× |
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 | — | $139.4M |
| Free Cash FlowOCF − Capex | — | $130.2M |
| FCF MarginFCF / Revenue | — | 9.1% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | 2.69× |
| TTM Free Cash FlowTrailing 4 quarters | — | $220.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | — | ||
| Q3 25 | $402.0M | $139.4M | ||
| Q2 25 | $233.0M | $90.3M | ||
| Q1 25 | $-167.0M | $-7.2M | ||
| Q4 24 | $540.0M | $36.1M | ||
| Q3 24 | $396.0M | $160.4M | ||
| Q2 24 | $367.0M | $195.7M |
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | — | ||
| Q3 25 | $265.0M | $130.2M | ||
| Q2 25 | $83.0M | $81.2M | ||
| Q1 25 | $-314.0M | $-16.6M | ||
| Q4 24 | $361.0M | $25.8M | ||
| Q3 24 | $276.0M | $150.7M | ||
| Q2 24 | $252.0M | $185.9M |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 12.0% | 9.1% | ||
| Q2 25 | 3.6% | 5.7% | ||
| Q1 25 | -13.7% | -1.2% | ||
| Q4 24 | 16.1% | 2.0% | ||
| Q3 24 | 11.2% | 11.8% | ||
| Q2 24 | 10.7% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.2% | 0.6% | ||
| Q2 25 | 6.6% | 0.6% | ||
| Q1 25 | 6.4% | 0.7% | ||
| Q4 24 | 8.0% | 0.8% | ||
| Q3 24 | 4.9% | 0.8% | ||
| Q2 24 | 4.9% | 0.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | — | ||
| Q3 25 | 8.55× | 2.69× | ||
| Q2 25 | 1.66× | 1.79× | ||
| Q1 25 | -0.92× | -0.15× | ||
| Q4 24 | 1.64× | 0.60× | ||
| Q3 24 | 2.20× | 2.98× | ||
| Q2 24 | 1.60× | 3.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EMN
Segment breakdown not available.
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
