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Side-by-side financial comparison of Eastman Chemical Company (EMN) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $2.0B, roughly 1.1× Eastman Chemical Company). Eastman Chemical Company runs the higher net margin — 5.3% vs 4.5%, a 0.9% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs -13.8%). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% 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.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
EMN vs POST — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.2B |
| Net Profit | $105.0M | $96.8M |
| Gross Margin | 17.1% | 29.4% |
| Operating Margin | — | 11.0% |
| Net Margin | 5.3% | 4.5% |
| Revenue YoY | -13.8% | 10.1% |
| Net Profit YoY | -42.3% | -14.6% |
| EPS (diluted) | $0.93 | $1.71 |
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 | $2.2B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.3B | $2.0B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.5B | $2.0B | ||
| Q2 24 | $2.4B | $1.9B |
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $96.8M | ||
| Q3 25 | $47.0M | $51.0M | ||
| Q2 25 | $140.0M | $108.8M | ||
| Q1 25 | $182.0M | $62.6M | ||
| Q4 24 | $330.0M | $113.3M | ||
| Q3 24 | $180.0M | $81.6M | ||
| Q2 24 | $230.0M | $99.8M |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | 29.4% | ||
| Q3 25 | 19.7% | 26.8% | ||
| Q2 25 | 22.1% | 30.0% | ||
| Q1 25 | 24.8% | 28.0% | ||
| Q4 24 | 24.7% | 30.1% | ||
| Q3 24 | 24.6% | 28.6% | ||
| Q2 24 | 25.3% | 29.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 11.0% | ||
| Q3 25 | 6.1% | 7.5% | ||
| Q2 25 | 7.4% | 11.8% | ||
| Q1 25 | 11.0% | 9.3% | ||
| Q4 24 | 13.2% | 10.8% | ||
| Q3 24 | 11.4% | 9.5% | ||
| Q2 24 | 12.1% | 10.4% |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 4.5% | ||
| Q3 25 | 2.1% | 2.3% | ||
| Q2 25 | 6.1% | 5.5% | ||
| Q1 25 | 7.9% | 3.2% | ||
| Q4 24 | 14.7% | 5.7% | ||
| Q3 24 | 7.3% | 4.1% | ||
| Q2 24 | 9.7% | 5.1% |
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $1.71 | ||
| Q3 25 | $0.40 | $0.91 | ||
| Q2 25 | $1.20 | $1.79 | ||
| Q1 25 | $1.57 | $1.03 | ||
| Q4 24 | $2.81 | $1.78 | ||
| Q3 24 | $1.53 | $1.28 | ||
| Q2 24 | $1.94 | $1.53 |
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 | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | $6.0B | $3.5B |
| Total Assets | $14.9B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $617.6M | ||
| Q4 24 | $837.0M | $872.9M | ||
| Q3 24 | — | $787.4M | ||
| Q2 24 | — | $333.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $3.5B | ||
| Q3 25 | $5.8B | $3.8B | ||
| Q2 25 | $5.8B | $4.0B | ||
| Q1 25 | $5.9B | $3.8B | ||
| Q4 24 | $5.8B | $3.9B | ||
| Q3 24 | $5.7B | $4.1B | ||
| Q2 24 | $5.6B | $3.9B |
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $13.0B | ||
| Q3 25 | $15.0B | $13.5B | ||
| Q2 25 | $15.2B | $13.4B | ||
| Q1 25 | $15.0B | $12.8B | ||
| Q4 24 | $15.2B | $12.8B | ||
| Q3 24 | $15.1B | $12.9B | ||
| Q2 24 | $14.9B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× |
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 | — | $235.7M |
| Free Cash FlowOCF − Capex | — | $119.3M |
| FCF MarginFCF / Revenue | — | 5.5% |
| Capex IntensityCapex / Revenue | — | 5.4% |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $235.7M | ||
| Q3 25 | $402.0M | $301.3M | ||
| Q2 25 | $233.0M | $225.9M | ||
| Q1 25 | $-167.0M | $160.7M | ||
| Q4 24 | $540.0M | $310.4M | ||
| Q3 24 | $396.0M | $235.4M | ||
| Q2 24 | $367.0M | $272.3M |
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $119.3M | ||
| Q3 25 | $265.0M | $151.6M | ||
| Q2 25 | $83.0M | $94.9M | ||
| Q1 25 | $-314.0M | $70.2M | ||
| Q4 24 | $361.0M | $171.4M | ||
| Q3 24 | $276.0M | $96.2M | ||
| Q2 24 | $252.0M | $161.5M |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 5.5% | ||
| Q3 25 | 12.0% | 6.7% | ||
| Q2 25 | 3.6% | 4.8% | ||
| Q1 25 | -13.7% | 3.6% | ||
| Q4 24 | 16.1% | 8.7% | ||
| Q3 24 | 11.2% | 4.8% | ||
| Q2 24 | 10.7% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 5.4% | ||
| Q3 25 | 6.2% | 6.7% | ||
| Q2 25 | 6.6% | 6.6% | ||
| Q1 25 | 6.4% | 4.6% | ||
| Q4 24 | 8.0% | 7.0% | ||
| Q3 24 | 4.9% | 6.9% | ||
| Q2 24 | 4.9% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 2.43× | ||
| Q3 25 | 8.55× | 5.91× | ||
| Q2 25 | 1.66× | 2.08× | ||
| Q1 25 | -0.92× | 2.57× | ||
| Q4 24 | 1.64× | 2.74× | ||
| Q3 24 | 2.20× | 2.88× | ||
| Q2 24 | 1.60× | 2.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EMN
Segment breakdown not available.
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
