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Side-by-side financial comparison of Eastman Chemical Company (EMN) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Eastman Chemical Company is the larger business by last-quarter revenue ($2.0B vs $1.5B, roughly 1.3× RXO, Inc.). Eastman Chemical Company runs the higher net margin — 5.3% vs -3.1%, a 8.5% gap on every dollar of revenue. On growth, RXO, Inc. posted the faster year-over-year revenue change (-11.9% vs -13.8%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% 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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
EMN vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.5B |
| Net Profit | $105.0M | $-46.0M |
| Gross Margin | 17.1% | — |
| Operating Margin | — | -2.9% |
| Net Margin | 5.3% | -3.1% |
| Revenue YoY | -13.8% | -11.9% |
| Net Profit YoY | -42.3% | -84.0% |
| EPS (diluted) | $0.93 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.3B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $2.5B | $1.0B | ||
| Q2 24 | $2.4B | $930.0M |
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $-46.0M | ||
| Q3 25 | $47.0M | $-14.0M | ||
| Q2 25 | $140.0M | $-9.0M | ||
| Q1 25 | $182.0M | $-31.0M | ||
| Q4 24 | $330.0M | $-25.0M | ||
| Q3 24 | $180.0M | $-243.0M | ||
| Q2 24 | $230.0M | $-7.0M |
| 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% | -2.9% | ||
| Q3 25 | 6.1% | -0.5% | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 11.0% | -2.1% | ||
| Q4 24 | 13.2% | -1.4% | ||
| Q3 24 | 11.4% | -1.9% | ||
| Q2 24 | 12.1% | — |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | -3.1% | ||
| Q3 25 | 2.1% | -1.0% | ||
| Q2 25 | 6.1% | -0.6% | ||
| Q1 25 | 7.9% | -2.2% | ||
| Q4 24 | 14.7% | -1.5% | ||
| Q3 24 | 7.3% | -23.4% | ||
| Q2 24 | 9.7% | -0.8% |
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $-0.28 | ||
| Q3 25 | $0.40 | $-0.08 | ||
| Q2 25 | $1.20 | $-0.05 | ||
| Q1 25 | $1.57 | $-0.18 | ||
| Q4 24 | $2.81 | $-0.17 | ||
| Q3 24 | $1.53 | $-1.81 | ||
| Q2 24 | $1.94 | $-0.06 |
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 | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $6.0B | $1.5B |
| Total Assets | $14.9B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $17.0M | ||
| Q3 25 | — | $25.0M | ||
| Q2 25 | — | $18.0M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | $837.0M | $35.0M | ||
| Q3 24 | — | $55.0M | ||
| Q2 24 | — | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $1.5B | ||
| Q3 25 | $5.8B | $1.6B | ||
| Q2 25 | $5.8B | $1.6B | ||
| Q1 25 | $5.9B | $1.6B | ||
| Q4 24 | $5.8B | $1.6B | ||
| Q3 24 | $5.7B | $1.7B | ||
| Q2 24 | $5.6B | $579.0M |
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $3.3B | ||
| Q3 25 | $15.0B | $3.2B | ||
| Q2 25 | $15.2B | $3.2B | ||
| Q1 25 | $15.0B | $3.3B | ||
| Q4 24 | $15.2B | $3.4B | ||
| Q3 24 | $15.1B | $3.4B | ||
| Q2 24 | $14.9B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | — | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $7.0M | ||
| Q3 25 | $402.0M | $23.0M | ||
| Q2 25 | $233.0M | $23.0M | ||
| Q1 25 | $-167.0M | $-2.0M | ||
| Q4 24 | $540.0M | $-7.0M | ||
| Q3 24 | $396.0M | $-7.0M | ||
| Q2 24 | $367.0M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $-9.0M | ||
| Q3 25 | $265.0M | $9.0M | ||
| Q2 25 | $83.0M | $9.0M | ||
| Q1 25 | $-314.0M | $-17.0M | ||
| Q4 24 | $361.0M | $-19.0M | ||
| Q3 24 | $276.0M | $-18.0M | ||
| Q2 24 | $252.0M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | -0.6% | ||
| Q3 25 | 12.0% | 0.6% | ||
| Q2 25 | 3.6% | 0.6% | ||
| Q1 25 | -13.7% | -1.2% | ||
| Q4 24 | 16.1% | -1.1% | ||
| Q3 24 | 11.2% | -1.7% | ||
| Q2 24 | 10.7% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 1.1% | ||
| Q3 25 | 6.2% | 1.0% | ||
| Q2 25 | 6.6% | 1.0% | ||
| Q1 25 | 6.4% | 1.0% | ||
| Q4 24 | 8.0% | 0.7% | ||
| Q3 24 | 4.9% | 1.1% | ||
| Q2 24 | 4.9% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | — | ||
| Q3 25 | 8.55× | — | ||
| Q2 25 | 1.66× | — | ||
| Q1 25 | -0.92× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 2.20× | — | ||
| Q2 24 | 1.60× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EMN
Segment breakdown not available.
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
