Side-by-side comparison of AI visibility scores, market position, and capabilities
Kingsport TN specialty chemicals (NYSE: EMN) at record $9.38B 2024 revenue, adjusted EPS $10.80 (+18%); Tritan copolyester (Nalgene/BPA-free), LLumar films, molecular recycling platform for CPG sustainability competing with Celanese.
Eastman Chemical Company is a Kingsport, Tennessee-based global specialty materials, chemicals, and fibers company — publicly traded on the New York Stock Exchange (NYSE: EMN) as an S&P 500 Materials component — producing advanced materials, chemical intermediates, and specialty fibers for transportation, building and construction, consumer products, and agricultural markets through approximately 14,000 employees in 9 manufacturing sites and 50+ countries. In fiscal year 2024, Eastman reported record revenue of $9.38 billion with earnings per share of $9.50 and adjusted EPS of $10.80 (+18% over 2023), with segment margins reaching a record 24.0% (+200 basis points over 2023) and approximately $1.3 billion in operating cash flow. The company returned $679 million to stockholders through dividends and share repurchases. CEO Mark Costa has led Eastman's strategic transformation since 2014 toward specialty chemicals with higher margins and proprietary market positions. Eastman's most strategically significant initiative is its molecular recycling platform — using methanolysis technology to recycle polyester and thermoplastic waste back to virgin-equivalent materials, with the Kingsport Tennessee "Polyester Renewal" facility (one of the world's largest molecular recycling plants) producing RSPO-certified recycled content for premium consumer brands including Estée Lauder, L'Oréal, and Procter & Gamble seeking recycled content for packaging commitments.
Pittsburgh global coatings leader (NYSE: PPG) at $15.8B 2024 sales; divested Glidden/Pittsburgh Paints to American Industrial Partners ($550M, late 2024) focusing on automotive/aerospace competing with Sherwin-Williams for industrial coatings.
PPG Industries, Inc. is a Pittsburgh, Pennsylvania-based global paints, coatings, and specialty materials company — publicly traded on the New York Stock Exchange (NYSE: PPG) as an S&P 500 component — operating as the world's second-largest coatings company by revenue with $15.8 billion in 2024 net sales and approximately 46,000 employees across 70+ countries. Founded in 1883 as Pittsburgh Plate Glass Company, PPG evolved from glass manufacturing to coatings, completing a strategic refocusing in late 2024 by divesting its US and Canadian architectural coatings business (brands: Glidden, Olympic, Pittsburgh Paints & Stains, Liquid Nails) to American Industrial Partners for $550 million — enabling PPG to concentrate on industrial, automotive OEM and refinish, aerospace, packaging, and protective coatings where it holds stronger competitive moats. PPG invested $300 million in advanced North American automotive coatings manufacturing capacity for 2024-2028. In 2024, sustainably-advantaged products comprised 41% of sales (targeting 50% by 2030) and adjusted EPS grew 6%. PPG has paid uninterrupted annual dividends since 1899.
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