KODK
Eastman Kodak Company

Eastman Kodak CompanyKODK

Industrials · Specialty Business Services
8.01USD
+8.24%
Nov 08, 2026
KODK overview ready
Provider of commercial printing products and advanced materials to industrial markets
Diversified legacy print and materials manufacturer with early-stage adjacent chemical, coating and diagnostic-reagent activities rather than a focused public-market thematic vehicle.
Theme not measured
PCs & Consumer Hardware has no leadership state this session.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Declining demand in traditional commercial print markets.
Market Nov 6Filing Sep 30Price action Nov 7Research Oct 22

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction5.4BusinessPerformance4.0BusinessQuality4.7Valuation3.5ThemeMomentum—Decelerating — Revenue is still growing (+2.6% YoY), but growth has slowed, down from +18%. Reported earnings improved faster than operating income, so most of the improvement did not come from operations. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
PCs & Consumer Hardware — PCs & Consumer Hardware is tracked (3–4 priced members) — too few for a leadership state
Its economic family, Technology Hardware & IT Services, reads Neutral (+1.7pp vs SPY) — the family’s reading, not this theme’s.
Price
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Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$785.8M
Avg Volume (60D)
857.6K
60 sessions
Revenue Growth YoY
+2.5%
FY2025 vs FY2024
Gross Margin
+24.4%
Trailing twelve months
Operating Margin
+2.5%
Trailing twelve months
Free Cash Flow Yield
+59.2%
Distance from 200DMA
-14.0%
P/E
N/M
EV / EBITDA
9.9x
EV / Sales
0.5x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Decelerating

Revenue is still growing (+2.6% YoY), but growth has slowed, down from +18%. Reported earnings improved faster than operating income, so most of the improvement did not come from operations.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthSlowing
+2.6%
$276M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +9.0%
  2. +7.3%
  3. +18%
  4. +2.6%
Earnings growthTurned profitable
$0.18
Diluted EPS $0.18 vs -$0.08 a year earlier · GAAP
Too few comparable EPS quarters: a loss or a turn to profit has no meaningful percentage.
Operating marginStable
5.4%
-1.6 pp YoY · gross margin 26.4% (+1.2 pp)
Earnings improved more than operations did
The share count is rising

Business Quality

4.7 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Both valuation perspectives agree this company is cheap. The published stance is held at fair because share count compounding at 6% a year — dilution is taxing holders.
Eastman Kodak Company has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
Diversified legacy print and materials manufacturer with early-stage adjacent chemical, coating and diagnostic-reagent activities rather than a focused public-market thematic vehicle. KODK is not a literal constituent of any active theme and does not have a sufficiently concentrated connection to any promoted narrative.
Key risk
Declining demand in traditional commercial print markets.

Economic classification

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Business & Markets

Industrials · Specialty Business Services
What they do

Eastman Kodak Company operates globally in commercial print and advanced materials and chemicals through three segments: Print, Advanced Materials and Chemicals, and Brand. It provides printing plates, digital printing solutions, inks, primers, and workflow software to customers.

How it earns

Primarily transactional revenue from sales of printing products, materials, chemicals, and software solutions.

Products & services
Digital offset plates
Computer-to-plate imaging solutions
Digital printing solutions
Press systems and components
Print inks and primers
Workflow production software
Customers & end markets
Commercial printing companies
Industrial manufacturers
Specialty chemicals users
Market position

Niche player with legacy print manufacturing capabilities and developing adjacent chemical and diagnostic reagent activities.

Demand drivers
Medium cyclicality

Exposure to commercial print and industrial materials markets which are sensitive to economic cycles and capital spending.