Eastman Kodak Co. (KODK)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · KODK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Third quarter 2026 highlights include: • Consolidated revenues of $276 million, compared with $269 million for Q3 2025, an increase of $7 million or 3 percent o Advanced Materials & Chemicals (AM&C)…
Stated in 3 of 3 supplied quarters. Management reported: “The increase in Operational EBITDA was driven by improved pricing and higher volume, partially offset by higher aluminum and silver prices and SG&A costs primarily related to changes in employee benefit accruals.” “The increase in Operational EBITDA was driven by improved pricing and higher volume, partially offset by higher silver and aluminum prices and selling, general and administrative costs primarily related to the net change in employee benefit reserves and costs associated with corporate infrastructure.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Third quarter 2026 highlights include: • Consolidated revenues of $276 million, compared with $269 million for Q3 2025, an increase of $7 million or 3 percent o Advanced Materials & Chemicals (AM&C)…”
“Second quarter 2026 highlights include: • Consolidated revenues of $311 million, compared with $263 million for Q2 2025, an increase of $48 million or 18 percent o Advanced Materials & Chemicals (AM&…”
“First quarter 2026 highlights include: • Consolidated revenues of $265 million, compared with $247 million for Q1 2025, an increase of $18 million or 7 percent o Advanced Materials & Chemicals (AM&C)…”
Our primary growth engine, AM&C, is now our fastest growing, most profitable unit.
Stated in 3 of 3 supplied quarters. Management reported: “Our primary growth engine, AM&C, is now our fastest growing, most profitable unit.” “To capitalize on that opportunity, we will continue to expand our core businesses, increase efficiency and accelerate our investments in R&D to support our growth initiatives.”” Revenue was $276.000 million in 2026-Q3.
“Our primary growth engine, AM&C, is now our fastest growing, most profitable unit.”
“To capitalize on that opportunity, we will continue to expand our core businesses, increase efficiency and accelerate our investments in R&D to support our growth initiatives.””
“Looking forward, we plan to build on our momentum by continuing to put our customers first, strengthen our balance sheet and invest in businesses that will drive future growth.””
Kodak ended the quarter with a cash balance of $317 million, an increase of $27 million compared with $290 million on June 30, 2026, primarily due to cash flow from operations of $25 million for the…
Stated in 3 of 3 supplied quarters. Management reported: “Kodak ended the quarter with a cash balance of $317 million, an increase of $27 million compared with $290 million on June 30, 2026, primarily due to cash flow from operations of $25 million for the three months ended September 30, 2026.” “Looking forward, we plan to build on our momentum by continuing to put our customers first, strengthen our balance sheet and invest in businesses that will drive future growth.””
“Kodak ended the quarter with a cash balance of $317 million, an increase of $27 million compared with $290 million on June 30, 2026, primarily due to cash flow from operations of $25 million for the…”
“Kodak ended the quarter with a cash balance of $290 million, a decrease of $47 million from December 31, 2025.”
“Kodak ended the quarter with a cash balance of $299 million, a decrease of $38 million from December 31, 2025.”
Over the trailing year it converted -0.88x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
11 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.