Eastman Kodak Co. (KODK)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$9.29+1.53%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
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.
Continue to grow consolidated revenues and gross profit through expansion in Print and Advanced Materials & Chemicals segments.
Stated as a priority in 2 of last 2 quarters. Consolidated revenues grew 18% from $263M in 2025-Q2 to $311M in 2026-Q2, and gross profit increased 61% from $51M to $82M over the same period. Management has consistently emphasized growth and the trajectory is delivering with strong year-over-year improvements.
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 neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'We continued to deliver strong results for the fourth consecutive quarter, achieving significant year-over-year improvement in revenue, gross profit and Operational EBITDA.'”
“CEO: 'We have delivered three consecutive quarters of strong performance, achieving year-over-year improvement in revenue, gross profit and Operational EBITDA.'”
Focus on increasing Operational EBITDA through improved pricing, volume growth, and operational excellence.
Stated as a priority in 2 of last 2 quarters. Operational EBITDA rose from $9M in 2025-Q2 to $36M in 2026-Q2 and from $2M in 2025-Q1 to $15M in 2026-Q1. Management has reiterated focus on improving Operational EBITDA and the financials show delivering progress.
“CEO: 'We continued to deliver strong results for the fourth consecutive quarter, achieving significant year-over-year improvement in ... Operational EBITDA.'”
“CEO: 'We have delivered three consecutive quarters of strong performance, achieving year-over-year improvement in ... Operational EBITDA.'”
Maintain strong liquidity and manage cash flow including debt repayments and inventory management.
Stated as a priority in 2 of last 2 quarters. Cash balance declined from $337M at end 2025 to $290M at 2026-Q2, driven by term loan repayments totaling $151M over two quarters and inventory increases. Management has emphasized strengthening the balance sheet and managing cash flow; the financials show active debt reduction but cash balance declined, indicating mixed progress.
“Cash balance of $290 million, decrease driven by term loan repayments and inventory increase.”
“Cash balance of $299 million, decrease driven by inventory increase and term loan principal repayment.”
Over the trailing year it converted -1.79x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (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 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.