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Eastman Kodak Company: Business Overview, Financials & Competitive Analysis

Eastman Kodak Company scores 7/10 on the AskCyborg Cyborg Score (Strong). Stabilized turnaround story with improving fundamentals, strong margin expansion, and deleveraging offset by cyclical exposure. Kodak achieved four consecutive quarters of year-over-year growth with gross profit margin expanding to 26% from 19%, driven by favorable pricing and higher volumes. Aggressive deleveraging reduced debt-to-EBITDA to 1x from 23x. However, legacy.

What is Eastman Kodak Company's industry? Eastman Kodak Company (kodak.com) operates in Commercial printing. AskCyborg classifies Eastman Kodak Company under Commercial printing in its company registry.

Kodak is a leading global manufacturer focused on commercial print and advanced materials & chemicals. The company delivered its fourth consecutive quarter of year-over-year growth in revenue, gross profit, and operat...

7/ 10Strong

Cyborg Score thesis

Stabilized turnaround story with improving fundamentals, strong margin expansion, and deleveraging offset by cyclical...

Read the full analyst-debate transcript →
Industry Commercial printing
3 named competitors
2 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: November 2, 2026
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Eastman Kodak Company OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Eastman Kodak Company Overview

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Kodak is a leading global manufacturer focused on commercial print and advanced materials & chemicals. The company delivered its fourth consecutive quarter of year-over-year growth in revenue, gross profit, and operational EBITDA in Q2 2026, with revenue up 18% to $311 million. After years of restructuring, Kodak has stabilized operations and returned to profitability.

Strategic Profile

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Kodak is entering a new phase in its transformation where it has the operational and financial leverage to focus on growth. The company significantly strengthened its balance sheet, reducing total debt to EBITDA to 1x from 23x year-over-year, with Advanced Materials and Chemicals segment revenues up 40% fueled by strong demand for motion picture film and strategic investments in pharmaceutical and battery coating capabilities.

Competitive Landscape

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Kodak competes in commercial print against RR Donnelley (legacy print services), Fujifilm (imaging and materials), and Konica Minolta (print and imaging systems). In advanced materials, it faces competition from Fujifilm and specialty chemical suppliers in motion picture film and coating applications. The print segment faces structural headwinds from digital displacement, but Kodak's premium specialty print positioning and motion picture film niche provide differentiation.

Industry Context

Eastman Kodak Company operates in Commercial printing.

Key facts

Founded: 1888 · Headquarters: Rochester, US · Revenue: $1.14B (last twelve months as of Q2 2026)

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Eastman Kodak Company.

  • Kodak's last twelve-month revenue reached $1.14B, up 9.45% year-over-year as of Q2 2026. Return to growth after sustained contraction demonstrates operational stabilization and pricing power recovery.
  • Advanced Materials & Chemicals revenues surged 40% in Q2 2026 driven by strong motion picture film demand and pharmaceutical and battery coating investments. Diversification beyond print mitigates cyclical risk.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • May 2026Q1 2026 revenue $265 million, up 7% YoY; third consecutive quarter of growth
  • August 2026Q2 2026 revenue $311 million, up 18% YoY; returned to GAAP net income of $17 million
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

RR DonnelleyPrinting and logistics services→FujifilmDiversified imaging and materials company→Konica MinoltaPrint and imaging technology provider→

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Industry context

Eastman Kodak Company operates in Commercial printing. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Eastman Kodak Company do?+
Kodak is a leading global manufacturer focused on commercial print and advanced materials & chemicals. The company delivered its fourth consecutive quarter of year-over-year growth in revenue, gross profit, and operat...
What is Eastman Kodak Company's Cyborg Score?+
Eastman Kodak Company has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Eastman Kodak Company's main competitors?+
Named competitors include RR Donnelley, Fujifilm, Konica Minolta. The full competitive landscape is in the AskCyborg report.
How can I get the full Eastman Kodak Company research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Eastman Kodak Company research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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