Eastman Kodak Company (KODK)

Eastman Kodak Co. stock has shown a 111% return over the past year, trading near its 52-week high by early May 2026. In Q3 2025, Kodak reported increased revenue, gross profit, and margin, but a decrease in GAAP net income. The company completed a pension reversion in December 2025, strengthening its balance sheet. Q4 and full-year 2025 earnings showed increased revenue and operational EBITDA, but a GAAP net loss due to non-recurring charges. Q1 2026 earnings revealed increased revenue and gross profit, but a widened GAAP net loss, leading to a stock decline. Kodak expanded its pharmaceuticals portfolio and launched KODAK VERITA 200D Color Negative Film. Analyst ratings have shifted, with upgrades from Weiss Ratings and Wall Street Zen.

Specific details on demand seasonality for Eastman Kodak Co.'s current products were not found. Historically, photographic film experienced seasonality during holidays and summer. Currently, demand is likely tied to the business cycles of the commercial print, packaging, publishing, manufacturing, and entertainment industries. The Advanced Materials and Chemicals segment's demand depends on the industries it supplies, such as pharmaceutical manufacturing and battery components.

Eastman Kodak Company, headquartered in Rochester, New York, has transitioned from film photography to commercial print, advanced materials, and chemicals. The company operates in Information Technology, specifically Technology Hardware, Storage & Peripherals, and also in electronics, graphic arts, and imaging. Kodak's segments include Print, offering digital offset plate and printing solutions; Advanced Materials and Chemicals, encompassing industrial film, motion picture film, and IP licensing; and Brand, which licenses the Kodak brand to third parties.

Eastman Kodak Co. serves clients globally across North America, Latin America, Europe, the Middle East and Africa, and Asia-Pacific regions. Its headquarters are in Rochester, New York, U.S., where it maintains Eastman Business Park. Kodak also has global print office locations and operations in countries such as China, Australia, Japan, India, South Korea, Singapore, the United Kingdom, and various European countries.

Eastman Kodak's brand reputation has been reinforced by its presence in the film industry, including the launch of KODAK VERITA 200D Color Negative Film used in HBO's "Euphoria Season 3." However, the company's brand name is shared with rapper Kodak Black, whose legal issues could potentially lead to brand confusion or negative association.

Eastman Kodak Company has a mixed ownership structure. Approximately 33.74% of the stock is held by institutional shareholders, with major holders including Vanguard Group Inc. and BlackRock, Inc. Insiders hold about 8.38% of the stock, with Philippe D. Katz being a significant individual shareholder. Retail investors hold approximately 57.88% of the stock.