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Edge22 Aug 2025
The Dilemma That Brought Down Kodak
Kodak helped invent digital photography but failed to embrace it. How the innovator's dilemma turned an icon into its own most famous casualty.
Eastman Kodak Company
Eastman Kodak Company (KODK) investor relations material
Eastman Kodak Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 revenue rose 3% YoY to $276M; gross profit increased 7% to $73M, GAAP net income rose to $21M from $13M, and Operational EBITDA increased to $31M from $29M.
AM&C led growth, while Print faced lower volumes and higher input costs; cash and cash equivalents were $317M at quarter-end, up $27M QoQ.
Nine-month revenue rose 9% to $852M; net income was $22M versus a $20M loss, and Operational EBITDA increased $42M to $82M.
Financial highlights
Q3 revenue was $276M vs. $269M; gross profit was $73M vs. $68M, and gross margin was 26% vs. 25%.
Q3 GAAP net income was $21M vs. $13M, driven by higher gross profit and lower interest expense, partly offset by higher SG&A; Q3 operating income was $15M vs. $19M.
Nine-month gross profit rose to $212M from $165M; operating income was $29M vs. $3M, while SG&A increased $24M to $151M.
Nine-month operating cash flow was a $9M use vs. $9M provided in 2025; cash, cash equivalents and restricted cash declined to $413M from $442M at year-end 2025.
TTM net loss was $86M vs. net income of $6M in Q3 2025.
Outlook and guidance
Continued investment in core businesses aims to support profitable growth; priorities include sustaining cash flow and profitability and achieving strategic objectives.
2026 capital expenditures are expected to total $30M–$35M; $18M was spent in the first nine months.
2026 restructuring actions are expected to generate $5M in annual cash savings, with most savings expected by Q4 2026.
Remaining KRIP investment assets are expected to convert primarily to cash in 2027 and 2028; an estimated $6M net cash reversion is expected in Q4 2026 or Q1 2027.
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Latest events from Eastman Kodak Company
- Q3 growth and a stronger balance sheet support expansion across print and advanced materials.KODK
Company presentation - Q2 2026 revenue up 18%, gross profit up 61%, and net income reached $17 million.KODKQ2 2026
- Up to 4.4M shares registered for resale by shareholders; no proceeds to the company.KODKRegistration filing
- Revenue and operational EBITDA rose, but net loss widened to $16 million in Q1 2026.KODKQ1 2026
- Board recommends approval of all proxy proposals, emphasizing pay-for-performance and governance.KODKProxy filing
- Shareholders will vote virtually in May 2026 on directors, compensation, and auditor ratification.KODKProxy filing
- Revenue and operational EBITDA rose in 2025, with a stronger balance sheet and cash position.KODKQ4 2025
- Q2 2024 revenue dropped 9% but gross margin rose to 22% amid ongoing innovation investment.KODKQ2 2024
- Gross margin rose to 19% as AMC growth and pension asset reversion support future expansion.KODKQ4 2024
Next Eastman Kodak Company earnings date
Q4 202612 Mar, 2027
Eastman Kodak Company
Next Eastman Kodak Company earnings date
Q4 202612 Mar, 2027
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Frequently asked questions
Eastman Kodak Company is a technology company specializing in imaging and material sciences. The company operates in several segments, including print systems, advanced materials and chemicals, and brand licensing. Kodak offers products and services such as commercial printing equipment, printing plates, specialty chemicals, and motion picture film. It also develops solutions for industries like packaging, functional printing, and electronics manufacturing. The company is headquartered in Rochester, New York, and its shares are listed on the NYSE.