Eastman Kodak Company (KODK)
NYSE:KODK
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.12Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational momentum: revenue growth (notably Q4), meaningful margin expansion, large improvements in operational EBITDA, and a materially strengthened balance sheet following the KRIP reversion and substantial term loan paydown. These positives were tempered by large one-time GAAP impacts (notably a $153M excise tax) that produced GAAP net losses, reductions in noncash pension income, restructuring costs, elevated manufacturing and commodity costs, and near-term obligations tied to Series B and high-interest term loans. On balance, the company appears to be transitioning to a healthier, delevered position with sustainable operational improvements despite short-term accounting and tax-related headwinds.Company Guidance
Fourth Quarter Revenue Growth
Q4 revenue of $290 million, up $24 million or 9% year-over-year (constant currency +$19M), with both AM&C and Print contributing to growth.
Improved Gross Profit and Margin Expansion
Q4 gross profit of $67 million, up $16 million or 31% YoY; Q4 gross margin 23% vs 19% prior year (+4 percentage points). Full-year gross profit margin 22% vs 19% prior year (+3 percentage points).
Operational EBITDA Strength
Q4 operational EBITDA $22 million, up $13 million or 144% YoY. Full-year operational EBITDA $62 million, up $36 million or 138% YoY, driven by improved pricing and operational efficiencies.
Balance Sheet Improvement and Cash Position
Completed pension reversion generating ~$1.023 billion in proceeds (net benefit ~$870M after $153M excise tax). Paid down term loan principal by $312M (year-end term loan balance $200M) and ended 2025 with $337 million unrestricted cash, up $136M vs year-end 2024, resulting in net positive cash relative to term loan and Series B obligations.
AM&C and Print Operational Wins
AM&C revenue up 25% in Q4; film business resurgence (new owned distribution of still films and film used in notable films); Print growth in North America (plates and imprinting systems); PROSPER 520 moving to full production; investments in AI/ML and rapid response service implemented.
Strategic Investments and New Product Momentum
Launched four new pharma products (PBS to Water for Injection) while pursuing Class II certification; continued investments in battery coating and commercial print infrastructure; brand licensing growth, especially in Asia.
KODK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KODK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $6.89 | $6.97 | +1.16% |
Nov 06, 2025 | $5.85 | $7.79 | +33.16% |
Aug 11, 2025 | $6.78 | $5.43 | -19.91% |
May 08, 2025 | $6.70 | $5.39 | -19.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Eastman Kodak Company (KODK) report earnings?
Eastman Kodak Company (KODK) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Eastman Kodak Company (KODK) earnings time?
Eastman Kodak Company (KODK) earnings time is at May 12, 2026, After Close (Confirmed).
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What is KODK EPS forecast?
Currently, no data Available