Eastman Kodak (NYSE:KODK) Announces Quarterly Earnings Results

Eastman Kodak (NYSE:KODK) released its quarterly earnings data on Thursday. The technology company reported ($1.23) earnings per share for the quarter, FiscalAI reports. The firm had revenue of $290.00 million for the quarter. Eastman Kodak had a negative net margin of 11.97% and a negative return on equity of 19.96%.

Here are the key takeaways from Eastman Kodak’s conference call:

• Pension reversion strengthened the balance sheet: Kodak completed a KRIP reversion that generated about $1.023 billion of proceeds (net benefit $870M after a $153M excise tax), used $312M to cut term loan principal and lowered annual interest expense by roughly $40M, leaving the company with $337M of unrestricted cash at year-end.
• Operational performance improved meaningfully — Q4 revenue was $290M (up 9%), gross margin rose to 23% (vs. 19% prior year), and full-year operational EBITDA increased to $62M (up 138% year-over-year).
• GAAP results show a large net loss driven by one-time items: FY2025 GAAP net loss was $128M (Q4 GAAP net loss $108M), primarily due to the $153M excise tax on the KRIP reversion and a $7M loss on early debt extinguishment, though adjusted results exclude these non-recurring impacts.
• Business-side momentum: AM&C (film) rebounded strongly (Q4 AM&C revenue up ~25%), PROSPER 520 is moving to full production in printing systems, brand licensing and international retail are expanding, and targeted investments continue in pharma and battery-coating initiatives.

Eastman Kodak Price Performance

Shares of NYSE:KODK opened at $7.00 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 0.48 and a current ratio of 0.79. The firm has a market cap of $674.32 million, a price-to-earnings ratio of -3.91 and a beta of 1.49. The business has a 50-day simple moving average of $7.44 and a two-hundred day simple moving average of $7.22. Eastman Kodak has a fifty-two week low of $4.93 and a fifty-two week high of $9.96.

Institutional Trading of Eastman Kodak

A number of large investors have recently made changes to their positions in KODK. Quantbot Technologies LP lifted its position in Eastman Kodak by 3.8% during the third quarter. Quantbot Technologies LP now owns 37,306 shares of the technology company’s stock valued at $239,000 after purchasing an additional 1,357 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Eastman Kodak by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 35,992 shares of the technology company’s stock worth $227,000 after purchasing an additional 1,566 shares during the period. AXQ Capital LP raised its stake in Eastman Kodak by 7.9% during the 4th quarter. AXQ Capital LP now owns 21,459 shares of the technology company’s stock valued at $182,000 after buying an additional 1,579 shares during the last quarter. Creative Planning raised its stake in Eastman Kodak by 3.4% during the 2nd quarter. Creative Planning now owns 52,090 shares of the technology company’s stock valued at $294,000 after buying an additional 1,726 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of Eastman Kodak by 9.0% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 23,887 shares of the technology company’s stock valued at $135,000 after buying an additional 1,964 shares during the period. 33.65% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently commented on KODK shares. Wall Street Zen upgraded shares of Eastman Kodak from a “sell” rating to a “hold” rating in a report on Saturday, November 15th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Eastman Kodak in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Sell rating, According to data from MarketBeat.com, the company presently has an average rating of “Sell”.

Key Eastman Kodak News

Here are the key news stories impacting Eastman Kodak this week:

• Positive Sentiment: Q4 revenue growth and strong segment performance — Kodak reported $290M in Q4 revenue, up about 9% year‑over‑year, and management highlighted strong segment results that spurred after‑hours buying interest. Eastman Kodak stock rallies after-hours as Q4 revenue jumps on strong segment performance
• Positive Sentiment: Big cash and operating‑cash improvement — cash from operations surged and cash & cash equivalents rose materially (Quartr/issuer figures show a sharp increase), which reduces short‑term liquidity risk and gives management more flexibility. Kodak Stock Rises After Q4 Earnings, Cash Surge
• Positive Sentiment: Unusually strong options and volume signal bullish investor positioning — call buying was elevated and share volume outpaced the average, suggesting traders are positioning for further upside today.
• Neutral Sentiment: Earnings call materials and management remarks are available — the prepared remarks and slide deck provide detail on strategy and capital allocation; investors should review for guidance and margin targets. Eastman Kodak Company (KODK) Q4 2025 Earnings Call Prepared Remarks Transcript
• Neutral Sentiment: Market reaction context — the stock is trading above recent moving averages with higher-than-normal intraday volume, reflecting short‑term interest that may be sentiment‑driven. Eastman Kodak (KODK) Market data
• Negative Sentiment: GAAP loss and negative EPS — Kodak reported a net loss and diluted EPS of -$1.23 for the quarter, which keeps valuation metrics and long‑term profitability questions in focus for investors. Kodak Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Mixed profitability and sizable non‑GAAP adjustments — while gross profit improved, headline net losses and one‑time items reduce clarity on sustainable earnings; review the full Quiver/third‑party summary for the details and balance‑sheet shifts. Eastman Kodak Company (KODK) Stock Rises on Q4 2025 Earnings

Eastman Kodak Company Profile

Eastman Kodak Company (NYSE: KODK) is a global technology firm specializing in imaging, printing and advanced materials. The company offers a wide array of products and services that enable customers to create, manage and share visual content across traditional and digital platforms. Its core offerings include graphic communications solutions, enterprise inkjet systems, packaging technologies, functional printing and micro 3D printing systems.

Kodak’s graphic communications segment serves commercial printers, packaging converters and publishing houses with offset plates, digital presses, workflow software and services designed to streamline production.