“ADVANCED MATERIALS AND CHEMICALS SEGMENT Three Months Ended March 31, (dollars in millions) 2026 2025 $ Change Revenues $ 76 $ 74 $ 2 Operational EBITDA $ 7 $ 7 $ — Operational EBITDA as a % of revenues 9 % 9 % Revenues Advanced Materials and Chemicals revenu…”10-Q · May 7, 2026 ↗
Eastman Kodak Company
KODK
Market read
Eastman Kodak Company's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
- KODK's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if KODK's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- KODK's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Foreign exchange has repeated favorable evidence across 4 filings.
- Pricing and mix has repeated favorable evidence across 4 filings.
- Net margin changed -21.8 percentage points in the latest annual period.
- Supply chain and availability has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
9.29Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Operational EBITDA Advanced Materials and Chemicals Operational EBITDA was flat for the three months ended March 31, 2026 compared to the prior year period due to improved pricing in Industrial Film and Chemicals ($5 million), favorable foreign currency fluct…”10-Q · May 7, 2026 ↗
“Operational EBITDA Advanced Materials and Chemicals Operational EBITDA was flat for the three months ended March 31, 2026 compared to the prior year period due to improved pricing in Industrial Film and Chemicals ($5 million), favorable foreign currency fluct…”10-Q · May 7, 2026 ↗
“Major defined benefit plans: Service cost $ 4 $ — $ 3 $ — Interest cost — 4 27 4 Expected return on plan assets ( 5 ) ( 4 ) ( 45 ) ( 5 ) Amortization of: Prior service cost — — 3 — Actuarial loss (gain) — 1 ( 7 ) 1 Net pension (income) expense before special…”10-Q · May 7, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for KODK. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for KODK. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind KODK
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MAMastercard IncorporatedinvesteeMar 12, 2026 ▾
“On November 20, 2024, the Kodak Retirement Income Plan Trust (the “Trust”), in its capacity as holder of assets for the benefit of KRIP, entered into a Purchase and Sale Agreement (the “Agreement”) with Mastercard Foundation (the “Buyer”) related to the sale…”
CAJPYFiling-linked namecompetitorMar 12, 2026 ▾
“Key competitors are Fuji, EC03, HP, Canon, Ricoh and Screen.”
Depended on by
OLEDUniversal Display CorporationcompetitorFeb 19, 2026 ▾
“OLED Technologies and Materials Competitors Eastman Kodak Company (Kodak) developed and patented the original fluorescent OLED technology in 1987.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
KODK is currently a Follower in the organic co-movement group Healthcare Workforce Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for KODK; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.