KODK | Market Cap: $797.9M (07/13/26)
Industry:
Capital Goods Chemicals

DESCRIPTION

Kodak is a U.S.-based manufacturer focused on two core businesses: commercial printing technology and advanced materials and chemicals. Kodak's largest business is aluminum lithographic printing plates, sold to commercial printers across direct mail, book publishing, newspapers, magazines, and packaging. Plates are a consumable — every print run requires a new plate — creating recurring revenue. Kodak also sells computer-to-plate imaging equipment, which locks customers into ongoing plate purchases, typically under two-year contracts. Kodak claims to be the only remaining U.S. manufacturer of lithographic printing plates. Beyond plates, Kodak sells high-speed commercial inkjet presses under the Prosper brand, generating aftermarket revenue from ink, primers, and service contracts tied to the installed press base. Kodak also sells Prinergy, a production workflow software used by commercial and packaging printers. The Advanced Materials and Chemicals segment produces specialty films (still, motion picture, and industrial), specialty chemicals, polyester film, and solvent recovery services. Film demand has shown renewed growth, and Kodak is expanding production capacity. This segment also includes nascent pharmaceutical chemical manufacturing and battery materials businesses. Kodak licenses the Kodak brand to third-party consumer product manufacturers, generating royalty and upfront licensing revenue. Kodak's profitability is sensitive to aluminum and silver input costs, and margin improvement efforts have centered on shedding unprofitable business and operational efficiency initiatives.

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