Eastman Kodak Co Dossier
Qualitative Analysis
Business overview
Eastman Kodak Company (NYSE: KODK) is a global manufacturer focused on commercial print, advanced materials, and chemicals. Moving away from its legacy consumer photography roots, Kodak operates primarily through its Print and Advanced Materials & Chemicals (AM&C) segments. The Print segment, which contributes the majority of consolidated revenues, provides digital offset plates, high-speed inkjet systems, workflow software, and related consumables to commercial printers and publishers. The AM&C segment leverages Kodak's deep expertise in chemistry, coating, and precision manufacturing to serve industrial film, motion picture, advanced materials, and emerging pharmaceutical manufacturing markets.
Research as of 19 Jun 2026
Strategic Initiatives
Growth programs, investments, and their expected impact
Repurposing precision coating lines originally built for film to produce transparent conductive films, battery components, and specialty reagents.
Expected impact: Aims to diversify revenue streams and scale advanced materials and chemicals (AM&C) segment profitability through high-speed precision coating technologies.
Driving the adoption of SONORA process-free plates and related workflow tools to help commercial printers reduce steps, chemistry use, water use, labor, and waste.
Expected impact: Defends and improves economics within the mature offset printing category by offering operational and environmental benefits to customers.
Deploying high-speed digital presses like the PROSPER ULTRA 520 to capture paper-based sustainable packaging demand, particularly in Asia-Pacific packaging hubs.
Expected impact: Aims to expand Kodak's digital print footprint and capture high-volume packaging market share.
Mergers, Acquisitions & Partnerships
Recent deals and strategic collaborations
Recent Acquisitions
Acquisition of a manufacturer of web transport presses to strengthen Kodak's print division and support its digital printing press manufacturing capabilities.
Financial impact: Secures supply chain and manufacturing capabilities for high-speed inkjet transport systems.
Strategic Partnerships
High. Kodak leverages its high-speed, multilayer precision coating technologies to scale Ateios's RaiCore battery electrode platform, enabling solvent-free and PFAS-free production of LCO, LFP, and NMC battery electrodes.
Terms: Supported by a $350,000 R&D and Superboost grant from the NSF Energy Storage Engine in Upstate New York.
Medium. Kodak's Pharmaceuticals unit gifted $625,000 to establish the Kodak Advanced Electrophysiology Lab (AEPL) on campus to test and validate pre-market pharmaceutical products and build a talent pipeline.
Terms: $625,000 gift from Kodak to The Geneseo Foundation, Inc., funding equipment, a three-year supply of Kodak reagents, and a service contract.