Loading…
← CockpitCompetitor Analysis › KODK Eastman Kodak CompanyOpen in the cockpit ↗

Eastman Kodak CompanyKODKCompetitor analysis, valuation and peers

United States · USD·Information Technology›Industrial Machinery
Momentum laggard 19
Mkt cap
$786M
US dollars, full cap
Free float
69%
of shares outstanding
$/day
$7.96M
20-day average traded
Fwd P/E
11.1×
forward earnings
ROIC−WACC
-5.6 pp
WACC 11.9%
Hurdle
-15 pp
Req g minus delivered
Next earnings
132 days
18 Mar 2027
Close · USD$8.01
1D+8.2%
1W-8.7%
1M-16.5%
3M-19.8%
6M-29.8%
YTD-5.3%
1Y+35.8%
ATR %5.3%
Beta0.88
52w lowhigh46.1% off high

What Eastman Kodak does

Employees: 3,500

Eastman Kodak at a glance

Size Eastman Kodak (KODK) is a United States Information Technology company (Industrial Machinery) with a market value of $786M, the 2407th largest of 3,117 United States companies the cockpit tracks. Shares closed at $8.01 on 6 Nov 2026.

Performance Over six months the shares fell 29.8%, against -45.0% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 9 in its peer set.

Growth Revenue grew 9.3% over the last twelve months (peer median +15.5%); the operating margin is 4.1% (peer median 14.8%).

Valuation It trades at 11.1× forward earnings against a peer median of 13.8× (4th cheapest of 9).

Price implies For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -15 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 5.6 points below its cost of capital (11.9% WACC).

Backlog Backlog (remaining performance obligations) was $75.0M at 30 Sep 2026, down 13% on a year earlier — 0.1 years of trailing revenue. Backlog detail →

Short interest Short interest is 6.7% of the free float (15 Oct 2026).

Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026KODK 76Peer median 55
Six months, rebased to 100: Eastman Kodak against the median of its 8 peers (local-currency closes).

Eastman Kodak financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.14B$1.07B$1.04B$1.12B$1.21B
Revenue growth—+2%-7%-7%—
Gross profit$279M$232M$203M$210M$170M
EBITDA$75.0M$54.0M$17.0M$46.0M$13.0M
Net income-$86.0M-$128M$102M$75.0M$26.0M
Free cash flow$465M$446M-$63.0M$6.00M-$147M
Capital expenditure$24.0M$34.0M$56.0M$32.0M$31.0M
Total debt$146M$250M$499M$495M$363M

Quarterly statements and history in the cockpit →

Eastman Kodak competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-60%-50%-40%-30%-40%-20%0890306590ICHR6227UCTT039030ACLSACMRKODK6-month return →1-month return →
Up and to the right = strong over both horizons. Eastman Kodak is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%10×20×30×0890306590ICHR6227UCTT039030ACLSACMRKODKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Eastman Kodak is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%6227039030ACLSKODKGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Eastman Kodak is the large dot.

Eastman Kodak competitors and peer comparison

How Eastman Kodak compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Eastman Kodak against its 8 peers (data as of 6 Nov 2026)
MeasureKODKPeer medianRank in peer set
1-month return-16.5%-45.6%highest of 9
6-month return-29.8%-45.0%2nd highest of 9
Distance from 52-week high-46.1%-62.2%highest of 9
Revenue growth (TTM)+9.3%+15.5%4th lowest of 9
Operating margin4.1%14.8%2nd lowest of 9
Forward P/E11.1×13.8×4th cheapest of 9
Growth the price implies (Req g, 7 yrs)-14.7%18.0%least demanding of 4
Growth delivered (Del g)+0.8%+12.1%lowest of 4
Hurdle (Req g minus delivered)-15.5 pp+14.7 ppleast demanding of 4
ROIC minus cost of capital-5.6 pp-3.1 pp4th lowest of 9
EV / EBITDA8.7×15.9×2nd cheapest of 9
Net debt / EBITDA-2.8×-0.9×4th least indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Eastman Kodak KODKUnited States$786M-30%+9%4%11.1×-14.7%+0.8%
Techwing 089030.KSSouth Korea$737M-51%+4%18%15.8×n/an/a
Shibaura Mechatronics 6590.TJapan$1.03B-51%+1%16%10.3×n/an/a
Ichor ICHRUnited States$1.16B-58%+15%3%9.9×n/an/a
AIMECHATEC 6227.TJapan$481M-36%+68%16%11.8×13.0%+17.0%
Ultra Clean UCTTUnited States$1.97B-53%+16%4%7.2×n/an/a
EO Technics 039030.KSSouth Korea$2.53B-39%+26%25%29.9×18.0%+3.2%
Axcelis Technologies ACLSUnited States$3.06B-39%-3%10%17.8×31.2%+12.1%
ACM Research ACMRUnited States$3.11B-25%+27%13%16.0×n/an/a

Eastman Kodak backlog

Eastman Kodak reported $75.0M of remaining performance obligations at 30 Sep 2026, down 13% from a year earlier and down 4% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 0.99.

Questions

Which companies are Eastman Kodak's closest peers?
The cockpit's peer set: Techwing (089030.KS), Shibaura Mechatronics (6590.T), Ichor (ICHR), AIMECHATEC (6227.T), Ultra Clean (UCTT), EO Technics (039030.KS), Axcelis Technologies (ACLS), ACM Research (ACMR).
Is Eastman Kodak expensive compared with its peers?
On forward p/e it trades at 11.1× against a peer median of 13.8×, 4th cheapest of 9 in its peer set. For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -15 pp: the price already allows for a slowdown.
How has Eastman Kodak stock performed?
Over six months to 6 Nov 2026 the shares returned -29.8% against -45.0% for the median peer; over one year +35.8%.
What is Eastman Kodak's backlog?
Eastman Kodak's remaining performance obligations (contracted revenue not yet recognised) were $75.0M at 30 Sep 2026, -13% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.