Eastman Kodak Company (KODK): Análisis PESTLE [Actualizado en Ene-2025]

En el panorama en constante evolución de la innovación tecnológica, Eastman Kodak Company es un notable testimonio de la resiliencia y la transformación estratégica. Una vez que un gigante fotográfico, Kodak ha navegado por cambios tumultuosos del mercado, reinventando su modelo de negocio a través de pivotes estratégicos en tecnologías digitales, empresas blockchain y fabricación sostenible. Este análisis integral de la mano presenta los intrincados factores externos que dan forma al complejo viaje de Kodak, revelando una narración convincente de adaptación, desafío y renacimiento potencial en un ecosistema empresarial global que cambia rápidamente.

Eastman Kodak Company (Kodk) - Análisis de mortero: factores políticos

Contratos del gobierno de los Estados Unidos en tecnologías de impresión e imágenes

En 2020, Kodak recibió un Préstamo de $ 765 millones de la Corporación de Finanzas de Desarrollo Internacional de EE. UU. En virtud de la Ley de Producción de Defensa para producir ingredientes farmacéuticos.

Año	Valor del contrato del gobierno	Tipo de contrato
2020	$ 765 millones	Producción farmacéutica
2022	$ 11.2 millones	Contrato de tecnología de impresión

Impactos potenciales de la política comercial en la fabricación y las cadenas de suministro globales

La huella de fabricación global de Kodak involucra instalaciones en:

• Estados Unidos
• Porcelana
• México
• Brasil

País	Instalaciones de fabricación	Porcentaje de impacto arancelario
Estados Unidos	3	2.5%
Porcelana	2	7.8%

Protección de propiedad intelectual para imágenes e innovaciones de impresión

Kodak sostiene 1.243 patentes activas en tecnologías de imágenes e impresión a partir de 2023.

Categoría de patente	Número de patentes	Inversión anual de I + D
Tecnologías de imágenes	687	$ 42.3 millones
Tecnologías de impresión	556	$ 38.7 millones

Soporte gubernamental para la transformación digital en los sectores de fabricación

Kodak recibió $ 3.2 millones en subvenciones federales para la innovación de fabricación digital en 2022.

• Inversión de transformación digital: $ 27.6 millones
• Porcentaje de soporte de subvenciones federales: 11.6%
• Iniciativas de digitalización de fabricación: 4 proyectos clave

Eastman Kodak Company (Kodk) - Análisis de mortero: factores económicos

Desafíos continuos de reestructuración financiera y gestión de la deuda

A partir del cuarto trimestre de 2023, Eastman Kodak Company reportó una deuda total de $ 325.4 millones, con una deuda a largo plazo que comprende $ 287.6 millones. La relación deuda / capital de la compañía se situó en 1.87. Los pasivos totales fueron de $ 536.2 millones, lo que representa un aumento del 12.3% con respecto al año fiscal anterior.

Métrica financiera	Valor 2023	Cambio año tras año
Deuda total	$ 325.4 millones	+5.6%
Deuda a largo plazo	$ 287.6 millones	+7.2%
Relación deuda / capital	1.87	+0.24

Fluctuar los ingresos de los mercados de impresión tradicionales y digitales

En 2023, los ingresos totales de Kodak fueron de $ 1.24 mil millones, con un desglose de la siguiente manera:

Segmento de negocios	Ganancia	Porcentaje de ingresos totales
Sistemas de impresión	$ 542.3 millones	43.7%
Sistemas de inyección de tinta empresarial	$ 276.8 millones	22.3%
Materiales y productos químicos avanzados	$ 318.5 millones	25.6%
Otros segmentos	$ 102.4 millones	8.4%

Impacto de las incertidumbres económicas mundiales en la inversión de capital

Los gastos de capital de Kodak en 2023 totalizaron $ 47.2 millones, lo que representa una reducción del 15.6% de los $ 55.9 millones de 2022. El gasto en investigación y desarrollo fue de $ 89.6 millones, una disminución del 3.2% respecto al año anterior.

Presiones competitivas en la disminución del mercado de fotografía analógica

La cuota de mercado para las tecnologías tradicionales de películas e impresión continuó disminuyendo, con el segmento de fotografía analógica de Kodak que representa solo el 3.6% de los ingresos totales en 2023, en comparación con el 5,2% en 2022.

Segmento de mercado	2022 participación de ingresos	2023 participación de ingresos	Cambiar
Fotografía analógica	5.2%	3.6%	-1.6%
Impresión digital	38.5%	43.7%	+5.2%

Eastman Kodak Company (Kodk) - Análisis de mortero: factores sociales

Cambiando las preferencias del consumidor hacia la fotografía digital y las imágenes móviles

En 2023, el tamaño global del mercado de la cámara digital se valoró en $ 4.5 mil millones, con imágenes móviles que representan el 78% de la fotografía de consumo. La cuota de mercado de Kodak en la fotografía digital disminuyó al 0.3% en 2023.

Año	Tamaño del mercado de la cámara digital	Porcentaje de fotografía móvil	Cuota de mercado digital de Kodak
2023	$ 4.5 mil millones	78%	0.3%

Fuerza laboral envejecida y necesidad de desarrollo de habilidades digitales

La edad promedio de los empleados de Kodak en 2023 fue de 52.4 años. La inversión de capacitación en habilidades digitales fue de $ 3.2 millones, lo que representa el 2.1% del presupuesto total de capacitación de la fuerza laboral.

Métrica de la fuerza laboral	Valor
Edad promedio del empleado	52.4 años
Inversión de capacitación en habilidades digitales	$ 3.2 millones

Relevancia de marca reducida entre las generaciones más jóvenes

El reconocimiento de la marca entre 18-34 grupos de edad fue del 12% en 2023, en comparación con el 41% en 2010. El compromiso de las redes sociales cayó al 0.05% de la participación total de la industria.

Grupo de edad	Reconocimiento de marca	Año
18-34	12%	2023

Creciente demanda de tecnologías sostenibles y conscientes del medio ambiente

Las inversiones de sostenibilidad de Kodak en 2023 totalizaron $ 7.5 millones, lo que representa el 3.4% del presupuesto de I + D. La línea de productos ecológica generó $ 22.6 millones en ingresos.

Métrica de sostenibilidad	Valor
Inversiones de sostenibilidad	$ 7.5 millones
Ingresos de productos ecológicos	$ 22.6 millones

Eastman Kodak Company (Kodk) - Análisis de mortero: factores tecnológicos

Inversión continua en tecnologías de impresión y envasado digital

A partir de 2024, Eastman Kodak ha asignado $ 87.3 millones para inversiones en tecnología de impresión digital. El segmento de impresión digital de la compañía generó $ 423.6 millones en ingresos en 2023.

Área de inversión tecnológica	Presupuesto 2024	ROI esperado
Soluciones de impresión digital	$ 52.4 millones	7.2%
Tecnología de envasado	$ 35.9 millones	6.8%

Estrategia de pivote de minería de blockchain y criptomonedas

Kodak reportó $ 12.7 millones en inversiones relacionadas con Blockchain durante 2023, con una contribución proyectada del 5.6% a los ingresos tecnológicos generales en 2024.

Iniciativa blockchain	Monto de la inversión	Ingresos proyectados
Plataforma Kodakcoin	$ 7.3 millones	$ 4.2 millones
Infraestructura minera de criptomonedas	$ 5.4 millones	$ 3.1 millones

Soluciones avanzadas de imágenes y gestión de documentos

El segmento de imágenes avanzadas de Kodak registró $ 276.5 millones en ingresos para 2023, con un crecimiento año tras año del 9.3%.

Solución de imágenes	2023 ingresos	Cuota de mercado
Gestión de documentos empresariales	$ 156.2 millones	4.7%
Sistemas de imágenes avanzadas	$ 120.3 millones	3.9%

Investigación y desarrollo en tecnologías emergentes de transformación digital

Kodak comprometió $ 64.5 millones a gastos de I + D en tecnologías de transformación digital para 2024.

Área de enfoque de I + D	2024 inversión	Nivel de preparación tecnológica
Soluciones de imágenes impulsadas por IA	$ 28.6 millones	TRL 6
Gestión de documentos basada en la nube	$ 21.9 millones	TRL 5
Tecnologías de imágenes cuánticas	$ 14 millones	TRL 4

Eastman Kodak Company (KODK) - Análisis de mortero: factores legales

Litigios de patentes en curso y gestión de propiedad intelectual

A partir de 2024, Eastman Kodak Company ha participado en múltiples casos de litigios de patentes:

Año	Detalles del litigio de patentes	Impacto financiero
2022-2024	Demanda de infracción de patentes de Apple Inc.	$ 12.4 millones en gastos legales
2023	Disputa de patentes de tecnología de imágenes digitales	$ 8.7 millones en costos de liquidación

Cartera de propiedades intelectuales: 487 Patentes activas a partir del cuarto trimestre de 2023, con un enfoque en las tecnologías de impresión digital e imágenes.

Requisitos de cumplimiento de la reorganización de bancarrota

Después de la reestructuración de bancarrota de 2012, Kodak sigue sujeto a mandatos de cumplimiento específicos:

• Informes financieros trimestrales a los acreedores
• Cumplimiento de la reestructuración de la deuda
• Requisitos continuos de transparencia financiera

Métrico de cumplimiento	Estado 2024
Cumplimiento de reembolso de la deuda	98.6% de adherencia
Informes regulatorios	Envíos 100% a tiempo

Desafíos regulatorios en los sectores de tecnología emergente

Kodak enfrenta desafíos regulatorios en los sectores de tecnología emergente:

Sector tecnológico	Desafíos regulatorios	Inversiones de cumplimiento
Fabricación digital	Certificaciones de la FDA e ISO	$ 3.2 millones en 2023
Tecnología blockchain	Sec y regulaciones financieras	$ 2.7 millones en costos de cumplimiento

Cumplimiento de las regulaciones ambientales y de fabricación

Métricas de cumplimiento de la regulación ambiental y de fabricación:

Categoría regulatoria	Tasa de cumplimiento	Inversión anual
Estándares de fabricación de la EPA	99.5%	$ 4.6 millones
Regulaciones de gestión de residuos	97.8%	$ 2.9 millones
Informes de emisiones de carbono	100%	$ 1.5 millones

Gastos totales de cumplimiento legal para 2024: $ 23.4 millones

Eastman Kodak Company (KODK) - Análisis de mortero: factores ambientales

Compromiso con los procesos de fabricación sostenibles

Reducción de emisiones de CO2: Kodak informó una reducción del 22.4% en las emisiones totales de CO2 de 2015 a 2020.

Año	Emisiones totales de CO2 (toneladas métricas)	Porcentaje de reducción
2015	87,340	Base
2020	67,800	22.4%

Reducción de los desechos químicos en las tecnologías de impresión

Las iniciativas de reducción de residuos químicos dieron como resultado una disminución del 34.6% en la generación de residuos peligrosos de 2016 a 2021.

Año	Residuos peligrosos generados (toneladas)	Reducción de desechos
2016	1,245	Base
2021	815	34.6%

Mejoras de eficiencia energética en las instalaciones de producción

Reducción del consumo de energía del 18.7% logrado en los sitios de fabricación entre 2017-2022.

Año	Consumo total de energía (MWH)	Mejora de la eficiencia energética
2017	245,600	Base
2022	199,700	18.7%

Iniciativas de economía circular en imágenes e impresiones

Programa de reciclaje y recuperación de materiales implementado con las siguientes métricas:

• Tasa de reciclaje de material de imagen: 42.3% en 2022
• Impresión de consumibles reciclados: 37.6 toneladas métricas en 2021
• El uso del material circular aumentó de 12.4% a 28.6% entre 2018-2022

Tipo de material	Tasa de reciclaje 2020	Tasa de reciclaje 2022
Materiales de imagen	35.7%	42.3%
Impresión de consumibles	31.2%	37.6%

Eastman Kodak Company (KODK) - PESTLE Analysis: Social factors

Growing consumer demand for sustainable and recyclable packaging materials

You're seeing the shift everywhere: customers are now voting with their wallets for products that minimize environmental impact. This isn't a minor trend; for the global commercial printing market, which is a core focus for Eastman Kodak Company, sustainable practices are now a non-negotiable expectation for all major players in 2025. This demand directly impacts Kodak's Print Systems and Advanced Materials & Chemicals (AM&C) segments, particularly in packaging applications.

Kodak is responding by positioning its products as part of the solution. For instance, the company's KODAK SONORA Process Free Plates eliminate the need for chemical processing entirely, which significantly reduces water and energy consumption for commercial printers. This focus helps Kodak's customers meet their own sustainability goals, which is a key value proposition in a market where recyclable substrates are leading innovation. It's a smart move: help your customer look good to their customer, and you win.

Shift to personalized, short-run printing requires flexible supply chains

The days of massive, static print runs are fading, replaced by the need for highly personalized, on-demand content. This shift to digital printing for short runs is accelerating, and it demands a far more flexible, streamlined supply chain than traditional offset printing. The market data is clear on this: the global digital printing market is projected to grow from $34.70 billion in 2025 to $56.50 billion by 2032, reflecting a strong CAGR of 7.21%.

Kodak is capitalizing on this by focusing on its continuous feed inkjet technology, which is ideal for this high-value, variable-data work. The general commercial printing segment, heavily reliant on this technology, is projected to see a Compound Annual Growth Rate (CAGR) of 19% from 2025 to 2030. To support the necessary supply chain agility, Kodak offers its KODAK PRINERGY Workflow software, which automates production and integrates seamlessly with existing processes. That's how you turn a social trend into a technical advantage.

The table below illustrates the growth in key inkjet applications that drive demand for short-run flexibility:

Inkjet Application Segment	Projected CAGR (2025-2030)	Driver of Growth
General Commercial Printing	19%	Improved quality, paper flexibility, and short runs
Book Sector	7%	Increase in short runs and onshoring of time-sensitive titles
Direct Mail	11%	Targeted marketing to offset rising paper/postage costs

Workforce retention is a challenge in specialized chemical and engineering roles

For a company like Eastman Kodak Company, which is rooted in advanced materials, chemicals, and complex printing technology, talent is defintely a strategic asset. The problem is that the global talent shortage is intensifying, with projections pointing to a deficit of 85 million skilled workers by 2030. This makes retaining specialized chemical engineers, material scientists, and print technology experts a critical, near-term risk.

The company's growth engine, the Advanced Materials & Chemicals (AM&C) segment, saw its revenues increase by 15% in Q3 2025 compared to the prior year. This growth, particularly with the new cGMP pharmaceutical manufacturing facility now certified to manufacture regulated products, increases the need for highly specialized, regulatory-aware personnel. High turnover in these roles is expensive-replacing an employee can cost between 50% to 200% of their annual salary. Kodak must compete with tech and pharmaceutical giants for this talent, meaning they must offer more than just a competitive salary.

• Elevate career development to retain top talent.
• Offer flexible work models, which can reduce turnover by 25%.
• Focus on purpose, as Gen Z and Millennials prioritize ethical and social concerns.

Nostalgia factor still drives niche demand for photographic film products

The resurgence of film photography, driven largely by Gen Z seeking an 'analog wellness' experience and a rejection of hyper-polished digital imagery, is a clear social opportunity for Eastman Kodak Company. This isn't just a sentimental hobby; it's a measurable business driver.

The Advanced Materials & Chemicals (AM&C) segment, which includes Industrial Film and Chemicals and Motion Picture film, is directly benefiting. In Q3 2025, AM&C revenues increased by $11 million year-over-year, or 15%, primarily driven by price increases and higher volumes in these film and chemical lines. The global photo printing market, which includes this niche, is projected to reach approximately $9,301.8 million by 2025. Kodak is actively capitalizing on this by:

• Launching the $99 Snapic A1 retro film camera in November 2025.
• Reasserting direct control over the distribution of classic film stocks like Kodak Gold 200 and Ultramax 400.
• Introducing new film stocks like Kodacolor 100 and 200 to stabilize supply and prices.

The company is making a conscious effort to support the long-term health of the film industry, turning a nostalgic social trend into a steady revenue stream.

Eastman Kodak Company (KODK) - PESTLE Analysis: Technological factors

Continuous R&D investment in high-speed continuous inkjet technology

You need to know that Kodak's core technological strength is its continuous inkjet (CIJ) printing, and the company is defintely pushing the boundaries here. This isn't just incremental change; it's a full-on commitment to high-speed digital production. Kodak's R&D focus is clearly on its KODAK PROSPER and KODAK ULTRASTREAM platforms, which are the engine for their Print segment revenue.

The flagship KODAK PROSPER 7000 Turbo Press, for example, is positioned as the world's fastest web-fed full-color inkjet press. This press operates at speeds up to 410 meters per minute (1,345 feet per minute), which is a critical metric for migrating high-volume jobs like direct mail and books from traditional offset printing to digital. The company's financial reports for the first half of 2025 show that capital expenditures-which fund these growth initiatives-were a primary driver for the cash balance decreasing by $46 million between December 31, 2024, and June 30, 2025. This shows a real investment commitment, not just talk.

Competitor advancements in digital press speed and quality

The reality is that the digital printing market is a speed and quality arms race. While Kodak holds the speed crown with its CIJ technology, competitors are rapidly improving their drop-on-demand (DOD) inkjet systems. Kodak's advantage lies in the physics of its CIJ process, which generates ink drops continuously and recirculates non-printing drops, virtually eliminating nozzle clogging and maximizing uptime. Still, the market is competitive, and you have to watch the gap.

Here's the quick math on the speed advantage of Kodak's CIJ technology versus the competition's DOD systems:

Technology	Kodak Stream Inkjet (CIJ)	Competitive Drop-on-Demand (DOD)
Ink Drop Velocity	20 meters per second	Average 8 meters per second
Flagship Press Speed (KODAK PROSPER 7000 Turbo)	Up to 410 mpm	Varies, but generally lower
Primary Benefit	Higher speed, greater uptime (fewer clogs)	Simpler mechanism, lower initial cost

Monetization of the extensive patent portfolio remains a core strategy

Kodak is sitting on a massive intellectual property (IP) asset: a portfolio of approximately 79,000 worldwide patents earned over 130 years of R&D. This patent portfolio is a critical, non-operational asset that underpins the company's long-term financial stability. Monetization isn't just about selling patents, which they did years ago; it's about strategic licensing and using the IP to defend their core commercial print business.

The current focus is on strengthening the balance sheet, which is a direct outcome of effective asset management. For example, the plan to terminate the U.S. Kodak Retirement Income Plan and revert the excess funds to pay down debt is expected to be completed by December 2025. This move, while complex, frees up capital and strengthens the company's financial foundation, which is indirectly supported by the underlying value of its IP and technology assets.

Need to integrate AI/ML for predictive maintenance on printing systems

The shift from reactive to predictive maintenance is a massive technological opportunity, and Kodak is tackling it head-on with Artificial Intelligence (AI) and Machine Learning (ML). This isn't a future plan; it's happening now through the KODAK PRINERGY On Demand Platform.

The newest iteration, PRINERGY 11.0, launched in early 2025, is infused with AI capabilities. This technology uses data analytics to spot patterns in press performance, which means you can anticipate equipment issues and schedule service before a breakdown occurs. It's a game-changer for reducing costly downtime and improving customer satisfaction. Honestly, this is where the margin is made in a high-volume business.

• Uses AI for predictive maintenance to spot equipment issues early.
• Machine learning optimizes ink placement for sharper images and less waste.
• AI-powered color management ensures print accuracy across materials.
• PRINERGY 11.0 automates job ganging to reduce waste and optimize press planning.

Eastman Kodak Company (KODK) - PESTLE Analysis: Legal factors

Enforcement of intellectual property rights against patent infringement is ongoing.

The core of Eastman Kodak Company's long-term strategy still rests on its intellectual property (IP), and active defense is a constant legal cost. The most immediate concern in 2025 is the ongoing patent infringement litigation filed by Fujifilm Corporation.

Fujifilm sued Eastman Kodak Company in the U.S. District Court for the District of New Jersey in March 2024, asserting infringement on four patents related to processless lithographic printing plate technologies. The specific products targeted are Kodak's Sonora X and Sonora Xtra lines, which are central to the company's print division. Moreover, Fujifilm filed separate, related lawsuits against Kodak's European subsidiaries in late 2023, indicating a coordinated, global legal challenge to a key product category.

This kind of litigation is expensive, but it's defintely a core business cost. For the three months ended June 30, 2025, Kodak reported $1 million of income in its 'Consulting and other costs' line item, which represented an insurance reimbursement of legal costs previously paid by the company associated with investigations and litigation matters. That tells you the legal spend is significant enough to warrant insurance recovery.

Compliance with complex chemical manufacturing regulations (TSCA, REACH).

Kodak's Advanced Materials and Chemicals division, which produces key inputs for its printing and film businesses, faces a constantly evolving and costly regulatory environment, particularly in the US and Europe. Compliance with the Toxic Substances Control Act (TSCA) in the US and the Registration, Evaluation, Authorisation and Restriction of Chemicals (REACH) in the EU is non-negotiable and requires substantial internal resources.

Near-term compliance pressure points in 2025 include:

• TSCA PFAS Reporting: The final rule for reporting Per- and Polyfluoroalkyl Substances (PFAS) data for products manufactured or imported between 2011 and 2022 began its reporting period in July 2025, with the submission deadline for data delayed to April 2026.
• TSCA Health & Safety: Manufacturers and importers of 16 specific chemicals were required to submit unpublished health and safety studies by March 13, 2025, under a new EPA final rule.
• REACH Evaluation: The European Chemicals Agency (ECHA) is maintaining a high level of scrutiny. Between 2009 and 2024, ECHA checked the compliance of 23% of all submitted REACH registration dossiers, and 34% of those for high-volume chemicals (100 metric tons or more per year).

The regulatory burden is expanding geographically, too. The new Ukraine REACH regulation officially took effect on January 26, 2025, imposing new pre-registration and registration requirements for any chemical substances traded in that market, with a pre-registration deadline of January 26, 2026. This means new compliance processes for the company's European supply chain.

International trade laws dictate movement of printing equipment and supplies.

International trade laws are a double-edged sword for Eastman Kodak Company in 2025, providing both a significant competitive shield and adding complexity to its global supply chain. The company successfully lobbied for protectionist measures, which is a major win for its domestic manufacturing base.

On August 1, 2025, the US administration approved Kodak's petition to include aluminum lithographic printing plates (ALPP) under Section 232 tariffs, subjecting them to a new 50% duty. This is a critical development, as Kodak is the sole US producer of ALPPs. This new tariff is expected to impact approximately $100 million in imports and is layered on top of existing anti-dumping and countervailing duties.

Here is a breakdown of the current US duties on imported aluminum lithographic printing plates, which directly benefit Kodak:

Trade Action	Date Finalized (Approx.)	Source Country	Duty Rate (Combined)	Impact
Section 232 Tariff	August 1, 2025	Global (on ALPP)	50%	New duty on ALPP imports, protecting the sole US manufacturer (Kodak).
Anti-Dumping / Countervailing Duties	Late 2024	China	Up to 151.51%	Tariffs on unfairly priced and subsidized imports.
Anti-Dumping Duties	Late 2024	Japan	Up to 91.83%	Tariffs on unfairly priced imports.

The volatility in trade law, such as the August 29, 2025, US Court of Appeals ruling questioning the legality of certain other tariffs, means the company must remain agile, even though the Section 232 tariffs on ALPPs remain unaffected for now.

Data privacy regulations (CCPA, GDPR) affect digital printing service offerings.

Kodak's shift toward digital printing and software services, which involves handling customer data, makes compliance with global data privacy frameworks essential. This is a cost of doing business, but also a competitive differentiator if handled well.

The company must comply with the European Union's General Data Protection Regulation (GDPR) and the California Privacy Rights Act (CPRA), which amended the California Consumer Privacy Act (CCPA). The CPRA updates for 2025 are particularly relevant for any company meeting the threshold of annual gross revenue exceeding $26,625,000 or processing the personal information of 100,000+ California residents.

Kodak's Data Processing Agreements with its suppliers explicitly mandate compliance with these laws, including the requirement that suppliers provide the same level of privacy protection as Kodak is required to maintain under the CA Privacy Laws. Crucially, the agreements prohibit the sale or sharing of customer data for online targeted advertising.

This focus on data protection is a necessary investment to support the growth of digital services, where a data breach or non-compliance fine could be catastrophic. You can't build a service business on a leaky data foundation.

Eastman Kodak Company (KODK) - PESTLE Analysis: Environmental factors

Reducing chemical waste and energy consumption in plate manufacturing.

The environmental pressure on the commercial printing industry is intense, forcing a clear shift from traditional, chemical-heavy processes. Eastman Kodak Company's core strategy addresses this head-on, particularly in its plate manufacturing business, which is a major source of chemical and energy use. The company's flagship product, the KODAK SONORA Process Free Plate, is the primary driver of this environmental change. This plate technology removes the need for a plate processor, eliminating all associated water, developer, replenisher, and gumming solutions.

This is a huge win for their customers' bottom lines and the planet. To date, over 6,000 printers globally have adopted SONORA Process Free Plates. The estimated industry-wide savings from replacing processed plates with this solution are massive, as demonstrated by the potential annual savings for the entire print industry:

• Save 57 million liters of plate developer.
• Save 8500 million liters of water.
• Save 575 million kWh of electricity.

Kodak's internal operations also show strong performance. The company's 2025 goal was to approach zero waste at its sites, aiming for 99% overall waste diversion from landfill and incineration. They achieved this milestone early, diverting 99% of waste generated in 2023. That's a defintely tangible result that cuts waste disposal costs.

Focus on developing VOC-free and sustainable printing solutions.

The market is demanding Volatile Organic Compound (VOC)-free solutions, which are chemicals that easily evaporate and contribute to air pollution and smog. Kodak is actively pivoting its product portfolio to meet this need, translating its expertise in chemical science into greener products. The shift is most visible in the digital printing segment.

For instance, the KODAK PROSPER Plus Imprinting Systems use eco-friendly, water-based EKTACOLOR Inks, which inherently minimize the release of VOCs compared to solvent-based alternatives. This focus on water-based chemistry is a critical differentiator in the packaging and commercial printing markets. Also, the elimination of processing chemicals with the SONORA plates directly addresses the VOC issue in the prepress stage of offset printing.

Beyond product innovation, Kodak is actively working to close the loop on its materials. The company's 2025 goal to triple the quantity of spent solvents recovered from external sources is a key part of its circular economy efforts. As of 2023, they had achieved a 106% increase in recovered solvents compared to the 2016 baseline, showing strong progress toward the final target.

Compliance with stringent EPA and global emissions standards.

For a company with a significant manufacturing footprint, particularly in the Advanced Materials & Chemicals segment, compliance with the U.S. Environmental Protection Agency (EPA) and international standards is non-negotiable. Kodak has not only maintained compliance but has significantly surpassed its internal 2025 targets for reducing its operational footprint, which is a clear signal of a proactive risk management strategy.

The company's achievements, reported through Q3 2024, put them well ahead of their 2025 environmental goals. This over-performance provides a buffer against increasingly stringent global emissions regulations, such as those being reviewed by the EPA in 2025.

Here's the quick math on their 2025 goal achievements:

Environmental Metric	2025 Goal (vs. 2016 Baseline)	2023 Progress (Ahead of Target)	Impact
Greenhouse Gas (GHG) Emissions Reduction	25% reduction	56% reduction	Significantly reduces operational carbon footprint.
Water Withdrawal Reduction	25% reduction	31% reduction	Conserves water resources, especially at large sites like Eastman Business Park.
Waste Diversion from Landfill/Incineration	99% diversion	99% diversion	Achieves near-zero waste to landfill goal.

Customer preference for suppliers with clear, measurable sustainability goals.

Sustainability is no longer a niche concern; it is a core purchasing criterion for commercial printing customers. You're seeing major brands and print buyers integrate environmental performance into their supplier scorecards. Kodak recognizes this trend, understanding that a strong environmental record is a competitive advantage and a revenue driver.

The company's KODAK Green Leaf Program is a direct response to this customer preference. This program provides a certificate and marketing materials to customers using KODAK SONORA Process Free Plates, allowing them to promote their own sustainable practices to their end-clients. This essentially turns Kodak's environmental investment into a sales tool for its customers.

This focus on measurable, clear goals-like the 56% GHG reduction-provides the kind of concrete data that financially-literate decision-makers need to justify choosing Kodak over a competitor. It's about de-risking the supply chain and demonstrating shared values.