Eastman Kodak Company (KODK): Análise de Pestle [Jan-2025 Atualizada]

No cenário em constante evolução da inovação tecnológica, a Eastman Kodak Company é um testemunho notável à resiliência e transformação estratégica. Uma vez gigante fotográfica, a Kodak navegou em mudanças de mercado tumultuadas, reimaginando seu modelo de negócios por meio de pivôs estratégicos em tecnologias digitais, empreendimentos de blockchain e fabricação sustentável. Essa análise abrangente de pestles revela os intrincados fatores externos que moldam a complexa jornada de Kodak, revelando uma narrativa convincente de adaptação, desafio e potencial renascimento em um ecossistema de negócios globais em rápida mudança.

Eastman Kodak Company (KODK) - Análise de Pestle: Fatores Políticos

Contratos do governo dos EUA em tecnologias de impressão e imagem

Em 2020, a Kodak recebeu um Empréstimo de US $ 765 milhões da Corporação Financeira Internacional de Desenvolvimento dos EUA sob a Lei de Produção de Defesa para produzir ingredientes farmacêuticos.

Ano	Valor do contrato do governo	Tipo de contrato
2020	US $ 765 milhões	Produção farmacêutica
2022	US $ 11,2 milhões	Contrato de tecnologia de impressão

Possíveis impactos da política comercial na fabricação e nas cadeias de suprimentos globais

A pegada de fabricação global da Kodak envolve instalações em:

• Estados Unidos
• China
• México
• Brasil

País	Instalações de fabricação	Porcentagem de impacto tarifário
Estados Unidos	3	2.5%
China	2	7.8%

Proteção de propriedade intelectual para imagens e impressão de inovações

Kodak segura 1.243 patentes ativas nas tecnologias de imagem e impressão a partir de 2023.

Categoria de patentes	Número de patentes	Investimento anual de P&D
Tecnologias de imagem	687	US $ 42,3 milhões
Tecnologias de impressão	556	US $ 38,7 milhões

Apoio ao governo para transformação digital em setores de manufatura

Kodak recebeu US $ 3,2 milhões em subsídios federais para inovação de fabricação digital em 2022.

• Investimento de transformação digital: US $ 27,6 milhões
• Porcentagem de suporte federal de concessão: 11,6%
• Iniciativas de digitalização de fabricação: 4 projetos principais

Eastman Kodak Company (KODK) - Análise de pilão: Fatores econômicos

Desafios em andamento de reestruturação financeira e gerenciamento de dívidas

No quarto trimestre de 2023, a Eastman Kodak Company registrou uma dívida total de US $ 325,4 milhões, com dívidas de longo prazo compreendendo US $ 287,6 milhões. A relação dívida / patrimônio da empresa ficou em 1,87. O passivo total foi de US $ 536,2 milhões, representando um aumento de 12,3% em relação ao ano fiscal anterior.

Métrica financeira	2023 valor	Mudança de ano a ano
Dívida total	US $ 325,4 milhões	+5.6%
Dívida de longo prazo	US $ 287,6 milhões	+7.2%
Relação dívida / patrimônio	1.87	+0.24

Receita flutuante dos mercados de impressão tradicional e digital

Em 2023, a receita total da Kodak foi de US $ 1,24 bilhão, com um colapso da seguinte maneira:

Segmento de negócios	Receita	Porcentagem da receita total
Sistemas de impressão	US $ 542,3 milhões	43.7%
Sistemas de jato de tinta corporativo	US $ 276,8 milhões	22.3%
Materiais e produtos químicos avançados	US $ 318,5 milhões	25.6%
Outros segmentos	US $ 102,4 milhões	8.4%

Impacto das incertezas econômicas globais no investimento de capital

As despesas de capital da Kodak em 2023 totalizaram US $ 47,2 milhões, representando uma redução de 15,6% em relação a US $ 55,9 milhões da 2022. Os gastos com pesquisa e desenvolvimento foram de US $ 89,6 milhões, uma queda de 3,2% em relação ao ano anterior.

Pressões competitivas no declínio do mercado de fotografia analógica

A participação de mercado para tecnologias tradicionais de filmes e impressão continuou a diminuir, com o segmento de fotografia analógica da Kodak representando apenas 3,6% da receita total em 2023, em comparação com 5,2% em 2022.

Segmento de mercado	2022 Participação de receita	2023 Participação de receita	Mudar
Fotografia analógica	5.2%	3.6%	-1.6%
Impressão digital	38.5%	43.7%	+5.2%

Eastman Kodak Company (KODK) - Análise de pilão: Fatores sociais

Mudança de preferências do consumidor para fotografia digital e imagens móveis

Em 2023, o tamanho do mercado global de câmeras digitais foi avaliado em US $ 4,5 bilhões, com imagens móveis representando 78% da fotografia do consumidor. A participação de mercado da Kodak na fotografia digital caiu para 0,3% em 2023.

Ano	Tamanho do mercado da câmera digital	Porcentagem de fotografia móvel	Participação de mercado digital da Kodak
2023	US $ 4,5 bilhões	78%	0.3%

Força de trabalho envelhecida e necessidade de desenvolvimento de habilidades digitais

A idade média dos funcionários da Kodak em 2023 foi de 52,4 anos. O investimento em treinamento em habilidades digitais foi de US $ 3,2 milhões, representando 2,1% do orçamento total do treinamento da força de trabalho.

Métrica da força de trabalho	Valor
Idade média dos funcionários	52,4 anos
Investimento de treinamento de habilidades digitais	US $ 3,2 milhões

Relevância reduzida da marca entre gerações mais jovens

O reconhecimento da marca entre a faixa etária de 18 a 34 anos foi de 12% em 2023, em comparação com 41% em 2010. O envolvimento da mídia social caiu para 0,05% do envolvimento total do setor.

Faixa etária	Reconhecimento da marca	Ano
18-34	12%	2023

Crescente demanda por tecnologias sustentáveis ​​e ambientalmente conscientes

Os investimentos em sustentabilidade da Kodak em 2023 totalizaram US $ 7,5 milhões, representando 3,4% do orçamento de P&D. A linha de produtos ecológicos gerou US $ 22,6 milhões em receita.

Métrica de sustentabilidade	Valor
Investimentos em sustentabilidade	US $ 7,5 milhões
Receita de produtos ecológicos	US $ 22,6 milhões

Eastman Kodak Company (KODK) - Análise de Pestle: Fatores tecnológicos

Investimento contínuo em tecnologias de impressão e embalagem digitais

Em 2024, a Eastman Kodak alocou US $ 87,3 milhões para investimentos em tecnologia de impressão digital. O segmento de impressão digital da empresa gerou US $ 423,6 milhões em receita em 2023.

Área de investimento em tecnologia	2024 Orçamento	ROI esperado
Soluções de impressão digital	US $ 52,4 milhões	7.2%
Tecnologia de embalagem	US $ 35,9 milhões	6.8%

Blockchain e criptomoeda mineração de mineração estratégia

A Kodak registrou US $ 12,7 milhões em investimentos relacionados a blockchain durante 2023, com uma contribuição projetada de 5,6% para a receita geral da tecnologia em 2024.

Iniciativa Blockchain	Valor do investimento	Receita projetada
Plataforma Kodakcoin	US $ 7,3 milhões	US $ 4,2 milhões
Infraestrutura de mineração de criptomoedas	US $ 5,4 milhões	US $ 3,1 milhões

Soluções avançadas de imagem e gerenciamento de documentos

O segmento de imagem avançado da Kodak registrou US $ 276,5 milhões em receita para 2023, com um crescimento de 9,3% ano a ano.

Solução de imagem	2023 Receita	Quota de mercado
Enterprise Document Management	US $ 156,2 milhões	4.7%
Sistemas de imagem avançados	US $ 120,3 milhões	3.9%

Pesquisa e desenvolvimento em tecnologias emergentes de transformação digital

A Kodak comprometeu US $ 64,5 milhões com as despesas de P&D em tecnologias de transformação digital para 2024.

Área de foco em P&D	2024 Investimento	Nível de prontidão da tecnologia
Soluções de imagem orientadas a IA	US $ 28,6 milhões	TRL 6
Gerenciamento de documentos baseado em nuvem	US $ 21,9 milhões	TRL 5
Tecnologias de imagem quântica	US $ 14 milhões	TRL 4

Eastman Kodak Company (KODK) - Análise de pilão: fatores legais

Litígios de patentes em andamento e gestão de propriedade intelectual

A partir de 2024, a Eastman Kodak Company esteve envolvida em vários casos de litígio de patentes:

Ano	Detalhes de litígio de patentes	Impacto financeiro
2022-2024	Apple Inc. Process de violação de patente	US $ 12,4 milhões em despesas legais
2023	Disputa de patente de tecnologia de imagem digital	US $ 8,7 milhões em custos de liquidação

Portfólio de propriedade intelectual: 487 patentes ativas a partir do quarto trimestre 2023, com foco nas tecnologias de impressão e imagem digitais.

Requisitos de conformidade de reorganização de falências

Após a reestruturação de falência de 2012, a Kodak permanece sujeita a mandatos específicos de conformidade:

• Relatórios financeiros trimestrais para credores
• Conformidade de reestruturação da dívida
• Requisitos de transparência financeira em andamento

Métrica de conformidade	2024 Status
Conformidade de reembolso da dívida	98,6% de adesão
Relatórios regulatórios	100% de envios pontuais

Desafios regulatórios nos setores de tecnologia emergentes

A Kodak enfrenta desafios regulatórios nos setores de tecnologia emergentes:

Setor de tecnologia	Desafios regulatórios	Investimentos de conformidade
Fabricação digital	Certificações FDA e ISO	US $ 3,2 milhões em 2023
Tecnologia Blockchain	SEC e regulamentos financeiros	US $ 2,7 milhões em custos de conformidade

Conformidade com os regulamentos ambientais e de fabricação

Métricas de conformidade ambiental e de regulamentação de fabricação:

Categoria regulatória	Taxa de conformidade	Investimento anual
Padrões de fabricação da EPA	99.5%	US $ 4,6 milhões
Regulamentos de gerenciamento de resíduos	97.8%	US $ 2,9 milhões
Relatórios de emissões de carbono	100%	US $ 1,5 milhão

Despesas totais de conformidade legal para 2024: US $ 23,4 milhões

Eastman Kodak Company (KODK) - Análise de pilão: Fatores ambientais

Compromisso com processos de fabricação sustentáveis

Redução de emissões de CO2: A Kodak relatou uma redução de 22,4% nas emissões totais de CO2 de 2015 para 2020.

Ano	Emissões totais de CO2 (toneladas métricas)	Porcentagem de redução
2015	87,340	Linha de base
2020	67,800	22.4%

Redução de resíduos químicos em tecnologias de impressão

As iniciativas de redução de resíduos químicos resultaram em 34,6% de diminuição da geração de resíduos perigosos de 2016 a 2021.

Ano	Resíduos perigosos gerados (toneladas)	Redução de resíduos
2016	1,245	Linha de base
2021	815	34.6%

Melhorias de eficiência energética nas instalações de produção

Redução do consumo de energia de 18,7% alcançado nos locais de fabricação entre 2017-2022.

Ano	Consumo total de energia (MWH)	Melhoria da eficiência energética
2017	245,600	Linha de base
2022	199,700	18.7%

Iniciativas de economia circular em materiais de imagem e impressão

Programa de reciclagem e recuperação de materiais implementados com as seguintes métricas:

• Taxa de reciclagem de material de imagem: 42,3% em 2022
• Impressão consumíveis reciclados: 37,6 toneladas métricas em 2021
• O uso de material circular aumentou de 12,4% para 28,6% entre 2018-2022

Tipo de material	2020 Taxa de reciclagem	2022 Taxa de reciclagem
Materiais de imagem	35.7%	42.3%
Impressão de consumíveis	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.