$KODK Q2 2026 EARNINGS
-Rev $311M vs $263M ✅ +18% YoY
- Net income $17M vs -$26M loss YoY - swing to profit
- Gross margin 26%, up from 19%
- Operational EBITDA $36M vs $9M — 4x YoY
Advanced Materials & Chemicals $105M, +40% YoY
(the growth engine)
Print swung positive: +$8M EBITDA from -$4M
Fourth straight quarter of YoY growth!!!!
The chemicals pivot is working.
$CRCL Q2 2026 EARNINGS
- Revenue $701M vs Est. $655M ✅ +7% YoY
- EPS $0.18 vs Est. $0.10 ✅
- Adjusted EBITDA $143M, +8% YoY
FY26 Other Revenue guide doubled: $310–330M (from $150–170M)
⚠️Core revenue grew just 7% - reserve income is rate-capped and circulation growth is decelerating. The story is Arc + guidance, not the quarter.
Wockhardt's Zaynich is well on the way to be a blockbuster drug, and it could well turn out to be a potential multi billion dollar opportunity.
Another acknowledgement of it's efficacy.
#Wockhardt#WOCKPHARMA#Zaynich