For Q1 FY2026 ended March 31, 2026, Kodiak AI reported revenue of $1.83M, up 24.4% year-over-year. Net income was $26.49M, a significant increase of 120.7% from the prior year. Operating income was -$37.85M, reflecting a 103.5% decline. Diluted EPS was $0.10, up 104.6%.
•Revenue grew 24.4% YoY to $1.83M.
•Net income surged 120.7% to $26.49M.
•Operating loss widened to -$37.85M, down 103.5%.
•Diluted EPS improved to $0.10 from $0.05.
Informational summary based on SEC XBRL figures · generated by deepseek-v4-flash. Not investment advice.
Kodiak AI develops autonomous vehicle technology and related services. It offers Kodiak Driver, a virtual driver that combines advanced AI-powered software with modular and vehicle-agnostic hardware designed to help address its customers Oversight and integration tools, including Kodiak OnTime, a proprietary suite of support services and tools designed to provide smooth integration with customer operations.
Additionally, it delivers freight through its autonomous trucks; and offers driver-as-a-service to its customers. Kodiak AI, Inc. has strategic collaboration with General Dynamics Land Systems to create autonomous ground vehicles (AGVs) for defense applications. The company serves long-haul trucking, industrial trucking, and defense industries. Founded in 2018, Kodiak AI is headquartered in Mountain View, California.
Kodiak AI, Inc. develops autonomous vehicle technology and related services. Its core product is the Kodiak Driver, a virtual driver that combines advanced AI-powered software with modular, vehicle-agnostic hardware designed to help customers integrate autonomous driving capabilities. The company also offers Kodiak OnTime, a proprietary suite of support services and tools that ensure smooth integration with customer operations. Additionally, Kodiak AI delivers freight through its autonomous trucks and provides a driver-as-a-service model to its customers. The company serves the long-haul trucking, industrial trucking, and defense industries. Notably, Kodiak AI has a strategic collaboration with General Dynamics Land Systems to create autonomous ground vehicles (AGVs) for defense applications.
Where is Kodiak AI (KDK) listed and in what currency?
Kodiak AI, Inc. is listed on the Nasdaq Global Market (NasdaqGM) under the ticker symbol KDK. The company's stock is traded in United States Dollars (USD). As a US-based company listed on a major US exchange, its financial reporting and share pricing are denominated in USD, making it accessible to investors trading in US markets.
What sector and industry does Kodiak AI (KDK) belong to?
Kodiak AI, Inc. operates in the Technology sector, specifically within the Software - Infrastructure industry. This classification reflects the company's focus on developing AI-powered software and hardware solutions for autonomous driving, which falls under the broader technology and software infrastructure categories. The company's products, such as the Kodiak Driver and Kodiak OnTime, are software-driven platforms that integrate with vehicle hardware to enable autonomous operations, aligning with the software infrastructure industry.
Where is Kodiak AI headquartered and what markets does it serve?
Kodiak AI, Inc. is headquartered in Mountain View, California, United States. The company serves the long-haul trucking, industrial trucking, and defense industries. Its technology is designed for applications in autonomous freight transportation, including delivering goods via its own autonomous trucks, and it also provides driver-as-a-service to customers. Additionally, through a strategic collaboration with General Dynamics Land Systems, Kodiak AI is involved in creating autonomous ground vehicles (AGVs) for defense applications, expanding its reach into the military sector.
How does Kodiak AI (KDK) make money?
Kodiak AI generates revenue through multiple streams related to its autonomous vehicle technology. The company offers its Kodiak Driver as a virtual driver solution, which it licenses or integrates into customer operations. It also provides Kodiak OnTime, a suite of support services and tools that facilitate smooth integration and ongoing operation. Additionally, Kodiak AI delivers freight using its own autonomous trucks, earning revenue from transportation services. The company also offers a driver-as-a-service model, where customers can leverage Kodiak's autonomous driving capabilities without owning the technology outright. These diverse revenue streams target the long-haul trucking, industrial trucking, and defense industries.