NYSE$KDK
Kodiak Robotics Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Kodiak AI reported Q1 2026 revenue of $1.8M and net income of $26.5M ($0.10 diluted EPS), reflecting non-operating gains.
Kodiak reported Q1 2026 revenue of $1.8 million versus $1.5 million a year ago and net income of $26.5 million ($0.10 diluted EPS) versus a $128.2 million net loss in Q1 2025, driven by non-operating items rather than scaled operations. The company remains early-stage in autonomous trucking commercialization.
- Revenue $1.8M; net income $26.5M vs. $(128.2)M prior year.
- Diluted EPS $0.10 vs. $(2.16) loss YoY.
- Pre-revenue scale; autonomous trucking development stage.
- Income before tax $26.5M on fair value / financing dynamics.
- Weighted average shares ~177M basic.
Headline financials
Revenue & EPS history
Ares Acquisition · Revenue · Quarterly
$1.83M
Forward guidance
Development-stage company; MD&A focuses on technology milestones and capital, not commercial EPS guidance.
Tailwinds
- Balance sheet improved vs. prior-year loss.
- Small revenue base growing.
- Strategic partnerships in AV trucking.
Headwinds
- Minimal operating revenue.
- Results not driven by recurring operations.
- Capital intensity and regulatory path.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 3 quarterly earnings reports · overlaid with Q1 2026
-3.6%
Avg return
Earnings day
-9.5%
Avg return
5 days after
-13.2%
Avg return
30 days after
60%
6 / 10 earnings
Positive
+2.2%
Q4 2025
Best reaction
-19.9%
Q1 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -19.9% | -11.7% | -29.8% | |
| Q4 2025 | +2.2% | -2.3% | -13.3% | |
| Q3 2025 | -18.6% | -14.4% | +3.5% | |
| Q2 2025 | — | — | — | |
| Q1 2025 | — | — | — | |
| Q4 2024 | +0.2% | — | — | |
| Q3 2024 | +0.1% | — | — | |
| Q2 2024 | -0.1% | — | — | |
| Q1 2024 | +0.1% | — | — | |
| Q4 2023 | -0.1% | — | — | |
| Q3 2023 | +0.1% | — | — | |
| Q2 2023 | +0.1% | — | — | |
| Q1 2023 | — | — | — | |
| Q4 2022 | — | — | — | |
| Q3 2022 | — | — | — | |
| Q2 2022 | — | — | — | |
| Q1 2022 | — | — | — | |
| Q4 2021 | — | — | — | |
| Q3 2021 | — | — | — | |
| Q2 2021 | — | — | — | |
| Q1 2021 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro