NYSE$KDK

Kodiak Robotics Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Kodiak AI reported Q2 2025, net income of $327K.

For Q2 2025, Kodiak AI reported net income of $327K. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.

  • Net income $327K.
  • Kodiak AI highlights operating priorities and capital allocation.
  • Kodiak AI highlights operating priorities and capital allocation.

Headline financials

Total Revenue

$11.5M

Previous: $13.8M-16.5%
EPS

$0.01

Previous: $0.11-90.5%
Net Income

$327K

Previous: $6.59M-95.0%
Operating Income

-$5.51M

Previous: -$373K-1374.6%
Gross Profit

$11.5M

Previous: $13.8M-16.5%
Cash & Equivalents

$138K

Previous: $1.4M-90.1%
Total Assets

$561M

Previous: $539M+4.2%

Revenue & EPS history

Ares Acquisition · Revenue · Quarterly

$11.5M

Q2 2025-16.5%vs Q2 2024
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

The release discusses Kodiak AI's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Kodiak AI cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 3 quarterly earnings reports

Historical avg

-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

Earnings price reactions
QuarterReport dateReaction (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

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