NYSE$KDK

Kodiak Robotics Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Kodiak AI reported Q4 2025 revenue of $1.1M with a net loss as autonomous trucking technology developed.

For the quarter ended December 31, 2025, Kodiak AI posted revenue of $1.1 million with a net loss as the autonomous freight technology company advanced commercial pilot programs.

  • Q4 revenue $1.1M.
  • Autonomous trucking pilot programs.
  • Pre-commercial technology stage.
  • Partnerships with freight carriers.
  • R&D intensive model.

Headline financials

Total Revenue

$1.1M

Previous: $0.00
EPS (adj)

-$0.42

Previous: $0.10-534.3%
Driverless Trucks Deployed

20

No prior period
Paid Driverless Hours

10.7K

No prior period
Autonomy Readiness Measure

84.0%

No prior period
QoQ Revenue Growth

37.0%

No prior period
Net Income

-$69.5M

Previous: $6.04M-1249.5%
Operating Income

-$38.7M

Previous: -$504K-7586.8%

Revenue & EPS history

Ares Acquisition · Revenue · Quarterly

$1.1M

Q4 2025
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Commercial pilot expansion and safety milestones drive 2026 outlook.

Tailwinds

  • Early revenue from pilot programs.

Headwinds

  • Substantial losses expected pre-scale.
  • Regulatory and technology risk.

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 Q4 2025

Historical avgQ4 2025

-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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