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
Revenue & EPS history
Ares Acquisition · Revenue · Quarterly
$1.1M
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
-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
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