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Kodiak AI, Inc. Common Stock KDK Q1 2026 earnings

Reported May 7, 2026 · After market close

Revenue$1.8MBeat by $184.8KDiluted EPS-$0.20In line
Revenue estimate$1.6M
EPS estimate-$0.20

Next report

Aug 6, 2026 (in a month)
Revenue estimate$2.6M
EPS estimate-$0.17

Financials

Q1 2026

Income statement

See full
Revenue$1.8M+24.4%
Operating income-$37.9M-104%
Net income$26.5M+121%
EPS (diluted)$0.10+105%

Balance sheet

See full
Cash & equivalents$66.4M+247%
Total debt$58.4M+1,068%
Total equity-$245.9M+34.7%
Total assets$130.8M-76.5%

Cash flow

See full
Operating cash flow-$29.5M-78.7%
CapEx$5.5M+138%
Free cash flow-$35.0M-86.0%

Valuation & ratios

Valuation

as of 06/25/26
See full
Market cap$1.05B—
Enterprise value$1.04B—
P/S252.8×—

Profitability

See full
Operating margin-2,695.8%—
Net margin-10,366.9%—

Returns & leverage

See full
Current ratio3.7×+3.4×

Versus estimates

Revenue

Q1 2026$1.8MBeat by $184.8K
Q4 2025$1.1MBeat by $60.3KQ3 2025$770.0KMiss by $122.8K

Diluted EPS

Q1 2026-$0.20In line
Q4 2025-$0.22Miss by $0.06Q3 2025-$0.49Miss by $0.33

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Questions, answered.

When did Kodiak AI, Inc. Common Stock report Q1 2026 earnings?
Kodiak AI, Inc. Common Stock (KDK) reported Q1 2026 earnings on May 7, 2026 after market close.
What were Kodiak AI, Inc. Common Stock's Q1 2026 revenue and EPS?
Kodiak AI, Inc. Common Stock reported revenue of $1.8M and diluted EPS of $-0.20 for Q1 2026.
Did Kodiak AI, Inc. Common Stock beat estimates in Q1 2026?
Revenue beat the consensus estimate of $1.6M by $184.8K. EPS beat the consensus estimate of $-0.20 by $0.00.
Where can I find Kodiak AI, Inc. Common Stock's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-032092) and the 10-Q periodic report (0001628280-26-032862) directly on SEC EDGAR. The filing index links above go to sec.gov.