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Kodiak AI — Third Quarter 2026 Earnings Summary

Kodiak AI reported third-quarter 2026 results, securing a binding agreement with DTL Transport to deploy 75 unsupervised autonomous trucks under its Driver-as-a-Service model. The company advanced its Autonomy Readiness Measure to 99% and named IKEA Supply as its first long-haul launch partner for regular commercial freight service. Financially, revenue grew 286% year-over-year to $2.97 million for the quarter, while net cash used in operating activities totaled $35.2 million. Additionally, Kodiak delivered its first Western Star trucks to Atlas Energy Solutions, bringing that customer's fleet to 37 units, and selected International LT as a third OEM platform for future deployments.

Company
KODIAK AI INC
Sector
Industrials
Industry
Farm & Heavy Construction Machinery