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Kodiak AI (KDK) Q2 2026 earnings results (second quarter 2026)
10-Q filed Aug 7, 2026
Kodiak AI (KDK) reported revenue of $3.5M for the second quarter 2026 (Q2 2026), +596% from a year earlier and +91% from the quarter before.
Kodiak AI, Q2 2026: revenue $3.5M (+596% year over year), net earnings $12.5M, operating cash flow −$34.1M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $3.5M | +91% | +596% |
| Operating profit | −$43.7M | — | — |
| Net earnings | $12.5M | -53% | — |
| Operating cash flow | −$34.1M | — | — |
What changed
Revenue was $3.5M in Q2 2026, up 596% year over year and up 91% from the previous quarter.
Operating costs exceeded revenue by $43.7M, an operating margin of -1248.3%. Total costs grew 82% against revenue growth of 596%. The fastest-growing cost line was Other operating costs (+95%). Net earnings were $12.5M. The effective tax rate was 0.1%. Non-operating items added $56.2M, 450% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was −$34.1M. Non-cash charges added back $1.6M of depreciation and amortization and $6.4M of share-based compensation. Working capital and other items used $54.6M. Capital expenditures of $3.9M exceeded it, leaving free cash flow of −$38.1M.
Questions
What was Kodiak AI's revenue in the second quarter 2026?
Kodiak AI (KDK) reported revenue of $3.5M for the second quarter 2026 (Q2 2026), +596% from a year earlier and +91% from the quarter before.
Source: Kodiak AI 10-Q on SEC EDGAR.