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Kodiak AI (KDK) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 6, 2026
Kodiak AI (KDK) reported revenue of $3.0M for the third quarter 2026 (Q3 2026), +286% from a year earlier and -15% from the quarter before.
Kodiak AI, Q3 2026: revenue $3.0M (+286% year over year), net earnings $27.4M, operating cash flow −$35.2M. The chart follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $3.0M | -15% | +286% |
| Operating profit | −$50.4M | — | — |
| Net earnings | $27.4M | +120% | — |
| Operating cash flow | −$35.2M | — | — |
What changed
Revenue was $3.0M in Q3 2026, up 286% year over year and down 15% from the previous quarter.
Operating costs exceeded revenue by $50.4M, an operating margin of -1696.8%. Total costs grew 74% against revenue growth of 286%. The fastest-growing cost line was Research & development (+89%). Net earnings were $27.4M. The effective tax rate was 0.0%. Non-operating items added $77.8M, 284% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was −$35.2M. Non-cash charges added back $1.9M of depreciation and amortization and $8.8M of share-based compensation. Working capital and other items used $73.4M. Capital expenditures of $2.8M exceeded it, leaving free cash flow of −$38.0M.
Questions
What was Kodiak AI's revenue in the third quarter 2026?
Kodiak AI (KDK) reported revenue of $3.0M for the third quarter 2026 (Q3 2026), +286% from a year earlier and -15% from the quarter before.
Source: Kodiak AI 10-Q on SEC EDGAR.