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Aurora Innovation vs Kodiak AI: AUR and KDK compared
Aurora Innovation is the larger company: $3.0M of revenue in its latest quarter (Q3 2026) against $3.0M for Kodiak AI (Q3 2026). Kodiak AI is growing faster (+286% against +200% a year earlier).
Where the money goes: AUR and KDK
Aurora Innovation (AUR) · Q3 2026
Aurora Innovation, Q3 2026: revenue $3.0M (+200% year over year), net loss $234M, operating cash flow −$170M. The chart follows the revenue to costs, profit and cash.
Kodiak AI (KDK) · Q3 2026
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.
| Aurora Innovation (AUR) | Kodiak AI (KDK) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $3.0M | $3.0M |
| Revenue growth, Y/Y | +200% | +286% |
| Operating margin | n/m | n/m |
| Net earnings | −$234M | $27.4M |
| Net margin | — | 923.3% |
| Operating cash flow | −$170M | −$35.2M |
| Market value | $11.7B | — |
| Analysts’ mean target | $11.55 | — |
Questions
Which is bigger, Aurora Innovation or Kodiak AI?
Aurora Innovation is the larger company: $3.0M of revenue in its latest quarter (Q3 2026) against $3.0M for Kodiak AI (Q3 2026).
Is Aurora Innovation or Kodiak AI growing faster?
Kodiak AI is growing faster (+286% against +200% a year earlier).
More: Aurora Innovation earnings · how Aurora Innovation makes money · Kodiak AI earnings · how Kodiak AI makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 28, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.