Kodiak Robotics

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the top line with revenue of $3.50M vs. $2.68M expected, driven by the DaaS scaling with Atlas and ground autonomy solutions. GAAP EPS was -$0.50, significantly missing the -$0.187 consensus primarily due to a $46M non-cash deemed dividend from preferred stock adjustments. Despite the GAAP loss, the underlying business showed momentum with 40,000 cumulative driverless hours, though management signaled a going concern risk with a cash runway extending only into Q2 FY27.