Kodiak AI Inc (KDK) is an autonomous vehicle technology company that develops and deploys AI-powered driverless systems for trucking and defense applications. Revenue comes from a combination of commercial trucking operations using Kodiak-owned autonomous trucks and U.S. government defense contracts to adapt the Kodiak Driver for military vehicles. The company has recognized approximately $30 million in aggregate revenue under U.S. military contracts as of the 10-K filed March 11, 2026. In December 2024, Kodiak became the first company to deploy customer-owned and -operated driverless trucks in commercial service, delivering units to Atlas Energy Solutions for operations in the Permian Basin. As of December 31, 2025, customers had used Kodiak-owned autonomous trucks to deliver more than 12,600 revenue-generating loads across the southern United States. The company qualifies as an emerging growth company under the JOBS Act. CEO Donald Burnette and CFO Surajit Datta lead the company.

Revenue model

Two primary revenue streams: fee-generating commercial trucking operations using Kodiak-owned autonomous trucks, and government contracts with the U.S. military to adapt the Kodiak Driver for defense vehicles. Aggregate defense contract revenue totaled approximately $30 million as of the 10-K filed March 11, 2026.

Products and services

The Kodiak Driver, an autonomous driving system for long-haul and industrial trucking. The system includes a proprietary AI Safety Agent using generative AI-based vision-language models for edge-case perception. The platform is designed to be independent of HD maps, modular in hardware, and compatible with multiple truck types. An Assisted Autonomy mode is also offered.

Customers and end markets

End markets include long-haul trucking, industrial trucking, and defense. Named commercial customers include Atlas Energy Solutions, J.B. Hunt, Werner Enterprises, C.R. England, and Martin Brower. Atlas committed to deploying the Kodiak Driver on 100 Atlas-owned trucks in March 2025, subject to a master services agreement. Defense customers include the U.S. military, with a new contract awarded by the U.S. Marine Corps in early 2026.

Value-chain role

Technology developer and operator of autonomous trucking systems. Kodiak owns and operates trucks in commercial service while also licensing or deploying the Kodiak Driver on customer-owned vehicles. The company sits between OEM truck manufacturers and fleet operators, providing the autonomous driving stack and safety case framework.

Geographic exposure

Commercial operations concentrated in the southern United States, including the Permian Basin of West Texas and Eastern New Mexico. Defense operations tied to U.S. government contracts.

Source: SEC 10-K, filed 2026-03-11

Industry: Services-Computer Integrated Systems Design