Kodiak AI announces Q3 2026 results and commercial milestones

Item 2.02. Results of Operations and Financial Condition.

On November 5, 2026 , the Company issued a press release announcing financial results for the period ended September 30, 2026.¹

A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K² and is incorporated by reference herein.

The information above, including Exhibit 99.1, is furnished pursuant to Item 2.02 of Form 8-K and shall not be deemed "filed" for purposes of Section 18² of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

EXHIBIT INDEX

Exhibit No. Description

99.1 Press release dated November 5 , 2026 , announcing Kodiak AI, Inc.'s financial results for the period ended September 30, 2026.³

104 Cover Page Interactive Data File³ – the cover page XBRL tags are embedded within the Inline XBRL document.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

KODIAK AI, INC.

By: /s/ Surajit Datta⁴

Name: Surajit Datta

Title: Chief Financial Officer⁴

Date: November 5, 2026⁴

Kodiak AI Reports Third Quarter 2026 Results, Secures Landmark Unsupervised Autonomous Trucking Agreement as Company Nears Long-Haul Launch

• Secured a binding definitive agreement with DTL Transport for 75 customer-owned and operated unsupervised autonomous trucks⁵, marking a major commercial milestone for Kodiak's Driver-as-a-Service model.

• Advanced our Autonomy Readiness Measure to 99%, nearing our targeted year-end unsupervised autonomous long-haul launch.⁶

• Delivered the first Kodiak-powered Western Star 49X trucks to Atlas Energy Solutions, bringing Atlas's fleet of customer-owned autonomous trucks to 37.

• Selected International LT as Kodiak's third OEM platform, with unsupervised autonomous deployments targeted for the second half of 2027.

• Named IKEA Supply as our first long-haul launch partner for unsupervised autonomous operations, advancing plans for regular commercial freight service.

MOUNTAIN VIEW, Calif. (November 5, 2026) - Kodiak AI, Inc. (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced results for the third quarter ended September 30, 2026.

During the third quarter, Kodiak made significant strides toward its targeted year-end unsupervised autonomous long-haul launch, while laying the groundwork for the next phase of commercial growth. With growing customer commitments and an expanding unsupervised autonomous fleet, the Company is building a scalable, Driver-as-a-Service business with opportunities across Long-haul trucking, Industrial and Defense. Kodiak's ability to deploy its Physical AI-powered technology across multiple truck platforms, combined with its commercial operating experience, supports its strategy to grow deployments and recurring revenue through a capital-efficient model.

"We are approaching a defining moment for Kodiak as we advance toward our targeted year-end unsupervised autonomous long-haul launch, with our Autonomy Readiness Measure now at 99%," said Don Burnette, Founder and Chief Executive Officer of Kodiak. "Our landmark binding agreement with DTL Transport to deploy the Kodiak

Driver in 75 customer-owned and operated unsupervised autonomous trucks represents a significant commercial commitment to our Driver-as-a-Service model and demonstrates growing customer confidence in Kodiak's technology and commercial capabilities. With years of real-world commercial operating experience behind us, we're building toward the next phase of growth: more trucks, more miles, and more customer contracts."

Third Quarter Results and Business Highlights:

• Secured a binding definitive agreement with DTL Transport to deploy the Kodiak Driver in 75 customer-owned and operated trucks, marking a landmark commercial commitment under Kodiak's Driver-as-a-Service model and building on its commercial freight operations with DTL.

• Advanced the Autonomy Readiness Measure to 99% , bringing Kodiak closer to its targeted year-end unsupervised autonomous long-haul launch and the start of regular unsupervised autonomous freight service on U.S. highways.

• Delivered the first two Kodiak-powered Western Star trucks to Atlas Energy Solutions, bringing Atlas's fleet of customer-owned unsupervised autonomous trucks to 37 by quarter-end.

• International LT selected as Kodiak's third OEM platform, with engineering integration underway and unsupervised autonomous deployments targeted for the second half of 2027.

• Named IKEA Supply as Kodiak's first unsupervised autonomous long-haul launch partner, with plans to begin regular unsupervised autonomous freight service along the Dallas-to-Houston corridor.

• Brought simulation capabilities fully in-house, including Kodiak's AI-powered BreakPoint technology, to accelerate development, testing and validation of the Kodiak Driver while reducing costs.

• Surpassed 58,000 cumulative paid driverless hours and nearly 30,000 cumulative loads delivered, while transporting more than 396,000 tons of freight during Q3, more than double the tons transported in the prior quarter.

• Launched commercial freight operations with Charger Logistics, along the Dallas-to-Laredo corridor, thereby adding another customer and route to Kodiak's long-haul network.

• Completed the West Fraser trial in Alberta, Canada , demonstrating the adaptability of Kodiak's autonomous technology to rugged forestry operations and supporting potential expansion into additional Industrial applications.

• Successfully completed the U.S. Marine Corps ROGUE-Fires demonstration at Fort Hunter Liggett, showcasing new autonomous convoy capabilities using technology derived from Kodiak's commercial platform and highlighting its potential for broader Defense applications.

• Received a permit to test autonomous trucks in California and made the first ever autonomous delivery in the state, establishing a pathway toward future unsupervised autonomous commercial deployment in California.

• Q3 Net Cash used in operating activities of $35.2 million .⁷

• Q3 Free Cash Flow (Non-GAAP) of negative $38.0 million .⁷

• Ended Q3 with $113.6 million in Cash and Cash Equivalents and Marketable Securities.⁸

"Our third quarter results reflect continued commercial progress as we build a more predictable, recurring revenue business," said Surajit Datta, Chief Financial Off