KDK News & Events

Kodiak AI announced it is autonomously hauling freight with Roehl Transport, one of America's leading truckload carriers. Starting in April 2026, trucks equipped with the Kodiak Driver, Kodiak's autonomous system, began hauling freight between Dallas and Houston four times roundtrip per week for Roehl Transport. The Kodiak Driver is designed to address major challenges, including the need for greater safety and efficiency across long-haul trucking, industrial trucking and defense.

Kodiak AI announced it will conduct pilot operations and explore the deployment of trucks equipped with the Kodiak Driver, Kodiak's AI-powered autonomous driving system, at West Fraser Timber Co. Ltd.'s log-hauling operations in Alberta, Canada. In the initial phase of work, Kodiak will pilot the use of its self-driving technology to transport timber from forest sites to one of West Fraser's Alberta processing facilities in Western Canada later this year. Results of the pilot will be used to inform any future long-term deployment of Kodiak Driver-equipped trucks for commercial driverless operations. This work marks a significant milestone for Kodiak, representing the company's expansion into the timber industry, as well as its first international operations. Headquartered in Vancouver, British Columbia, with operations in Canada, the United States, and Europe, West Fraser is the world's largest manufacturer of wood building materials.

Kodiak AI (KDK) and General Dynamics Land Systems, part of General Dynamics (GD), announced a strategic collaboration to create autonomous ground vehicles, AGVs, for defense applications. Through this collaboration, Kodiak will provide the Kodiak Driver, its Physical AI-powered virtual driver that is operating driverlessly today, demonstrating the ability to scale autonomous operations beyond controlled testing. General Dynamics Land Systems will lead vehicle integration, power systems, communications and ruggedized platform development. The companies will pursue upcoming U.S. Army and international opportunities to expand their joint vehicle portfolio.

Reports Q1 revenue $1.8M, consensus $1.65M. Ended Q1 with $90.2M in cash and cash equivalents and marketable securities, which does not include the $100M of gross proceeds from the PIPE financing