Board Change • 10h
High number of new directors Independent Director Allyson Satin was the last director to join the board, commencing their role in 2025. 속보 • May 09
Kodiak AI Raises US$100 Million and Expands Driverless Trucking With New Commercial and Defense Partnerships Kodiak AI raised US$100 million through a PIPE financing to support liquidity and expansion through 2027.
The company reported Q1 2026 revenue of US$1.8 million, with eight more fully driverless trucks deployed, taking its customer-owned fleet to 28 vehicles.
Kodiak expanded its footprint with new commercial and defense partnerships, including General Dynamics Land Systems, Roehl Transport, West Fraser in Canada, and a 100-truck deployment with Atlas in Texas.
Kodiak is clearly leaning into a multi-segment approach, including long-haul freight, industrial use cases such as logging and oilfield operations, and defense applications. The General Dynamics partnership, centered on the Leonidas Autonomous Ground Vehicle, points to potential use in logistics, intelligence, surveillance, reconnaissance, maneuver and counter-drone roles, which could diversify revenue sources beyond commercial trucking. At the same time, pilots with Roehl between Dallas and Houston and with West Fraser in Alberta show how the Kodiak Driver is being tested in everyday freight and specialized industries.
The US$100 million PIPE gives Kodiak more financial flexibility as it scales driverless operations and supports its plan to expand into 2027. The company’s technology is already operating in over 21 states with regulations that allow autonomous trucks, and the Atlas partnership for 100 driverless trucks in the Permian Basin targets cost savings, road safety and driver shortage issues for customers. Investors may also note external sentiment, as Cantor Fitzgerald has reiterated an Overweight rating and a US$13 price target, reflecting analyst confidence in Kodiak’s position within autonomous trucking. 공시 • Apr 27
Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026 Kodiak AI, Inc., Annual General Meeting, Jun 11, 2026. 공시 • Apr 21
Kodiak AI, Inc. to Report Q1, 2026 Results on May 07, 2026 Kodiak AI, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026 공시 • Mar 25
Epirus, General Dynamics Land Systems And Kodiak AI Unveil Leonidas Autonomous Ground Vehicle Epirus, General Dynamics Land Systems (GDLS) and Kodiak AI (Kodiak) unveiled Leonidas Autonomous Ground Vehicle (AGV), a mobile, fully autonomous vehicle for counter-UAS, critical point defense and homeland security missions. Leonidas AGV features Epirus’ Leonidas high-power microwave platform integrated onto a commercial-grade truck platform equipped with Kodiak’s AI-powered autonomous driving system, the Kodiak Driver. General Dynamics Land Systems served as lead system integrator. Leonidas AGV delivers a mobile counter-UAS capability that can be operated without human intervention or teleoperated to extend the counter-UAS line of defense across fixed-site and expeditionary mission sets. Designed for autonomous critical point defense counter-UAS operations, Leonidas AGV can rapidly deploy to pre-planned intercept points or maneuver across a perimeter to protect critical assets from the threat of individual, swarm or fiber-optic controlled drone attacks. Leonidas AGV is well-suited for a range of missions, including defense of military installations, forward operating bases, airports, ports, energy infrastructure and major public events. The system’s autonomous and teleoperation modes allow operators to scale coverage, reposition dynamically and maintain continuous coverage from drone threats. Leonidas AGV showcases the modularity and scalability of Epirus’ Leonidas high-power microwave platform, a tested and proven counter-UAS solution that delivers software-defined electromagnetic interference effects to precisely neutralize drone threats. Leonidas safely defeats individual drones and saturation swarm attacks without expending costly and limited interceptors, creating a resilient and low-collateral close-in defense layer for critical assets and infrastructure. The industry-leading, dual-use Kodiak Driver system enables Leonidas AGV to operate autonomously across a range of complex environments, from structured highways to unstructured off-road environments and everything in between. The system’s modular architecture ensures reliable and safe movement in areas where human operation may be inefficient or unsafe. With advanced perception and autonomous navigation, Kodiak Driver allows Leonidas AGV to maneuver dynamically and maintain uninterrupted counter-UAS coverage in contested environments. A full-scale Leonidas AGV prototype will be on display at Booth 801 at the AUSA Global Force Symposium & Exhibition in Huntsville, Alabama. 공시 • Feb 18
Kodiak AI, Inc. Appoints Chet Gryczan as Managing Director of Defense, Effective February 18, 2026 Kodiak AI, Inc. on February 18, 2026 announced the appointment of Chet Gryczan as Managing Director of Defense, effective February 18, 2026. Gryczan brings more than two decades of experience building and leading defense and automotive programs. Most recently, Gryczan served as President of Detroit Defense, an engineering and systems integration firm serving the U.S. Military and some of the large American defense contractors. In this role, Gryczan scaled the business, formerly known as Ricardo Defense, from a pre-profit startup into a $157 million annual revenue enterprise. He also built and led a workforce of more than 230 employees across 30 U.S. and international sites. During his tenure, Gryczan conceived and directed multi-hundred-million-dollar defense programs. Notably, he played a key role in securing a multi-year $500 million Congressional modernization program by forging partnerships with key stakeholders, including OEMs, Tier-1 suppliers, and government leaders, to align industry capabilities with Army priorities. In his new role, Gryczan will lead Kodiak’s defense vertical, overseeing strategy, customer engagement, and program execution across defense programs. He will lead Kodiak’s continued expansion into the defense market, focusing on integrating the Kodiak Driver, the company's AI-powered autonomous driving system, into a wide range of vehicles for military use. His experience scaling defense organizations, aligning technology roadmaps with Pentagon priorities, and transitioning commercial technologies into mission-ready solutions enhances Kodiak’s work delivering autonomous capabilities for national security applications. 공시 • Feb 11
Kodiak AI, Inc. to Report Q4, 2025 Results on Mar 10, 2026 Kodiak AI, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026 공시 • Jan 02
Kodiak AI, Inc. announced that it has received $30 million in funding Kodiak AI, Inc. announced that it has entered into a venture loan and security agreement and has received $30 million in a round of funding on December 31, 2025. The transaction included participation from returning lender Horizon Technology Finance Corporation, a fund managed by Horizon Technology Finance Management, LLC. The company issued senior secured term loan facility in this transaction. Borrowings under the loan agreement accrue interest at a rate equal to the prime rate plus 3.50% with the prime rate having a floor of 6.50%. The term loans are repayable in monthly interest-only payments from February 1, 2026 until July 1, 2028 (the “ interest-only payment period ”). After the expiration of the interest-only payment period, beginning on august 1, 2028, the term loans will be repayable in 18 equal monthly payments of principal and accrued interest until maturity. The term loans will mature on January 1, 2030. The borrowers paid a commitment fee in the amount of $300,000 on the closing date. Upon the payment in full of the term loans, the borrowers shall pay to the lender a final payment in the amount of $1.2 million. 공시 • Oct 22
Kodiak AI, Inc. to Report Q3, 2025 Results on Nov 12, 2025 Kodiak AI, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025 
