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Financial statements

Kodiak AI, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 4 fiscal years, taken from the XBRL data Kodiak AI, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2023FY2023FY2024FY2025
Revenue16.914.93.8
Research and development39.543.450.2
Selling and marketing3.363.24.75
General and administrative020.32136.7
Operating expenses70.876.7116
Operating income-0-53.8-61.7-113
Interest expense5.414.954.1
Interest income2.20.91.9
Other non-operating income0-3.09-7.74-473
Pre-tax income-56.9-69.5-586
Income tax0.0100
Net income-0-56.9-69.5-586
EBITDA-49.7-57.1-109
EPS, basic-0.98-1.19-6.42
EPS, diluted-0.98-1.19-6.42
Shares, basic (weighted)57.958.491.2
Shares, diluted (weighted)57.958.491.2

Balance sheet

FY2023FY2023FY2024FY2025
Cash and equivalents027.816.750.8
Short-term investments069.9
Receivables1.280.88
Other current assets00.512.264.46
Total current assets02.4220.2126
Property, plant and equipment6.7226.6
Lease right-of-use assets7.125.26
Other non-current assets0.020.13
Total assets0.5152535.6159
Accounts payable1.371.46
Accrued liabilities0.270.2711.411.4
Deferred revenue00.18
Short-term debt16.811.9
Total current liabilities0.50.2831.226.7
Long-term debt0517.629.9
Lease liabilities5.723.58
Other non-current liabilities0.310.8
Total liabilities0.522.8116219
Total debt0534.441.8
Paid-in capital0.02017.3571
Retained earnings-0.02-20.3-268-854
Other comprehensive income00.02
Shareholders' equity-135-187-251-283
Total equity-135-187-251-283
Total liabilities and equity0.5152535.6159
Shares outstanding58.1175

Cash flow statement

FY2023FY2023FY2024FY2025
Net income-0-56.9-69.5-586
Depreciation and amortization4.114.623.25
Stock-based compensation5.45.5519.1
Deferred income tax000
Change in receivables0.01-1.040.4
Change in payables0.56-0.81-0.72
Cash from operations0-43.8-51-94.4
Capital expenditures-3.27-3.19-22
Purchases of investments-30.50-69.4
Sales and maturities of investments5100
Cash from investing017.3-3.21-91.4
Debt issued050
Debt repaid-1.93-2.24-33.4
Stock issued0.290.171.42
Cash from financing01243.1220
Net change in cash01.91-0.9334.1
Free cash flow-47.1-54.2-116
Interest paid4.614.563.3
Income taxes paid0.0100

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $2.43 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Operating margin-2,100.0%Operating income / revenue.
EBITDA margin-2,030.0%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-4,259.0%Pre-tax income / revenue.
Net margin-4,260.0%Net income / revenue.
FCF margin-2,062.0%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-1,695.0%Cash from operations / revenue.
Return on assets (ROA)-156.7%Net income / average total assets.
R&D / revenue951.6%Research and development expense / revenue.
Stock-based pay / revenue371.8%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue367.1%Capital expenditures / revenue.
D&A / revenue70.4%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y-74.6%Revenue vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y348.3%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y577.5%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y56.2%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio5.54xCurrent assets / current liabilities.
Quick ratio5.36x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio5.34x(Cash + short-term investments) / current liabilities.
Debt / assets21.7%Total debt / total assets.
Liabilities / assets82.4%Total liabilities / total assets.
Net debt-$108.9MTotal debt - cash - short-term investments. Negative means more cash than debt.
Interest coverage-43.2xOperating income / interest expense.
Working capital$128.3MCurrent assets - current liabilities.
Tangible book value-$188.9MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.04xRevenue / average total assets.
Fixed asset turnover0.23xRevenue / average property, plant and equipment.
Receivables turnover14.0xRevenue / average receivables.
Days sales outstanding26 days365 x average receivables / revenue.

Per share

MetricValueHow it is calculated
EPS, diluted-$1.58Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$0.04Revenue / diluted weighted shares.
FCF per share-$0.76Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.63Cash from operations / diluted weighted shares.
Book value per share-$0.97Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share-$0.97Tangible book value / shares outstanding.
Cash per share$0.78(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$487.5MShare price x shares outstanding.
Enterprise value$378.6MMarket cap + total debt - cash - short-term investments.
P/S68.2xMarket cap / revenue.
EV/Sales52.9xEnterprise value / revenue.
FCF yield-30.2%Free cash flow / market cap.
Earnings yield-62.5%Net income / market cap (the inverse of P/E).
What was Kodiak AI, Inc.'s revenue in fiscal 2025?

Kodiak AI, Inc. reported revenue of $3.8M for fiscal 2025, 74.6% lower than the year before.

Was Kodiak AI, Inc. profitable in fiscal 2025?

No. It reported a net loss of $585.5M.

How much free cash flow did Kodiak AI, Inc. generate in fiscal 2025?

Cash from operations of $94.4M minus capital expenditures of $22.0M left free cash flow of -$116.5M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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