Kodiak AI (KDK) Gross Margin (2024 - 2026)

Kodiak AI (KDK) recorded quarterly Gross Margin of 23.17% in Q1 2026, up 159.51% quarter-over-quarter from 38.94% in Q4 2025, and down 2204.0% on a YoY basis from 1.1% in Q1 2025.

Kodiak AI (KDK) Gross Margin (2024 - 2026) Analysis & Trends

Kodiak AI's Gross Margin history runs 3 years deep, the most recent figure standing at 23.17% for Q1 2026.

  • In Q1 2026, Gross Margin fell 2204.0% year-over-year to 23.17%; the TTM figure through Mar 2026 stood at 0.66% (changed N/A YoY), while the FY2025 annual figure was 25.18%, down 10372.0% from the prior year.
  • Gross Margin was 23.17% for Q1 2026 at Kodiak AI, up from 38.94% in the prior quarter.
  • In the past five years, Gross Margin ranged from a high of 95.01% in Q4 2024 to a low of 133.5% in Q3 2024.
  • Historically, Gross Margin has averaged 16.94% across 3 years, with a median of 7.88% in 2025.
  • Biggest YoY gain for Gross Margin was 4090 bps in 2025; the steepest drop was 13395 bps in 2025.
  • A 3-year view of Gross Margin shows it stood at 95.01% in 2024, then sank by 141 bps to 38.94% in 2025, then jumped by 160 bps to 23.17% in 2026.
  • The last three Gross Margin figures came in at 23.17% (Q1 2026), 38.94% (Q4 2025), and 92.6% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Gross Margin (Qtr)
1 Microsoft 2,819.83 Bn 2,741.56 Bn 56.06 Bn 67.63%
2 Alarum Technologies 1,056.91 Bn 1,042.76 Bn 7.23 Mn 61.73%
3 Oracle 530.68 Bn 492.11 Bn 15.14 Bn 88.06%
4 Palantir Technologies 306.85 Bn 298.93 Bn 1.42 Bn 86.78%
5 Palo Alto Networks 199.03 Bn 194.49 Bn 1.91 Bn 73.59%
6 CrowdStrike Holdings 170.56 Bn 167.51 Bn 993.68 Mn 76.12%
7 Fortinet 106.91 Bn 103.62 Bn 1.49 Bn 80.29%
8 Synopsys 86.43 Bn 86.31 Bn 1.77 Bn 73.54%
9 Cloudflare 79.42 Bn 78.48 Bn 455.60 Mn 71.21%
10 Kodiak AI 1.07 Bn 980.25 Mn 424,000.00 23.17%

Historic Data

Download Data
DateValue
Mar 31, 2026 23.17%
Dec 31, 2025 -38.94%
Sep 30, 2025 -92.60%
Mar 31, 2025 45.21%
Dec 31, 2024 95.01%
Sep 30, 2024 -133.50%