Kodiak AI (KDK) Operating Leases (2024 - 2026)

Kodiak AI (KDK) recorded quarterly Operating Leases of $3.3 million in Q1 2026, down 9.24% quarter-over-quarter from $3.6 million in Q4 2025.

Kodiak AI (KDK) Operating Leases (2024 - 2026) Analysis & Trends

Kodiak AI's Operating Leases history runs 3 years deep, the most recent figure standing at $3.3 million for Q1 2026.

  • In Q1 2026, Operating Leases changed N/A year-over-year to $3.3 million; the TTM figure through Mar 2026 stood at $3.3 million (changed N/A YoY), while the FY2025 annual figure was $3.6 million, down 37.38% from the prior year.
  • Operating Leases was $3.3 million for Q1 2026 at Kodiak AI, down from $3.6 million in the prior quarter.
  • In the past five years, Operating Leases ranged from a high of $5.7 million in Q4 2024 to a low of $3.3 million in Q1 2026.
  • Historically, Operating Leases has averaged $4.2 million across 3 years, with a median of $3.9 million in 2025.
  • Biggest YoY gain for Operating Leases was 37.38% in 2025; the steepest drop was 37.38% in 2025.
  • A 3-year view of Operating Leases shows it stood at $5.7 million in 2024, then slumped by 37.38% to $3.6 million in 2025, then slipped by 9.24% to $3.3 million in 2026.
  • The last three Operating Leases figures came in at $3.3 million (Q1 2026), $3.6 million (Q4 2025), and $4.1 million (Q3 2025), per Business Quant data.

Peer Comparison

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

Historic Data

Download Data
DateValue
Mar 31, 2026 3.25 Mn
Dec 31, 2025 3.58 Mn
Sep 30, 2025 4.14 Mn
Dec 31, 2024 5.72 Mn