Kodiak AI (KDK) Operating Leases (2024 - 2026)
Kodiak AI's (KDK) quarterly Operating Leases came in at $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.
- On a quarterly basis, Operating Leases changed N/A year-over-year to $3.3 million in Q1 2026; TTM through Mar 2026 was $3.3 million, a N/A change from a year earlier, with the FY2025 full-year figure at $3.6 million, down 37.38% from the prior year.
- Operating Leases retreated to $3.3 million in Q1 2026 per KDK's latest filing, from $3.6 million in the prior quarter.
- Across five years, Operating Leases topped out at $5.7 million in Q4 2024 and bottomed at $3.3 million in Q1 2026.
- The 3-year median for Operating Leases is $3.9 million (2025), against an average of $4.2 million.
- Biggest YoY gain for Operating Leases was 37.38% in 2025; the steepest drop was 37.38% in 2025.
- Year by year, Operating Leases stood at $5.7 million in 2024, then plunged by 37.38% to $3.6 million in 2025, then slipped by 9.24% to $3.3 million in 2026.
- Per Business Quant, the three latest KDK Operating Leases figures stand at $3.3 million (Q1 2026), $3.6 million (Q4 2025), and $4.1 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Microsoft | 2,834.76 Bn | 2,710.32 Bn | 56.06 Bn |
| 2 | PagSeguro Digital | 2,643.44 Bn | 2,643.44 Bn | 358.92 Mn |
| 3 | Oracle | 345.72 Bn | 314.37 Bn | - |
| 4 | Repay Holdings | 297.29 Bn | 297.14 Bn | - |
| 5 | Palantir Technologies | 295.33 Bn | 287.41 Bn | 1.42 Bn |
| 6 | Pagaya Technologies | 249.07 Bn | 249.08 Bn | 140.38 Mn |
| 7 | Palo Alto Networks | 228.92 Bn | 224.38 Bn | 1.91 Bn |
| 8 | CrowdStrike Holdings | 183.84 Bn | 180.79 Bn | 993.68 Mn |
| 9 | Fortinet | 111.23 Bn | 107.94 Bn | 1.49 Bn |
| 10 | Kodiak AI | 753.01 Mn | 662.82 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.25 Mn |
| Dec 31, 2025 | 3.58 Mn |
| Sep 30, 2025 | 4.14 Mn |
| Dec 31, 2024 | 5.72 Mn |