Kodiak AI (KDK) Operating Leases (2024 - 2026)
Kodiak AI (KDK) posted quarterly Operating Leases of $3.3 million for Q1 2026, down 9.24% quarter-over-quarter from $3.6 million in Q4 2025.
Analysis
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 for Q1 2026 stood at $3.3 million, down from $3.6 million in the prior quarter.
- The five-year high for Operating Leases was $5.7 million in Q4 2024, with the low 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.
- Peak annual rise in Operating Leases reached 37.38% in 2025, while the deepest fall reached 37.38% in 2025.
- Kodiak AI's Operating Leases stood at $5.7 million in 2024, then sank by 37.38% to $3.6 million in 2025, then decreased by 9.24% to $3.3 million in 2026.
- Business Quant data shows KDK's Operating Leases at $3.3 million in Q1 2026, $3.6 million in Q4 2025, and $4.1 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Microsoft | 3,718.29 Bn | 3,585.54 Bn | 60.48 Bn |
| 2 | Oracle | 452.14 Bn | 420.24 Bn | - |
| 3 | Palantir Technologies | 418.25 Bn | 408.84 Bn | 1.64 Bn |
| 4 | Palo Alto Networks | 265.90 Bn | 262.79 Bn | 2.03 Bn |
| 5 | CrowdStrike Holdings | 217.15 Bn | 212.14 Bn | 1.10 Bn |
| 6 | Fortinet | 114.54 Bn | 110.47 Bn | 1.64 Bn |
| 7 | Cloudflare | 98.54 Bn | 94.37 Bn | 499.52 Mn |
| 8 | Synopsys | 75.44 Bn | 71.83 Bn | 1.80 Bn |
| 9 | Block | 49.56 Bn | 43.13 Bn | 3.17 Bn |
| 10 | Kodiak AI | 712.45 Mn | 561.40 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.66 Mn |
| Mar 31, 2026 | 3.25 Mn |
| Dec 31, 2025 | 3.58 Mn |
| Sep 30, 2025 | 4.14 Mn |
| Dec 31, 2024 | 5.72 Mn |