Kodiak Commits to Deploying Autonomous Driving System in 75 Trucks Under Binding Agreement With DTL
Key Facts
Kodiak AI announced on October 28 a binding agreement with DTL Transport to deploy Kodiak Driver in 75 autonomous trucks owned and operated by DTL, expanding the company’s model from operating trucks to providing its technology for customers’ trucks. Under the agreement, DTL will pay a fee for each mile it uses the system, Kodiak said. The company said the agreement is the first publicly announced definitive commitment by an interstate trucking carrier to operate autonomous trucks in its fleet under a service-based, pay-per-use model. The agreement specifies a clear number of trucks but does not disclose a total contract value. Kodiak also announced a separate collaboration with Stoneridge on the same day, beginning with the use of the MirrorEye system in new trucks equipped with Kodiak Driver.
DTL’s trucks will begin operating on Interstate 10 between Dallas and El Paso, Texas, and on I-20 between Dallas and Atlanta, routes Kodiak said it had previously tested. The company said the routes allow it to bypass current hours-of-service restrictions, without detailing in the announcement how that would be implemented operationally. The two companies previously transported perishable goods autonomously in September over 225 miles between Fresno and Los Angeles. The trial ran along the I-5 and CA-99 freight corridors, according to Kodiak. The earlier trial places the new agreement in the context of an existing joint operation, while the agreement adds a publicly announced commitment to deploy the system across DTL’s fleet.
The agreement follows Kodiak Driver’s operation on trucks owned by another customer; the system was integrated into 35 autonomous trucks owned by Atlas Energy Solutions as of June 30, 2026. Kodiak said it is committed to increasing the Atlas fleet to 100 trucks by mid-2027. Deploying the system in DTL trucks adds another path to expanding the vehicle base using the technology, with the two companies differing in timing and target scale. DTL’s announced model, meanwhile, is based on a per-mile fee, though the announcement does not state the fee. The arrangement gives the agreement a recurring operational character linked to use of the system, according to the details provided by the company.
The Stoneridge collaboration will begin with its MirrorEye camera-monitoring system, integrated into newly equipped trucks with Kodiak Driver, with the companies intending to explore the integration of additional Stoneridge technologies. The announcement does not describe the collaboration as a paid commercial deployment contract and does not specify a commitment to a set number of trucks. Stoneridge said the Federal Motor Carrier Safety Administration exemption allowing MirrorEye trucks to operate without traditional rearview mirrors was renewed in 2024 for five years. The system’s cameras can be placed in a small unit above the cab door, giving Kodiak flexibility to design smaller, lighter and more aerodynamic SensorPod units, according to Kodiak’s statement. Stoneridge said it has produced more than 200,000 MirrorEye systems since 2020, and that the system is available through six global original equipment manufacturer programs, as well as through retrofit installations with more than 40 North American fleet partners.
Kodiak’s reported second-quarter financial results showed revenue of $3.499 million, compared with $503,000 in the same quarter of 2025. Revenue in the first half of 2026 was $5.329 million, compared with $1.974 million in the first half of the prior year, according to the company’s filing with the U.S. Securities and Exchange Commission. In trading, Kodiak shares closed at $1.12 on October 27 and $1.31 on October 28, according to EL7 data. Published market data showed a close of $1.31 on October 28, up 16.96% on the day, with trading volume of 19.57 million shares. That daily change differs from the 14% figure in the initial draft, and both announcements were issued on Wednesday, October 28.
Kodiak is scheduled to report its third-quarter 2026 results after the market closes on Thursday, November 5. The company’s investor relations team said the chief executive and chief financial officer will hold a conference call and webcast at 5:00 p.m. Eastern Time that day. The upcoming results will provide the latest financial disclosure following the report of second-quarter and first-half revenue, while the management call will offer details on performance in the new period. The results date falls days after the DTL agreement and Stoneridge collaboration were announced. The results announcement did not include advance estimates for revenue or financial performance in the quarter.