Kodiak Announces MirrorEye Collaboration Alongside Deal to Deploy 75 Driverless Trucks
Key Facts
Stoneridge announced a collaboration with Kodiak AI on October 28, 2026, beginning with the use of its MirrorEye camera monitoring system in trucks equipped with Kodiak Driver. In the announced phase, the collaboration involves integrating the system into recently deployed trucks, while the companies plan to explore adding other Stoneridge technologies. The announcement specified neither the number of trucks covered by the collaboration nor the value of a commercial contract, and was limited to describing the technical integration and plans to explore it. On the same day, Kodiak announced a separate agreement with DTL Transport to deploy its autonomous driving system in 75 driverless trucks owned and operated by DTL. Kodiak said DTL will pay a fee for each mile of operation, distinguishing the commercial agreement from the announced MirrorEye collaboration with Stoneridge.
Kodiak described the DTL agreement as its first publicly announced definitive agreement with an interstate trucking company to operate driverless trucks in its fleet under a "Driver as a Service" model. Under this model, the carrier operates the trucks and pays a usage fee tied to distance traveled. DTL’s trucks will run on I-10 between Dallas and El Paso, and on I-20 between Dallas and Atlanta. Kodiak said the companies had previously tested both routes and that the trucks will begin operating on them under the new agreement. The deal represents an announced expansion in the commercial deployment of Kodiak Driver, while the Stoneridge announcement remains focused on integrating MirrorEye and exploring additional technologies.
The DTL agreement follows a previous trial that Kodiak said it conducted with the company in September, when Kodiak Driver autonomously transported perishable goods 225 miles between Fresno and Los Angeles. The trial covered the I-5 and CA-99 freight corridors in California. Kodiak had said its system was integrated, as of June 30, 2026, in 35 driverless trucks owned and operated by Atlas Energy Solutions. The company also said it had committed to increasing Atlas’s fleet to 100 trucks by mid-2027. These figures provide context for the new DTL deal alongside other deployments Kodiak has announced, without making the DTL agreement part of its collaboration with Stoneridge.
MirrorEye replaces traditional mirrors with external digital cameras and high-definition displays inside the cab, according to Stoneridge. The company said it has produced more than 200,000 such systems globally since 2020. The system is available through six original equipment manufacturer programs worldwide and is also installed after production by more than 40 fleet partners in North America. Its use in commercial trucks is based on an exemption from the Federal Motor Carrier Safety Administration that allows MirrorEye trucks to operate without traditional rearview mirrors. The administration renewed the exemption in 2024 for five years, according to Stoneridge’s announcement.
Kodiak cited other operating indicators for its long-haul and industrial operations. Its long-haul autonomy readiness metric reached 96% at the end of September 2026, compared with 93% at the end of August. In a separate announcement on October 20, the company said a driverless truck in the Permian Basin had recorded 64 consecutive days of continuous operation without being shut down or restarted. It added that each of five other trucks equipped with Kodiak Driver had exceeded 45 consecutive days of continuous operation. These statements put the system’s reported performance in the context of expanding truck deployments, without changing the scope of the technical agreement with Stoneridge.
In closing prices reported by EL7, Kodiak shares, ticker KDK, traded at $1.12 on October 27 and $1.31 on October 28, 2026. Stoneridge shares, ticker SRI, closed at $5.89 on October 27 and then $6.05 the following day. Kodiak’s second-quarter 2026 data showed revenue of $3.499 million, compared with $503 thousand in the second quarter of 2025. Stoneridge is scheduled to report third-quarter results after the market closes on November 4, 2026, followed by a conference call on November 5 at 8:00 a.m. Eastern Time. Kodiak set its third-quarter results announcement for after the market closes on November 5, with an investor call scheduled to begin at 5:00 p.m. Eastern Time.