KOD
Kodiak Sciences Inc.
Overview
Kodiak Sciences develops investigational antibody-based therapies for retinal diseases using its proprietary Antibody Biopolymer Conjugate platform.
Kodiak Sciences Inc is a Healthcare company operating in Biotechnology with a $2.29B market cap.
KOD missed consensus EPS by 0.5% in Q1 FY2026, reported May 17, 2026.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Earnings history
- Q1 FY20262026-05-17EPS$-1.04 vs $-0.70-48.9%Rev$0 vs ——EODHD
- Q4 FY20252026-03-25EPS$-1.04 vs $-1.01-3.0%Rev$0 vs ——EODHD
- Q3 FY20252025-11-12EPS$-1.16 vs $-1.02-13.7%Rev$0 vs ——EODHD
- Q2 FY20252025-08-11EPS$-1.03 vs $-1.04+1.0%Rev$0 vs ——EODHD
- Q1 FY20252025-05-12EPS$-1.09 vs $-0.87-24.7%Rev$0 vs ——EODHD
- Q4 FY20242025-03-25EPS$-0.84 vs $-0.86+2.8%Rev$26.7M vs ——EODHD
- Q3 FY20242024-11-11EPS$-0.84 vs $-0.90+6.7%Rev$0 vs ——EODHD
- Q2 FY20242024-08-13EPS$-0.86 vs $-0.87+1.1%Rev$0 vs ——EODHD
- Q1 FY20242024-05-14EPS$-0.82 vs $-1.07+23.4%Rev$0 vs ——EODHD
- Q4 FY20232024-03-27EPS$-1.13 vs $-0.77-46.8%Rev$0 vs ——EODHD
- Q3 FY20232023-11-13EPS$-0.95 vs $-1.21+21.5%Rev$0 vs ——EODHD
- Q2 FY20232023-08-13EPS$-1.53 vs $-1.14-34.2%Rev$0 vs ——EODHD
- Q1 FY20232023-05-14EPS$-1.35 vs $-1.33-1.5%Rev$0 vs ——EODHD
- Q4 FY20222023-03-27EPS$-1.35 vs $-1.52+11.2%Rev$0 vs ——EODHD
- Q3 FY20222022-11-08EPS$-1.47 vs $-1.77+17.0%Rev$0 vs ——EODHD
- Q2 FY20222022-08-08EPS$-1.74 vs $-1.76+1.1%Rev$0 vs ——EODHD
- Q1 FY20222022-05-09EPS$-1.83 vs $-1.54-18.8%Rev$0 vs ——EODHD
- Q4 FY20212022-02-28EPS$-1.79 vs $-1.36-31.6%Rev$0 vs ——EODHD
- Q3 FY20212021-11-08EPS$-1.30 vs $-1.16-12.1%Rev$0 vs ——EODHD
- Q2 FY20212021-08-08EPS$-1.08 vs $-1.03-4.9%Rev$0 vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q1 FY2026 | 2026-05-17 | $-1.04 | $-0.70 | -48.9% | $0 | — | — | EODHD |
| Q4 FY2025 | 2026-03-25 | $-1.04 | $-1.01 | -3.0% | $0 | — | — | EODHD |
| Q3 FY2025 | 2025-11-12 | $-1.16 | $-1.02 | -13.7% | $0 | — | — | EODHD |
| Q2 FY2025 | 2025-08-11 | $-1.03 | $-1.04 | +1.0% | $0 | — | — | EODHD |
| Q1 FY2025 | 2025-05-12 | $-1.09 | $-0.87 | -24.7% | $0 | — | — | EODHD |
| Q4 FY2024 | 2025-03-25 | $-0.84 | $-0.86 | +2.8% | $26.7M | — | — | EODHD |
| Q3 FY2024 | 2024-11-11 | $-0.84 | $-0.90 | +6.7% | $0 | — | — | EODHD |
| Q2 FY2024 | 2024-08-13 | $-0.86 | $-0.87 | +1.1% | $0 | — | — | EODHD |
| Q1 FY2024 | 2024-05-14 | $-0.82 | $-1.07 | +23.4% | $0 | — | — | EODHD |
| Q4 FY2023 | 2024-03-27 | $-1.13 | $-0.77 | -46.8% | $0 | — | — | EODHD |
| Q3 FY2023 | 2023-11-13 | $-0.95 | $-1.21 | +21.5% | $0 | — | — | EODHD |
| Q2 FY2023 | 2023-08-13 | $-1.53 | $-1.14 | -34.2% | $0 | — | — | EODHD |
| Q1 FY2023 | 2023-05-14 | $-1.35 | $-1.33 | -1.5% | $0 | — | — | EODHD |
| Q4 FY2022 | 2023-03-27 | $-1.35 | $-1.52 | +11.2% | $0 | — | — | EODHD |
| Q3 FY2022 | 2022-11-08 | $-1.47 | $-1.77 | +17.0% | $0 | — | — | EODHD |
| Q2 FY2022 | 2022-08-08 | $-1.74 | $-1.76 | +1.1% | $0 | — | — | EODHD |
| Q1 FY2022 | 2022-05-09 | $-1.83 | $-1.54 | -18.8% | $0 | — | — | EODHD |
| Q4 FY2021 | 2022-02-28 | $-1.79 | $-1.36 | -31.6% | $0 | — | — | EODHD |
| Q3 FY2021 | 2021-11-08 | $-1.30 | $-1.16 | -12.1% | $0 | — | — | EODHD |
| Q2 FY2021 | 2021-08-08 | $-1.08 | $-1.03 | -4.9% | $0 | — | — | EODHD |
Source: EODHD. KOD reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks KOD's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2023 | $5.06 | $4.03 | +25.5% | -2.4% | -0.3% |
| Q4 FY2023 | $4.52 | $3.94 | +14.8% | -1.3% | +0.5% |
| Q3 FY2023 | $4.66 | $3.99 | +16.8% | +5.5% | +7.0% |
| Q2 FY2023 | $4.98 | $4.15 | +19.9% | -5.1% | -7.3% |
| Q1 FY2022 | $5.16 | $4.21 | +22.5% | -3.7% | -6.2% |
| Q4 FY2022 | $5.05 | $4.12 | +22.5% | +0.6% | -1.0% |
| Q3 FY2022 | $5.14 | $4.25 | +20.9% | -1.3% | +1.1% |
| Q2 FY2022 | $5.14 | $4.20 | +22.4% | +2.6% | +1.9% |
| Q1 FY2021 | $5.34 | $4.23 | +26.3% | -2.7% | -1.9% |
| Q4 FY2021 | $5.34 | $4.29 | +24.4% | -2.2% | -2.9% |
Guidance change history
Sample- Q1 FY2023Raised2023-04-15
- Q4 FY2023Raised2023-13-15
- Q3 FY2023Raised2023-10-15
- Q2 FY2023Raised2023-07-15
- Q1 FY2022Raised2022-04-15
- Q4 FY2022Raised2022-13-15
- Q3 FY2022Raised2022-10-15
- Q2 FY2022Raised2022-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Victor PerlrothCEO3 yr 6 mo1 callCurrentSample
CEO since 2022 • 3/4 beats (75%) • last call held guidance Q3 FY2023
- John A BorgesonCFO2 mo1 callCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2023
- Jason EhrlichSee Remarks11 mono recorded callsFormerSample
OTHER since 2022 • 2/4 beats (50%) • last call held guidance Q3 FY2023
Peers
Other companies in Healthcare
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for KOD.
$ curl https://api.spokenalpha.com/v1/companies/KODFAQ
Frequently asked about KOD
Where can I find Kodiak Sciences Inc.'s (KOD) earnings call transcripts?
Spoken Alpha indexes KOD's earnings call transcripts at https://spokenalpha.com/companies/KOD. Each call links to attributed speakers and parsed analyst Q&A. Kodiak Sciences Inc.'s own investor relations page is at https://ir.kodiak.com/.
When was Kodiak Sciences Inc.'s most recent earnings call?
Kodiak Sciences Inc. (KOD) held its most recent earnings call on 2024-03-28, covering fiscal Q4 2023.
What sector is KOD in?
Kodiak Sciences Inc. (KOD) operates in the Healthcare sector (Biotechnology industry).