US · Energy · Oil & Gas Equipment & Services
EPS came in at 0.55 against a street estimate of 0.67 — a miss of 17.9%.
Analysts rate Kodiak Gas Services, Inc. a buy (9 buy, 2 hold, 0 sell out of 11) with an average price target of $83.13.
CONFIDENT KGS delivered record Q2 EBITDA ($217M, +22% YoY) with compression margins at 70% and new power infrastructure ramp. Raised 2026 EBITDA and DCF guidance on operational gains and secured 1.8GW power equipment. West Texas data center NTP underway. Q2 2026 Operations span Permian Basin, South Texas, Northern Virginia. No regional breakdown provided. Analysts pressed on Power competitive positioning, lube oil mitigation, West Texas NTP timeline, and compression M&A optionality. Management stressed vendor partnerships, operational expertise, balance sheet flexibility, and disciplined customer selection over speed-to-contract. 2026-08-07…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.17% |
| Amvescap Plc. | 8.10% |
| FMR Inc | 4.51% |
| Vanguard Capital Management, LLC | 3.68% |
| State Street Corp | 3.40% |
| American Century Companies Inc | 2.92% |
| Zimmer Partners LP | 2.50% |
| Dimensional Fund Advisors, Inc. | 2.50% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 KODIAK GAS SERVICES, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q2 2026: $391.1 million (up 21% from $322.8 million in Q2 2025) • | 2026-08-07 |
| Results announced · Q3 2026 KODIAK GAS SERVICES, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $52.0 million ($0.53 per diluted share); Adjusted Net In | 2026-08-06 |
| Reg FD disclosure · Q3 2026 KODIAK GAS SERVICES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend announced: $0.49 per share of common stock • Dividend payabl | 2026-08-06 |
| Company announcement · Q2 2026 KODIAK GAS SERVICES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company completed equity offering of 10,563,380 shares at $71.00 per share on May 15, 202 | 2026-05-15 |
| Quarterly report · Q1 2026 KODIAK GAS SERVICES, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues (Q1 2026): $345.8 million vs. $329.6 million (Q1 2025) – up 4.9% | 2026-05-11 |
| Results announced · Q2 2026 KODIAK GAS SERVICES Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Q1 2026 revenues: $345.8 million (up 4.9% vs. Q1 2025's $329.6 million) • Net | 2026-05-11 |
| Proxy statement · Q4 2025 KODIAK GAS SERVICES, INC. – 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of three Class III directors (Terry Black Bonn | 2026-03-27 |
| Annual report FY2025 KODIAK GAS SERVICES, INC. — FORM 10-K SUMMARY (Fiscal Year Ended December 31, 2025) HEADLINE NUMBERS • Market capitalization: $1.9 billion (as of Ju | 2026-02-26 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.49 / share ex-date Aug 17, 2026 · pay Aug 27, 2026 | 2026-08-17 |
| Dividend | $0.49 / share ex-date May 18, 2026 · pay May 28, 2026 | 2026-05-18 |
| Dividend | $0.49 / share ex-date Feb 13, 2026 · pay Feb 20, 2026 | 2026-02-13 |
| Dividend | $0.49 / share ex-date Nov 3, 2025 · pay Nov 13, 2025 | 2025-11-03 |
| Announcement | Date |
|---|---|
| Completed acquisition of Distributed Power Solutions for $587 million Kodiak Gas Services completed its acquisition of Distributed Power Solutions (DPS) on April 1, 2026. The company paid $587 million in cash and issued 2.4 million shares of common stock to th | 2026-04-02 |
| Company to acquire membership interests in Distributed Power Solutions Kodiak Gas Services announced plans to acquire Distributed Power Solutions (DPS) from Mustang PRS and Louisiana Machinery Company. To finance this acquisition and refinance existing debt, Ko | 2026-03-11 |
| Company enters into purchase agreement for acquisition announcement On February 5, 2026, the company announced it entered into a Purchase Agreement to acquire a company called DPS (distributed power services). The company will issue new common units to finan | 2026-02-05 |
| Company repurchases 1 million shares for $33.3 million On November 12-13, 2025, Kodiak Gas Services participated in a stock transaction involving its major shareholder, Frontier TopCo Partnership. Here's what happened: Frontier TopCo sold 10 mil | 2025-11-13 |
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Google PlayApp StoreData updated 2026-09-18.