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Kodiak Gas Services, Inc. logo

Kodiak Gas Services, Inc.

KGS

NYSEEnergyOil & Gas Equipment & Services

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Previous close

$61.46

+$0.86 · +1.42%

Aug 21, 4:00 PM ET

KGS company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

36

Expensive

Momentum

58

Neutral

Sentiment

59

Mixed

Risk resilience

63

Moderate Risk

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Company profile

Company website

Kodiak Gas Services, Inc. (KGS) serves the United States' oil and gas sector by furnishing critical contract compression infrastructure to its clients. The company's business activities are structured into two main divisions: Compression Operations and Other Services. Through its Compression Operations segment, KGS manages both its own and customer-owned compression equipment, which is instrumental in enabling the extraction, collection, and transport of natural gas and oil. The Other Services segment delivers a spectrum of contractual support, including the construction of new facilities, comprehensive maintenance and major repair work, and various additional support offerings billed based on time and materials. Founded in 2010 and headquartered in Montgomery, Texas, the entity originally traded as Frontier TopCo, Inc. Kodiak Gas Services, Inc. presently functions as a subsidiary of Frontier Topco Partnership, L.P.

Industry
Oil & Gas Equipment & Services
Sector
Energy
Headquarters
US
CEO
Robert McKee
Listed since
Jun 29, 2023
Employees
1,300

Market position

Day range

Current $61.46

52-week range

Current $61.46

Open
$60.89
Previous close
$60.60
Volume
1.63M
0.89× average
Average volume
1.84M
Average daily volume
Market cap
6.2B USD
Beta
0.82
Market reference 1
50-day average
$65.2074
-5.75% below average
200-day average
$54.6575
+12.45% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
3.26B USD
EV / EBITDA
5.53×
Earnings yield
2.50%
Free cash flow yield
8.82%

Profitability & efficiency

Return on equity
6.67%
Return on assets
1.86%
Return on invested capital
7.58%

Financial health

Current ratio
0.84×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends46%30%14%-2%Gross margin, FY2021: 38.95%Gross margin, FY2022: 37.59%Gross margin, FY2023: 37.24%Gross margin, FY2024: 38.01%Gross margin, FY2025: 42.20%Operating margin, FY2021: 31.16%Operating margin, FY2022: 31.37%Operating margin, FY2023: 28.71%Operating margin, FY2024: 21.52%Operating margin, FY2025: 31.69%Net margin, FY2021: 29.84%Net margin, FY2022: 15.01%Net margin, FY2023: 2.36%Net margin, FY2024: 4.30%Net margin, FY2025: 6.16%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 38.95%. Gross margin FY2022 37.59%. Gross margin FY2023 37.24%. Gross margin FY2024 38.01%. Gross margin FY2025 42.20%. Operating margin FY2021 31.16%. Operating margin FY2022 31.37%. Operating margin FY2023 28.71%. Operating margin FY2024 21.52%. Operating margin FY2025 31.69%. Net margin FY2021 29.84%. Net margin FY2022 15.01%. Net margin FY2023 2.36%. Net margin FY2024 4.30%. Net margin FY2025 6.16%.

Income trends

Revenue

1.31B USD+12.83%

Operating income

414.52M USD+66.17%

Net income

80.52M USD+61.38%
Income trends across reported periods1.44B USD921.69M USD406.48M USD−108.74M USDRevenue, FY2021: 606.38M USDRevenue, FY2022: 707.91M USDRevenue, FY2023: 850.38M USDRevenue, FY2024: 1.16B USDRevenue, FY2025: 1.31B USDOperating income, FY2021: 188.96M USDOperating income, FY2022: 222.09M USDOperating income, FY2023: 244.11M USDOperating income, FY2024: 249.45M USDOperating income, FY2025: 414.52M USDNet income, FY2021: 180.96M USDNet income, FY2022: 106.27M USDNet income, FY2023: 20.07M USDNet income, FY2024: 49.9M USDNet income, FY2025: 80.52M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 606.38M USD. Revenue FY2022 707.91M USD. Revenue FY2023 850.38M USD. Revenue FY2024 1.16B USD. Revenue FY2025 1.31B USD. Operating income FY2021 188.96M USD. Operating income FY2022 222.09M USD. Operating income FY2023 244.11M USD. Operating income FY2024 249.45M USD. Operating income FY2025 414.52M USD. Net income FY2021 180.96M USD. Net income FY2022 106.27M USD. Net income FY2023 20.07M USD. Net income FY2024 49.9M USD. Net income FY2025 80.52M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue1.31B USD1.16B USD850.38M USD707.91M USD606.38M USD
Cost of goods sold756.11M USD718.65M USD533.74M USD441.81M USD370.22M USD
Gross profit551.99M USD440.66M USD316.64M USD266.1M USD236.15M USD
Selling, general, and administrative137.47M USD151.68M USD73.31M USD44.88M USD37.67M USD
Operating expenses137.47M USD191.21M USD72.53M USD44.01M USD47.2M USD
Interest expense198.37M USD197.14M USD222.51M USD165.87M USD84.64M USD
Depreciation and amortization278.83M USD260.27M USD182.87M USD174.46M USD160.05M USD
Operating income414.52M USD249.45M USD244.11M USD222.09M USD188.96M USD
Net income80.52M USD49.9M USD20.07M USD106.27M USD180.96M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
36%
4 beats, 7 misses, 0 met estimates
Average EPS surprise
-14.58%
11 comparable reports
Latest EPS result
0.55
Estimate 0.67 · Miss by 18.40%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.710.530.350.17Q1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Mar 5, 2025: actual 0.27, estimate 0.42, surprise -35.71%, Miss. Q2 2025, reported May 7, 2025: actual 0.42, estimate 0.39, surprise +7.69%, Beat. Q3 2025, reported Aug 6, 2025: actual 0.49, estimate 0.46, surprise +6.52%, Beat. Q4 2025, reported Nov 4, 2025: actual 0.36, estimate 0.5, surprise -28.00%, Miss. Q1 2026, reported Feb 25, 2026: actual 0.4, estimate 0.493, surprise -18.83%, Miss. Q2 2026, reported May 11, 2026: actual 0.2, estimate 0.534, surprise -62.55%, Miss. Q3 2026, reported Aug 6, 2026: actual 0.55, estimate 0.674, surprise -18.40%, Miss. Q4 2026, reported Nov 3, 2026: actual —, estimate 0.65, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates406.76M369.13M331.5M293.87MQ1 '25MissQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Mar 5, 2025: actual 309.52M USD, estimate 323.82M USD, surprise -4.42%, Miss. Q2 2025, reported May 7, 2025: actual 329.64M USD, estimate 337.65M USD, surprise -2.37%, Miss. Q3 2025, reported Aug 6, 2025: actual 322.84M USD, estimate 332.6M USD, surprise -2.93%, Miss. Q4 2025, reported Nov 4, 2025: actual 322.74M USD, estimate 330.95M USD, surprise -2.48%, Miss. Q1 2026, reported Feb 25, 2026: actual 332.87M USD, estimate 330.95M USD, surprise +0.58%, Beat. Q2 2026, reported May 11, 2026: actual 345.76M USD, estimate 340.23M USD, surprise +1.63%, Beat. Q3 2026, reported Aug 6, 2026: actual 391.12M USD, estimate 386.3M USD, surprise +1.25%, Beat. Q4 2026, reported Nov 3, 2026: actual —, estimate 389.54M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$82.86

34.82% upside
Past 12 months12-month forecastHigh $93.00Average $82.86Low $69.00

KGS news

seekingalpha.com

Kodiak Gas Services: Multiple Growth Tailwinds

Kodiak Gas Services offers a compelling blend of high-utilization gas compression and emerging distributed power businesses, uniquely positioned for AI-driven data center demand. KGS targets expanding distributed power…

Read source
marketbeat.com

Kodiak Gas Services Q2 Earnings Call Highlights

Kodiak Gas Services NYSE: KGS reported record second-quarter adjusted EBITDA and raised portions of its 2026 outlook, as its contract compression business delivered higher pricing and margins and the company advanced…

Read source
seekingalpha.com

Kodiak Gas Services, Inc. (KGS) Q2 2026 Earnings Call Transcript

Kodiak Gas Services, Inc. (KGS) Q2 2026 Earnings Call Transcript

Read source
zacks.com

Kodiak Gas Services (KGS) Q2 Earnings Miss Estimates

Kodiak Gas Services (KGS) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.49 per share a year ago.

Read source
businesswire.com

Kodiak Gas Services Reports Second Quarter 2026 Financial Results, Increases Full Year 2026 Adjusted EBITDA and Discretionary Cash Flow Guidance

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today reported financial and operating results for the quarter ended June 30, 2026. The Company also increased full…

Read source
newsfilecorp.com

Kingman Adopts Semi-Annual Financial Reporting

Vancouver, British Columbia--(Newsfile Corp. - August 5, 2026) - Kingman Minerals Ltd. (TSXV: KGS) (OTCQB: KGSSF) (FSE: 47A1) ("Kingman" or the "Company") announces that its Board of Directors has approved the Company's…

Read source

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ETFs holding KGS

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core S&P Small-Cap ETF logoiShares Core S&P Small-Cap ETFIJR
Market value
393.7M
Weight
0.35%
AUM
111.19B USD
Expense ratio
0.06%
Price / 1D
$147.31+0.64%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
185.9M
Weight
0.01%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
156.14M
Weight
0.19%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Avantis U.S. Small Cap Value ETF logoAvantis U.S. Small Cap Value ETFAVUV
Market value
139.1M
Weight
0.45%
AUM
31.27B USD
Expense ratio
0.25%
Price / 1D
$126.45+0.66%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
67.06M
Weight
0.04%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
66.18M
Weight
0.07%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares S&P Small-Cap 600 Growth ETF logoiShares S&P Small-Cap 600 Growth ETFIJT
Market value
59.88M
Weight
0.71%
AUM
8.22B USD
Expense ratio
0.18%
Price / 1D
$173.9+0.61%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
56.95M
Weight
0.38%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%

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