Kodiak Gas Services, Inc.(KGS)Earnings, Financials & Key RatiosKodiak Gas Services, Inc. (KGS) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the significant deleveraging to a 0.04 debt-to-equity ratio is a positive development, the erratic OCF/NI ratio of 4.00 in 2026Q1 and thin cash buffers suggest that operational risks remain elevated.
Kodiak Gas Services, Inc. (KGS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Kodiak Gas Services, Inc. (KGS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 11, 2026 | $0.20vs $0.53-62.5% | $346Mvs $340M+1.6% |
| Q1 2026 | Feb 25, 2026 | $0.40vs $0.49-18.8% | $333Mvs $331M+0.6% |
| Q4 2025 | Nov 4, 2025 | $0.36vs $0.50-28.0% | $323Mvs $331M-2.5% |
| Q3 2025 | Aug 6, 2025 | $0.49vs $0.46+6.5% | $323Mvs $333M-2.9% |
Recent stock market news and headlines for Kodiak Gas Services, Inc. (KGS)
Investors interested in stocks from the Oil and Gas - Mechanical and and Equipment sector have probably already heard of National Energy Services Reunited (NESR) and Kodiak Gas Services (KGS). But which of these two stocks is more attractive to value investors?
Investors need to pay close attention to KGS stock based on the movements in the options market lately.
Initiate buy rating on Kodiak Gas Services due to its high-margin compression base and substantial distributed power growth runway. KGS's compression segment operates at 98% utilization with 70% gross margins, providing stable baseline earnings and capital for expansion. The distributed power segment targets >2 GW by 2030, offering significant EBITDA growth potential as data centers seek rapid, reliable power.
Investors looking for stocks in the Oil and Gas - Mechanical and and Equipment sector might want to consider either National Energy Services Reunited (NESR) or Kodiak Gas Services (KGS). But which of these two companies is the best option for those looking for undervalued stocks?
Key metrics vs top competitors for Kodiak Gas Services, Inc. (KGS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $68.01 | $6.86B | 76.42 | 12.83% | 6.16% | 6.23% | 2.68% | |
| $26.06 | $3.15B | 30.66 | 5.01% | 11.91% | 651.13% | — | |
| $37.93 | $6.65B | 20.61 | 28.7% | 21.45% | 22.28% | — | |
| $12.30 | $1.51B | 1576.92 | -12.13% | -1.05% | -1.43% | — | |
| $10.70 | $463.43M | -8.56 | 1.41% | 11.52% | — | — | |
| $18.65 | $2.1B | 93.25 | -3.08% | 1.54% | 2.21% | — |
Kodiak Gas Services, Inc. (KGS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Kodiak Gas Services, Inc. (KGS) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 15, 2026·SEC
May 11, 2026·SEC
May 8, 2026·SEC
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Kodiak Gas Services, Inc. (KGS) stock FAQ — growth, dividends, profitability & financials explained
Kodiak Gas Services, Inc. (KGS) reported $1.32B in revenue for fiscal year 2025. This represents a 149% increase from $532.4M in 2020.
Kodiak Gas Services, Inc. (KGS) grew revenue by 12.8% over the past year. This is steady growth.
Yes, Kodiak Gas Services, Inc. (KGS) is profitable, generating $67.9M in net income for fiscal year 2025 (6.2% net margin).
Yes, Kodiak Gas Services, Inc. (KGS) pays a dividend with a yield of 2.68%. This makes it attractive for income-focused investors.
Kodiak Gas Services, Inc. (KGS) has a return on equity (ROE) of 6.2%. This is below average, suggesting room for improvement.
Kodiak Gas Services, Inc. (KGS) generated $200.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
