Zacks Investment Research·5 days ago
Is Natural Gas Services Group (NGS) Outperforming Other Oils-Energy Stocks This Year?Here is how Natural Gas Services (NGS) and Petrobras (PBR) have performed compared to their sector so far this year.
Natural Gas Services Group, Inc.(NGS)Earnings, Financials & Key Ratios
NGS•NYSE
$38.76
24.7× P/E·Price updated Jul 7, 2026
AboutNatural Gas Services Group, Inc. provides natural gas compression services and equipment to the energy industry in the United States. It fabricates, manufactures, rents, and sells natural gas compressors and related equipment. The company primarily engages in the rental of compression units that provide small, medium, and large horsepower applications for unconventional oil and natural gas production. As of December 31, 2021, the company had 2,023 natural gas compression units in its rental fleet with 418,041 horsepower. The company also engages in the design, fabrication, and assembly of compressor components into compressor units for rental or sale; engineers and fabricates natural gas compressors; and designs and manufactures a line of reciprocating compressor frames, cylinders, and parts. In addition, it is involved in the design, fabrication, sale, installation, and service of flare stacks and related ignition and control devices for the onshore and offshore incineration of gas compounds, such as hydrogen sulfide, carbon dioxide, natural gas, and liquefied petroleum gases. Further, the company offers customer support services for its compressor and flare sales business; and exchange and rebuild program for small horsepower screw compressors. Its primary customers are exploration and production(E&P) companies that utilize compressor units for artificial lift applications; E&P companies that focuses on natural gas-weighted production; and midstream companies. Natural Gas Services Group, Inc. was incorporated in 1998 and is headquartered in Midland, Texas.Show more
- Revenue$172M+9.9%
- EBITDA$77M+19.2%
- Net Income$20M+15.7%
- EPS (Diluted)1.57+14.6%
- Gross Margin37.07%+2.6%
- EBITDA Margin44.74%+8.4%
- Operating Margin23.47%+10.4%
- Net Margin11.56%+5.2%
- ROE7.52%+7.2%
NGS Price & Volume
Natural Gas Services Group, Inc. (NGS) stock price & volume — 10-year historical chart
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Operational Leverage Gains Offset Capital Intensity Risks
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Permian Basin consolidation risk
Key Thesis Takeaways
- Natural Gas Services Group is successfully scaling its specialized compression fleet, evidenced by a 17.1% year-over-year revenue growth in 2026Q1 and improved operating margins of 27.7%.
- While the company is capturing demand in the Permian Basin, investors should monitor the high capital intensity, where CapEx reached 96.5% of revenue in 2025Q3, and the rising debt-to-equity ratio of 0.81.
- The transition toward more debt-funded growth and volatile free cash flow suggests that long-term value creation remains contingent on maintaining premium pricing power amidst cyclical energy market fluctuations.
Verdict Logic
while the company shows improved operating efficiency with a 27.7% operating margin, the thin cash buffer of $2.3 million and high capital intensity suggest a cautious approach until free cash flow stabilizes.
NGS Growth Metrics
Natural Gas Services Group, Inc. (NGS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years6.03%
5 Years20.42%
3 Years26.65%
TTM11.28%
Profit CAGR
10 Years6.98%
5 Years61.6%
3 Years-
TTM28.58%
EPS CAGR
10 Years7.11%
5 Years62.16%
3 Years-
TTM27.41%
Return on Capital
10 Years1.46%
5 Years2.75%
3 Years5.95%
Last Year7.8%
NGS Recent Earnings
Natural Gas Services Group, Inc. (NGS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 11, 2026Metric
Actual
Est
EPS
$0.53+17.8%
$0.45
Rev
$48M+2.9%
$47M
Q2 2026
Mar 16, 2026Metric
Actual
Est
EPS
$0.32-13.5%
$0.37
Rev
$46M+4.6%
$44M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.46+39.4%
$0.33
Rev
$43M-0.9%
$44M
Q3 2025
Aug 11, 2025Metric
Actual
Est
EPS
$0.41+28.1%
$0.32
Rev
$41M-8.3%
$45M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 11, 2026 | $0.53vs $0.45+17.8% | $48Mvs $47M+2.9% |
| Q2 2026 | Mar 16, 2026 | $0.32vs $0.37-13.5% | $46Mvs $44M+4.6% |
| Q4 2025 | Nov 10, 2025 | $0.46vs $0.33+39.4% | $43Mvs $44M-0.9% |
| Q3 2025 | Aug 11, 2025 | $0.41vs $0.32+28.1% | $41Mvs $45M-8.3% |
Based on last 12 quarters of dataView full earnings history →
Latest NGS News
Recent stock market news and headlines for Natural Gas Services Group, Inc. (NGS)
Zacks Investment Research·Jun 17, 2026
Natural Gas Still Rules U.S. Power: 1 Large-Cap & 1 Small-Cap PickNatural gas continues to dominate U.S. power generation, putting Kinder Morgan and Natural Gas Services in focus as demand rises.
GlobeNewsWire·Jun 16, 2026
Favorable Head-to-Head Data on iMDx's GraftAssure with Competing NGS Assay Published in Clinical ChemistryNASHVILLE, Tenn., June 16, 2026 (GLOBE NEWSWIRE) -- Insight Molecular Diagnostics Inc., (Nasdaq: IMDX) ("iMDx") today announced the online publication of a favorable article in Clinical Chemistry, the premier, peer-reviewed scientific publication of the Association for Diagnostics & Laboratory Medicine. The article highlights the concordant performance between iMDx's digital-PCR-based flagship transplant monitoring test, GraftAssure™, and a competing next-generation-sequencing-based assay kit that is sold outside of the U.S.
Seeking Alpha·Jun 15, 2026
Natural Gas Services Group, Inc. (NGS) M&A Call TranscriptNatural Gas Services Group, Inc. (NGS) M&A Call Transcript
Peers Comparison
Key metrics vs top competitors for Natural Gas Services Group, Inc. (NGS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.76 | $488.31M | 24.69 | 9.94% | 11.56% | 7.52% | 0.54% | |
| $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% | — | |
| $18.65 | $2.1B | 93.25 | -3.08% | 1.54% | 2.21% | — | |
| $10.70 | $463.43M | -8.56 | 1.41% | 11.52% | — | — |
Compare NGS vs Peers
Natural Gas Services Group, Inc. (NGS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
NGS SEC Filings & Documents
Natural Gas Services Group, Inc. (NGS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 13, 2026·SEC
Material company update
May 11, 2026·SEC
Material company update
Mar 18, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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NGS Frequently Asked Questions
Natural Gas Services Group, Inc. (NGS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Natural Gas Services Group, Inc.'s revenue?
Natural Gas Services Group, Inc. (NGS) reported $179.4M in revenue for fiscal year 2025. This represents a 1947% increase from $8.8M in 2001.
How fast is Natural Gas Services Group, Inc. growing?
Natural Gas Services Group, Inc. (NGS) grew revenue by 9.9% over the past year. This is steady growth.
Is NGS profitable?
Yes, Natural Gas Services Group, Inc. (NGS) is profitable, generating $21.8M in net income for fiscal year 2025 (11.6% net margin).
Dividend & Returns
Does NGS pay dividends?
Yes, Natural Gas Services Group, Inc. (NGS) pays a dividend with a yield of 0.54%. This makes it attractive for income-focused investors.
What is NGS's return on equity?
Natural Gas Services Group, Inc. (NGS) has a return on equity (ROE) of 7.5%. This is below average, suggesting room for improvement.
What is Natural Gas Services Group, Inc.'s free cash flow?
Natural Gas Services Group, Inc. (NGS) had negative free cash flow of $57.0M in fiscal year 2025, likely due to heavy capital investments.