Kodiak Gas Services, Inc.
KGS
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Kodiak Gas Services is well-positioned in the growing oil and gas equipment sector, benefiting from increased demand for energy services as global energy consumption rises.
- In Q2 2026, Kodiak reported a revenue increase of 13% compared to the previous quarter, reaching $391 million.
- The company achieved an operating margin of 32.5% in Q2 2026, reflecting strong operational efficiency.
- Despite growth, Kodiak faces challenges with a high debt-to-equity ratio of 130.26, which may impact financial stability.
- The profit margin stands at 5.77%, indicating limited profitability compared to industry peers.
- In Q3 2025, Kodiak experienced a net income loss of $14.01 million, highlighting potential volatility in earnings.
Fundamentals
| Market cap | $5.42B | Enterprise value | $8.10B | Trailing P/E | 62.29 | Forward P/E | 16.88 |
| PEG | — | Price / book | 2.50 | Beta | 0.94 | Dividend yield | 3.66% |
| Revenue growth | 21.1% | Earnings growth | 23.3% | Gross margin | 63.8% | Operating margin | 34.2% |
| Profit margin | 5.8% | ROE | 4.6% | ROA | 5.9% | Debt / equity | 1.30 |
| Current ratio | 1.45 | Free cash flow | $16.09M | Analyst recommendation | strong_buy | Mean target | $82.13 |
| 52w high | $77.68 | 52w low | $32.55 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $391M | $346M | $333M | $323M | $323M | — |
| Op margin | 32.5% | 31.3% | 30.3% | 31.7% | 32.9% | — |
| Net income | $52.0M | $17.8M | $24.6M | -$14.0M | $39.5M | — |
| Gross margin | 43.0% | 44.6% | 42.0% | 43.4% | 43.8% | — |
| Gross profit | $168M | $154M | $140M | $140M | $141M | — |
| Operating income | $127M | $108M | $101M | $102M | $106M | — |
- Revenue +13% vs prior quarter ($391M vs $346M).
- Gross margin 43% (was 44.6% prior quarter).
- Operating margin expanded to 32.5%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $1.3B | $1.2B | $850M | $708M | — |
| Op margin | 31.2% | 24.9% | 28.6% | 31.2% | — |
| Net income | $80.5M | $49.9M | $20.1M | $106M | — |
| Gross margin | 42.2% | 38.0% | 37.2% | 37.6% | — |
| Gross profit | $552M | $441M | $317M | $266M | — |
| Operating income | $408M | $289M | $243M | $221M | — |
Headlines — watch
• [WARN · fundamentals] What Kodiak Gas Services (KGS)'s Revenue Beat and Earnings Miss Means For Shareholders
News
2026-10-08 · Why Is Everybody Paying A Premium For Kodiak Gas Services Stock?
2026-10-07 · Select Water Solutions, ProPetro, Kodiak Gas Services, and NESR Stocks Trade Down, What You Need To Know
2026-09-21 · Kodiak Gas Services Signs Power Supply Deal With Data Center in West Texas
2026-09-21 · Kodiak Gas Services Announces Power Supply Agreement with West Texas Data Center
2026-09-18 · Executive Dumps Nearly 2,000 Shares of Energy Stock, Valued at Almost $120,000
2026-09-04 · Kodiak Gas Services CEO Robert McKee Sells 6,008 Shares
2026-09-03 · Insider Waves Goodbye to Nearly 6,000 Shares of Energy Stock
2026-09-02 · Kodiak Gas Services Insider Sold Shares Worth $355,827, According to a Recent SEC Filing
2026-08-28 · What Kodiak Gas Services (KGS)'s Revenue Beat and Earnings Miss Means For Shareholders
2026-08-28 · 3 Russell 2000 Stocks We Approach with Caution
2026-08-28 · Why Kodiak Gas Services (KGS) Could Be 28% Undervalued Following Its Earnings Report
2026-08-27 · Spotting Winners: Kodiak Gas Services (NYSE:KGS) And Infrastructure Stocks In Q2
Price (daily)
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