Kodiak Gas Services (NYSE:KGS – Get Free Report) posted its earnings results on Monday. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.54 by $0.05, Briefing.com reports. The company had revenue of $345.76 million during the quarter, compared to analysts’ expectations of $340.23 million. Kodiak Gas Services had a net margin of 6.16% and a return on equity of 11.55%. Kodiak Gas Services’s quarterly revenue was up 4.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.33 EPS.
Here are the key takeaways from Kodiak Gas Services’ conference call:
- Kodiak’s compression business set new records with 4.4 million revenue-generating horsepower, ~98% utilization and a contract services adjusted gross margin of 70.6%, helping drive a company‑record adjusted EBITDA of $190M in Q1.
- The company closed the DPS acquisition and is building a new Power Infrastructure segment, having ordered >260 MW (≈61 MW arriving in 2026) and targeting 300–500 MW/year to reach ~2 GW by 2030, with modeled unlevered returns >15% but limited operating history to date.
- Scaling the power business requires large upfront spending — Kodiak guides $400–$500M of power growth CapEx in 2026 — and expects to temporarily drift above its 4x leverage target (net debt was $2.7B at quarter end), creating near‑term funding and execution risk.
- Tight industry supply chains (engine and packager lead times > 180 weeks / 3+ years) are amplifying pricing power and longer-term contract demand, and Kodiak says it has proactively secured large‑horsepower compression packages for 2027–2029.
Kodiak Gas Services Stock Performance
NYSE:KGS opened at $75.28 on Tuesday. The firm has a market capitalization of $6.47 billion, a PE ratio of 86.53, a price-to-earnings-growth ratio of 0.96 and a beta of 1.01. The stock’s 50-day simple moving average is $60.74 and its 200 day simple moving average is $46.69. The company has a quick ratio of 0.57, a current ratio of 0.84 and a debt-to-equity ratio of 2.12. Kodiak Gas Services has a twelve month low of $30.06 and a twelve month high of $76.68.
Kodiak Gas Services Dividend Announcement
Insiders Place Their Bets
In other news, Director Randall J. Hogan acquired 6,000 shares of the firm’s stock in a transaction dated Friday, March 13th. The stock was purchased at an average price of $54.81 per share, for a total transaction of $328,860.00. Following the completion of the acquisition, the director directly owned 28,406 shares in the company, valued at $1,556,932.86. The trade was a 26.78% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Cory Anne Roclawski sold 10,852 shares of the company’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $54.41, for a total transaction of $590,457.32. Following the transaction, the executive vice president owned 31,405 shares in the company, valued at approximately $1,708,746.05. The trade was a 25.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders purchased 11,433 shares of company stock valued at $624,360 and sold 58,673 shares valued at $3,269,110. Company insiders own 0.64% of the company’s stock.
Hedge Funds Weigh In On Kodiak Gas Services
Large investors have recently made changes to their positions in the stock. Royal Bank of Canada boosted its holdings in Kodiak Gas Services by 67.5% in the 1st quarter. Royal Bank of Canada now owns 10,235 shares of the company’s stock valued at $382,000 after purchasing an additional 4,126 shares during the period. AQR Capital Management LLC boosted its stake in Kodiak Gas Services by 64.9% during the first quarter. AQR Capital Management LLC now owns 21,261 shares of the company’s stock valued at $793,000 after buying an additional 8,369 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Kodiak Gas Services by 44.8% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,814 shares of the company’s stock worth $1,000,000 after buying an additional 8,297 shares in the last quarter. Goldman Sachs Group Inc. grew its position in Kodiak Gas Services by 58.3% during the first quarter. Goldman Sachs Group Inc. now owns 1,983,360 shares of the company’s stock worth $73,979,000 after buying an additional 730,180 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Kodiak Gas Services by 102.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 95,108 shares of the company’s stock worth $3,548,000 after acquiring an additional 48,122 shares during the last quarter. 24.95% of the stock is owned by institutional investors.
Key Kodiak Gas Services News
Here are the key news stories impacting Kodiak Gas Services this week:
- Positive Sentiment: Kodiak reported Q1 2026 EPS of $0.59, beating estimates of $0.54, while revenue of $345.76 million also edged past forecasts. Article Title
- Positive Sentiment: The company raised its full-year 2026 outlook to include the DPS acquisition and said it has secured more than 260 MW of additional power generation capacity, signaling potential growth in its power solutions business. Article Title
- Positive Sentiment: Investors also appear to be encouraged by record operating metrics discussed on the earnings call, including record Contract Services revenue and adjusted EBITDA, which support the view that Kodiak’s cash flow base is expanding. Article Title
- Neutral Sentiment: Some coverage noted a mild revenue miss versus one earnings-call transcript estimate, but that was outweighed by the overall beat on earnings, stronger guidance, and strategic expansion into distributed power. Article Title
Analyst Upgrades and Downgrades
A number of equities research analysts have recently issued reports on the company. Wall Street Zen upgraded Kodiak Gas Services from a “sell” rating to a “hold” rating in a report on Saturday, February 21st. Mizuho lifted their price target on Kodiak Gas Services from $36.00 to $44.00 and gave the stock an “outperform” rating in a report on Tuesday, January 20th. Zacks Research upgraded Kodiak Gas Services from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 6th. Royal Bank Of Canada upped their price objective on Kodiak Gas Services from $45.00 to $64.00 and gave the company an “outperform” rating in a report on Thursday, March 19th. Finally, Citigroup lifted their target price on Kodiak Gas Services from $53.00 to $63.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Seven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $55.86.
Check Out Our Latest Stock Report on KGS
Kodiak Gas Services Company Profile
Kodiak Gas Services, Inc operates contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Compression Operations and Other Services. The Compression Operations segment operates company-owned and customer-owned compression infrastructure to enable the production, gathering, and transportation of natural gas and oil. The Other Services segment provides a range of contract services, including station construction, maintenance and overhaul, and other ancillary time and material-based offerings.
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