KKodiak Gas Services provides contract compression services for the U.S. natural gas industry by owning and operating a large fleet of gas compression units that move gas from wells to pipelines. It serves producers and midstream companies under long-term fixed-rate contracts, creating stable revenue. The company installs and operates its units at customer sites to deliver the required pressure and flow for pipeline transmission. Its goal is to provide reliable contracted compression capacity across major U.S. basins while expanding its fleet and geographic reach.
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Industries
Company Size
201-500
Company Stage
IPO
Headquarters
The Woodlands, TX
Founded
2010
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Total Funding
$3B
Above
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Kodiak Gas Services (NYSE:KGS) stock gets price target trim from Stifel Nicolaus. Kodiak Gas Services (NYSE:KGS - Get Free Report) had its price target dropped by research analysts at Stifel Nicolaus from $92.00 to $90.00 in a research note issued to investors on Tuesday, Benzinga reports. The firm presently has a "buy" rating on the stock. Stifel Nicolaus's price target suggests a potential upside of 104.41% from the company's previous close. KGS has been the topic of several other research reports. UBS Group reissued a "buy" rating on shares of Kodiak Gas Services in a research note on Friday, October 16th. Royal Bank Of Canada decreased their price objective on shares of Kodiak Gas Services from $88.00 to $82.00 and set an "outperform" rating on the stock in a research report on Friday, October 16th. JPMorgan Chase & Co. decreased their target price on Kodiak Gas Services from $79.00 to $78.00 and set an "overweight" rating on the stock in a research report on Thursday, October 8th. Mizuho set a $68.00 price target on Kodiak Gas Services in a research report on Tuesday. Finally, Piper Sandler initiated coverage on shares of Kodiak Gas Services in a research note on Tuesday, July 28th. They issued an "overweight" rating and a $78.00 price target on the stock. Fourteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $76.83. Kodiak Gas Services stock performance. Shares of KGS stock opened at $44.03 on Tuesday. Kodiak Gas Services has a one year low of $32.55 and a one year high of $77.68. The firm has a 50-day moving average of $52.60 and a 200-day moving average of $59.11. The company has a market cap of $4.46 billion, a P/E ratio of 52.04 and a beta of 1.07. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.45 and a quick ratio of 1.15. Kodiak Gas Services (NYSE:KGS - Get Free Report) last released its quarterly earnings data on Monday, November 9th. The company reported $0.70 EPS for the quarter, beating analysts' consensus estimates of $0.62 by $0.08. The company had revenue of $401.79 million during the quarter, compared to analyst estimates of $387.50 million. Kodiak Gas Services had a net margin of 5.77% and a return on equity of 11.92%. Kodiak Gas Services's revenue was up 24.5% compared to the same quarter last year. During the same period last year, the business earned $0.36 earnings per share. Equities research analysts forecast that Kodiak Gas Services will post 2.43 EPS for the current fiscal year. Insiders place their bets. In other news, COO William Lenamon sold 1,000 shares of the firm's stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $53.25, for a total transaction of $53,250.00. Following the transaction, the chief operating officer directly owned 84,294 shares in the company, valued at approximately $4,488,655.50. This trade represents a 1.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Pedro R. Buhigas sold 3,663 shares of the company's stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $58.14, for a total transaction of $212,966.82. Following the transaction, the insider owned 32,413 shares of the company's stock, valued at approximately $1,884,491.82. The trade was a 10.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,002 shares of company stock worth $1,325,334 over the last ninety days. Corporate insiders own 0.64% of the company's stock. Institutional trading of Kodiak Gas Services. A number of hedge funds have recently added to or reduced their stakes in the business. Hanseatic Management Services Inc. raised its position in shares of Kodiak Gas Services by 2.0% in the third quarter. Hanseatic Management Services Inc. now owns 15,633 shares of the company's stock valued at $828,000 after purchasing an additional 310 shares during the period. PNC Financial Services Group Inc. boosted its stake in shares of Kodiak Gas Services by 29.5% during the first quarter. PNC Financial Services Group Inc. now owns 1,545 shares of the company's stock valued at $90,000 after purchasing an additional 352 shares during the period. Public Employees Retirement System of Ohio bought a new position in Kodiak Gas Services during the 2nd quarter valued at approximately $29,000. Oregon Public Employees Retirement Fund increased its position in shares of Kodiak Gas Services by 1.8% during the third quarter. Oregon Public Employees Retirement Fund now owns 22,700 shares of the company's stock valued at $1,202,000 after buying an additional 400 shares during the period. Finally, GAMMA Investing LLC boosted its holdings in shares of Kodiak Gas Services by 20.8% during the 2nd quarter. GAMMA Investing LLC now owns 2,646 shares of the company's stock valued at $199,000 after buying an additional 456 shares in the last quarter. 24.95% of the stock is owned by institutional investors and hedge funds. Key headlines impacting Kodiak Gas Services. Here are the key news stories impacting Kodiak Gas Services this week: * Kodiak reported Q3 earnings of $0.70 per share, above the $0.62 consensus estimate and up from $0.36 a year earlier. Revenue rose 24.5% year over year to $401.8 million, also beating expectations of $387.5 million. * The company increased its full-year 2026 Adjusted EBITDA and discretionary cash flow guidance. Its EBITDA outlook has a midpoint of $850 million, supporting the positive market reaction. * Kodiak highlighted the addition of approximately 170,000 horsepower, alongside record Compression Infrastructure segment revenue of $318.4 million - indicators of expanding operating activity. Kodiak Gas Services company profile. Kodiak Gas Services provides contract natural gas compression services to energy companies in the United States. Its equipment helps move natural gas from production sites through gathering and processing systems and into pipelines. The company supplies, installs, operates and maintains compression equipment, including large-horsepower compressor units. Its services support natural gas production and transportation across major U.S. oil and gas regions. Based in The Woodlands, Texas, Kodiak became a publicly traded company in 2023. Receive News & Ratings for Kodiak Gas Services Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Kodiak Gas Services and related companies with MarketBeat.com's FREE daily email newsletter.
Kodiak Gas Services (NYSE:KGS) releases earnings results, beats estimates by $0.08 EPS. Kodiak Gas Services (NYSE:KGS - Get Free Report) posted its quarterly earnings data on Monday. The company reported $0.70 EPS for the quarter, topping the consensus estimate of $0.62 by $0.08, FiscalAI reports. Kodiak Gas Services had a net margin of 5.77% and a return on equity of 11.92%. The firm had revenue of $401.79 million during the quarter, compared to analyst estimates of $387.50 million. During the same quarter in the previous year, the business posted $0.36 EPS. Kodiak Gas Services's revenue was up 24.5% on a year-over-year basis. Here are the key takeaways from Kodiak Gas Services' conference call: * Kodiak posted record adjusted EBITDA of $224.5 million, up 29% year over year, on revenue growth of 25%. Compression margins held at 70% despite higher lube-oil costs, while power margins reached 75%. * Management raised the midpoint of full-year 2026 adjusted EBITDA guidance to $850 million and increased its compression margin and discretionary cash flow outlook, citing stronger results and improved visibility. * Compression demand remains strong: fleet utilization rose to 98.3%, and management said it is contracting available equipment into 2027 and 2028 amid tight supply and continued Permian gas growth. The company also locked in most 2027 lube-oil purchases at fixed prices to reduce cost volatility. * Some new power-equipment deliveries have shifted from 2026 to 2027, and management expects the significant power-business ramp to begin in early 2028. Kodiak cited uncertainty around some Texas projects, though it said its West Texas data-center project remains on schedule for startup in the first quarter. * Kodiak ended the quarter with 3.1x leverage and approximately $1.6 billion of unused revolver capacity; its board also raised the quarterly dividend 4% year over year to $0.51 per share. Management views the balance sheet as supporting its planned power investments. Kodiak Gas Services stock performance. Shares of Kodiak Gas Services stock opened at $44.47 on Tuesday. The company has a 50 day moving average price of $52.60 and a 200 day moving average price of $59.11. The firm has a market capitalization of $4.51 billion, a P/E ratio of 52.94 and a beta of 1.07. The company has a quick ratio of 1.15, a current ratio of 1.45 and a debt-to-equity ratio of 1.28. Kodiak Gas Services has a 52 week low of $32.55 and a 52 week high of $77.68. Kodiak Gas Services increases dividend. The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Investors of record on Monday, November 16th will be given a $0.51 dividend. This represents a $2.04 annualized dividend and a dividend yield of 4.6%. The ex-dividend date of this dividend is Monday, November 16th. This is an increase from Kodiak Gas Services's previous quarterly dividend of $0.49. Kodiak Gas Services's payout ratio is 233.33%. Insiders place their bets. In other Kodiak Gas Services news, COO William Lenamon sold 1,000 shares of the firm's stock in a transaction on Monday, October 12th. The shares were sold at an average price of $53.25, for a total value of $53,250.00. Following the completion of the transaction, the chief operating officer owned 84,294 shares of the company's stock, valued at approximately $4,488,655.50. This trade represents a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Robert McKee sold 2,666 shares of the firm's stock in a transaction on Tuesday, November 3rd. The stock was sold at an average price of $45.55, for a total transaction of $121,436.30. Following the completion of the transaction, the chief executive officer directly owned 287,258 shares of the company's stock, valued at approximately $13,084,601.90. This represents a 0.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 23,002 shares of company stock valued at $1,325,334. Insiders own 0.64% of the company's stock. Key headlines impacting Kodiak Gas Services. Here are the key news stories impacting Kodiak Gas Services this week: * Q3 adjusted earnings were $0.70 per share, above analyst estimates of roughly $0.62-$0.64 and up from $0.36 a year earlier. Revenue of $401.8 million also beat the $387.5 million estimate and increased 24.5% year over year. * Kodiak raised full-year 2026 adjusted EBITDA and discretionary cash flow guidance; the updated EBITDA target has a midpoint of $850 million. It also expects to add around 170,000 horsepower, signaling continued expansion of its compression capacity. Analysts set new price targets. Several brokerages have weighed in on KGS. Raymond James Financial restated an "outperform" rating and issued a $70.00 target price on shares of Kodiak Gas Services in a research note on Tuesday. Stifel Nicolaus upped their price target on Kodiak Gas Services from $90.00 to $92.00 and gave the stock a "buy" rating in a research report on Tuesday, August 11th. Mizuho set a $68.00 price objective on Kodiak Gas Services in a report on Tuesday. JPMorgan Chase & Co. lowered their price objective on Kodiak Gas Services from $79.00 to $78.00 and set an "overweight" rating for the company in a research report on Thursday, October 8th. Finally, Piper Sandler assumed coverage on Kodiak Gas Services in a research report on Tuesday, July 28th. They issued an "overweight" rating and a $78.00 price objective for the company. Fourteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, Kodiak Gas Services presently has a consensus rating of "Moderate Buy" and a consensus price target of $77.08. About Kodiak Gas Services. Kodiak Gas Services provides contract natural gas compression services to energy companies in the United States. Its equipment helps move natural gas from production sites through gathering and processing systems and into pipelines. The company supplies, installs, operates and maintains compression equipment, including large-horsepower compressor units. Its services support natural gas production and transportation across major U.S. oil and gas regions. Based in The Woodlands, Texas, Kodiak became a publicly traded company in 2023. Receive News & Ratings for Kodiak Gas Services Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Kodiak Gas Services and related companies with MarketBeat.com's FREE daily email newsletter.
Kodiak Gas Services' power revenue rises 28% from Q2 as it starts setting equipment at a West Texas data center. Key points * Power Infrastructure revenue rose 27.6% from Q2 to $42.0 million, with an adjusted gross margin of 75.2% [[1]]. * Record adjusted EBITDA of $224.5 million, up 28.5% from a year earlier; 2026 guidance raised to $840-860 million from $830-860 million [[1]] [[2]]. * Kodiak has begun site work on a 76 MW behind-the-meter data center project in West Texas, expected to produce revenue in 2027 [[1]] [[3]]. Kodiak Gas Services, the natural gas compression company, said revenue from its new power business rose 27.6% from the second quarter to $42.0 million, and that it has started site work and begun setting equipment at a data center project in West Texas [[1]]. CEO Mickey McKee said the company's generator sets "are realizing meaningful increases in pricing and, importantly, are staying on location longer" [[1]]. Total third-quarter revenue rose 24.5% from a year earlier to $401.8 million, and net income attributable to common shareholders was $71.5 million, or $0.70 a diluted share, against a $14.0 million loss a year earlier that included a sales tax reserve and a loss on a business disposal [[1]]. Adjusted EBITDA reached a record $224.5 million, up 28.5% [[1]]. Compression still pays for most of it. Compression Infrastructure revenue rose 7.2% to a record $318.4 million, with fleet utilization of 98.3% and a third straight quarter of 70% adjusted gross margins [[1]]. Kodiak added 102,000 horsepower of new large compression units in the quarter [[1]]. The Power Infrastructure segment, formed after Kodiak bought Distributed Power Solutions on April 1, had 382 MW generating revenue out of a 413 MW fleet, a utilization rate of 92.5% [[1]] [[2]]. Quarterly results, from the Nov. 9 release and MLQ's SEC-derived financials [[1]] [[4]]: | Quarter | Revenue | Power Infrastructure revenue | Net income (loss)* | Diluted EPS | Adjusted EBITDA | | Q3 2025 | $322.7M | - | ($14.0M) | ($0.17) | $174.7M | | Q2 2026 | $391.1M | $32.9M | $52.0M | $0.53 | $216.8M | | Q3 2026 | $401.8M | $42.0M | $71.5M | $0.70 | $224.5M | *Attributable to common shareholders. Power Infrastructure began with the DPS acquisition on April 1, 2026. The data center contract and guidance. Kodiak announced the West Texas deal in September: a six-year contract to supply 76 MW of baseload, behind-the-meter gas power, including balance of plant, using about 40 reciprocating engine units [[1]] [[3]]. The operator holds a contract with an investment-grade hyperscaler, and a GPU designer guarantees the data center lease, according to the company's announcement as reported by BIC Magazine [[3]]. McKee called it Kodiak's second long-term contract to supply primary power to a data center [[3]]. Equipment deployment runs from the fourth quarter into the first quarter of 2027 [[3]]. Kodiak raised its 2026 adjusted EBITDA guidance to $840-860 million and discretionary cash flow to $580-600 million, from $830-860 million and $570-600 million in August [[1]] [[2]]. It cut Power Infrastructure growth capital spending to $350-400 million, citing updated expectations for when new equipment will be delivered [[1]]. Lead times for new generating equipment have pushed some data center developers toward used turbines and converted jet engines. Total debt was $2.8 billion and leverage 3.1 times [[1]]. Kodiak raised its quarterly dividend 4.1% to $0.51 [[1]]. Companies mentioned. At the intersection of AI, tech, and markets. The stories that matter, in one email. Free - unsubscribe anytime.
Kodiak Gas Services celebrates new Midland facility. Kodiak Gas Services celebrated the official opening of its new 140,000 square foot Midland facility |!| Midland
IFS.ai Unleashed 2026 kicks off in Orlando today. Tuesday, 13 October 2026 02:59 - - 33 IFS CEO Mark Moffat will keynote the IFS Unleashed 2026 opening today By Nisthar Cassim IFS.ai Unleashed 2026, the premier global gathering for leaders transforming the world's most essential operations, kicks off today (13) in Orlando, Florida. The flagship event will bring together over 100 sessions covering eight industries and domains including Aerospace and Defence, Construction and Engineering, Energy, Utilities and Resources, Manufacturing, Telecommunications, and Transportation. The Unleashed 2026 agenda features main stage sessions exploring the forces shaping operational performance today, including Artificial Intelligence (AI) governance, workforce challenges, and lessons learned from years of supply chain disruption. Focused on real customers, real data, and real results, these sessions move beyond theory to showcase measurable impact. IFS is the leading provider of Industrial AI software, the success of which is also contributed to by Sri Lanka given its operations for over 25 years with over 3,000 employees out of 7,000 globally, with operations in over 90 countries. In 2024, IFS marked $ 1 billion cumulative contribution to Sri Lanka, which accounts for 60% of IFS research and development capabilities and 80% of worldwide product support. IFS CEO Mark Moffat opens Unleashed 2026 with a keynote outlining his vision for the next era of industry and how Industrial AI will unlock the industrial capacity the world's future prosperity depends on. He will be joined by William Grant & Sons Chief Technology and Business Growth Officer Badri Narasimhan, IFS Nexus Black CEO Kriti Sharma, Siemens Digital Industries Software President Tony Hemmelgarn, and Cadillac F1 Chief Information Officer Chris Green. Speakers at the IFS Product Keynote include IFS The Loops CTO and Co-Founder Ravi Bulusu, CEO Somya Kapoor, Global CTO Vaibs Kumar, IFS Chief Product and Customer Officer Cathie Hall, and World Economic Forum Managing Director Kiva Allgood. IFS yesterday concluded its Partner Summit, whilst tomorrow it will hold the Customer Appreciation evening. IFS delivered 25% year-on-year Annual Recurring Revenue (ARR) growth in 1H 2026, demonstrating customers increasingly adopting and scaling Industrial AI across their operations. The results reflect strong revenue growth, customer expansion, and rising demand for AI-powered solutions that deliver measurable outcomes. Leading industrial organisations including Coca-Cola, China Airlines, Drydocks World, First Solar, Flynn Canada, JVCKENWOOD, Kodiak Gas Services, Miele, ShinMaywa Industries, The Waldinger Corporation, and William Grant & Sons selected IFS in 1H 2026 to support critical operational workflows. The March 2026 acquisition of Softeon enhanced IFS's warehouse management and supply chain execution proposition at a critical time, as industrial organisations face increased supply chain volatility. IFS.ai delivers industry-specific, contextual intelligence - trusted by the world's leading organisations to keep operations running at their best. According to IFS, it has a global customer base of over 5,500. Its technology enables businesses which manufacture goods, maintain complex assets, and manage service-focused operations to unlock the transformative power of Industrial AI to enhance productivity, efficiency, and sustainability. IFS Cloud is a fully composable AI-powered platform, designed for ultimate flexibility and adaptability to customers' specific requirements and business evolution. It spans the needs of Enterprise Resource Planning (ERP), Enterprise Asset Management (EAM), Supply Chain Management (SCM), Information Technology Service Management (ITSM), and Field Service Management (FSM).
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Industries
Company Size
201-500
Company Stage
IPO
Headquarters
The Woodlands, TX
Founded
2010
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs