Kodiak Gas Services, Inc. (KGS)
NYSE:KGS
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KGS Stock Chart & Stats
$63.25
-$0.89(-2.10%)
At close: 4:00 PM EST
$63.25
-$0.89(-2.10%)
Day’s Range― - ―
52-Week Range$30.06 - $77.68
Previous CloseN/A
Volume117.30K
Average Volume (3M)2.05M
Market Cap
$6.77B
Enterprise Value$6.70B
Total Cash (Recent Filing)$94.36M
Total Debt (Recent Filing)$45.90M
Price to Earnings (P/E)84.9
Beta0.82
Next Earnings
Aug 12, 2026EPS Estimate
0.69Next Dividend Ex-DateN/A
Dividend Yield4.86%
Share Statistics
EPS (TTM)0.78
Shares Outstanding100,918,915
10 Day Avg. Volume1,560,376
30 Day Avg. Volume2,052,475
Financial Highlights & Ratios
PEG Ratio0.75
Price to Book (P/B)2.67
Price to Sales (P/S)2.46
P/FCF Ratio11.34
Enterprise Value/Market Cap0.99
Enterprise Value/Revenue5.06
Enterprise Value/Gross Profit11.64
Enterprise Value/Ebitda11.82
Forecast
1Y Price Target
$82.30Price Target Upside30.12% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
EPS Forecast (FY)2.29
Revenue Forecast (FY)$1.53B
Bulls Say, Bears Say
Bulls Say
High Compression Margins & UtilizationSustained industry-leading gross margins (70%+) and near-full utilization indicate durable pricing power and operating leverage in compression services. High utilization preserves recurring revenue, improves cash conversion, and gives flexibility to fund growth and absorb cyclical demand swings over the medium term.
Strengthened Balance SheetA materially de-risked capital structure with very low leverage enhances financial flexibility to invest for growth, absorb timing mismatches, and support acquisitions. Sizable equity provides a cushion against commodity-driven cyclical volatility and reduces probability of distress during multi-year equipment lead-time cycles.
Scalable Horsepower Growth & Contracted BacklogA clear, capitalized plan to expand revenue-generating horsepower drives recurring contracted revenue and longer-duration cash flows. Steady fleet growth increases per-horsepower pricing power, spreads fixed costs, and creates a predictable capacity ramp that supports midterm revenue and EBITDA improvement.
Bears Say
Extreme Equipment Lead TimesMulti-year lead times (180+ weeks) materially slow fleet scaling and delay revenue realization from ordered units. They amplify execution risk, increase working capital and prepayment needs, and reduce management’s ability to respond quickly to demand shifts or cost changes, pressuring medium-term growth pacing.
Front‑Loaded Power CapEx & Timing RiskLarge, near-term power investments require significant upfront payments and can elevate leverage and cash outflows before commensurate revenue arrives. This front-loaded capex profile increases rollover and liquidity risk and may force temporary leverage drift above targets while scaling the new Power segment.
Volatile Free Cash Flow & Uneven Net MarginsIrregular free cash flow and swings in net margin reduce predictability of internally funded growth and dividend coverage. When combined with heavy, timing-sensitive capex and acquisition spending, cash-flow volatility increases reliance on capital markets and raises execution and refinancing risks over the medium term.
Kodiak Gas Services, Inc. News
KGS FAQ
What was Kodiak Gas Services, Inc.’s price range in the past 12 months?
Kodiak Gas Services, Inc. lowest stock price was $30.06 and its highest was $77.68 in the past 12 months.
What is Kodiak Gas Services, Inc.’s market cap?
Kodiak Gas Services, Inc.’s market cap is $6.77B.
When is Kodiak Gas Services, Inc.’s upcoming earnings report date?
Kodiak Gas Services, Inc.’s upcoming earnings report date is Aug 12, 2026 which is in 60 days.
How were Kodiak Gas Services, Inc.’s earnings last quarter?
Kodiak Gas Services, Inc. released its earnings results on May 11, 2026. The company reported $0.2 earnings per share for the quarter, missing the consensus estimate of $0.534 by -$0.334.
Is Kodiak Gas Services, Inc. overvalued?
According to Wall Street analysts Kodiak Gas Services, Inc.’s price is currently Undervalued.
Does Kodiak Gas Services, Inc. pay dividends?
Kodiak Gas Services, Inc. pays a Quarterly dividend of $0.49 which represents an annual dividend yield of 4.86%. See more information on Kodiak Gas Services, Inc. dividends here
What is Kodiak Gas Services, Inc.’s EPS estimate?
Kodiak Gas Services, Inc.’s EPS estimate is 0.69.
How many shares outstanding does Kodiak Gas Services, Inc. have?
Kodiak Gas Services, Inc. has 100,918,915 shares outstanding.
What happened to Kodiak Gas Services, Inc.’s price movement after its last earnings report?
Kodiak Gas Services, Inc. reported an EPS of $0.2 in its last earnings report, missing expectations of $0.534. Following the earnings report the stock price went up 8.428%.
Which hedge fund is a major shareholder of Kodiak Gas Services, Inc.?
Currently, no hedge funds are holding shares in KGS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Kodiak Gas Services, Inc. Stock Smart Score
Outperform
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10
Analyst Consensus
Strong Buy
Average Price Target:
$82.30 (30.12% Upside)
$82.30 (30.12% Upside)
Blogger Sentiment
Bullish
KGS Sentiment 70%
Sector Average 72%
Sector Average 72%
Hedge Fund Trend
Decreased
By 72.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $2.7M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.6%
Last 30 Days ▲ 7.6%
Last 30 Days ▲ 7.6%
News Sentiment
Neutral
Bullish news 59%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
106.24%
12-Months-Change
Fundamentals
Return on Equity
5.47%
Trailing 12-Months
Asset Growth
1.32%
Trailing 12-Months
Company Description
Kodiak Gas Services, Inc.
Kodiak Gas Services, Inc. (KGS) serves the United States' oil and gas sector by furnishing critical contract compression infrastructure to its clients. The company's business activities are structured into two main divisions: Compression Operations and Other Services. Through its Compression Operations segment, KGS manages both its own and customer-owned compression equipment, which is instrumental in enabling the extraction, collection, and transport of natural gas and oil. The Other Services segment delivers a spectrum of contractual support, including the construction of new facilities, comprehensive maintenance and major repair work, and various additional support offerings billed based on time and materials. Founded in 2010 and headquartered in Montgomery, Texas, the entity originally traded as Frontier TopCo, Inc. Kodiak Gas Services, Inc. presently functions as a subsidiary of Frontier Topco Partnership, L.P.
KGS Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum in the core compression business—record adjusted EBITDA, industry-leading margins (70.6%), 98% utilization, solid revenue growth (+5% YoY) and growing pricing power—while outlining an aggressive, well-resourced expansion into distributed power (2 GW by 2030) with attractive return targets (>15% unlevered). Key risks include extreme equipment lead times (>180 weeks), substantial near-term power CapEx ($400–500M in 2026) with some front-loaded payments, and temporary leverage elevation and margin uncertainty in the new Power segment. On balance, the positives—sustained compression outperformance, strong cash flow, acquisition integration progress, and a clear growth plan for Power—outweigh the execution and timing risks described.View all KGS earnings summariesKGS Stock 12 Month Forecast
Average Price Target
$82.30
▲(30.12% Upside)
Technical Analysis
Archrock
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Natural Gas Services Group
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Oceaneering International
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USA Compression
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Cactus
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Ownership Overview
0.89% Insiders
27.70% Mutual Funds
18.00% Other Institutional Investors
27.73% Public Companies and Individual Investors