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Kodiak Gas Services, Inc. (KGS)
NYSE:KGS
Earnings Data
Report Date
Mar 11, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.52Last Year’s EPS
0.21Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Kodiak Gas Services reported a successful quarter with strategic exits from international markets, significant shareholder returns, and record discretionary cash flow. However, the company faced challenges with nonrecurring expenses and a significant tax charge. Despite these issues, the overall sentiment is positive due to strong financial performance and strategic positioning for future growth.Company Guidance
Successful ERP System Implementation
The new ERP system went live in August, delivered on time and under budget, consolidating legacy systems into an integrated platform to increase visibility and deploy AI technology.
Strategic Exit from International Operations
Exited all international operations, including divesting assets in Mexico, focusing on the U.S. market with higher returns and lower risks.
Debt Refinancing and Increased Liquidity
Termed out $1.4 billion of debt at a weighted average cost of 6.6%, increasing liquidity with $1.5 billion of availability in the ABL Facility.
Shareholder Return Initiatives
Returned over $90 million to shareholders through share repurchases and dividends, increasing the quarterly dividend by 9%.
Industry-Leading Metrics
Achieved 98% fleet utilization, with large horsepower units over 99% utilized, reflecting strong demand.
Record Discretionary Cash Flow
Set a new quarterly record in discretionary cash flow, generating nearly $117 million, equating to a 15% discretionary cash flow yield.
KGS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KGS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 04, 2025 | $36.27 | $33.91 | -6.51% |
Aug 06, 2025 | $31.54 | $31.40 | -0.44% |
May 07, 2025 | $33.19 | $34.47 | +3.86% |
Mar 05, 2025 | $38.95 | $33.11 | -14.99% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kodiak Gas Services, Inc. (KGS) report earnings?
Kodiak Gas Services, Inc. (KGS) is schdueled to report earning on Mar 11, 2026, After Close (Confirmed).
What is Kodiak Gas Services, Inc. (KGS) earnings time?
Kodiak Gas Services, Inc. (KGS) earnings time is at Mar 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KGS EPS forecast?
KGS EPS forecast for the fiscal quarter 2025 (Q4) is 0.52.