{"schema_version":"secwatch.filing_event.v1","accession":"0001084991-26-000017","form_type":"8-K","ticker":"NGS","cik":"0001084991","company_name":"NATURAL GAS SERVICES GROUP INC","filed_at":"2026-03-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.519431+00:00","generated_at":"2026-05-15T11:23:53.517143+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"NGS reports record Q4 2025; rental rev up 16% YoY; guides 2026 EBITDA $90.5-95.5M","bullets":["Q4 net income $4.1M ($0.32 diluted EPS) vs $2.9M ($0.23) YoY; record adjusted EBITDA $21.2M, up 17.6%.","Rental revenue $44.3M, up 16.0% YoY; rented horsepower 563,000 (up 14.4%), utilization 84.9% (record).","Full-year 2025 rental revenue $164.3M (+13.9%); net income $19.9M ($1.57 EPS) vs $17.2M ($1.37) in 2024.","Initiated dividend in Q3 2025, increased 10% in Q4; $2.6M returned to shareholders in H2 2025.","FY 2026 guidance: adj. EBITDA $90.5-$95.5M; growth capex $55-$70M; maintenance capex $15-$18M."],"urls":{"canonical":"https://secwatch.observer/filing/0001084991-26-000017","json":"https://secwatch.observer/filing/0001084991-26-000017.json","markdown":"https://secwatch.observer/filing/0001084991-26-000017.md","text":"https://secwatch.observer/filing/0001084991-26-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1084991/000108499126000017/0001084991-26-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1084991/000108499126000017/ngs-20260316.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T11:23:53.517143+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6b4561f2924949836b1d7e17d25067633d764b40","claim":"NATURAL GAS SERVICES GROUP INC reported full year 2025 results: revenue $164.3 million, net income $19.9 million, EPS $1.57 per diluted share.","evidence_excerpt":"fourth quarter of 2025 represents a 16.0% year-over-year increase and a 6.8% sequential increase compared to the third quarter of 2025. Rental revenue for the full year 2025 of $164.3 million represents a 13.9% increase compared to 2024. • Net income of $4.1 million, or $0.32 per diluted share, for the fourth quarter of 2025 compared to $2.9 million or $0.23 per","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1084991/000108499126000017/0001084991-26-000017-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2025"},{"label":"Revenue","value":"$164.3 million"},{"label":"Net income","value":"$19.9 million"},{"label":"EPS","value":"$1.57 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"8c40dc9b3d710dad7e7069cea0f5c770824aac47","claim":"NATURAL GAS SERVICES GROUP INC reported fourth quarter of 2025 results: revenue $46.1 million, net income $4.1 million, EPS $0.32 per diluted share.","evidence_excerpt":"maintain that disciplined approach going forward. 2025 Fourth Quarter Financial Results Revenue: Total revenue for the three months ended December 31, 2025, increased 13.5% to $46.1 million from $40.7 million for the three months ended December 31, 2024. This increase was solely attributable to higher rental revenues for the comparable periods. Rental revenue","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1084991/000108499126000017/0001084991-26-000017-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of 2025"},{"label":"Revenue","value":"$46.1 million"},{"label":"Net income","value":"$4.1 million"},{"label":"EPS","value":"$0.32 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e99424c480b84ad41fff687453c4091fd2923e62","claim":"NATURAL GAS SERVICES GROUP INC updated its full year 2026 guidance (initiated).","evidence_excerpt":"The Company is introducing the following guidance for the full year 2026: Outlook FY 2026 Adjusted EBITDA $90.5 million - $95.5 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1084991/000108499126000017/0001084991-26-000017-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2026"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}