earnings
confidence high
sentiment positive
materiality 0.75
Kodiak Gas Q2 2025: Record adj. EBITDA $178.2M, EPS $0.43; raises FY guidance, adds $100M buyback
Kodiak Gas Services, Inc.
2025-Q2 EPS
reported $0.76
vs consensus $0.45
▲ beat
(+69.6%)
- Net income $39.5M ($0.43 diluted EPS) vs $6.2M in Q2 2024.
- Record adjusted EBITDA $178.2M, up 15.5% YoY; Contract Services margin 68.3% (+430 bps).
- FY 2025 adj. EBITDA guidance raised to $700-725M; discretionary cash flow guidance $445-465M.
- Board approved $100M increase to share repurchase program; returned over $50M to stockholders.
item 2.02item 9.01