Kodiak Gas Q3 adjusted EPS $0.36, record contract rev $297M, raises FY25 DCF guidance to $450-470M

Kodiak Gas Services, Inc.

2025-Q3 EPS reported $0.61 vs consensus $0.51 ▲ beat (+19.3%)

Q3 adjusted net income $31.5M ($0.36/shr) vs net loss $14M ($0.17/shr); record Contract Services revenue $297.0M.
Fleet utilization 97.6% (+120bps YoY); deployed 59,550 hp of new compression; dividend raised to $0.49/shr (+9% QoQ).
FY25 discretionary cash flow guidance raised to $450-470M; Q3 DCF $116.7M (+13.2% YoY); returned over $90M via dividends and buybacks.
CEO cites robust nat gas demand, Permian Basin, data centers/LNG projects; completed ERP, Mexico divestiture, two bond offerings.

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