Kodiak Gas Q4 adj. EBITDA $184.5M (record); FY26 EBITDA guidance $750-780M

Kodiak Gas Services, Inc.

2025-FY EPS reported $0.89 vs consensus $0.49 ▲ beat (+79.8%)

Q4 net income $24.6M ($0.28 diluted EPS); adjusted net income $35.3M ($0.40 adj. diluted EPS).
Record quarterly adjusted EBITDA $184.5M (+9.1% YoY); fleet utilization 97.7% (+120 bps).
FY 2025 discretionary cash flow $461.7M (+23.7% YoY); returned >$263M via dividends/buybacks.
FY 2026 adj. EBITDA guidance $750-780M; growth capex $235-265M; ~150,000 new HP expected.
Agreed to acquire Distributed Power Solutions on Feb 5, 2026; Mexico operations divested in 2025.

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