secwatch.observer — SEC 8-K summary
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Issuer:     Kodiak Gas Services, Inc. (KGS)
CIK:        0001767042
Form:       8-K
Filed at:   2026-02-25T23:59:59+00:00
Accession:  0001767042-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1767042/000176704226000009/0001767042-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1767042/000176704226000009/kgs-20260225.htm
  HTML page:      https://secwatch.observer/filing/0001767042-26-000009

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer