8-K
filed May 11, 2026, 7:59 PM ET
ticker KGS
CIK 0001767042
earnings
confidence high
sentiment positive
materiality 0.85
Kodiak Q1 record revenue $307M; adjusted EBITDA $190M; raises FY guidance to $820-860M; adds 260 MW power
Kodiak Gas Services, Inc.
2026-Q1 EPS
reported $0.20
vs consensus $0.54
▼ miss
(-63.0%)
- Q1 Revenue $307.0M (record), net income $17.8M ($0.20 diluted EPS); adjusted net income $52.0M ($0.59 adjusted diluted EPS).
- Record adjusted EBITDA $190.1M, up 7% YoY; discretionary cash flow $126.5M.
- Revised FY2026 adjusted EBITDA guidance to $820M-$860M, incorporating DPS acquisition closed April 1.
- Procured over 260 MWs of additional power generation capacity; expects annual growth of 300-500 MWs through 2030.
- Issued $1B senior unsecured notes to lower borrowing rate and enhance liquidity.
Key facts
Extracted from this filing and checked against the source text.
Earnings Releases
SEC 8-K Item 2.02
confidence 0.98
Kodiak Gas Services, Inc. reported quarter ended March 31, 2026 results: revenue 307.0 million, net income 17.8 million, EPS $0.20 per diluted share.
- Period
- quarter ended March 31, 2026
- Revenue
- 307.0 million
- Net income
- 17.8 million
- EPS
- $0.20 per diluted share
- Result
- reported results
Exact text from the filing
generation capacity and expects annual growth of 300 to 500 MWs per year through 2030. First Quarter 2026 and Recent Highlights • Record Contract Services segment revenues of $307.0 million • Contract Services gross margin percentage of 48.2% and adjusted gross margin percentage (1) of 70.6% • Net income of $17.8 million, or $0.20 per diluted share and adjusted net
View on SEC.gov
Earnings Releases
SEC 8-K Item 2.02
confidence 0.98
Kodiak Gas Services, Inc. updated its full year 2026 guidance (raised).
- Period
- full year 2026
- Guidance
- raised
- Result
- guidance update
Exact text from the filing
The Company announced increased full-year 2026 guidance to incorporate the contribution from the recently-closed acquisition of Distributed Power Solutions, LLC (DPS).
View on SEC.gov
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