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.

item 2.02 item 9.01

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company_name: Kodiak Gas Services, Inc.
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Source-grounded claims

5efde6296d23419a758afa604f721c2f44095396

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.

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

SEC 8-K Item 2.02 confidence 0.98 SEC evidence

f6ff4c4db6e2eccbcd0855f9580e4674fde008ee

Kodiak Gas Services, Inc. updated its full year 2026 guidance (raised).

The Company announced increased full-year 2026 guidance to incorporate the contribution from the recently-closed acquisition of Distributed Power Solutions, LLC (DPS).

SEC 8-K Item 2.02 confidence 0.98 SEC evidence

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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

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