---
schema_version: "secwatch.filing_event.v1"
accession: "0001767042-26-000041"
form_type: "8-K"
ticker: "KGS"
cik: "0001767042"
company_name: "Kodiak Gas Services, Inc."
filed_at: "2026-05-11T23:59:59+00:00"
generated_at: "2026-05-14T18:48:33.469836+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Kodiak Q1 record revenue $307M; adjusted EBITDA $190M; raises FY guidance to $820-860M; adds 260 MW power

## Summary
- 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.

## SEC filing metadata
- accession: 0001767042-26-000041
- form_type: 8-K
- ticker: KGS
- cik: 0001767042
- company_name: Kodiak Gas Services, Inc.
- filed_at: 2026-05-11T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1767042/000176704226000041/0001767042-26-000041-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1767042/000176704226000041/kgs-20260511.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001767042-26-000041
- JSON: https://secwatch.observer/filing/0001767042-26-000041.json
- Plain text: https://secwatch.observer/filing/0001767042-26-000041.txt

## Source-grounded claims
- claim_id: 5efde6296d23419a758afa604f721c2f44095396
  claim: 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.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1767042/000176704226000041/0001767042-26-000041-index.htm
- claim_id: f6ff4c4db6e2eccbcd0855f9580e4674fde008ee
  claim: Kodiak Gas Services, Inc. updated its full year 2026 guidance (raised).
  evidence_excerpt: The Company announced increased full-year 2026 guidance to incorporate the contribution from the recently-closed acquisition of Distributed Power Solutions, LLC (DPS).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1767042/000176704226000041/0001767042-26-000041-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
