secwatch.observer — SEC 8-K summary
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Issuer:     Kodiak Gas Services, Inc. (KGS)
CIK:        0001767042
Form:       8-K
Filed at:   2026-05-11T23:59:59+00:00
Accession:  0001767042-26-000041
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1767042/000176704226000041/0001767042-26-000041-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1767042/000176704226000041/kgs-20260511.htm
  HTML page:      https://secwatch.observer/filing/0001767042-26-000041

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