earnings
confidence high
sentiment positive
materiality 0.80
Kodiak Gas Q2 2026: record adj. EBITDA $216.8M (+21.7% YoY); raises FY guidance
Kodiak Gas Services, Inc.
- Record Compression Infrastructure revenue $315.1M; segment adj. gross margin 70.0%.
- Net income $52.0M ($0.53 diluted EPS); adj. net income $54.3M ($0.55 adj. diluted EPS).
- Record adj. EBITDA $216.8M, up 21.7% YoY; record discretionary cash flow $163.3M, up 40.2%.
- Compression fleet utilization 98.2% (+100 bps); Power fleet utilization 89.6% in first full quarter post DPS acquisition.
- Raised FY 2026 adj. EBITDA guidance to $830M-$860M and discretionary cash flow to $570M-$600M.