secwatch.observer — SEC 8-K summary
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Issuer:     Kodiak Gas Services, Inc. (KGS)
CIK:        0001767042
Form:       8-K
Filed at:   2026-08-06T21:04:34+00:00
Accession:  0001767042-26-000052
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kodiak Gas Q2 2026: record adj. EBITDA $216.8M (+21.7% YoY); raises FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1767042/000176704226000052/0001767042-26-000052-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1767042/000176704226000052/kgs-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001767042-26-000052

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