Recent 8-K filings for KGS

• May 15, 2026, 4:06 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Kodiak Gas Services closes 12.1M share offering at $71/share; proceeds to reduce ABL debt

  Issued and sold 10,563,380 shares plus fully exercised underwriter option of 1,584,507 shares at $71.00/share.

• May 13, 2026, 4:57 PM ET M&A materiality 0.65 neutral item 9.01

  Kodiak Gas Services files DPS audited financials: $93M revenue, $15.4M net income for FY2025

  Acquired DPS on April 1, 2026 for $675M; $575M cash plus 2.4M KGS shares (~$113.6M).

• May 11, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

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

  Q1 Revenue $307.0M (record), net income $17.8M ($0.20 diluted EPS); adjusted net income $52.0M ($0.59 adjusted diluted EPS).

• May 8, 2026, 7:59 PM ET dividend materiality 0.20 neutral item 7.01item 9.01

  Kodiak Gas Services declares $0.49/sh quarterly dividend for Q1 2026

  Dividend of $0.49 per share, payable May 28, 2026 to holders of record May 18, 2026.

• May 7, 2026, 7:59 PM ET other materiality 0.40 neutral item 5.03item 5.07item 9.01 ◈ Governance Changes ×2

  Kodiak shareholders approve board declassification and supermajority removal

  Shareholders voted to phase in board declassification and eliminate supermajority voting at May 7, 2026 annual meeting.

• April 2, 2026, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 2.01item 3.02item 7.01item 9.01 ◈ Material Agreements ×2◈ M&A Transactions

  Kodiak closes DPS acquisition for $587M cash + 2.4M shares; adds 395 MW capacity

  Acquired Distributed Power Solutions for $587M cash and ~2.4M KGS shares.

• March 24, 2026, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Kodiak Gas Services issues $1B of 5.875% senior notes due 2031

  Issued $1,000,000,000 aggregate principal of 5.875% senior unsecured notes maturing April 1, 2031.

• March 12, 2026, 7:59 PM ET debt materiality 0.75 neutral item 8.01item 9.01

  Kodiak Gas Services prices $1.0B 5.875% senior notes due 2031; proceeds to redeem existing 7.25% notes

  Subsidiary priced $1.0B aggregate principal of 5.875% senior unsecured notes due April 1, 2031.

• March 11, 2026, 7:59 PM ET debt materiality 0.60 neutral item 2.01item 2.02item 8.01item 7.01item 9.01

  Kodiak Gas launches $750M notes offering to redeem 7.25% 2029 notes, fund DPS acquisition

  Subsidiary issues $750M senior unsecured notes due 2031 in private placement.

• February 25, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Kodiak Gas Q4 adj. EBITDA $184.5M (record); FY26 EBITDA guidance $750-780M

  Q4 net income $24.6M ($0.28 diluted EPS); adjusted net income $35.3M ($0.40 adj. diluted EPS).

• February 5, 2026, 6:59 PM ET M&A materiality 0.80 positive item 1.01item 3.02item 7.01item 9.01 ◈ Material Agreements

  Kodiak Gas Services to acquire Distributed Power Solutions for ~$675M in cash and stock

  Total consideration ~$675M: $575M cash + ~2.4M shares of Kodiak common stock valued at ~$100M.

• January 29, 2026, 6:59 PM ET dividend materiality 0.35 neutral item 7.01item 9.01

  Kodiak Gas Services declares $0.49/share quarterly dividend for Q4 2025, payable Feb 20

  Cash dividend of $0.49 per common share; payable Feb 20, 2026 to holders of record Feb 13, 2026.

• December 3, 2025, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Kodiak Gas Services enters underwriting agreement for secondary offering of 9.76M shares at $34.60 per share

  Selling stockholder Frontier TopCo Partnership offered 9,762,573 shares of KGS common stock at $34.60 per share.

• November 13, 2025, 6:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  Kodiak Gas Services announces secondary offering of 10M shares and $33.3M buyback

  Selling stockholder Frontier TopCo Partnership sold 10M shares at $33.60/share; Kodiak received no proceeds.

• November 4, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kodiak Gas Q3 adjusted EPS $0.36, record contract rev $297M, raises FY25 DCF guidance to $450-470M

  Q3 adjusted net income $31.5M ($0.36/shr) vs net loss $14M ($0.17/shr); record Contract Services revenue $297.0M.

• October 23, 2025, 7:59 PM ET dividend materiality 0.55 positive item 7.01item 9.01

  Kodiak Gas Services increases quarterly dividend to $0.49 per share, payable Nov 13

  Dividend increased to $0.49 per share from prior quarterly rate; paid Nov 13 to holders of record Nov 3.

• September 23, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Kodiak Gas Services issues additional $200M in senior unsecured notes due 2033/2035

  Issued $170M of 6.500% senior unsecured notes due 2033 and $30M of 6.750% notes due 2035.

• September 18, 2025, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Kodiak Gas Services launches $200M add-on of 6.500% senior notes due 2033

  Issuer Kodiak Gas Services, LLC offers $200M aggregate principal of 6.500% senior unsecured notes due 2033.

• September 18, 2025, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Kodiak Gas Services prices $200M add-on senior notes offering at 6.500% and 6.750%

  $170M of 6.500% senior unsecured notes due 2033 and $30M of 6.750% notes due 2035 priced.

• September 10, 2025, 7:59 PM ET debt materiality 0.80 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings ×2

  Kodiak Gas Services issues $1.2B in senior notes and amends ABL facility

  Issued $600M of 6.5% senior notes due 2033 and $600M of 6.75% notes due 2035.

• September 9, 2025, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Kodiak Gas Services announces secondary offering of 10M shares by Frontier TopCo at $34.40

  Selling stockholder Frontier TopCo Partnership sold 10,000,000 shares of KGS common stock at $34.40 per share.

• September 5, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings ×2

  Kodiak Gas issues $1.2B in senior notes; amends ABL credit facility

  Issued $600M 6.500% senior unsecured notes due 2033 and $600M 6.750% notes due 2035.

• September 2, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01

  Kodiak appoints former ConocoPhillips CFO Bullock to board; EQT-nominated director Shah resigns

  Nirav Shah resigned from board effective Aug 27, 2025, due to EQT's reduced ownership, not a disagreement.

• September 2, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Kodiak Gas Services launches $1B senior unsecured notes offering to repay ABL facility

  Offering of $500M notes due 2033 and $500M notes due 2035, totaling $1B.

• September 2, 2025, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Kodiak Gas Services prices $1.2B senior notes offering (6.500% due 2033, 6.750% due 2035)

  $600M of 6.500% notes due 2033 and $600M of 6.750% notes due 2035 priced at par.

• August 12, 2025, 7:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  Kodiak Gas repurchases $50M of stock from EQT affiliate at $33.14/share; stake drops below 35%

  Repurchased 1,508,750 shares at $33.14 each from Frontier TopCo (EQT Infrastructure funds); total cost $50M; close expected Aug 12, 2025.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kodiak Gas Q2 2025: Record adj. EBITDA $178.2M, EPS $0.43; raises FY guidance, adds $100M buyback

  Net income $39.5M ($0.43 diluted EPS) vs $6.2M in Q2 2024.

• July 25, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 7.01item 9.01

  Kodiak Gas Services declares $0.45 quarterly dividend payable Aug 14

  Cash dividend of $0.45 per common share declared for Q2 2025.

• May 8, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Kodiak Gas Services Q1 net income $30.4M, record adjusted EBITDA $177.7M; raises FY guidance

  Net income $30.4M, vs $19.1M Q4 2024 and $30.2M Q1 2024; record adjusted EBITDA $177.7M.

• April 24, 2025, 7:59 PM ET dividend materiality 0.65 positive item 7.01item 9.01

  Kodiak Gas Services raises quarterly dividend 10% to $0.45 per share

  Quarterly dividend increased to $0.45 per share, up 10% from Q4 2024's $0.4091.

• April 24, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01

  Kodiak shareholders elect all three Class II directors and approve ESPP and auditor ratification at 2025 annual meeting

  Alex N. Darden, Randall J. Hogan III, and Margaret C. Montana were elected as Class II directors with strong support (73%+ of votes cast).

• March 6, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kodiak Gas Services reports Q4 net income $19.1M; 2024 adjusted EBITDA $609.6M, provides 2025 guidance

  Net income attributable to common shareholders was $19.1M in Q4 2024 vs net loss of $6.9M in Q4 2023.

• February 4, 2025, 6:59 PM ET dividend materiality 0.35 neutral item 7.01item 9.01

  Kodiak Gas Services declares $0.41/share quarterly dividend; Q4 2024 earnings call set for March 6, 2025

  Declares quarterly cash dividend of $0.41 per share of common stock, payable Feb 21, 2025 to holders of record Feb 14, 2025.

• December 13, 2024, 6:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  Kodiak Gas Services announces secondary offering of 5.5M shares by selling stockholder at $42.35 per share

  Selling stockholder Frontier TopCo Partnership offered 5,500,000 shares at $42.35 each; offering closed Dec 13, 2024.

• November 18, 2024, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Selling stockholder offers 5.7M shares of KGS at $34.50; company buys back 434,783 shares

  Selling stockholder Frontier TopCo sold 5,708,885 shares at $34.50; underwriters exercised overallotment for 856,332 additional shares.

• November 7, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Kodiak Gas Services Q3 2024: record Adjusted EBITDA $168.4M, raises FY guidance, issues 2025 outlook

  Contract Services revenue $284.3M, Adj. Gross Margin 66.0%; net loss $6.2M due to $9.9M impairment and $20.3M mark-to-market hedging loss.

• October 21, 2024, 7:59 PM ET dividend materiality 0.35 neutral item 7.01item 9.01

  Kodiak Gas Services declares $0.41 quarterly dividend; Q3 results due Nov 6

  Board declared $0.41/share dividend payable Nov 8, 2024 to holders of record Nov 1, 2024.

• September 27, 2024, 7:59 PM ET other material materiality 0.20 neutral item 8.01item 9.01

  Kodiak files resale prospectus supplement for up to 5.56M shares from CSI Compressco acquisition

  Filed a resale prospectus supplement for up to 5,562,273 shares of common stock by selling stockholders.

• September 11, 2024, 7:59 PM ET other material materiality 0.70 neutral item 8.01item 9.01

  Kodiak Gas Services secondary offering closed; selling stockholder sold 7M shares; company repurchased 1M shares

  Selling stockholder Frontier TopCo sold 6,086,957 shares at $25.00/share; underwriters exercised overallotment for 913,043 shares, total ~7M.

• August 13, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kodiak Gas Q2 record revenue $309.7M, Adjusted EBITDA $154.3M; raises FY guidance

  Total revenue $309.7M vs $203.3M YoY; net income $6.7M vs $17.5M YoY.

• August 1, 2024, 7:59 PM ET dividend materiality 0.65 positive item 7.01item 9.01

  Kodiak Gas Services increases quarterly dividend 8% to $0.41/share

  Quarterly dividend raised 8% to $0.41 per share, payable Aug 16, 2024 to holders of record Aug 12, 2024.

• June 24, 2024, 7:59 PM ET M&A materiality 0.50 neutral item 2.01item 9.01

  Kodiak files CSI Compressco audited FY23 financials & pro forma combined statements post-merger close

  CSI Compressco 2023 revenue of $386.1M, net loss of $9.48M, total assets of $687M at Dec 31, 2023.

• May 31, 2024, 7:59 PM ET M&A materiality 0.50 neutral item 2.01item 9.01

  Kodiak Gas Services files audited 2023 financials for acquired CSI Compressco LP

  CSI Compressco 2023 revenue $386.1M, net loss $9.5M (EPS -$0.07).

• May 8, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Kodiak Q1 revenue $215.5M, record Adj. EBITDA $117.8M; raises FY2024 guidance

  Q1 total revenues $215.5M (up 13% YoY); net income $30.2M vs net loss $12.3M a year ago.

• May 3, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01 ◈ Shareholder Votes ×2

  Kodiak Gas Services holds 2024 annual meeting; elects three Class I directors, ratifies BDO as auditor

  Quorum: 75,869,611 shares (97.98% of outstanding) present at May 1, 2024 meeting.

• May 2, 2024, 7:59 PM ET dividend materiality 0.25 neutral item 7.01item 9.01

  Kodiak Gas Services declares $0.38 quarterly dividend

  Dividend of $0.38 per common share payable May 20, 2024 to holders of record May 13, 2024.

• April 1, 2024, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 2.01item 5.03item 7.01item 9.01 ◈ Governance Changes◈ M&A Transactions

  Kodiak Gas completes acquisition of CSI Compressco, forming largest contract compression fleet

  Kodiak acquired CSI Compressco LP on April 1, 2024; CSI unitholders received 0.086 Kodiak shares per common unit.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event other_material

16 positive 0 negative 31 neutral

source · KGS on sec.gov