Kodiak Gas Services, Inc. (KGS) Stock: Price, Forecast & Analyst Target
Kodiak Gas Services, Inc. (KGS) — MoonshotScore 58/100 (Fair band), calculated Oct 5, 2026. Price $53.56 (-1.42%), as of the Oct 5, 2026 trading session; market cap $5.41B. Expected results Nov 3, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 39.33× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 3, 2026
Kodiak Gas Services, Inc. · KGS · NYSE · Energy · Oil & Gas Equipment & Services
Research dated 2026-09-13: Kodiak Gas Services builds and runs the compression engines that push natural gas out of the ground and through pipelines. Because this infrastructure requires immense capital upfront, the investment case hinges on the company's ability to keep its existing fleet contracted while generating enough operating cash to fund aggressive new equipment purchases.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Kodiak Gas Services (KGS)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite growth, but a full valuation. Business Quality: Average; Financial Safety: Okay; Valuation: Rich; Growth Durability: Compounding; Momentum: Quiet.
Enterprise value relative to free cash flow is the main valuation drag relative to sector peers.
- quarterly revenue $391M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 3 of 8
- Altman Z 1.46 · Piotroski F 7
Holding back: a rich price
Helping: durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 55 | Fair | |
| 56 | Fair | |
| 56 | Fair | |
| 56 | Fair | |
| 56 | Fair | |
| 58 | Fair |
The score was 58 in the stored Oct 4, 2026 snapshot and remains 58 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $53.56 | |
| Change on the day | -1.42% | |
| 52-week range | $32.55 – $77.68 | |
| Market capitalisation | $5.41B | |
| Price / earnings (trailing) | 61.74 | |
| Shares traded on the day | 1.81M | |
| Beta (volatility vs the S&P 500) | 0.89 | |
| Dividends per share (last 12 months) | $1.96 | |
| Dividend yield (last 12 months) | 3.61% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Also, we now expect to receive approximately 50 megawatts of new power gensets in the second half of 2026. Our outlook for other CapEx remains unchanged and excludes the previously discussed $43 million noncash Midland facility capital lease that I mentioned earlier.
John Griggs · Statement from
As we look forward to the second half of 2026, we expect to receive approximately 50 megawatts of new gen sets before deliveries ramp up in 2027.
Robert McKee · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Kodiak Gas Services (KGS): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 18, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the KGS film — every key number, told as a short cinematic story
~2 min · open the film
What is Kodiak Gas Services (KGS), and what does it report?
Short answer · as of
While classified as an oil and gas equipment provider, Kodiak functions more like a specialized utility.
Research dated 2026-09-13.
While classified as an oil and gas equipment provider, Kodiak functions more like a specialized utility. It owns heavy compression machinery and leases it to energy producers, maintaining the equipment to ensure gas keeps flowing.
The reported revenue lines primarily measure these long-term infrastructure contracts rather than short-term service calls, meaning top-line results reflect fleet utilization rather than volatile commodity price swings. The secondary reporting segment tracks facility construction and periodic repair work.
What do the latest results show for Kodiak Gas Services (KGS)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $391M.
Research dated 2026-09-13.
The latest earnings period extended a steady upward trend in top-line receipts, driven by consistent execution in the core leasing business. Gross profits widened alongside the revenue expansion, pushing the bottom line firmly into positive territory and beating analyst expectations again.
This consecutive series of earnings beats illustrates the operating leverage inherent in the business model, where fixed infrastructure costs stay flat while incremental contract revenue falls directly to operating income.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $391.12M Jun 30, 2026
- Latest quarter · SG&A
- $40.92M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $124.24M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $391.12M | Not available | $40.92M | $124.24M |
| Mar 31, 2026 | $345.76M | Not available | $37.74M | $116.46M |
| Dec 31, 2025 | $332.87M | Not available | $36.01M | $103.67M |
| Sep 30, 2025 | $322.74M | Not available | $36.25M | $103.95M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $391.12M Aug 6, 2026
- Latest report · revenue estimate
- $386.30M Aug 6, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 6, 2026
- Latest report · EPS vs estimate
- Below estimate Aug 6, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 6, 2026 | $391.12M | $386.30M | $0.5500 | $0.6740 |
| May 11, 2026 | $345.76M | $340.23M | $0.2000 | $0.5340 |
| Feb 25, 2026 | $332.87M | $330.95M | $0.4000 | $0.4928 |
| Nov 4, 2025 | $322.74M | $330.95M | $0.3600 | $0.5000 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $391M | $52M | $0.53 (diluted) |
| Q1 FY2026 | $346M | $18M | $0.20 (diluted) |
| Q4 FY2025 | $333M | $25M | $0.30 (diluted) |
| Q3 FY2025 | $323M | -$14M | -$0.17 (diluted) |
What are the financial strengths and risks for Kodiak Gas Services (KGS)?
Short answer
Cash and short-term investments were $137.55M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $99.47M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Operating cash flow remains consistently strong, supported by the recurring nature of the compression contracts. However, the business model demands constant reinvestment, with capital expenditures routinely consuming a large portion of the cash generated from operations.
The primary risk lies in the massive total liabilities required to finance the equipment fleet. A sudden drop in producer demand could leave the company carrying expensive idle assets while still owing regular interest payments.
Data-derived red flags
- Financial-distress signal — its Altman Z-Score of 1.46 sits in the distress zone (elevated bankruptcy risk).
- Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
- Rich valuation — a P/E of 61.74 runs well above the Energy sector’s ~14.90x, leaving little room for a miss.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $99.47M Jun 30, 2026
- Previous quarter · operating cash flow
- $71.18M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $99.47M | −$200.21M |
| Mar 31, 2026 | $71.18M | −$118.37M |
| Dec 31, 2025 | $194.86M | −$52.83M |
| Sep 30, 2025 | $113.38M | −$102.47M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Kodiak Gas Services (KGS)?
Short answer · as of
The next earnings report is expected on Nov 3, 2026.
Research dated 2026-09-13.
Management pointed to the scheduled arrival of new power generation sets in the near term, meant to precede a steeper delivery ramp in the subsequent period.
Investors should watch upcoming earnings reports to confirm these deployments translate into active revenue-generating contracts rather than sitting idle. If these capacity additions fail to secure immediate placements, heavy capital outlays will drag down free cash flow and threaten the steady dividend program.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Also, we now expect to receive approximately 50 megawatts of new power gensets in the second half of 2026. Our outlook for other CapEx remains unchanged and excludes the previously discussed $43 million noncash Midland facility capital lease that I mentioned earlier.
John Griggs ·
As we look forward to the second half of 2026, we expect to receive approximately 50 megawatts of new gen sets before deliveries ramp up in 2027.
Robert McKee ·
How does Kodiak Gas Services compare with its peers?
Short answer
Kodiak Gas Services's score ranks tied for 11th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Many oilfield service companies sell consumable materials or temporary labor that dry up the moment drilling stops.
Kodiak instead embeds its heavy equipment into the middle of the production stream, making its machinery essential for existing wells to continue yielding natural gas. This structural integration means the company collects steady infrastructure rent even during periods when exploration budgets contract, insulating it from the typical boom and bust cycles of energy extraction.
| Company | Price | Market value | Score |
|---|---|---|---|
| $86.41 Oct 5, 2026 | $4.33B | 98 5-pillar Oct 5, 2026 | |
| $83.58 Oct 5, 2026 | $6.46B | 87 5-pillar Oct 5, 2026 | |
| $26.18 Oct 5, 2026 | $5.18B | 84 5-pillar Oct 5, 2026 | |
| $45.66 Oct 5, 2026 | $4.54B | 79 5-pillar Oct 5, 2026 | |
| $83.93 Oct 5, 2026 | $4.17B | 78 5-pillar Oct 5, 2026 | |
| $82.32 Oct 5, 2026 | $5.91B | 76 5-pillar Oct 5, 2026 | |
| $64.75 Oct 5, 2026 | $4.55B | 74 5-pillar Oct 5, 2026 | |
| $25.02 Oct 5, 2026 | $3.05B | 73 5-pillar Oct 5, 2026 | |
| $19.51 Oct 5, 2026 | $7.04B | 63 5-pillar Oct 5, 2026 | |
| $83.49 Oct 5, 2026 | $5.78B | 59 5-pillar Oct 5, 2026 | |
| Kodiak Gas Services (KGS) — this page | $53.56 | $5.41B | 58 |
| $30.10 Oct 5, 2026 | $5.28B | 58 5-pillar Oct 5, 2026 | |
| $25.39 Oct 5, 2026 | $3.68B | 58 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $69.00 – $93.00
- Consensus target
- $82.86
- Median target
- $88.00
Consensus record · Captured .
Measured against a quoted price of $53.56 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 16, 2026
- Transactions
- 26
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 11
- Other transactions
- 15
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 418 Period end Jun 30, 2026
- Previous quarter · holders
- 340 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 15,202,166 |
| Invesco Ltd. | 8,058,162 |
| Vanguard Capital Management LLC | 4,382,477 |
| Vanguard Portfolio Management LLC | 4,128,008 |
| State Street Corp | 4,126,523 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Kodiak Gas Services (KGS)?
Kodiak Gas Services Energy Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Does the company make money directly from selling natural gas?
Kodiak collects fees for compressing and moving the gas through pipelines, not from selling the underlying commodity itself. The primary contract services division charges producers for the equipment and operation, isolating the business from direct exposure to daily energy market swings.
How do the incoming power genset deliveries impact near-term cash flows?
Leadership expects an initial wave of power generation sets to arrive before a broader delivery acceleration. Paying for these incoming assets requires heavy capital spending, which will consume much of the cash generated by existing operations before the new units begin producing rent.
Why does the business carry such massive total liabilities compared to its liquid reserves?
Building and maintaining a fleet of heavy industrial compression engines requires immense upfront borrowing. The business model relies on securing long-term service contracts to slowly service these structural debts over the useful life of the machinery.
Are corporate insiders currently adding to their equity positions?
Recent transaction records show executives have been steadily disposing of shares. The volume of outbound sales has heavily outweighed stock awards, resulting in a net reduction of insider holdings over the recent measuring window.
What is the KGS stock price today?
The last price recorded on this page for Kodiak Gas Services, Inc. (KGS) is $53.56, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the KGS price target?
The analyst consensus price target for Kodiak Gas Services, Inc. (KGS) is $82.86 (range $69.00 to $93.00, median $88.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does KGS pay a dividend?
Yes. Kodiak Gas Services, Inc. (KGS) shows a trailing 12-month dividend yield of 3.61%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (80 figures)
The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | John Griggs (Aug 7, 2026): Also, we now expect to receive approximately 50 megawatts of new power gensets in the second half of 2026. Our outlook for other CapEx remains unchanged and excludes the previously discussed $43 million noncash Midland facility capital lease that I mentioned earlier. Robert McKee (Aug 7, 2026): As we look forward to the second half of 2026, we expect to receive approximately 50 megawatts of new gen sets before deliveries ramp up in 2027. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 9950 Woodloch Forest Drive, 19TH Floor, THE Woodlands, TX, 77380 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "9950 Woodloch Forest Drive, The Woodlands, TX, 77380, US". The FMP company description names Montgomery, Texas as the headquarters; this page uses the address in this row. |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 3, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $53.56 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:54:39.665Z. | |
px.change | Change on the day | -1.42% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $5.41B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:02.000Z. Captured from FMP at 2026-10-05T21:54:38.673Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.77 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $391M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 61.74 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.81M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.89 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Robert McKee | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 1,300 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $606.38M, net result $180.96M; FY2022 revenue $707.91M, net result $106.27M; FY2023 revenue $850.38M, net result $20.07M; FY2024 revenue $1.16B, net result $49.90M; FY2025 revenue $1.31B, net result $80.52M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Service, Other $126.83M · Contract Services $1.60B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 40.1% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $391.12M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $40.92M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $124.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $345.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $37.74M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $116.46M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $332.87M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $36.01M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $103.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $322.74M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $36.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $103.95M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-06.revenue_actual | Revenue · reported — report date 2026-08-06 | $391.12M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.revenue_estimated | Revenue · estimate — report date 2026-08-06 | $386.30M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_actual | EPS · reported — report date 2026-08-06 | $0.5500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_estimated | EPS · estimate — report date 2026-08-06 | $0.6740 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-11.revenue_actual | Revenue · reported — report date 2026-05-11 | $345.76M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-11.revenue_estimated | Revenue · estimate — report date 2026-05-11 | $340.23M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-11.eps_actual | EPS · reported — report date 2026-05-11 | $0.2000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-11.eps_estimated | EPS · estimate — report date 2026-05-11 | $0.5340 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.revenue_actual | Revenue · reported — report date 2026-02-25 | $332.87M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.revenue_estimated | Revenue · estimate — report date 2026-02-25 | $330.95M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.eps_actual | EPS · reported — report date 2026-02-25 | $0.4000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.eps_estimated | EPS · estimate — report date 2026-02-25 | $0.4928 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_actual | Revenue · reported — report date 2025-11-04 | $322.74M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_estimated | Revenue · estimate — report date 2025-11-04 | $330.95M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_actual | EPS · reported — report date 2025-11-04 | $0.3600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_estimated | EPS · estimate — report date 2025-11-04 | $0.5000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $137.55M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $99.47M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $10.13M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $85.46M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 2.40× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $99.47M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $71.18M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$200.21M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$118.37M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $194.86M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$52.83M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $113.38M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$102.47M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $69.00 – $93.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $82.86 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $88.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 26 transactions · 0 purchases, 11 sales, 15 other transactions · 15 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 16, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 418 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 340 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 15,202,166 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Invesco Ltd. — shares in provider snapshot | 8,058,162 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Capital Management LLC — shares in provider snapshot | 4,382,477 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 4,128,008 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 4,126,523 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 3 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 1.46 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
px.range52 | 52-week range | $32.55 – $77.68 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 39.33× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $137.55M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.96 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 3.61% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-06.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($391.12M) with the recorded estimate ($386.30M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-06.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.5500) with the recorded estimate ($0.6740) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 58 of 100 · Fair · pillars 52 / 57 / 34 / 91 / 47 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to free cash flow is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 58 (stored snapshot Oct 4, 2026) → 58 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-06.revenue_actual,earn.history.depth.2026-08-06.revenue_estimated,earn.history.depth.2026-08-06.revenue_actual.comparison,earn.history.depth.2026-08-06.eps_actual.comparison,earn.history.depth.2026-08-06.eps_actual,earn.history.depth.2026-08-06.eps_estimated,earn.history.depth.2026-05-11.revenue_actual,earn.history.depth.2026-05-11.revenue_estimated,earn.history.depth.2026-05-11.eps_actual,earn.history.depth.2026-05-11.eps_estimated,earn.history.depth.2026-02-25.revenue_actual,earn.history.depth.2026-02-25.revenue_estimated,earn.history.depth.2026-02-25.eps_actual,earn.history.depth.2026-02-25.eps_estimated,earn.history.depth.2025-11-04.revenue_actual,earn.history.depth.2025-11-04.revenue_estimated,earn.history.depth.2025-11-04.eps_actual,earn.history.depth.2025-11-04.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Kodiak Gas Services, Inc. (KGS) serves the United States' oil and gas sector by furnishing critical contract compression infrastructure to its clients. The company's business activities are structured into two main divisions: Compression Operations and Other Services. Through its Compression Operations segment, KGS manages both its own and customer-owned compression equipment, which is instrumental in enabling the extraction, collection, and transport of natural gas and oil. The Other Services segment delivers a spectrum of contractual support, including the construction of new facilities, comprehensive maintenance and major repair work, and various additional support offerings billed based on time and materials. Founded in 2010 and headquartered in Montgomery, Texas, the entity originally traded as Frontier TopCo, Inc. Kodiak Gas Services, Inc. presently functions as a subsidiary of Frontier Topco Partnership, L.P. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Revenue by segment | Service, Other: $126.83M; Contract Services: $1.60B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Sector / industry (provider taxonomy) | Energy / Oil & Gas Equipment & Services The company's SEC filings classify it under SIC 4922 — Natural Gas Transmission. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-06 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $85.46M; Liquidity basis: cash and short-term investments; Total liabilities: $3.34B; Cash and short-term investments: $137.55M; Cash and investments: $147.70M; Long-term investments: $10.13M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-07 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Next earnings report | Date: 2026-11-03; EPS estimate: $0.64 per share; Revenue estimate: $389.50M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-08-17 | FMP | Financial Modeling Prep (FMP) dividend history |
| Insider transactions, last 180 days | Net shares: -55,577; Window days: 180; Price low: $55.73; Clustered days: 2026-05-07; 2026-07-06; Price high: $70.27; Buy transactions: 0; Distinct insiders: 15; Sell transactions: 11; Other transactions: 15; Total transactions: 26; Other transaction types: A-Award: 8, F-InKind: 7; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-09-11 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Named officers | CEO: Robert McKee; Officers: Robert McKee — Title: Chief Executive Officer, President & Director, Pay: $2.08M, Born: 1979; Steven L. Green — Title: Executive Vice President & Chief Commercial Officer, Born: 1979; Cory Roclawski — Title: Executive Vice President & Chief Human Resource Officer, Pay: $1.11M, Born: 1980; John Griggs — Title: Executive Vice President & Chief Financial Officer, Pay: $1.10M, Born: 1973; Jennifer Howard — Title: EVP, General Counsel, Chief Compliance Officer & Corporate Secretary, Born: 1977; Carrie Hodgins — Title: Executive Vice President of Environment, Health & Safety; Ewan Hamilton — Title: Executive Vice President & Chief Accounting Officer, Pay: $853,734; William Lenamon — Title: Executive Vice President & Chief Operating Officer, Pay: $1.20M, Born: 1976 Titles and pay come from the company's proxy statement as our provider parsed it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) |
| Ticker / exchange | KGS on NYSE | 2026-09-13 | OFFICIAL | SEC EDGAR filer record |
Data provided for informational purposes only.