What is Kodiak Gas Services's market cap?

Kodiak Gas Services (KGS) has a market capitalization of $5.4B and trades on NYSE.

What is Kodiak Gas Services's revenue and profitability?

Kodiak Gas Services generated $1.4B in trailing twelve-month revenue with net income of $80.4M, representing a net margin of 5.8%. Gross margin stands at 63.8%, with free cash flow of $5.0M. The latest reported period is Q2 2026.

Who are Kodiak Gas Services's competitors?

Kodiak Gas Services's key competitors include USA Compression Partners, LP, Archrock, Inc., Kosmos Energy Ltd., and others. These companies compete in similar markets and product categories.

Who does Kodiak Gas Services partner with?

Kodiak Gas Services's notable partners include JPMorgan Chase Bank, N.A..

What subsidiaries does Kodiak Gas Services have?

Kodiak Gas Services's subsidiaries include Kodiak Gas Services, LLC, CSI Compressco LP, Distributed Power Solutions, LLC.

Where is Kodiak Gas Services headquartered?

Kodiak Gas Services is headquartered in United States of America and employs approximately 781 people. It has been publicly traded since 2023.

Kodiak Gas Services (KGS) Stock Fundamentals & Financials

Kodiak Gas Services is a leading provider of large horsepower contract compression infrastructure in the United States, primarily serving the Permian Basin and Eagle Ford Shale.

Market cap

$5.42B+72.3%

Revenue$1.4B+8.2%

Net income$80.4M-3.5%

Free cash flow$5.0M-93.2%

EPS (diluted)$0.84-8.7%

Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

August 6, 2026

Revenue$391.1MBeat by $4.8M EPS$0.55Miss by $0.12

Read the full report

Next report

Nov 3, 2026 (in a month)

Revenue estimate$389.5M

EPS estimate$0.65

Financials

Q2 2026

Income statement

See full

Revenue$391.1M+21.1%

Gross profit$246.8M+18.9%

Operating income$124.2M+24.6%

Net income$52.0M+31.6%

EPS (diluted)$0.53+23.3%

Balance sheet

See full

Cash & equivalents$137.6M+2,434%

Total debt$2.8B+8.7%

Total equity$2.2B+60.5%

Total assets$5.5B+25.7%

Cash flow

See full

Operating cash flow$99.5M-43.9%

CapEx$200.2M+142%

Free cash flow-$100.7M-207%

Valuation & ratios

Valuation

See full

Market cap$5.42B+72.3%

Enterprise value$8.1B+43.3%

P/E67.4×+27.4×

P/S3.9×+1.6×

Profitability

See full

Gross margin63.8%+2.0pp

Operating margin27.4%+2.3pp

Net margin5.8%-0.7pp

FCF margin0.4%—

Returns & leverage

See full

Return on equity4.6%-1.4pp

Debt / equity1.3×-0.6×

Current ratio1.4×+0.3×

Segments

By product

See full

Compression Infrastructure$315.1M—

Service, Other$43.1M+47.1%

Power Infrastructure$32.9M—

By segment

See full

Other Services$43.1M+47.1%

Competitors

By market cap

Kodiak Gas Services$5.4B+80.9%

Archrock$5.3B+20.3%

Kinetik Holdings$4.1B+69.5%

USA Compression Partners$3.7B+26.6%

Kosmos Energy$1.5B+92.4%

RPC$1.3B+23.3%

Natural Gas Services Group$422.4M+26.0%

Star Group, L.P.$420.0M+5.5%

By revenue growth

RPC+27.6%

Archrock+22.7%

USA Compression Partners+19.9%

Natural Gas Services Group+15.4%

Kinetik Holdings+9.2%

Kodiak Gas Services+8.2%

Star Group, L.P.+7.6%

Kosmos Energy-11.5%

By net margin

Archrock21.45%+5.1pp

USA Compression Partners12.43%+2.9pp

Natural Gas Services Group10.81%-0.1pp

Kinetik Holdings9.85%+5.1pp

Kodiak Gas Services5.77%-0.7pp

Star Group, L.P.4.57%+0.8pp

RPC1.37%-4.2pp

Kosmos Energy-59.52%-59.1pp

Profile

Kodiak Gas Services is a leading provider of large horsepower contract compression infrastructure in the United States, primarily serving the Permian Basin and Eagle Ford Shale. The company supports the critical movement and processing of natural gas and oil through a substantial fleet of high-reliability compression assets. Its value proposition is centered on providing essential energy infrastructure through long-term, fixed-revenue contracts with upstream and midstream customers.

Competitive position

Kodiak is a market leader in large horsepower compression infrastructure, particularly in the Permian Basin, the largest producing basin in the U.S.

GeographiesUnited States, Permian Basin, Eagle Ford Shale

Customer segmentsUpstream energy companies, Midstream energy companies

Business modelContract services, Fixed-revenue term contracts, Infrastructure-as-a-Service

SuppliersCompression equipment manufacturers, Engine and component suppliers, Equipment packagers and assemblers

CustomersExploration and production (E&P) companies, Natural gas gathering and processing firms, Pipeline operators

CountryUnited States of America

Listed2023

Employees781.0

CEORobert McKee

SectorEnergy

IndustryOil & Gas Equipment & Services

Websitekodiakgas.com

FilingsSEC EDGAR

FAQ

What is Kodiak Gas Services's market cap?: Kodiak Gas Services (KGS) has a market capitalization of $5.4B and trades on NYSE.
What is Kodiak Gas Services's revenue and profitability?: Kodiak Gas Services generated $1.4B in trailing twelve-month revenue with net income of $80.4M, representing a net margin of 5.8%. Gross margin stands at 63.8%, with free cash flow of $5.0M. The latest reported period is Q2 2026.
Who are Kodiak Gas Services's competitors?: Kodiak Gas Services's key competitors include USA Compression Partners, LP, Archrock, Inc., Kosmos Energy Ltd., and others. These companies compete in similar markets and product categories.
Who does Kodiak Gas Services partner with?: Kodiak Gas Services's notable partners include JPMorgan Chase Bank, N.A..
What subsidiaries does Kodiak Gas Services have?: Kodiak Gas Services's subsidiaries include Kodiak Gas Services, LLC, CSI Compressco LP, Distributed Power Solutions, LLC.
Where is Kodiak Gas Services headquartered?: Kodiak Gas Services is headquartered in United States of America and employs approximately 781 people. It has been publicly traded since 2023.

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