What is Kodiak Gas Services's market cap?

Kodiak Gas Services (KGS) has a market capitalization of $5.8B and trades on NYSE.

What is Kodiak Gas Services's revenue and profitability?

Kodiak Gas Services generated $1.3B in trailing twelve-month revenue with net income of $67.9M, representing a net margin of 5.1%. Gross margin stands at 64.2%, with free cash flow of $200.3M. These figures are based on the Q1 2026 filing.

Who are Kodiak Gas Services's competitors?

Kodiak Gas Services's key competitors include USA Compression Partners, LP, Archrock, Inc., Kinetik Holdings Inc., 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

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

$5.83B+108%

Revenue$1.3B+4.0%

Net income$67.9M+35.6%

Free cash flow$200.3M+1,477%

EPS (diluted)$0.74+34.6%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 11, 2026

Revenue$345.8MBeat by $5.5M EPS$0.20Miss by $0.34

Read the full report

Next report

Aug 6, 2026 (In 1 week)

Revenue estimate$386.3M

EPS estimate$0.68

Financials

Q1 2026

Income statement

See full

Revenue$345.8M+4.9%

Gross profit$222.9M+10.8%

Operating income$106.8M+19.8%

Net income$17.8M-41.5%

EPS (diluted)$0.20-39.4%

Balance sheet

See full

Cash & equivalents$94.4M+4,739%

Total debt$2.8B+7.3%

Total equity$1.2B-13.3%

Total assets$4.5B+1.3%

Cash flow

See full

Operating cash flow$71.2M-37.7%

CapEx$118.4M+52.6%

Free cash flow-$47.2M-228%

Valuation & ratios

Valuation

See full

Market cap$5.83B+108%

Enterprise value$8.57B+59.6%

P/E85.8×+52.4×

P/S4.4×+2.2×

Profitability

See full

Gross margin64.2%+3.7pp

Operating margin27%+5.1pp

Net margin5.1%+1.2pp

FCF margin15.1%—

Returns & leverage

See full

Return on equity5.4%+1.4pp

Debt / equity2.4×+0.5×

Current ratio1.3×+0.1×

Segments

By segment

See full

Contract Services$307.0M+6.2%

Other Services$38.8M-4.7%

By product

See full

Contract Services$307.0M+6.2%

Service, Other$38.8M-4.7%

Competitors

By market cap

Archrock$6.3B+51.9%

Kodiak Gas Services$5.8B+110%

USA Compression Partners$3.7B+32.1%

Kinetik Holdings$3.6B+39.9%

Kosmos Energy$1.4B+26.7%

RPC$1.2B+11.0%

Natural Gas Services Group$468.7M+52.9%

Star Group, L.P.$415.3M+1.9%

By revenue growth

RPC+27.6%

Archrock+22.7%

USA Compression Partners+12.2%

Natural Gas Services Group+11.3%

Kinetik Holdings+9.2%

Kodiak Gas Services+4.0%

Star Group, L.P.+3.1%

Kosmos Energy-11.5%

By net margin

Archrock21.45%+5.1pp

Natural Gas Services Group12.17%+1.6pp

USA Compression Partners11.91%+1.9pp

Kinetik Holdings9.85%+5.1pp

Star Group, L.P.5.31%+1.3pp

Kodiak Gas Services5.13%+1.2pp

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

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Questions, answered.

What is Kodiak Gas Services's market cap?: Kodiak Gas Services (KGS) has a market capitalization of $5.8B and trades on NYSE.
What is Kodiak Gas Services's revenue and profitability?: Kodiak Gas Services generated $1.3B in trailing twelve-month revenue with net income of $67.9M, representing a net margin of 5.1%. Gross margin stands at 64.2%, with free cash flow of $200.3M. These figures are based on the Q1 2026 filing.
Who are Kodiak Gas Services's competitors?: Kodiak Gas Services's key competitors include USA Compression Partners, LP, Archrock, Inc., Kinetik Holdings Inc., 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.