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KGS

Kodiak Gas Services, Inc.

KGS

NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $7.3B

$67.69

-6.51%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$30.06 - $77.68

P/E

89.07

Fwd P/E

29.34

Beta

0.88

Div Yield

2.65%

Avg Vol

1.8M

Shares Out

88.3M

Mkt Cap

$7.3B

Price action

Price chart

Up 112.8% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established customer relationships and long-term service contracts providing revenue stability
  • Dual operational model (company-owned and customer-owned equipment) reducing capital requirements and increasing flexibility
  • Comprehensive service capabilities from construction through maintenance and overhaul, enabling full-lifecycle customer solutions
  • Strategic geographic positioning in major U.S. oil and gas producing regions

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Oilfield Services peers

Growth

Stable outlook

Increased natural gas production and infrastructure investment across U.S. basins

Value

Premium valuation to Oilfield Services peers

Momentum

Hot

+25.0% over 3m

Quality

Strong

Excellent business quality

Dividend

Solid

2.65% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 11, 2026

Reported EPS of $0.20 vs $0.54 consensus (-63.0% surprise). Revenue of $345.8M vs $340.2M expected (+1.6%).

EPS miss
Rev beat +1.6%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-63.0%

Next: May 5, 2026

Revenue trend · last 8Q

+37%

+53%

+4%

-1%

+8%

+5%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$309.7M

$324.6M

$309.5M

$329.6M

$322.8M

$322.7M

$332.9M

$345.8M

Margins · last 8Q

Gross

Operating

Profit

5.2%

Wall Street consensus

6 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

100%

Hold

0%

Sell

0%

Median Price Target

$84.00

+24.1% vs $67.69

Low $69.00
Median $84.00
High $93.00

Latest: Jefferies · Jun 4, 2026

5 analysts covering

vs Industry

How KGS stacks vs Oil & Gas Equipment & Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.