Kodiak Gas Services, Inc.
KGS
NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $6.2B
$61.70
▲ +0.44%
P/E
70.92
Mkt Cap
$6.2B
52-Wk Range
$32.55–$77.68
52-Week Range
$32.55 - $77.68
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 69.0% over the trailing year
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
Weak
-9.4% over 3m
Quality
Strong
Solid business
Dividend
Solid
3.18% yield
Smart-money signal
Who's buying KGS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 6, 2026
Reported EPS of $0.55 vs $0.67 consensus (-18.4% surprise). Revenue of $391.1M vs $386.3M expected (+1.3%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-18.4%
Revenue trend · last 8Q
—
+37%
+53%
+4%
-1%
+8%
+5%
+21%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$324.6M
$309.5M
$329.6M
$322.8M
$322.7M
$332.9M
$345.8M
$391.1M
Margins · last 8Q
Gross
0.0%
Operating
31.8%
Profit
13.3%
Wall Street consensus
5 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: RBC Capital · Aug 13, 2026
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.
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