CoverageForm 410-K10-Q8-K13D13G13F

KGS · Kodiak Gas Services, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · KGS

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$345.76M-$322.74M$322.84M$329.64M-$324.65M$309.65M$215.49M-
Cost of Revenue----------
Gross Profit------$121.90M$112.92M$84.98M-
R&D----------
SG&A$46.13M-$37.77M$35.12M$32.26M-$35.53M$59.93M$24.82M-
Total Operating Expenses$238.95M-$258.57M$255.49M$155.33M-$258.57M$255.49M$155.33M-
D&A$68.68M-$66.30M$66.10M$70.53M-$73.50M$45.40M$46.94M-
Operating Income$106.81M-$64.20M$99.73M$89.19M-$66.08M$54.17M$60.16M-
Interest Expense-------$52.13M$39.74M-
Income Tax$2.76M-($6.30M)$13.45M$10.52M-($2.18M)$2.34M$9.88M-
Net Income$17.80M-($14.01M)$39.50M$30.41M-($5.65M)$6.23M$30.23M-
EPS - Basic$0.20-($0.17)$0.44$0.34-($0.07)$0.07$0.39-
EPS - Diluted$0.20-($0.17)$0.43$0.33-($0.07)$0.06$0.39-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$94.36M$3.18M$724.0K$5.43M$1.95M$4.75M$7.43M$3.85M$9.31M$5.56M
Accounts Receivable$238.38M$197.60M$215.88M$224.66M$253.66M$253.64M$280.44M$203.43M$143.24M$113.19M
Inventory$103.93M$101.53M$101.24M$101.00M$99.80M$103.34M$118.08M$119.65M$82.91M$76.24M
Accounts Payable$71.83M$72.97M$75.97M$50.38M$71.72M$57.56M$85.85M$65.59M$60.72M$49.84M
Current Assets$459.54M$323.14M$341.46M$345.52M$387.08M$383.66M$443.36M$352.36M$263.25M$230.96M
Total Assets$4.49B$4.32B$4.37B$4.38B$4.44B$4.44B$4.49B$4.44B$3.32B$3.24B
Current Liabilities$359.97M$385.94M$349.01M$313.32M$329.87M$319.37M$348.79M$334.43M$237.90M$210.63M
Long-term Debt$2.79B$2.56B$2.61B$2.55B$2.59B$2.58B$2.60B$2.49B$1.83B$1.79B
Total Liabilities$3.32B$3.11B$3.12B$3.03B$3.08B$3.06B$3.10B$2.98B$2.17B$2.10B
Stockholders' Equity$1.18B$1.21B$1.25B$1.35B$1.36B$1.37B$1.40B$1.14B$1.14B$1.14B
Retained Earnings($12.42M)$12.80M$31.57M$86.01M$87.09M$93.64M$111.21M$152.22M$178.47M$178.12M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$71.18M---$114.33M---$51.54M-
Investing Cash Flow($114.90M)---($68.18M)---($60.15M)-
Financing Cash Flow$134.91M---($48.95M)---$12.35M-
CapEx$118.37M---$77.55M---$60.15M-
Free Cash Flow($47.19M)---$36.77M---($8.61M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin------37.5%36.5%39.4%-
Operating margin30.9%-19.9%30.9%27.1%-20.4%17.5%27.9%-
EBITDA margin50.8%-40.4%51.4%48.5%-43.0%32.2%49.7%-
Net margin5.1%--4.3%12.2%9.2%--1.7%2.0%14.0%-
Free cash flow margin-13.6%---11.2%----4.0%-
FCF / Net income-2.65---1.21----0.28-
R&D / Revenue----------
SG&A / Revenue13.3%-11.7%10.9%9.8%-10.9%19.4%11.5%-
Effective tax rate13.4%--25.4%25.7%--27.3%24.6%-
Return on assets0.4%--0.3%0.9%0.7%--0.1%0.1%0.9%-
Return on equity1.5%--1.1%2.9%2.2%--0.4%0.5%2.6%-
Return on invested capital2.3%-1.3%1.9%1.7%-1.3%1.1%1.5%-
Liquidity
Current ratio1.280.840.981.101.171.201.271.051.111.10
Quick ratio0.990.570.690.780.870.880.930.700.760.73
Cash ratio0.260.010.000.020.010.010.020.010.040.03
Leverage
Debt / Equity2.372.122.081.891.911.881.862.171.601.57
Debt / Assets0.620.590.600.580.580.580.580.560.550.55
Debt / EBITDA15.88-19.9915.3516.21-18.5924.9817.07-
Interest coverage-------1.0x1.5x-
Equity multiplier3.833.583.483.253.273.233.223.882.902.84
Liabilities / Assets0.740.720.710.690.690.690.690.670.650.65
Efficiency
Asset turnover0.08-0.070.070.07-0.070.070.06-
Inventory turnover----------
Days sales outstanding252d-244d254d281d-315d240d243d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E291.6x--79.7x113.0x--454.3x70.1x-
P / B4.3x-2.6x2.3x2.5x-1.8x2.2x1.9x-
P / S14.8x-10.0x9.6x10.3x-7.5x8.0x9.9x-
EV / EBITDA44.4x-44.7x33.9x37.4x-36.1x49.8x36.9x-
Growth
Revenue growth (YoY)4.9%--0.6%4.3%53.0%-77.7%52.3%--
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)------51.2%77.4%--
Operating income growth (YoY)19.8%--2.8%84.1%48.3%-13.4%-12.7%--
Net income growth (YoY)-41.5%--148.1%534.2%0.6%---30.0%--
EPS growth (YoY)-39.4%--142.9%616.7%-15.4%---60.0%--
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)-13.3%-12.1%-10.2%17.8%18.4%20.2%515.4%19.3%--

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$1.31B total
Contract Services$1.18B · 90.3%
Other Services$126.83M · 9.7%

Product / service

$1.31B total
Contract Services$1.18B · 90.3%
Service Other$126.83M · 9.7%

Peer comparison

Same SIC group: Natural Gas Transmission

CompanyRevenue (last FY)Net marginROE
WMB$14.90B17.6%20.4%
TRGP$17.03B11.3%62.7%
AM$1.19B35.2%21.2%
AROC$1.49B21.6%21.6%
EPD$52.60B11.0%-

Comparing Kodiak Gas Services against the 5 most active filers in the same SIC group.

Dividends

$1.92/share trailing 12 months · +14.3% YoY

Ex-datePer share
May 18, 2026$0.4900
Feb 13, 2026$0.4900
Nov 3, 2025$0.4900
Aug 4, 2025$0.4500
May 5, 2025$0.4500
Feb 14, 2025$0.4100
Nov 1, 2024$0.4100
Aug 12, 2024$0.4100
May 10, 2024$0.3800
Feb 15, 2024$0.3800
Nov 2, 2023$0.3800