Kodiak Gas Services

KGS

Market cap $4.99B

Kodiak Gas Services, Inc. (KGS) Q4 2025 Earnings Call Transcript

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”), a leading provider of critical energy infrastructure and contract compression services, today reported financial and operating results for the fourth quarter and full year ended December 31, 2025. The Company also announced full-year 2026 guidance. Fourth Quarter 2025 and Recent Highlights Reported net income of $24.6 million, or $0.28 per diluted share and adjusted net income(1) of $35.3 m.

Kodiak Gas (KGS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Kodiak Gas (KGS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Kodiak Gas Services, Inc. (KGS) M&A Call Transcript

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak” or the “Company”) today announced that it entered into a definitive agreement to acquire Distributed Power Solutions, LLC (“DPS”), a leading provider of turnkey, scalable and highly-reliable distributed power solutions serving a diverse set of customers and end markets, in an equity and cash transaction valued at approximately $675 million (the “Acquisition”), subject to adjustment in accordance with the purc.

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS), (“Kodiak” or the “Company”) today announced that its board of directors has declared a cash dividend of $0.49 per share of common stock for the fourth quarter of 2025 (the “Common Stock Dividend”). This Common Stock Dividend will be paid on February 20, 2026 to all stockholders of record as of the close of business on February 13, 2026. In conjunction with the Common Stock Dividend, Kodiak Gas Services, LLC (“Kodiak S.

FORT WORTH, Texas, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Marauder Capital, a private investment firm focused on energy and industrial services businesses, today announced the addition of Bryan Hoffman and Pedro Buhigas as Operating Partners, marking an important milestone in the continued evolution of the firm's platform and operating capabilities. The appointments reflect Marauder's emphasis on disciplined execution, operational insight, and long-term value creation as the firm continues to grow. Bryan Hoffman brings decades of leadership experience in utility services and infrastructure businesses. He supports Marauder across sourcing, underwriting, and portfolio company development, with particular emphasis on in-basin electrification, utility interfaces, and critical infrastructure. Prior to joining Marauder, Mr. Hoffman served in the U.S. Air Force and founded multiple utility and energy-service companies. Most recently, he founded and operated KVP Energy Services, which he successfully exited to a middle-market private equity sponsor. Pedro Buhigas contributes deep operating, technology, and systems expertise across energy and industrial platforms. In his role as Operating Partner, Mr. Buhigas advises Marauder and select portfolio companies on operational efficiency, enterprise systems, and the thoughtful application of advanced analytics and AI within established businesses. He currently serves as Chief Information Officer of Kodiak Gas Services (NYSE: KGS). His prior experience includes senior roles at Basic Energy Services, TETRA Technologies, Stallion, and Microsoft. T.M. “Roe” Patterson, Managing Partner, said, “The addition of Operating Partners represents an important step in the continued development of our firm. As we grow, broadening our operating perspective ensures we are building high-quality businesses with durable fundamentals.” Adam Hurley, Managing Partner, added, “Bryan and Pedro bring complementary experience that enhances how we support management teams—combining infrastructure and electrification insight with a practical, disciplined approach to efficiency, systems, and modern tools. Their involvement strengthens our ability to execute thoughtfully as the platform continues to grow.” Marauder's Operating Partner model is designed to provide experienced operator perspective alongside investment teams and portfolio company leadership, with a focus on scalable execution, sound decision-making, and long-term value creation. About Marauder Capital Marauder Capital is a private investment firm based in Fort Worth, Texas, focused on acquiring and building energy and industrial services businesses. The firm partners with management teams to create durable platforms through disciplined operations, thoughtful capital deployment, and long-term strategic alignment. For more information, please visit www.maraudercap.com.

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Kodiak Gas Services is rated a 'Strong Buy' due to robust demand, high utilization, and compelling valuation. KGS benefits from fixed-fee, inflation-protected contracts, near-full fleet utilization, and a dominant Permian Basin position. KGS trades at an 8.25x EV/EBITDA, below peers and its historical range, with mid- to high-single-digit annual cash flow growth expected.