KODIAK GAS SERVICES INC (KGS)
Energy · Contract compression services / Equipment outsourcing · NYSE
Market-leading operator of large horsepower compression infrastructure serving natural gas and oil producers across the Permian Basin under long-term contracts.
What KODIAK GAS SERVICES INC does
Kodiak Gas Services is a leading U.S. provider and operator of large horsepower contract compression infrastructure, serving upstream and midstream customers across natural gas and oil production regions. Through its wholly-owned subsidiary Kodiak Services, the company operates a substantial fleet of high-reliability compression assets critical to the movement and processing of natural gas. The company operates primarily in the Permian Basin and adjacent regions, serving customers under long-term fixed-revenue contracts, complemented by ancillary services including station construction, equipment maintenance, and parts sales. With approximately 4.5 million fleet horsepower—80% of which is large horsepower (>1,000 HP per unit)—Kodiak emphasizes operational excellence, equipment reliability, and customer relationships to generate stable, recurring cash flows.
Themes: ["Natural gas / oil midstream infrastructure","Contract compression services","Equipment-as-a-service (outsourced compression)","Permian Basin energy infrastructure","Distributed power / on-site power generation","Energy reliability and uptime optimization"]
Fundamentals
- Price$67.18 as of 2026-07-09 close
- Market cap$6.8B as of 2026-07-10
- 1-year return+111.7% as of 2026-07-09 close
- P/E99.83 as of 2026-07-10
- Net margin+5.1% as of 2026-07-10
- Gross margin+64.2% as of 2026-07-10
- ROE+5.5% as of 2026-07-10
- Debt / equity2.38 as of 2026-07-10
- Revenue growth (YoY)+4.0% as of 2026-07-10
- Revenue CAGR (3y)+22.7% SEC XBRL
- Beta0.86 as of 2026-07-10
Dividend: yield +2.9%; 3-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Reduction in natural gas and oil demand or deterioration in commodity prices impacting customer capital spending and compression utilization","Loss of, or financial deterioration of, key customers and nonpayment/nonperformance by customers, suppliers or vendors","Competitive pressures and market share loss; integration risks from acquisitions (e.g., DPS); supply chain constraints for compression and power equipment sourcing"]
Competitors & peers
- Universal Compression (Exterran Corp)
- Hanover Distributor
- Weatherford International
- Superior Energy Services
- Trican Well Service
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.