Energy
Kodiak Gas Services, Inc.(KGS)
Live Price
Offline$69.18
+3.95% today
1Y Change
+104.25%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $6.02B
- Revenue Growth
- +12.8%
- EPS Growth
- +53.3%
- Dividend Yield
- 2.8%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Kodiak Gas Services, Inc. (KGS) is a Energy stock with a market cap of $6.02B and listed on NYSE. The stock last traded around $69.18 and up 104.3% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +12.8%, EPS growth of +53.3%, a dividend yield of 2.8%. What stands out right now is revenue +12.8%, EPS +53.3%, free cash flow +3269.5% with operating margin 27.1% and ROIC 6.5%. The dividend matters to the case here, with a current yield around 2.8%. Valuation already assumes a fairly strong business story at P/E 73.0 and price/sales 4.6. Stock Foundry combines KGS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+12.8% vs +11.2% peer median
Operating Margin
Above sector median
+27.1% vs +8.6% peer median
P/E
Above sector median
73.0 vs 7.9 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +12.8% and EPS at +53.3%, with operating margin around 27.1%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.5% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | โ | -1.6% | +6.1% | -4.6% |
2026 Feb 25, 2026 | -18.8% | +4.0% | +10.3% | +12.1% |
2025 Nov 4, 2025 | -28.0% | -6.5% | -5.9% | -2.8% |
Benchmark Edge
KGS vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
KGS
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
KGS Max Drawdown
-14.20%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for KGS and SPY.
Company Overview
Kodiak Gas Services, Inc.
New York Stock Exchange
Kodiak Gas Services, Inc. operates contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Compression Operations and Other Services. The Compression Operations segment operates company-owned and customer-owned compression infrastructure to enable the production, gathering, and transportation of natural gas and oil. The Other Services segment provides a range of contract services, including station construction, maintenance and overhaul, and other ancillary time and material-based offerings. The company was formerly known as Frontier TopCo, Inc. Kodiak Gas Services, Inc. was founded in 2010 and is based in Montgomery, Texas. Kodiak Gas Services, Inc. operates as a subsidiary of Frontier Topco Partnership, L.P.
- Leadership
- Robert McKee
- IPO Date
- Jun 29, 2023
- Employees
- 1.3k
- Street Address
- 15320 Highway 105 West
- Mailing
- Montgomery, TX, 77356
- Region
- Montgomery, TX, US
- Reporting Currency
- USD
- Investor Line
- 936-539-3300
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 73.0
- EV/EBITDA
- 10.3
- Price/Sales
- 4.6
- Price/Book
- 4.9
Growth
- Revenue
- +12.8%
- EPS
- +53.3%
- Free Cash Flow
- +3269.5%
Profitability
- Gross Margin
- 47.3%
- Operating Margin
- 27.1%
- Net Margin
- 6.2%
- ROE
- 6.3%
- ROIC
- 6.5%
Balance Sheet
- Debt/Equity
- 0.04
- Current Ratio
- 0.84
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.