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KGS Kodiak Gas Services, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Energy

Scale

Market cap
$5.9bn
Revenue TTM
$1.4bn
Net income TTM
$80m
Free cash flow
$5m
Composite score
36.1
Sector rank
#981

Valuation

P / E
73.0
EV / EBITDA
12.6
EV / sales
6.1
FCF yield
0.09%
Earnings yield vs 10-yr
-3.36pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.8%
EBITDA margin
48.0%
ROE
3.7%
ROIC
8.1%
Revenue growth
8.2%

Insider activity, last 90 days

Net open-market
$-1.36m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The Company operates compression units under primarily fixed-revenue contracts with upstream and midstream customers. Strategically, the DPS Acquisition is expected to expand the Company’s distributed power generation capabilities and enhance revenue growth through increased scale and complementary service offerings. Several significant assumptions were involved in the application of these valuation methods, including revenue growth rate, contributory asset charges, probability of renewal curves, discount rates and estimated useful lives. …Kodiak Gas Services, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-07

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