Kodiak Gas Services (NYSE:KGS) Posts Quarterly Earnings Results, Misses Expectations By $0.12 EPS

Kodiak Gas Services (NYSE:KGS) released its quarterly earnings data on Thursday. The company reported $0.55 EPS for the quarter, missing analysts’ consensus estimates of $0.67 by ($0.12), Zacks reports. Kodiak Gas Services had a return on equity of 14.26% and a net margin of 5.77%.Kodiak Gas Services’s quarterly revenue was up 21.2% on a year-over-year basis. During the same period last year, the company posted $0.43 earnings per share.

Kodiak Gas Services Stock Performance

Kodiak Gas Services stock traded up $3.03 during trading hours on Friday, reaching $59.89. 3,005,269 shares of the company were exchanged, compared to its average volume of 1,662,930. Kodiak Gas Services has a 12 month low of $30.68 and a 12 month high of $77.68. The company has a current ratio of 1.28, a quick ratio of 0.99 and a debt-to-equity ratio of 2.38. The stock has a 50-day moving average of $66.13 and a 200 day moving average of $60.90. The firm has a market cap of $5.32 billion, a price-to-earnings ratio of 71.30, a PEG ratio of 0.84 and a beta of 0.97.

Kodiak Gas Services Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, August 27th. Shareholders of record on Monday, August 17th will be given a dividend of $0.49 per share. The ex-dividend date of this dividend is Monday, August 17th. This represents a $1.96 dividend on an annualized basis and a yield of 3.3%. Kodiak Gas Services’s dividend payout ratio is presently 264.86%.

Insider Activity

In related news, insider Pedro R. Buhigas sold 4,625 shares of the company’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $67.78, for a total transaction of $313,482.50. Following the completion of the sale, the insider directly owned 38,454 shares of the company’s stock, valued at approximately $2,606,412.12. This represents a 10.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO William Chad Lenamon sold 1,000 shares of the firm’s stock in a transaction on Monday, July 13th. The shares were sold at an average price of $67.79, for a total transaction of $67,790.00. Following the completion of the transaction, the chief operating officer owned 87,294 shares in the company, valued at $5,917,660.26. The trade was a 1.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 13,523 shares of company stock worth $921,319. 0.64% of the stock is owned by company insiders.

Institutional Investors Weigh In On Kodiak Gas Services

Hedge funds have recently bought and sold shares of the company. EverSource Wealth Advisors LLC increased its stake in shares of Kodiak Gas Services by 1,501.3% in the second quarter. EverSource Wealth Advisors LLC now owns 1,233 shares of the company’s stock worth $42,000 after purchasing an additional 1,156 shares during the period. State of Wyoming lifted its position in shares of Kodiak Gas Services by 201.7% during the 4th quarter. State of Wyoming now owns 1,219 shares of the company’s stock worth $46,000 after purchasing an additional 815 shares during the last quarter. PNC Financial Services Group Inc. boosted its stake in Kodiak Gas Services by 80.4% during the 3rd quarter. PNC Financial Services Group Inc. now owns 1,449 shares of the company’s stock valued at $54,000 after purchasing an additional 646 shares during the period. Uniplan Investment Counsel Inc. bought a new stake in Kodiak Gas Services during the 4th quarter valued at approximately $108,000. Finally, Cibc World Markets Corp bought a new stake in Kodiak Gas Services during the 4th quarter valued at approximately $209,000. 24.95% of the stock is currently owned by institutional investors.

Trending Headlines about Kodiak Gas Services

Here are the key news stories impacting Kodiak Gas Services this week:

• Positive Sentiment: Revenue exceeded expectations and grew significantly. Kodiak’s second-quarter 2026 sales topped analyst estimates and increased 21.2% year over year, indicating continued demand for its natural-gas compression services. Kodiak Gas Services Q2 CY2026 sales top estimates but non-GAAP EPS misses
• Positive Sentiment: Profitability improved from a year earlier. Adjusted earnings were $0.55 per share, compared with $0.49 a year ago, while reported earnings increased from $0.43 per share in the prior-year quarter. The year-over-year improvement supports the broader growth story, even though results missed estimates. Kodiak Gas Services Q2 Earnings Miss Estimates
• Positive Sentiment: Kodiak maintained its quarterly cash dividend. The board declared a $0.49-per-share dividend, payable August 27 to shareholders of record August 17. The dividend represents an annualized yield of approximately 3.5%, which may support income-oriented investor interest. Kodiak Gas Declares Consistent Second-Quarter Cash Dividends
• Neutral Sentiment: Management discussed the second-quarter results and operating outlook during the earnings call. Investors are likely assessing the company’s growth plans and execution against the backdrop of elevated valuation and leverage. Kodiak Gas Services Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted EPS missed consensus estimates. Kodiak reported $0.55 per share versus the $0.67 analyst estimate, a $0.12 shortfall. The miss, along with a net margin of 5.77% and debt-to-equity ratio of 2.38, remains a risk for investors and could limit further upside if earnings do not accelerate. Kodiak Gas Services Quarterly Earnings Results

Analyst Ratings Changes

A number of research firms have issued reports on KGS. Stifel Nicolaus lifted their target price on shares of Kodiak Gas Services from $84.00 to $90.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Jefferies Financial Group assumed coverage on shares of Kodiak Gas Services in a research note on Thursday, June 4th. They set a “buy” rating and a $79.00 price target on the stock. Barclays cut their price target on shares of Kodiak Gas Services from $76.00 to $72.00 and set an “overweight” rating on the stock in a report on Wednesday, July 8th. Piper Sandler started coverage on shares of Kodiak Gas Services in a research note on Tuesday, July 28th. They issued an “overweight” rating and a $78.00 price objective for the company. Finally, Royal Bank Of Canada upped their price objective on shares of Kodiak Gas Services from $64.00 to $84.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Ten equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Kodiak Gas Services has a consensus rating of “Moderate Buy” and a consensus price target of $79.33.

About Kodiak Gas Services

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.