Pulling SEC filings + quote and writing the call…

Kodiak Gas Services, Inc.
Next earnings Aug 4, 2026 · consensus $0.70 EPS, $390M rev
Last earnings +8.4% on 2026-05-11
Gas-compression cash machine — revenue +12.8%, operating cash flow +83% — but leveraged 2.58x with a rich 77.7x GAAP P/E.
Sources: SEC EDGAR (CIK 0001767042, latest 10-Q filed 2026-05-11) · EODHD · analysis by claude-code · as of 6/21/2026, 8:54:28 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Middling fundamentals and a rich price (~58% above fair value) leave little margin of safety — a wait-and-see.
Kodiak Gas Services provides contract gas-compression services, a capital-intensive, fee-based business with strong, recurring cash flows. FY2025 was a good year operationally: revenue grew 12.8% to $1.31B, operating income rose 36.3% to $340M (a 26.0% operating margin), and operating cash flow surged 82.9% to $600M. The compression model benefits from rising U.S. natural-gas production and long-term contracts, giving the revenue good visibility.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $606M | $708M | $850M | $1.16B | $1.31B |
| Gross profit | $236M | $266M | $317M | — | — |
| Operating income | $189M | $222M | $244M | $249M | $340M |
| Net income | $181M | $106M | $20.1M | $49.9M | $80.5M |
| Diluted EPS | $3.07 | $1.80 | $0.29 | $0.56 | $0.89 |
| Net margin | 29.8% | 15.0% | 2.4% | 4.3% | 6.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-17 | Buhigas Pedro R. Chief Information Officer | Sell | 4.63K @ $67.78 | $313K |
| 2026-06-16 | Hamilton Ewan William EVP & Chief Accounting Officer | Sell | 2.73K @ $68.62 | $187K |
| 2026-06-11 | Lenamon William Chad Executive Vice President & COO | Sell | 1.00K @ $67.79 | $67.8K |
| 2026-05-07 | Montana Margaret C Director | Award | 2.13K @ $70.27 | $150K |
| 2026-05-07 | Drumgoole Christopher Director | Award | 2.13K @ $70.27 | $150K |
| 2026-05-07 | Holloway Gretchen Lynn Director | Award | 2.13K @ $70.27 | $150K |
| 2026-05-07 | Duplantier Jon-Al Director | Award | 2.13K @ $70.27 | $150K |
| 2026-05-07 | HOGAN RANDALL J Director | Award | 2.13K @ $70.27 | $150K |