KGS Research | Milton Maxwell

KGS

Kodiak Gas Services, Inc.

35.51

-1.83-4.9%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

No earnings call transcript available

Key Stats

Market Cap

3.04B

P/E (TTM)

42.27

Basic EPS (TTM)

0.84

Dividend Yield

0.05%

Recent Filings

8-K

12/3/25Dec 3, 2025

8-K

Dividend hiked to $0.49

10/23/25Oct 23, 2025

Kodiak Gas Services boosted its quarterly cash dividend to $0.49 per share, payable November 13, 2025, to shareholders of record on November 3. This hike signals robust cash flows and faith in long-term growth, while preserving flexibility for opportunities. The board's move underscores steady returns. Yet forward-looking dividend plans carry inherent risks from market uncertainties.

8-K

Priced $200M notes offering

9/18/25Sep 18, 2025

Kodiak Gas Services priced an additional $200 million in senior unsecured notes on September 18, 2025, comprising $170 million of 6.500% notes due 2033 and $30 million of 6.750% notes due 2035, under its September 5 indenture. The offering, set to close September 22 pending conditions, will repay revolving credit facility debt. This bolsters liquidity for the compression services provider. Risks tie to market uncertainties.

8-K

Launches $200M notes offering

9/18/25Sep 18, 2025

Kodiak Gas Services launched a private offering of $200 million in additional 6.500% senior unsecured notes due 2033 on September 18, 2025, under its existing indenture. The proceeds will repay part of the revolving asset-based loan facility, easing short-term debt pressures. This bolsters liquidity for the compression services provider. Forward-looking statements note risks from market uncertainties.

8-K

Secondary stock offering closes

9/9/25Sep 9, 2025

Kodiak Gas Services saw its selling stockholder, Frontier TopCo Partnership, offload 10 million shares of common stock through Goldman Sachs at $34.40 per share on September 9, 2025. The company itself sold nothing and pocketed zero proceeds. This secondary offering underscores liquidity for the major holder, yet leaves Kodiak's capital structure untouched amid standard indemnity terms.

About

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, Contract Services and Other Services. The Contract Services segment operates company-owned and customer-owned compression, and gas treating and cooling infrastructure, pursuant to primarily fixed-revenue contracts to enable the production and gathering of natural gas and oil. The Other Services segment provides a range of contract services to support ancillary needs of customers, including station construction, maintenance and overhaul, freight and crane charges, and other time and material-based offerings. The company was formerly known as Frontier TopCo, Inc. Kodiak Gas Services, Inc. was founded in 2010 and is headquartered in The Woodlands, Texas.

CEO

Mr. Robert M. McKee

IPO

6/29/2023

Website

https://www.kodiakgas.com

Employees

1,300

Sector

Energy

Industry

Oil & Gas Equipment & Services