KGS · Kodiak Gas Services, Inc.
$65.35
+2.96 (+4.74%)
At close · Aug 14
Market Cap
$6.61B
Shares
101.10M
Kodiak Gas Services, Inc. Earnings Call Transcripts
Every quarterly earnings call for Kodiak Gas Services, Inc. (KGS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲14.8%
$203.31M
$17.52M
'23 Q2
23-08-09
▲26.5%
$230.98M
$21.77M
'23 Q3
23-11-08
·
$225.98M
−$6.87M
'23 Q4
24-01-29
▲13.4%
$215.49M
$30.23M
'24 Q1
24-05-08
▲52.3%
$309.65M
$6.23M
'24 Q2
24-08-13
▲40.6%
$324.65M
−$5.65M
'24 Q3
24-11-07
▲37%
$309.52M
$19.08M
'24 Q4
25-03-06
▲53%
$329.64M
$30.41M
'25 Q1
25-05-08
▲4.3%
$322.84M
$39.50M
'25 Q2
25-08-06
▼0.6%
$322.74M
−$14.01M
'25 Q3
25-11-04
▲7.5%
$332.87M
$24.62M
'25 Q4
26-03-11
▲4.9%
$345.76M
$17.80M
'26 Q1
26-05-11
LATEST
▲21.1%
$391.12M
$51.97M
'26 Q2
26-08-07
Earnings call
FY26 · Q2
2026-08-07
Kodiak Gas Services Second Quarter 2026 Earnings Conference Call
Confident tone
Power infrastructure / data center demand
Compression fleet growth toward 2030 goals
Supply chain and balance of plant procurement
Revenue
$391.12M
▲ 21.1% YoY Diluted EPS
$0.53
▲ 23.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-11
Kodiak Gas Services, Inc. Q1 FY2026 Earnings Call
Confident tone
Large horsepower compression demand and lead times
Power strategy and data center opportunity
Supply chain and packaging capacity
Revenue
$345.76M
▲ 4.9% YoY Diluted EPS
$0.20
▼ 39.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Annual General Meeting
Investor event
2026-05-07
Annual Meeting of Stockholders
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-03-11
Kodiak Gas Services, Inc. Q4 FY2025 Earnings Call
Confident tone
Balance Sheet and Leverage
DPS Acquisition and Power Expansion
Financial Results and Records
Revenue
$332.87M*
▲ 7.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Kodiak Gas Services, Inc. Q3 FY2025 Earnings Call
Confident tone
Permian demand and pipeline takeaway
Capital return to shareholders
Lead times and 2026 capital plan
Revenue
$322.74M
▼ 0.6% YoY Diluted EPS
$-0.17
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Kodiak Gas Services, Inc. Q2 FY2025 Earnings Call
Confident tone
New unit growth and capital expenditures
Large horsepower utilization and contract services
Permian natural gas production growth
Revenue
$322.84M
▲ 4.3% YoY Diluted EPS
$0.43
▲ 616.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Kodiak Gas Services, Inc. Q1 FY2025 Earnings Call
Confident tone
Contract Compression Resilience & Utilization
Financial Results & 2025 Guidance
Permian Operations & Gas-to-Oil Ratios
Revenue
$329.64M
▲ 53% YoY Diluted EPS
$0.33
▼ 15.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-06
Kodiak Gas Services, Inc. Q4 FY2024 Earnings Call
Confident tone
Fleet high-grading and capital discipline
2025 financial guidance and margin outlook
Permian takeaway capacity and gas growth
Revenue
$309.52M*
▲ 37% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Kodiak Gas Services, Inc. Q3 FY2024 Earnings Call
Confident tone
Fleet high-grading and divestitures
Q3 2024 financial results
Capital allocation and leverage
Revenue
$324.65M
▲ 40.6% YoY Diluted EPS
$-0.07
▼ 125% YoY Gross margin
37.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-13
Kodiak Gas Services, Inc. Q2 FY2024 Earnings Call
Confident tone
Large horsepower demand and utilization
CSI acquisition and integration synergies
Financial performance and EBITDA guidance raise
Revenue
$309.65M
▲ 52.3% YoY Diluted EPS
$0.06
▼ 80% YoY Gross margin
36.5%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Kodiak Gas Services, Inc. Q1 FY2024 Earnings Call
Confident tone
CSI Acquisition & Integration
Horsepower Utilization & Fleet
Capital Expenditures & Deliveries
Revenue
$215.49M
▲ 13.4% YoY Diluted EPS
$0.39
Gross margin
39.4%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-29
Kodiak Gas Services, Inc. Q4 FY2023 Earnings Call
Confident tone
Permian Basin and large horsepower strategy
Capital allocation and balance sheet
Supply chain and equipment delivery times
Revenue
$225.98M*
Gross margin
38.9%
Rev · 5q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Kodiak Gas Services, Inc. Q3 FY2023 Earnings Call
Revenue
$230.98M
▲ 26.5% YoY Diluted EPS
$0.28
▼ 64.1% YoY Gross margin
34.9%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
Kodiak Gas Services, Inc. Q2 FY2023 Earnings Call
Revenue
$203.31M
▲ 14.8% YoY Diluted EPS
$0.30
▲ 100% YoY Gross margin
36.8%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–14 of 14 earnings calls
Key facts
CIK
1767042
CUSIP
50012A108
13F (30d)
382 filings
377 filers
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