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KGS · Kodiak Gas Services, Inc.

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$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.

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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Visit website Investor relations