Kodiak Gas Services Unit Prices $1 Billion Senior Notes Offering
AI Sentiment
Positive
6/10
as of 03-19-2026 10:50am EST
Kodiak Gas Services Inc is an operator of contract compression infrastructure in the United States. It manages business through two operating segments namely Contract Services and Other Services. Contract Services consists of operating Company-owned and customer-owned compression, and gas treating and cooling infrastructure, pursuant to fixed-revenue contracts to enable the production and gathering of natural gas and oil. Other Services consist of a full range of contract services to support the ancillary needs of customers, including station construction, maintenance and overhaul, freight and crane charges, and other time and material-based offerings.
| Founded: | 2011 | Country: | United States |
| Employees: | N/A | City: | THE WOODLANDS |
| Market Cap: | 3.5B | IPO Year: | 2023 |
| Target Price: | $52.50 | AVG Volume (30 days): | 1.3M |
| Analyst Decision: | Strong Buy | Number of Analysts: | 7 |
| Dividend Yield: | Dividend Payout Frequency: | monthly | |
| EPS: | 0.89 | EPS Growth: | 58.93 |
| 52 Week Low/High: | $29.25 - $58.50 | Next Earning Date: | 05-06-2026 |
| Revenue: | $1,308,100,000 | Revenue Growth: | 12.83% |
| Revenue Growth (this year): | 10.92% | Revenue Growth (next year): | 7.31% |
| P/E Ratio: | 62.53 | Index: | N/A |
| Free Cash Flow: | 284.3M | FCF Growth: | N/A |
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EVP & Chief Accounting Officer
Avg Cost/Share
$56.18
Shares
5,797
Total Value
$325,675.46
Owned After
34,346
SEC Form 4
EVP & Chief Accounting Officer
Avg Cost/Share
$55.25
Shares
2,091
Total Value
$115,527.75
Owned After
34,346
SEC Form 4
EVP & CHRO
Avg Cost/Share
$54.41
Shares
10,852
Total Value
$590,457.32
Owned After
31,405
SEC Form 4
Director
Avg Cost/Share
$54.81
Shares
6,000
Total Value
$328,860.00
Owned After
28,406
SEC Form 4
Director
Avg Cost/Share
$54.75
Shares
5,000
Total Value
$273,750.00
Owned After
5,000
SEC Form 4
EVP & Chief Accounting Officer
Avg Cost/Share
$54.75
Shares
4,830
Total Value
$264,442.50
Owned After
34,346
SEC Form 4
EVP & CHRO
Avg Cost/Share
$56.52
Shares
21,161
Total Value
$1,196,019.72
Owned After
31,405
SEC Form 4
President & CEO
Avg Cost/Share
$50.23
Shares
433
Total Value
$21,771.82
Owned After
187,628.477
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Hamilton Ewan William | KGS | EVP & Chief Accounting Officer | Mar 17, 2026 | Sell | $56.18 | 5,797 | $325,675.46 | 34,346 | |
| Hamilton Ewan William | KGS | EVP & Chief Accounting Officer | Mar 16, 2026 | Sell | $55.25 | 2,091 | $115,527.75 | 34,346 | |
| Roclawski Cory Anne | KGS | EVP & CHRO | Mar 16, 2026 | Sell | $54.41 | 10,852 | $590,457.32 | 31,405 | |
| HOGAN RANDALL J | KGS | Director | Mar 13, 2026 | Buy | $54.81 | 6,000 | $328,860.00 | 28,406 | |
| Darden Alexander Newsom | KGS | Director | Mar 13, 2026 | Buy | $54.75 | 5,000 | $273,750.00 | 5,000 | |
| Hamilton Ewan William | KGS | EVP & Chief Accounting Officer | Mar 13, 2026 | Sell | $54.75 | 4,830 | $264,442.50 | 34,346 | |
| Roclawski Cory Anne | KGS | EVP & CHRO | Mar 12, 2026 | Sell | $56.52 | 21,161 | $1,196,019.72 | 31,405 | |
| McKee Robert Michael | KGS | President & CEO | Feb 20, 2026 | Buy | $50.23 | 433 | $21,771.82 | 187,628.477 |
SEC 8-K filings with transcript text
Mar 11, 2026 · 99% conf.
1D
+0.27%
$52.89
Act: +3.98%
5D
+3.82%
$54.77
Act: +10.26%
20D
+7.48%
$56.70
8-K
false 0001767042 0001767042 2026-03-11 2026-03-11
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2026
Kodiak Gas Services, Inc. (Exact name of registrant as specified in its charter)
Delaware
001-41732
83-3013440
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
9950 Woodloch Forest Dr., 19th Floor The Woodlands, Texas
77380
(Address of principal executive offices)
(Zip Code) Registrant’s telephone number, including area code: (936) 539-3300
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common stock, par value $0.01 per share
KGS
The New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
On February 5, 2026, Kodiak Gas Services, Inc. (the “Company”) filed a Current Report on Form 8-K (the “Signing 8-K”) with the Securities and Exchange Commission to report under Item 2.01 thereof the execution by the Company of a Membership Interest Purchase Agreement, dated as of February 5, 2026 (the “Purchase Agreement”), by and among the Company and Kodiak Gas Services, LLC, an indirect, wholly owned subsidiary of the Company (the “Buyer”), Mustang PRS, LLC (“Mustang”), Louisiana Machinery Company, L.L.C. (“LMC” and, together with Mustang, each a “Seller” and collectively, the “Sellers”) and Distributed Power Solutions, LLC, a Texas limited liability company (“DPS”), pursuant to which the Buyer agreed to purchase all of the issued and outstanding membership interests in DPS from the Sellers (such transaction, the “Acquisition”). We are filing this Current Report on Form 8-K (this “Current Report”) prior to the closing of the Acquisition in connection with the Notes Offering (as defined and described below) to include (i) the historical financial statements of DPS as of and for the year ended December 31, 2025, and (ii) our unaudited pro forma combined financial information giving effect to the Acquisition. The pro forma financial information included in this report has been presented for informational purposes only. It does not purport to represent the actual results of operations that we and DPS would have achieved had the companies been combined during the periods presented in the pro forma financial information and is not intended to project the future results of operations that the combined company may achieve. Completion of the Acquisition is subject to the satisfaction or waiver of certain customary closing conditions as set forth in the Purchase Agreement, including, among others, the absence of legal restraints preventing the consummation of the Acquisition; the accuracy of the representations and warranties contained in the Purchase Agreement (subject to certain qualifications); and the performance by the parties of their respective obligations under the Purchase Agreement in all material respects. No assurance can be given that the Acquisition will be completed on the timeline currently contemplated or at all.
Item 2.02. Results of Operations and Financial Condition.
This Current Report provides (i) pro forma statement of operations of Kodiak for the year ended December 31, 2025, giving effect to the Acquisition as if such transaction had been consummated on January 1, 2025 and (ii) a pro forma balance sheet of Kodiak as of December 31, 2025, giving effect to the Acquisition as if such transaction had been consummated on December 31, 2025, as each such pro forma financial statement is described in Item 8.01 below and which are incorporated into this Item 2.02 by reference. The information contained in this Item 2.02 of this Current Report shall not be deemed “filed” for purposes of Section 18 of the S
Feb 25, 2026 · 99% conf.
1D
+0.27%
$52.89
Act: +3.98%
5D
+3.82%
$54.77
Act: +10.26%
20D
+7.48%
$56.70
kgs-20260225FALSE000176704200017670422026-02-252026-02-25
Washington, D.C. 20549
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 25, 2026
Kodiak Gas Services, Inc. (Exact name of registrant as specified in its charter)
Delaware001-4173283-3013440 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
9950 Woodloch Forest Dr., 19th Floor, The Woodlands, Texas 77380
(Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (936) 539-3300 Not Applicable (Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
o Written communications pursuant to Rule 425 under the Securities Act
o Soliciting material pursuant to Rule 14a-12 under the Exchange Act
o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act
o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered
Common stock, par value $0.01 per shareKGSNew York Stock Exchange NYSE Texas, Inc.
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 2.02 Results of Operations and Financial Condition. On February 25, 2026, Kodiak Gas Services, Inc. (the “Company”) issued a press release providing information on its results of operations and financial condition for the quarter ended December 31, 2025. The press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information under this Item 2.02 and in Exhibit 99.1 to this Current Report on Form 8-K are being furnished and shall not be deemed “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section. The information under this Item 2.02 and in Exhibit 99.1 to this Current Report on Form 8-K shall not be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended.
Item 9.01 Financial Statements and Exhibits. d) Exhibits.
No.Description 99.1Kodiak Gas Services, Inc. press release dated February 25, 2026
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Kodiak Gas Services, Inc.
Date: February 25, 2026 By:/s/ Jennifer Howard Name: Jennifer Howard Title:Executive Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary
Nov 4, 2025
kgs-20251104FALSE000176704200017670422025-11-042025-11-04
Washington, D.C. 20549
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2025
Kodiak Gas Services, Inc. (Exact name of registrant as specified in its charter)
Delaware001-4173283-3013440 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
9950 Woodloch Forest Drive, Suite 1900, The Woodlands, Texas 77380
(Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (936) 539-3300 Not Applicable (Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
o Written communications pursuant to Rule 425 under the Securities Act
o Soliciting material pursuant to Rule 14a-12 under the Exchange Act
o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act
o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered
Common stock, par value $0.01 per shareKGSThe New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. Emerging growth company x If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 2.02 Results of Operations and Financial Condition. On November 4, 2025, Kodiak Gas Services, Inc. (the “Company”) issued a press release providing information on its results of operations and financial condition for the quarter ended September 30, 2025. The press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information under this Item 2.02 and in Exhibit 99.1 to this Current Report on Form 8-K are being furnished and shall not be deemed “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section. The information under this Item 2.02 and in Exhibit 99.1 to this Current Report on Form 8-K shall not be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended.
Item 9.01 Financial Statements and Exhibits. d) Exhibits.
No.Description 99.1Kodiak Gas Services, Inc. press release dated November 4 , 2025
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Kodiak Gas Services, Inc.
Date: November 4, 2025 By:/s/ John B. Griggs Name: John B. Griggs Title:Executive Vice President and Chief Financial Officer (Principal Financial Officer)
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