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Kodiak Gas Services
Kodiak Gas Services (KGS) investor relations material
Kodiak Gas Services Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record financial performance in 2025, including all-time highs in revenue, adjusted EBITDA, discretionary cash flow, and free cash flow, driven by demand for large horsepower contract compression and fleet optimization.
Completed strategic fleet high-grading, exited non-core and international operations, and focused on large horsepower compression in the U.S.
Successfully implemented a new ERP system and invested in AI and machine learning to drive operational efficiency.
Announced acquisition of Distributed Power Solutions (DPS) for approximately $675 million, expanding into distributed power generation, expected to close in early April 2026.
Exited the year with industry-leading fleet utilization and average horsepower per unit.
Financial highlights
Total revenue grew 13% year-over-year to $1.31 billion; Q4 revenue was $332.9 million, up from $309.5 million in Q4 2024.
Adjusted EBITDA increased 17% to $715 million; Q4 adjusted EBITDA was $184.5 million, up 9.1% year-over-year.
Adjusted net income for Q4 was $35.3 million ($0.40 per adjusted diluted share); full-year adjusted net income was $139 million.
Free cash flow for the year was $230 million; discretionary cash flow reached $462 million.
Returned over $263 million to shareholders via dividends and share repurchases.
Outlook and guidance
2026 revenue guidance: $1.37–$1.43 billion; adjusted EBITDA: $750–$780 million; discretionary cash flow expected at $480–$510 million.
Contract Services revenue guidance for 2026 is $1.24–1.28 billion, with adjusted gross margin percentage of 67.5–69.5%.
Maintenance CapEx projected at $75–$85 million; growth CapEx at $235–$265 million, targeting 150,000 new unit horsepower.
Guidance excludes DPS acquisition, which is expected to accelerate growth post-close.
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Next Kodiak Gas Services earnings date
Q1 20267 May, 2026
Kodiak Gas Services
Next Kodiak Gas Services earnings date
Q1 20267 May, 2026
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Frequently asked questions
Kodiak Gas Services, Inc. is a provider of contract compression services in the United States, specializing in the operation of both company-owned and customer-owned compression infrastructure. This infrastructure supports the production, gathering, and transportation of natural gas and oil. Kodiak operates in two main segments: Compression Operations and Other Services. The latter includes a variety of contract services such as station construction, maintenance, overhaul, and other ancillary services. The company's headquarters are located in The Woodlands, Texas, and its shares are listed on the New York Stock Exchange.
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