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Kodiak Gas Services
Kodiak Gas Services (KGS) investor relations material
Kodiak Gas Services M&A announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A announcement summary5 Feb, 2026
Deal rationale and strategic fit
Acquisition of Distributed Power Solutions (DPS) for $675 million expands offerings into high-growth markets like data centers, microgrids, and oil and gas, leveraging a premium 384 MW fleet of Caterpillar-powered distributed generation equipment.
Enhances customer reach with contracted cash flows and increases the duration of contracted revenue streams, supporting organic growth.
DPS management team joins, bringing deep distributed power experience and commercial relationships.
Entry into distributed power aligns with surging U.S. power demand, especially from data centers and industrial sectors requiring on-site, permanent power solutions.
The acquisition is a natural fit for the workforce, culture, and customer base, enhancing ability to deliver critical energy infrastructure.
Financial terms and conditions
Transaction valued at $675 million, including $575 million in cash from an ABL facility and $100 million in stock to sellers, representing about 3% post-close ownership.
Total transaction cost is approximately $690 million, including fees and expenses.
Valuation is about 7.4x expected 2026 adjusted EBITDA for DPS and is expected to be immediately accretive to earnings and cash flow per share.
Pro forma leverage expected at 3.5x–4.0x post-closing, with over $800 million ABL facility availability.
Purchase price subject to customary adjustments per the agreement.
Synergies and expected cost savings
Significant operational synergies expected from cross-training over 700 Caterpillar-certified technicians and leveraging scalable AI/machine learning technology across both power and compression segments.
Shared inventory and parts for reciprocating engines used in both businesses enhance efficiency.
Enhanced buying power with Caterpillar anticipated due to increased scale.
Integration expected to enhance reliability and real-time monitoring of the combined fleet using advanced technologies.
Anticipated extension of contract portfolio life through long-term distributed power contracts.
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Next Kodiak Gas Services earnings date
Q4 202526 Feb, 2026
Kodiak Gas Services
Next Kodiak Gas Services earnings date
Q4 202526 Feb, 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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