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Brian Derbio

Managing Director and High Yield Corporate Bond Analyst at Baird Financial Group, Inc.

Brian DiRubbio is a Managing Director and High Yield Corporate Bond Analyst at Robert W. Baird & Co., specializing in high-yield and distressed securities. He covers a range of companies in sectors exposed to high yield corporate credit, leveraging deep experience in analyzing complex capital structures to deliver actionable insights to institutional clients. DiRubbio joined Baird after serving as a Senior Credit Analyst at William Blair, and has built a reputation for expertise in fixed income capital markets. He holds relevant professional credentials as part of his analyst function and brings extensive industry experience to his coverage universe.

Brian Derbio's questions to Kodiak Gas Services (KGS) leadership

Question · Q4 2024

Brian Derbio asked about current contract tenures compared to previous years and inquired about the cost and maintenance differences between electric-drive and traditional gas-driven compression units.

Answer

CEO Mickey McKee responded that contract terms have remained stable, typically in the 3-to-5-year range. He explained that while electric drives have roughly similar CapEx and marginally lower operating costs, their reliability is tied to the unpredictable power grid. In contrast, gas-driven units are self-contained and easier to redeploy, potentially making them a less risky asset for generating long-term cash flows.

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