Earnings summaries and quarterly performance for Kodiak Gas Services.
Executive leadership at Kodiak Gas Services.
Mickey McKee
President and Chief Executive Officer
Chad Lenamon
Executive Vice President and Chief Operations Officer
Cory Roclawski
Executive Vice President, Chief Human Resources Officer
John Griggs
Executive Vice President and Chief Financial Officer
Kelly Battle
Executive Vice President, Chief Legal Officer, Chief Compliance Officer and Corporate Secretary
Board of directors at Kodiak Gas Services.
Research analysts who have asked questions during Kodiak Gas Services earnings calls.
Doug Irwin
Citigroup Inc.
4 questions for KGS
John Mackay
Goldman Sachs Group, Inc.
4 questions for KGS
Sebastian Erskine
Bank of America Securities
3 questions for KGS
Theresa Chen
Barclays PLC
3 questions for KGS
Brian DiRubbio
Robert W. Baird & Co. Incorporated
2 questions for KGS
Derrick Whitfield
Texas Capital
2 questions for KGS
James Rollyson
Raymond James Financial, Inc.
2 questions for KGS
Neal Dingmann
Truist Securities
2 questions for KGS
Brian Derbio
Robert W. Baird & Co.
1 question for KGS
Connor Jensen
Raymond James Financial, Inc.
1 question for KGS
Eli Jossen
JPMorgan Chase & Co.
1 question for KGS
Gabriel Moreen
Mizuho Financial Group, Inc.
1 question for KGS
Jeremy Tonet
JPMorgan Chase & Co.
1 question for KGS
Jim Rollyson
Raymond James Financial
1 question for KGS
Robert Mosca
Mizuho Securities Co., Ltd.
1 question for KGS
Sebastian Erkan
Redburn Atlantic
1 question for KGS
Zackery Van Everen
Tudor, Pickering, Holt & Co.
1 question for KGS
Recent press releases and 8-K filings for KGS.
- Kodiak reported strong Q3 2025 financial results, with $117 million in discretionary cash flow and $31.5 million in adjusted net income, or $0.36 per diluted share. The contract services segment saw revenue growth of 4.5% year-over-year and adjusted gross margin increase of 230 basis points to 68.3%.
- The company completed significant strategic actions, including the divestiture of all international operations (Mexico, Argentina, Canada, Chile, and Romania) and the implementation of a new ERP system.
- Kodiak strengthened its balance sheet by terming out $1.4 billion of debt through bond offerings at a weighted average cost of 6.6%.
- The company returned capital to shareholders by buying back approximately $50 million in stock in Q3 2025 and declaring an increased quarterly dividend of $0.49 per share.
- Kodiak increased its full-year discretionary cash flow guidance to between $450 million and $470 million and remains on track to achieve annual revenue, margin, and adjusted EBITDA guidance. The 2026 new unit horsepower order book is essentially fully contracted.
- Kodiak Gas Services reported a net loss of $14.0 million, or $(0.17) per diluted share, for the third quarter of 2025, alongside adjusted net income of $31.5 million, or $0.36 per adjusted diluted share.
- The company generated $116.7 million in discretionary cash flow for Q3 2025, representing a 13.2% increase compared to the third quarter of 2024, and increased its full-year 2025 discretionary cash flow guidance to a range of $450 to $470 million.
- Contract Services segment revenues reached a record $297.0 million in Q3 2025, and fleet utilization increased to 97.6%.
- Kodiak declared a quarterly dividend of $0.49 per share, a 9% increase over the second quarter of 2025, and returned over $90 million to stockholders through dividends and share repurchases.
Quarterly earnings call transcripts for Kodiak Gas Services.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more