Price
$59.90-10.84%Social Signal Score
Analyst Ratings
10 analystsRevenue
$391.12M+132.34%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Robert McKee
- Sector
- Energy
- Industry
- Oil & Gas Equipment & Services
- Employees
- 1,300
- Beta
- 0.89
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 1.45
Financials
Revenue
$391.12M+132.3%Net Income
$51.97M+86.0%EBITDA
$201.95M+93.1%Free Cash Flow
$-100.74MEPS (diluted)
$0.53+43.2%Shares Outstanding (diluted)
96.81M+29.1%Operating Expenses
$40.92MCash & Debt
$137.55MReturn of Capital
$50.00MRevenue by Segment (annual)
$1.73BDividend per Share
$0.49Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $1.31B | $80.52M | $0.92 |
| 2024 | $1.16B | $49.90M | $0.60 |
| 2023 | $850.38M | $20.07M | $0.29 |
| 2022 | $707.91M | $106.27M | $1.42 |
| 2021 | $606.38M | $180.96M | $2.41 |
| 2020 | $532.42M | $-2.19M | $-0.03 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $1.37
- Implied price
- $56.28
- Return from $54.33
- 0.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $27.98 — -48.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 29 | 35 | 41 | 47 | 53 |
|---|---|---|---|---|---|
| -2.0% | -14.7% | -11.5% | -8.6% | -6.1% | -3.8% |
| 3.0% | -10.4% | -6.9% | -4.0% | -1.3% | 1.1% |
| 8.0% | -6.0% | -2.4% | 0.7% | 3.5% | 6.0% |
| 13.0% | -1.7% | 2.1% | 5.4% | 8.3% | 10.9% |
| 18.0% | 2.7% | 6.6% | 10.0% | 13.1% | 15.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100-16.67%Social Signal Score
Mentions (11)
- News (RSS)investing·10d ago·Neutral
Kodiak Sciences to report phase 3 trial results Monday
View source ↗ - News (RSS)zerohedge·25d ago·Neutral
Needham Spots Autonomous Trucking Inflection Point Arriving Next Year Needham Spots Autonomous Trucking Inflection Point Arriving Next Year Swedish freight company Einride's announcement last month that it plans to deploy 500 Tesla Semis on US roads, the largest publicly announced commitment to electric Class 8 trucks, suggests a shift toward fleet electrification. It also brings the next phase of trucking technology into focus: the gradual commercialization of autonomous freight. Tesla CEO Elon
View source ↗ - News (RSS)fool·31d ago·Negative
Kodiak Gas Services CEO Robert McKee Sells 6,008 Shares Despite the sale, McKee maintains significant direct holdings through nearly 300,000 shares.
View source ↗ - News (RSS)yahoo·32d ago·Neutral
Kodiak Sciences (KOD) Races Toward Three Make-Or-Break Trial Verdicts
View source ↗ - Newsgurufocus.com·38d ago·Negative
Kodiak Gas Services Inc (KGS) Stock Down 4.1% but Still Overvalued -- GF Score: 55/100 On August 28, 2026, Kodiak Gas Services Inc (KGS) shares fell 4.1%, bringing the current price to $57.67. The stock has traded within a 52-week range of $32.55
View source ↗ - News (RSS)investing·40d ago·Neutral
Kodiak AI partners with AMD for autonomous truck processors
View source ↗ - News (RSS)marketwatch·41d ago·Positive
This driverless-truck company could be a ‘long-term winner’ in a market Tesla plans to enter soon Kodiak AI logged more than 40,000 paid driverless hours through the second quarter and is pushing to offer driverless highway operations by the end of 2026.
View source ↗ - News (RSS)yahoo·49d ago·Neutral
Kodiak Gas (KGS) Rides Record Earnings Into A Power Buildout
View source ↗ - Newsseekingalpha.com·55d ago·Neutral
Kodiak Gas Services: Multiple Growth Tailwinds Kodiak Gas Services offers a compelling blend of high-utilization gas compression and emerging distributed power businesses, uniquely positioned for AI-driven data center demand. KGS targets expanding distributed power capacity from 405 MW to 2 GW by 2030, but this ambitious growth requires significant capital, exposing investors to leverage and dilution risks. Despite trading at a premium to tangible book and carrying $2.7B in debt, KGS demonstrate
View source ↗ - Newsmarketbeat.com·58d ago·Negative
Kodiak Gas Services Q2 Earnings Call Highlights Kodiak Gas Services NYSE: KGS reported record second-quarter adjusted EBITDA and raised portions of its 2026 outlook, as its contract compression business delivered higher pricing and margins and the company advanced plans to build a larger behind-the-meter power generation platform.
View source ↗ - Newsseekingalpha.com·59d ago·Positive
Kodiak Gas Services, Inc. (KGS) Q2 2026 Earnings Call Transcript Kodiak Gas Services, Inc. (KGS) Q2 2026 Earnings Call Transcript
View source ↗
Earnings
Tue, Nov 3(in 4 weeks)
Consensus estimate $0.65 per share
Typical surprise -18.8% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$0.55 vs $0.67miss
- Mon, May 11$0.20 vs $0.53miss
- Wed, Feb 25$0.40 vs $0.49miss
- Tue, Nov 4$0.36 vs $0.50miss
- Wed, Aug 6$0.49 vs $0.46beat
- Wed, May 7$0.42 vs $0.39beat
Estimates and results for KGS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by KGS officers and directors.
- Bought
- $624k
- Sold
- $1.1bn
3 trades
21 trades
- Buhigas Pedro R.sold
- Hamilton Ewan Williamsold
- Lenamon William Chadsold
- Mckee Robert Michaelsold
- Mckee Robert Michaelsold
- Lenamon William Chadsold
- Lenamon William Chadsold
- Roclawski Cory Annesold
76 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in KGS.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.