SuperworthKodiak Gas Services KGS
- Market cap
- $4.5B
- PE
- 52.8×
- 3y median 59.8×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 3.2×
- EV/EBIT
- 18.2×
- Revenue, 12 months
- $1.4B
- +8% on a year ago
- Net margin
- 5.8%
- Free cash flow yield
- 0.1%
Kodiak Gas Services trades at 52.8× trailing earnings, near its ten-year median. Revenue was $1.4B over the last twelve months, up 8% on a year earlier with a 6% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $231M+27% | $226M+26% | $215.5M+13% | $309.7M+52% | $324.6M+41% | $309.5M+37% | $329.6M+53% | $322.8M+4% | $322.7M−1% | $332.9M+8% | $345.8M+5% | $391.1M+21% | |
| Cost of revenue | $104.3M+49% | $91.7M+40% | $83.6M+17% | $127.3M+53% | $129.3M+24% | $118.3M+29% | $128.5M+54% | $115.3M−9% | $116.2M−10% | $120M+2% | $122.9M−4% | $144.4M+25% |
| Gross profit | $126.7M+12% | $134.3M+18% | $131.9M+12% | $182.4M+52% | $195.4M+54% | $191.3M+42% | $201.2M+53% | $207.6M+14% | $206.5M+6% | $212.9M+11% | $222.9M+11% | $246.8M+19% |
| SG&A | $19.6M+76% | $27.1M+124% | $24.8M+90% | $59.9M+346% | $35.5M+81% | $31.4M+16% | $32.3M+30% | $35.1M−41% | $37.8M+6% | $38.9M+24% | $46.1M+43% | $40.9M+17% |
| $61M+5% | $60.7M+6% | $60.2M−0% | $54.2M−13% | $66.1M+8% | $69M+14% | $89.2M+48% | $99.7M+84% | $64.2M−3% | $86.9M+26% | $106.8M+20% | $124.2M+25% | |
| Interest expense | $39.7M−20% | $40.5M−34% | $39.7M−42% | $52.1M−29% | $54M+36% | $51.3M+27% | $47.2M+19% | $45.8M−12% | $56.4M+5% | $49M−5% | $48.7M+3% | $50.1M+9% |
| Pre-tax income | $29.7M−51% | −$1.6M | $40.1M | $9M−61% | −$8.4M | $35.1M | $41.6M+4% | $53.4M+490% | −$20.5M+144% | $39M+11% | $20.6M−50% | $73.2M+37% |
| $7.9M−45% | $5.3M+790% | $9.9M | $2.3M−60% | −$2.2M | $15.5M+193% | $10.5M+7% | $13.4M+476% | −$6.3M+189% | $14.2M−9% | $2.8M−74% | $21.1M+57% | |
| Net income | $21.8M−53% | −$6.9M | $30.2M | $6.2M−64% | −$5.6M | $19.1M | $30.4M+1% | $39.5M+534% | −$14M+148% | $24.6M+29% | $17.8M−42% | $52M+32% |
| $0.28−64% | −$0.09 | $0.39 | $0.06−80% | −$0.07 | $0.25 | $0.33−15% | $0.43+617% | −$0.17+143% | $0.28+12% | $0.20−39% | $0.53+23% | |
| 76.9M+30% | 77.3M+31% | 78.1M+32% | 90.7M+54% | 84.3M+10% | 75.7M−2% | 90.6M+16% | 90M−1% | 87.1M+3% | 85.1M+12% | 87.5M−3% | 96.8M+8% |
Revenue: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them. 16 periods, Q2 FY22 to Q2 FY26: not printed by the filing, worked out from its own lines.
SG&A: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them.
Operating income: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them.
Interest expense: Q1 FY22: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them.
Income tax: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them.
Net income: Q1 FY22 and Q1 FY23: 6 months less the 3 months printed beside them.
EPS, diluted: 6 periods, Q1 FY22 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY22 and Q1 FY23: share-days: the 6-month average less the second quarter's. 3 periods, Q4 FY22 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY23: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Oil & Gas Midstream nearest Kodiak Gas Services' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| KGSKodiak Gas Services | $4.5B | 52.8× | 59.8× | n/m | 3.2× | +8% | 5.8% |
| AROCArchrock | $5.1B | 15.7× | 27.0× | n/m | 3.4× | +12% | 21.8% |
| CPKChesapeake Utilities | $3.2B | 21.4× | 25.1× | n/m | 3.3× | +15% | 15.1% |
| SWXSouthwest Gas | $6.6B | 12.7× | 20.7× | n/m | 3.8× | −37% | 29.8% |
| KNTKKinetik | $9B | 18.7× | 33.5× | n/m | 4.8× | +14% | 10.4% |
| AMAntero Midstream | $9.9B | 24.8× | 18.1× | n/m | 7.5× | +7% | 30.4% |
| CTRICenturi | $2B | 62.4× | 87.6× | n/m | 0.6× | +25% | 0.9% |
| GELGenesis Energy | $1.7B | 74.1× | 33.7× | n/m | 0.9× | +17% | 4.3% |
| DTMDT Midstream | $12.6B | 27.1× | 17.6× | n/m | 9.6× | +18% | 35.7% |
| WESWestern Midstream Partners | $18.6B | 14.2× | 10.5× | n/m | 4.3× | +18% | 29.6% |
| CQPCheniere Energy Partners | $32B | 11.4× | 14.0× | 14.7× | 2.8× | +15% | 27.3% |
| Peer median | $7.8B | 20.1× | 22.9× | 14.7× | 3.6× | +15% | 24.6% |
Investors who own it
Investors we follow who held Kodiak Gas Services at the end of Jun 30, 2026, from their 13F filings.
- Stephen MandelLone Pine Capital0.4% of portfolionew
More on Kodiak Gas Services
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Its groups
About
- Industry
- Oil & Gas Midstream
- Sector
- Energy
Valuation data, not investment advice. Prices as of .