NYSE$KGS
Kodiak Gas Services Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Kodiak Gas Services reported Q1 2026 revenue of $345.8M and net income attributable to common shareholders of $17.8M, or $0.20 EPS.
For the quarter ended March 31, 2026, Kodiak posted total revenues of $345.8 million, up from $329.6 million a year ago. Net income attributable to common shareholders was $17.8 million, or $0.20 per diluted share, compared with $30.4 million and $0.33 in Q1 2025. The board declared a $0.49 quarterly dividend payable in May 2026.
- Revenue of $345.8M (+5% YoY) on contract compression services.
- Net income to common $17.8M; diluted EPS $0.20.
- Quarterly dividend of $0.49 per share declared.
- Contract services drive majority of top line.
Headline financials
Revenue & EPS history
Kodiak Gas Services · Revenue · Quarterly
$346M
Revenue by segment
Kodiak Gas Services · $231M total across 2 segments · Q3 2023
- Contract Services$187M—80.8%
- Other Services$44.3M—19.2%
Forward guidance
Activity levels in U.S. producing basins and contract renewals drive revenue; dividend supported by distributable cash flow.
Tailwinds
- Revenue growth with recurring compression contracts.
- Cash dividend maintained at $0.49 per share.
Headwinds
- Net income down YoY on cost and mix.
- Energy capex cyclicality affects utilization.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 11 quarterly earnings reports · overlaid with Q1 2026
+0.1%
Avg return
Earnings day
+0.4%
Avg return
5 days after
-0.2%
Avg return
30 days after
71%
12 / 17 earnings
Positive
+8.3%
Q1 2026
Best reaction
-15.0%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +8.3% | +5.5% | -4.9% | |
| Q4 2025 | +4.0% | -1.2% | +7.1% | |
| Q3 2025 | -6.6% | -6.0% | +1.3% | |
| Q1 2025 | +3.9% | +6.7% | +8.4% | |
| Q4 2024 | -15.0% | -13.0% | -22.9% | |
| Q3 2024 | +6.3% | +11.7% | +26.7% | |
| Q2 2024 | -9.6% | -9.2% | -9.1% | |
| Q1 2024 | +1.0% | -3.1% | -8.2% | |
| Q4 2023 | -6.1% | -4.6% | +5.1% | |
| Q3 2022 | +5.1% | +7.9% | +9.2% | |
| Q4 2021 | +5.1% | +7.9% | +9.2% | |
| Q3 2023 | -0.5% | +3.7% | +7.2% | |
| Q2 2022 | +1.3% | -1.2% | -7.0% | |
| Q2 2023 | +1.3% | -1.2% | -7.0% | |
| Q1 2022 | +1.3% | -1.2% | -7.0% | |
| Q4 2022 | +1.3% | -1.2% | -7.0% | |
| Q1 2023 | +1.3% | +5.4% | -4.5% |
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