NYSE$NGS
Natural Gas Services Group · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Natural Gas Services Group reported FY 2025 rental revenue of $164.3M and net income of $19.9M ($1.57 EPS).
FY 2025 rental revenue $164.3M (+14%); total revenue $172.3M. Net income $19.9M ($1.57 EPS); adjusted EBITDA $81M (record). Q4 rental revenue $44.3M (+16% YoY); adjusted EBITDA $21.2M.
- Rented horsepower ~563k (+14%); utilization 84.9% record.
- FY26 adjusted EBITDA guidance $90.5M–$95.5M.
- Initiated dividend; $2.6M returned H2 2025.
- Contracted ~50k hp large-horsepower deployments in 2026.
- Q4 gross margin hit by one-time inventory adjustment.
Headline financials
Revenue & EPS history
NGS · Revenue · Quarterly
$172M
Forward guidance
2026 adjusted EBITDA $90.5M–$95.5M; growth capex $55M–$70M.
Tailwinds
- LNG/data-center power demand tailwinds for compression.
- Market share gains fourth consecutive year.
Headwinds
- Long lead times on largest units.
- Maintenance capex rising with fleet age.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
+1.7%
Avg return
Earnings day
+2.0%
Avg return
5 days after
+3.7%
Avg return
30 days after
57%
37 / 65 earnings
Positive
+39.4%
Q2 2020
Best reaction
-9.1%
Q3 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +2.7% | +9.2% | +6.9% | |
| Q4 2025 | +0.5% | +7.1% | +3.5% | |
| Q3 2025 | -7.7% | -2.7% | +10.3% | |
| Q1 2025 | +1.5% | -3.1% | +9.8% | |
| Q4 2024 | -7.6% | -8.4% | -17.5% | |
| Q3 2024 | +3.5% | +6.5% | +7.3% | |
| Q2 2024 | +11.2% | +17.6% | +3.7% | |
| Q1 2024 | +6.4% | +3.7% | -15.7% | |
| Q4 2023 | +17.2% | +21.6% | +15.5% | |
| Q3 2023 | +6.7% | +1.2% | -11.6% | |
| Q2 2023 | +6.1% | +8.1% | +10.1% | |
| Q1 2023 | -1.5% | +5.2% | -5.0% | |
| Q4 2022 | +4.5% | +2.8% | +2.0% | |
| Q3 2022 | -5.9% | -13.2% | -1.9% | |
| Q2 2022 | +1.0% | +4.3% | -1.3% | |
| Q1 2022 | +4.9% | +4.8% | +8.9% | |
| Q4 2021 | -5.0% | -2.9% | +15.4% | |
| Q3 2021 | -4.1% | -5.4% | -16.1% | |
| Q2 2021 | -0.3% | -1.5% | -1.9% | |
| Q1 2021 | +8.5% | +8.6% | +16.2% | |
| Q4 2020 | +2.7% | +2.8% | -0.9% | |
| Q3 2020 | -2.1% | -1.6% | -0.1% | |
| Q2 2020 | +39.4% | +26.4% | +35.8% | |
| Q1 2020 | +9.6% | +6.9% | +39.5% | |
| Q4 2019 | -6.3% | -2.7% | +28.5% | |
| Q3 2019 | -9.1% | -8.5% | -6.4% | |
| Q2 2019 | -4.2% | -13.8% | -16.0% | |
| Q1 2019 | +0.4% | -2.3% | -1.9% | |
| Q4 2018 | -1.7% | -3.2% | -5.1% | |
| Q3 2018 | +2.9% | +5.8% | +0.9% | |
| Q2 2018 | +0.4% | -1.1% | -1.1% | |
| Q1 2018 | -2.4% | -4.2% | -9.2% | |
| Q4 2017 | -0.2% | -4.5% | -10.9% | |
| Q3 2017 | -1.3% | -0.9% | -5.8% | |
| Q2 2017 | +3.7% | +1.6% | -1.4% | |
| Q1 2017 | -3.0% | -1.8% | +0.0% | |
| Q4 2016 | +2.1% | +0.6% | +10.3% | |
| Q3 2016 | +3.1% | +14.5% | +44.5% | |
| Q2 2016 | -0.6% | -1.2% | +3.1% | |
| Q1 2016 | +8.8% | — | — | |
| Q4 2015 | +5.1% | — | — | |
| Q3 2015 | +6.5% | — | — | |
| Q2 2015 | +4.4% | — | — | |
| Q1 2015 | -1.1% | — | — | |
| Q4 2014 | +2.4% | — | — | |
| Q3 2014 | +1.5% | — | — | |
| Q2 2014 | -1.6% | — | — | |
| Q1 2014 | -1.6% | — | — | |
| Q4 2013 | -6.3% | — | — | |
| Q3 2013 | -0.0% | — | — | |
| Q2 2013 | +1.1% | — | — | |
| Q1 2013 | +8.8% | — | — | |
| Q4 2012 | +3.4% | — | — | |
| Q3 2012 | -0.7% | — | — | |
| Q2 2012 | -0.2% | — | — | |
| Q1 2011 | +14.2% | — | — | |
| Q1 2012 | +0.5% | — | — | |
| Q4 2009 | -5.5% | — | — | |
| Q4 2011 | -5.5% | — | — | |
| Q3 2011 | -5.9% | — | — | |
| Q3 2010 | -5.9% | — | — | |
| Q4 2010 | +0.2% | — | — | |
| Q2 2010 | +0.2% | — | — | |
| Q2 2011 | +0.2% | — | — | |
| Q1 2010 | +14.1% | — | — |
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