Kodiak Gas Services Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
66.3%projected annual EPS growth
Analyst Coverage
15analysts covering
FY Revenue (est.)
$1.5Bnext fiscal year
FY EPS (est.)
$2.54next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 11 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Fleet Utilization Rate Quarterly9,800.0%Target: Maintain near-full utilization (>95%)
Contract Services Adjusted Gross Margin Quarterly7,060.0%Target: 68.5% - 70.0% for FY 2026
Annual Power Additions (Distributed Power Segment) Annually61.0Target: 300 - 500 MW annually through 2030
Watch Items
- Capital Expenditure Intensity for Power InfrastructureTrigger: Exceeding the upper guidance limit of $500 million in FY 2026Action: Evaluate project returns, contract terms, and potential equity or debt financing requirements to prevent leverage deterioration.
- Compression Equipment Lead TimesTrigger: Lead times exceeding 180 weeksAction: Monitor supply chain constraints and secure early equipment commitments to protect contracted growth into 2027.
Research as of 19 Jun 2026