Latest revenue
$345.8M
as of 2026-03-31
Latest net income
$17.8M
as of 2026-03-31
Net margin
5.1%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $6.54B
- Enterprise value
- $6.54B
- P/E (trailing)
- 81.3×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 2.6%
- 52-wk high
- $77.68
- 52-wk low
- $30.06
- Beta
- —
- Shares out
- 88.8M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
Part I Item 1. Business Overview We are a leading provider and operator of large horsepower contract compression infrastructure in the U.S, supporting the critical movement and processing of natural gas across key production regions. Through our wholly-owned subsidiary, Kodiak Services, formed in 2011, we have built and operated a substantial fleet of high-reliability compression assets for more than a decade. On July 3, 2023, we completed our IPO and our common stock is currently trading on the New York Stock Exchange (“NYSE”) under the ticker symbol “KGS.” Our business is centered on long‑term customer relationships, operational excellence, and disciplined capital deployment, positioning…
AI summary unavailable — showing raw filing excerpt
Generated from KGS's filing dated 2026-02-26
Key risks
Item 1A. Risk Factors An investment in our common stock involves a high degree of risk. As described in Part I “Disclosure Regarding Forward-Looking Statements,” this Annual Report contains forward-looking statements regarding us, our business, and our industry. The risk factors described below, among others, could cause our actual results to differ materially from the expectations reflected in the forward-looking statements. The occurrence of one or more of the events or circumstances described in the section titled “Risk Factors,” alone or in combination with other events or circumstances, may materially adversely affect our business, financial condition and operating results. In that…
AI summary unavailable — showing raw filing excerpt
Generated from KGS's filing dated 2026-02-26
Profitability
Operating margin
26.0%
20.8%Net margin
6.2%
43.0%Return on equity
1.8%
96.2%Return on assets
1.9%
65.8%Leverage
Debt / equity
1.84×
85.8%Long-term debt / equity
1.57×
86.8%Debt / assets
64.8%
30.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $345.8M | +4.9% | $17.8M | -41.5% | 5.1% |
Q4 2025 2025-12-31 | $332.9M | +7.5% | $24.6M | +29.0% | 7.4% |
Q3 2025 2025-09-30 | $322.7M | -0.6% | $-14.0M | -148.1% | -4.3% |
Q2 2025 2025-06-30 | $322.8M | +4.3% | $39.5M | +534.2% | 12.2% |
Q1 2025 2025-03-31 | $329.6M | +53.0% | $30.4M | +0.6% | 9.2% |
Q4 2024 2024-12-31 | $309.5M | — | $19.1M | — | 6.2% |
Q3 2024 2024-09-30 | $324.6M | +40.6% | $-5.6M | -125.9% | -1.7% |
Q2 2024 2024-06-30 | $309.7M | +52.3% | $6.2M | +20.4% | 2.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Natural Gas Transmission · SIC 4922
Your notes
Keep private notes on KGS — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$624.4K
Insider selling
$1.01B
Net activity
−$1.01B
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns KGS
Institutional value
$2.63B
Total shares held
46.2M
Distinct holders
193
-86 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.3M | $717.9M | +173.7K (+1.4%) | Added |
| 2 | Invesco Ltd. | 8.2M | $477.3M | +591.7K (+7.8%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $217.1M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $181.1M | +136.0K (+4.6%) | Added |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | $112.7M | — | New |
| 6 | DEPRINCE RACE & ZOLLO INC | 901.4K | $52.6M | -121.6K (-11.9%) | Trimmed |
| 7 | UBS Group AG | 886.2K | $51.7M | -173.3K (-16.4%) | Trimmed |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 844.8K | $49.3M | +397.1K (+88.7%) | Added |
| 9 | Bank of New York Mellon Corp | 803.4K | $46.9M | -1.9K (-0.2%) | Trimmed |
| 10 | Walleye Capital LLC | 800.6K | $46.7M | — | New |
| 11 | KAYNE ANDERSON CAPITAL ADVISORS LP | 623.0K | $36.3M | +581.9K (+1418.1%) | Added |
| 12 | AUGUSTINE ASSET MANAGEMENT INC | 609.4K | $35.5M | +62 (+0.0%) | Added |
| 13 | VANGUARD FIDUCIARY TRUST CO | 582.0K | $33.9M | — | New |
| 14 | CIBC Bancorp USA Inc. | 578.9K | $33.8M | — | New |
| 15 | PRINCIPAL FINANCIAL GROUP INC | 548.0K | $32.0M | +24.3K (+4.6%) | Added |
| 16 | Public Sector Pension Investment Board | 528.4K | $30.8M | +240.8K (+83.7%) | Added |
| 17 | Nuveen, LLC | 470.9K | $27.5M | +313.3K (+198.9%) | Added |
| 18 | JPMORGAN CHASE & CO | 477.1K | $27.4M | +67.5K (+16.5%) | Added |
| 19 | CITIGROUP INC | 413.0K | $24.1M | +204.2K (+97.8%) | Added |
| 20 | FEDERATED HERMES, INC. | 406.2K | $23.7M | +406.2K (+20310750.0%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once KGS's latest filing finishes processing.