The financials
Kodiak Gas Services, Inc. by the numbers
Kodiak Gas Services, Inc. (KGS) reported revenue of $391M in Q2 2026 (quarter ended June 30, 2026), up 21% from the same quarter a year earlier. That came with a gross margin of 63% and net income of $52M (13% of revenue). For the full year FY2025, revenue was $1.31B (+13% year on year) and net income $81M. Its largest product in 2026-Q1 was Contract Services at $307M, 89% of the disclosed total, just ahead of Service Other at 11%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $391M | $323M | +21% |
| Gross profit | $247M | $208M | +19% |
| Operating income | $124M | $100M | +25% |
| Net income | $52M | $39M | +32% |
| Diluted EPS | $0.53 | $0.43 | +23% |
| Product | Revenue | Share |
|---|---|---|
| Contract Services | $307M | 89% |
| Service Other | $39M | 11% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $345.8M (+7.1%)
Contract Services grew +6.2% year on yearService Other -4.7% year on year
Segment Latestquarter on quarteryear on year
- Contract Services$307.0M$307.0MQoQ +3.4%year on year +6.2%+3.4%+6.2%
- Service Other$38.8M$38.8MQoQ +50%year on year -4.7%+50%-4.7%
Oil & Gas Equipment & Services
Ranks #13 of 27 by Smart Score