The financials
Kodiak Gas Services, Inc. by the numbers
Kodiak Gas Services, Inc. (KGS) reported revenue of $391M in Q2 2026 (quarter ended Jun 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 Q2 2026 was Compression Infrastructure at $315M, 81% of the disclosed total, well 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 |
|---|---|---|
| Compression Infrastructure | $315M | 81% |
| Service Other | $43M | 11% |
| Power Infrastructure | $33M | 8.4% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $391.1M (+13%)
Service Other grew +47% year on yearCompression Infrastructure +7.4% year on year
Segment Latestquarter on quarteryear on year
- Compression Infrastructure$315.1M$315.1MQoQ -year on year +7.4%-+7.4%
- Service Other$43.1M$43.1MQoQ +11%year on year +47%+11%+47%
- Power Infrastructure$32.9M$32.9MQoQ -year on year ---
Oil & Gas Equipment & Services
Ranks #9 of 24 by Smart Score