Kodiak Gas Services, Inc.
At today's price, Kodiak Gas Services, Inc. (KGS) is priced for +23.4% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $69.15 the market pays roughly 25x company-wide operating income for Kodiak, which implies operating growth holding near its self-funding ceiling for about five years. Only about a third of comparable fast-growers have sustained that pace over a similar horizon. Q1 2026 set a record with adjusted EBITDA of $190.1 million, up 7%, on 98% fleet utilization, and management raised 2026 guidance to $820 to $860 million of adjusted EBITDA. The new Power Infrastructure segment, from the DPS acquisit
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315 institutional managers reported holding KGS in 13F filings for the quarter ended 2026-03-31. 86 opened new positions that quarter. Held by BlackRock, Invesco, Vanguard Group, among others. On the short side, 6.8M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (4.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has paid one every year in our records (3 and counting), raised 2 years straight; the current rate is $1.80 a share annually. Cash returned over the past three years: $365.84M in dividends and $143.97M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at KGS over the trailing three years: 2023: 5 buys totaling $472k; 2024: 2 buys totaling $53k; 2026: 3 buys totaling $624k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
KGS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-11-10 | -0.6% | +21.1% |
| 2024-03-08 | -6.1% | +8.6% |
| 2024-05-10 | +1.2% | -1.3% |
| 2024-08-14 | -12.7% | +22.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
KGS's latest 8-K filings: 2026-05-15 (items 8.01, 9.01); 2026-05-11 (items 2.02, 9.01); 2026-05-08 (items 7.01, 9.01); 2026-05-07 (items 5.03, 5.07, 9.01); 2026-04-02 (items 1.01, 2.01, 3.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.