Welcome to our dedicated page for Kodiak Gas Services SEC filings (Ticker: KGS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Kodiak Gas Services, Inc. filings document operating results, capital returns, debt financing, governance changes, and shareholder voting matters for its energy infrastructure services business. Form 8-K reports cover quarterly results, Regulation FD dividend announcements, material definitive agreements, and capital-structure events involving Kodiak Gas Services, LLC as a subsidiary issuer.
Proxy and charter-related filings describe board structure, voting provisions, executive compensation, director elections, and shareholder approvals. Debt-related disclosures include senior unsecured notes, guarantor arrangements, indenture terms, redemption provisions, and related financing obligations.
Kodiak Gas Services, Inc. (KGS) is the issuer of shares that Robert Michael McKee, its Chief Executive Officer, plans to sell under Rule 144. A notice covers a proposed sale of 6,008 shares of common stock through Goldman Sachs & Co. LLC on the NYSE. The shares were originally acquired on 07/03/2025 as compensation in the form of Restricted Stock Units and are being sold pursuant to a Rule 10b5-1(c) selling plan dated 05/19/2026.
Invesco Ltd. reports beneficial ownership of Kodiak Gas Services Inc. common stock. Acting as a parent holding company to its investment advisers, Invesco Ltd. may be deemed to beneficially own 8,058,162 shares of Kodiak Gas Services, representing 8.0% of the outstanding common stock class.
Invesco Ltd. reports sole voting power over 7,814,117 shares and sole dispositive power over 8,058,162 shares, with no shared voting or dispositive power. The shares are held of record by clients of Invesco Ltd., and no single client has more than 5% economic ownership of the class.
Kodiak Gas Services, Inc. Executive Vice President & COO William Chad Lenamon reported a sale of 1,000 shares of common stock on 2026-08-11 at $61.93 per share in an open-market or private transaction. The sale was made pursuant to a Rule 10b5-1 trading plan adopted March 13, 2026. Following this transaction, he directly holds 86,294 common shares and has an additional 1,100 shares reported as indirectly owned by his son.
William Lenamon filed a Form 144 indicating an intention to sell up to 1,000 shares of KGS common stock held at Fidelity Brokerage Services, with an aggregate market value of $61,930.00 as of August 11, 2026 on the NYSE. The shares relate to restricted stock vesting on January 5, 2026 granted as compensation by the issuer. The filing also lists prior sales of 1,000 shares each on June 11, 2026 and July 13, 2026, for aggregate amounts of $67,790.00 on each date.
Kodiak Gas Services, Inc. reported stronger Q2 2026 results while reshaping its balance sheet and expanding into distributed power generation. Total revenues rose to $391.1 million from $322.8 million, led by Compression Infrastructure growth and initial contributions from the new Power Infrastructure segment following the DPS acquisition.
Net income attributable to common shareholders increased to $52.0 million (diluted EPS $0.53) from $39.5 million (EPS $0.43). Assets grew to $5.50 billion, including $344.8 million of goodwill from the $726.4 million DPS transaction. Kodiak issued common stock for net proceeds of $836.1 million and issued $1.0 billion of 2031 senior notes, using proceeds to defease higher‑coupon 2029 notes and recording a $36.5 million loss on extinguishment of debt. Cash and cash equivalents increased to $137.6 million, stockholders’ equity to $2.16 billion, and long‑term debt and other borrowings were $2.73 billion.
The Compression Infrastructure fleet achieved 98.2% utilization, while the new 405 MW power fleet operated at 89.6% utilization. Remaining ASC 606 performance obligations totaled $2.64 billion, and purchase commitments for new compression and power units were $2.5 billion. Quarterly cash dividends of $0.49 per share continued.
Kodiak Gas Services reported strong results for the quarter ended June 30, 2026, with net income attributable to common shareholders of $52.0 million, or $0.53 per diluted share, and adjusted net income of $54.3 million, or $0.55 per adjusted diluted share. The company delivered record adjusted EBITDA of $216.8 million, a 21.7% increase compared to second quarter 2025, and record discretionary cash flow of $163.3 million, up 40.2%.
Compression Infrastructure segment revenue was $315.1 million with adjusted gross margin of $220.7 million, or 70.0%, and fleet utilization of 98.2%. Power Infrastructure, established following the DPS acquisition on April 1, 2026, generated $32.9 million of revenue, a 64.5% adjusted gross margin percentage and fleet utilization of 89.6%. Other Services revenue rose to $43.1 million, though its adjusted gross margin percentage declined to 11.3%.
As of June 30, 2026, total debt outstanding was $2.8 billion, with $1.6 billion available under the ABL Facility and $1.7 billion of total liquidity; the credit agreement leverage ratio was 3.2x (or 3.1x net of cash). In May 2026, Kodiak issued 12.2 million common shares at $71.00 per share, generating approximately $836.1 million in net proceeds. Full-year 2026 guidance was raised to $830–$860 million of adjusted EBITDA and $570–$600 million of discretionary cash flow, alongside substantial planned growth capital for Compression and Power Infrastructure.
FMR LLC and Abigail P. Johnson report their ownership position in Kodiak Gas Services Inc. They beneficially own 4,072,866.39 shares of common stock, representing 4.1% of the class. FMR LLC has sole voting power over 4,070,742.00 shares and sole dispositive power over 4,072,866.39 shares, with no shared voting or dispositive power. Abigail P. Johnson is reported with sole dispositive power over the same 4,072,866.39 shares and no voting power. The position is characterized as ownership of 5 percent or less of the class. One or more other persons have rights to dividends or sale proceeds from these shares, but no such person holds more than five percent of the outstanding common stock.
Kodiak Gas Services, Inc. declared a cash dividend of $0.49 per share of common stock for the second quarter of 2026. The dividend will be paid on August 27, 2026 to stockholders of record as of the close of business on August 17, 2026.
In conjunction, subsidiary Kodiak Gas Services, LLC declared a $0.49 per-unit distribution for the same period, with the same record and payment dates. Kodiak describes itself as a leading U.S. provider of contract compression, distributed power and energy infrastructure services.
Kodiak Gas Services, Inc. Executive Vice President & COO William Chad Lenamon reported an open-market sale of 1,000 shares of common stock at $67.79 per share on July 13, 2026, pursuant to a Rule 10b5-1 trading plan adopted March 13, 2026. Following this sale, he holds 87,294 shares directly and 1,100 shares indirectly through his son.
KGS investor William Lenamon filed a notice of proposed sale of 1,000 common shares of KGS through Fidelity Brokerage Services LLC on 07/13/2026, listed on the NYSE, with an aggregate market value of $67,790.00.
The filing also lists restricted stock awards of 533 shares vesting on 01/10/2025 and 467 shares vesting on 01/05/2026, and discloses that 1,000 common shares were sold on 06/11/2026 for an aggregate value of $67,790.00 during the prior three months.