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 EVP & Chief Accounting Officer Ewan William Hamilton reported equity compensation activity in company stock. He received 4,652 restricted stock units that will vest in three equal installments beginning March 8, 2027, and 18,000 performance-based restricted stock units that vested on March 8, 2026 after meeting cash flow, leverage, total shareholder return, and ESG goals for the period from June 28, 2023 to December 31, 2025. The company withheld 9,443 shares to cover tax obligations tied to the vesting, a non-market disposition. After these awards and tax withholding, Hamilton directly holds 47,064 shares of Kodiak Gas Services common stock.
Kodiak Gas Services, Inc. Chief Information Officer Pedro R. Buhigas reported equity compensation awards and related tax withholding. He received 7,157 restricted stock units that vest in three equal installments beginning March 8, 2027. He was also credited with 21,000 performance-based restricted stock units earned on metrics such as discretionary cash flow, leverage, absolute total shareholder return and an ESG scorecard for the period from June 28, 2023 to December 31, 2025, which vested on March 8, 2026 and converted into common shares on a one-for-one basis. The issuer withheld 11,266 shares to cover tax obligations tied to the vesting, and Buhigas directly held 56,665 shares of common stock as of the transaction date.
Kodiak Gas Services EVP & CHRO Cory Anne Roclawski reported equity compensation awards and related tax withholding. On March 8, 2026, she received 27,000 shares of Common Stock as a payout of performance-based restricted stock units tied to financial and ESG metrics, plus 7,157 restricted stock units that vest in three equal installments beginning March 8, 2027.
To cover tax obligations from the vesting, the issuer withheld 13,731 shares of Common Stock, recorded as a disposition but not an open-market sale. After these transactions, Roclawski directly held 63,418 shares of Kodiak Gas Services Common Stock.
Green Steven Lee reported acquisition or exercise transactions in this Form 4 filing.
Kodiak Gas Services EVP & Chief Commercial Officer Steven Lee Green received a grant of 7,157 shares of common stock in the form of restricted stock units valued at $55.89 per share. These units vest in three equal installments beginning on March 8, 2027, and will settle in shares of common stock. Following this award, Green directly holds 21,314 shares, highlighting a routine, compensation-related increase in his equity stake.
Howard Jennifer LeGrand reported acquisition or exercise transactions in this Form 4 filing.
Kodiak Gas Services, Inc. reported that officer Jennifer LeGrand Howard received a grant of 7,157 shares of common stock as restricted stock units at $55.89 per share. These RSUs vest and settle in stock in three equal installments beginning on March 8, 2027. Following this award, she holds 20,763 shares of common stock directly.
Kodiak Gas Services Inc shows that Invesco Ltd. beneficially owns 8,633,896 shares of common stock, representing 10.1% of the class, per Amendment No. 3 to Schedule 13G/A filed 03/06/2026.
The filing states these shares are held of record by clients of Invesco Ltd.; Invesco reports sole power to vote for 8,360,640 shares and sole dispositive power for 8,633,896 shares.
Kodiak Gas Services Inc: FMR LLC reports beneficial ownership of 5,085,660.16 shares, representing 5.9% of common stock, in Amendment No. 4 to Schedule 13G/A.
FMR LLC and Abigail P. Johnson report sole dispositive power over 5,085,660.16 shares and sole voting power of 5,080,588 shares. The filing references Exhibit 99 and powers of attorney; signatures dated 03/05/2026.
Kodiak Gas Services, Inc. filed its annual report describing a large-horsepower contract compression business concentrated in the Permian Basin and Eagle Ford Shale, where about 82.8% of its compression assets are deployed. The company focuses on long-term, fixed-fee contracts that support stable, recurring cash flow.
Kodiak agreed to acquire Distributed Power Solutions in an equity-and-cash deal valued at about $675.0 million, including $575.0 million in cash and 2,401,278 shares of common stock. During 2025, EQT affiliates fully exited their stake, selling about 38.5 million shares in non-dilutive transactions. Kodiak also sold its Mexico operations at a $33.3 million net loss and declared a quarterly dividend of $0.49 per share, or roughly $43.1 million, for payment in February 2026.
Kodiak Gas Services reported strong fourth-quarter and full-year 2025 results and issued financial guidance for 2026. For 2025, total revenues were $1.31 billion and net income attributable to common shareholders was $80.5 million, with adjusted net income of $139.4 million.
Adjusted EBITDA reached $715.0 million for 2025, up from $609.6 million, and discretionary cash flow was $461.7 million, while free cash flow was $229.6 million. The Contract Services segment generated $1.18 billion of revenue with a 68.4% adjusted gross margin percentage, and fleet utilization improved to 97.7% at year-end 2025.
The company ended 2025 with $2.6 billion of total debt and a credit agreement leverage ratio of 3.5x, having returned over $263 million to shareholders through dividends and repurchases. Kodiak also agreed to acquire Distributed Power Solutions, LLC in an equity-and-cash transaction valued at about $675 million and expects to close in early April 2026.
For full-year 2026, Kodiak guided to adjusted EBITDA of $750 million to $780 million and discretionary cash flow of $480 million to $510 million, with planned growth capital expenditures of $235 million to $265 million, excluding any impact from the pending acquisition.