KGS Kodiak Gas Services, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Operator of large horsepower contract compression infrastructure supporting natural gas/oil production and transport in key U.S. regions
• • New emphasis on electric motor driven compression deployment under long-term fixed-revenue contracts to reduce emissions intensity
• • Strategic positioning as market leader in Permian Basin with 82.8% assets deployed there and Eagle Ford Shale, focusing on customer-centric long-term contractual relationships
• • Fleet comprised of 4.5 million total horsepower with 80% classified as large horsepower units (>1,000 HP); four largest customers represent ~32% revenue
• • FY 2026 distinctive milestone: Completion of IPO July 3, 2023, with stock listed on NYSE under ticker "KGS"

Risk Factors

• • Regulatory risk from One Big Beautiful Bill Act 2025 impacting U.S. tax law and permanently reinstating full expensing of qualified capital expenditures
• • Geopolitical exposure: 82.8% of compression assets deployed in Permian Basin and Eagle Ford Shale, subject to U.S. Gulf Coast LNG export growth and related energy policies
• • Operational vulnerability from Texas Comptroller sales tax audit settlement, incurring $28.0 million in interest and penalties in 2025
• • Competitive risk from customer shift to electric compression infrastructure, requiring adaptation amid some customers' emission reduction initiatives
• • Financial risk from $2.6 billion long-term debt maturing between 2029 and 2035 with $211.2 million purchase commitments mostly due within 12 months

Management Discussion & Analysis

• • No revenue or profitability figures disclosed in MD&A; focus on operational and regulatory risks
• • Concentrated operations in Permian Basin and Eagle Ford Shale, vulnerable to regional disruptions and supply-demand shifts
• • Significant sales tax settlement of $28.0 million with Texas Comptroller impacting financial condition
• • Acquisition of Distributed Power Solutions, LLC pending, with risks including integration costs and failure to achieve synergies
• • Key risks: customer contract cancellations (9.0% month-to-month), competition, supply chain disruptions, and tightening environmental regulations

What are the latest KGS SEC filings in 2026?

Kodiak Gas Services, Inc. (KGS) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 11, 2026, an 8-K current report on August 6, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did KGS file its most recent 10-K annual report?

Kodiak Gas Services, Inc. (KGS) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view KGS 10-Q quarterly reports?

Kodiak Gas Services, Inc. (KGS)'s most recent 10-Q quarterly report was filed on May 11, 2026. SignalX displays every KGS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has KGS filed recently?

Kodiak Gas Services, Inc. (KGS)'s most recent 8-K was filed on August 6, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find KGS insider trading activity (Form 4)?

SignalX aggregates every KGS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does KGS file with the SEC?

Kodiak Gas Services, Inc. (KGS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new KGS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Kodiak Gas Services, Inc. (KGS).

What is KGS's SEC CIK number?

Kodiak Gas Services, Inc. (KGS)'s SEC CIK (Central Index Key) number is 1767042. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1767042 to look up all KGS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find KGS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Kodiak Gas Services, Inc. (KGS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.