10-Q quarterly report · filed Aug 7, 2026

Kodiak Gas Services, Inc. (KGS) Q2 2026 10-Q Quarterly Report

Short answer

Kodiak Gas Services, Inc. (KGS) filed its Q2 2026 10-Q quarterly report on Aug 7, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $391M (up 21.1% year over year) with net income of $52M.

Q2 2026 key financials · XBRL

Revenue
$391M
+21.1% YoY · +13.1% QoQ
Net income
$52M
+31.6% YoY · +191.9% QoQ
Operating margin
31.8%
EPS (diluted)
$0.55
+27.9% YoY · +175.0% QoQ

Source: XBRL data from the Kodiak Gas Services, Inc. (KGS) Q2 2026 10-Q on SEC EDGAR. USD.

Kodiak Gas Services, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Q2 revenue $391.1M, up 21.1% YoY from $322.8M
  • Q2 operating margin 31.8% vs 30.9% YoY
  • Best segment Other Services revenue $43.1M, up 47.1% YoY
  • Q2 net income $52.1M, up 30.4% YoY from $40.0M
  • Liquidity $1.7B, including $137.6M cash and $1.6B ABL availability

Risk Factors

  • New power-systems risk triggered by distributed-power expansion: long sales cycles, equipment lead times, and limited generation availability
  • Most material update: grid access could displace distributed power as utility projects and transmission networks become available
  • Regulatory risk from diversification: new distributed-power operations expose Kodiak to previously inapplicable laws and compliance requirements
  • Operational risk: inadequate power-load management could cause customer downtime and supply disruptions
  • Financial risk: advance equipment commitments could increase working-capital needs and create stranded assets or impairment charges

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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