Filing Flows › Kodiak Gas Services (KGS) › Guidance history
Kodiak Gas Services (KGS) guidance history: what it guided and what it reported
Kodiak Gas Services gave guidance in 11 earnings releases on file since Mar 6, 2024. Its releases raised guidance 8 times and lowered it 0 times.
Adjusted gross margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2024 | 64.0% (Mar 6, 2024) → reaffirmed 64.0% (Aug 13, 2024) → reaffirmed 64.0% (Nov 7, 2024) | — | — | — |
Net income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $33.3M (Nov 4, 2025) | — | — | — |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $235M (Feb 25, 2026) → raised $245M (May 11, 2026) → raised $280M (Aug 6, 2026) | — | to be reported | — |
| FY2025 | $240M (Mar 6, 2025) → lowered $180M (May 8, 2025) → reaffirmed $180M (Aug 6, 2025) → reaffirmed $180M (Nov 4, 2025) | $315M (GAAP) | not judged | — |
| FY2024 | $20.0M (Aug 13, 2024) → reaffirmed $20.0M (Nov 7, 2024) | $337M (GAAP) | not judged | — |
Operating cash flow
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $195M (Feb 25, 2026) | — | to be reported | — |
Adjusted EBITDA
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $750M–$780M (Feb 25, 2026) → raised $820M–$860M (May 11, 2026) → raised $830M–$860M (Aug 6, 2026) | — | to be reported | — |
| FY2025 | $685M–$725M (Mar 6, 2025) → raised $695M–$725M (May 8, 2025) → raised $700M–$725M (Aug 6, 2025) | — | — | — |
| FY2024 | $460M–$490M (Mar 6, 2024) → raised $580M–$610M (May 8, 2024) → raised $590M–$610M (Aug 13, 2024) → raised $600M–$610M (Nov 7, 2024) | — | — | — |
The latest quarter
Kodiak Gas Services, Q2 2026: revenue $391M (+21% year over year), operating margin 31.8%, net earnings $52.0M, operating cash flow $99.5M. The chart follows the revenue to costs, profit and cash.
Questions
Does Kodiak Gas Services beat its guidance?
Kodiak Gas Services gave guidance in 11 earnings releases on file since Mar 6, 2024. Its releases raised guidance 8 times and lowered it 0 times.
How often does Kodiak Gas Services raise guidance?
Its earnings releases raised guidance 8 times and lowered it 0 times since Mar 6, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.