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Kodiak Gas Services vs Archrock: KGS and AROC compared
Kodiak Gas Services is the larger company: $391M of revenue in its latest quarter (Q2 2026) against $371M for Archrock (Q3 2026). Kodiak Gas Services is growing faster (+21% against -3% a year earlier). Kodiak Gas Services is more profitable, with an operating margin of 31.8% against 30.0%.
Where the money goes: KGS and AROC
Kodiak Gas Services (KGS) · Q2 2026
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.
Archrock (AROC) · Q3 2026
Archrock, Q3 2026: revenue $371M (-3% year over year), operating margin 30.0%, net earnings $84.5M, operating cash flow $159M. The chart follows the revenue to costs, profit and cash.
| Kodiak Gas Services (KGS) | Archrock (AROC) | |
|---|---|---|
| Latest quarter | Q2 2026 | Q3 2026 |
| Revenue | $391M | $371M |
| Revenue growth, Y/Y | +21% | -3% |
| Gross margin | — | 47.4% |
| Operating margin | 31.8% | 30.0% |
| Net earnings | $52.0M | $84.5M |
| Net margin | 13.3% | 22.8% |
| Operating cash flow | $99.5M | $159M |
| Free cash flow | — | $49.6M |
| Market value | $4.0B | $4.8B |
| P/E | 50.1× | 14.2× |
| Analysts’ mean target | $79.50 | $42.38 |
Where the revenue comes from
Kodiak Gas Services
- Compression Infrastructure: $315M (81%)
- Service, Other: $43.1M (11%)
- Power Infrastructure: $32.9M (8%)
Archrock
- Contract operations: $331M (89%)
- Aftermarket services: $39.7M (11%)
Questions
Which is bigger, Kodiak Gas Services or Archrock?
Kodiak Gas Services is the larger company: $391M of revenue in its latest quarter (Q2 2026) against $371M for Archrock (Q3 2026).
Is Kodiak Gas Services or Archrock growing faster?
Kodiak Gas Services is growing faster (+21% against -3% a year earlier).
Which is more profitable, Kodiak Gas Services or Archrock?
Kodiak Gas Services is more profitable, with an operating margin of 31.8% against 30.0%.
More: Kodiak Gas Services earnings · how Kodiak Gas Services makes money · Archrock earnings · how Archrock makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 7, 2026; 10-Q filed Nov 3, 2026). Fiscal quarters can end on different dates. Not investment advice.