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Kodiak Gas Services vs USA Compression Partners, LP: KGS and USAC compared
Kodiak Gas Services is the larger company: $391M of revenue in its latest quarter (Q2 2026) against $357M for USA Compression Partners, LP (Q3 2026). USA Compression Partners, LP is growing faster (+43% against +21% a year earlier). Kodiak Gas Services is more profitable, with an operating margin of 31.8% against 28.6%.
Where the money goes: KGS and USAC
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.
USA Compression Partners, LP (USAC) · Q3 2026
USA Compression Partners, LP, Q3 2026: revenue $357M (+43% year over year), operating margin 28.6%, net earnings $47.3M, operating cash flow $118M. The chart follows the revenue to costs, profit and cash.
| Kodiak Gas Services (KGS) | USA Compression Partners, LP (USAC) | |
|---|---|---|
| Latest quarter | Q2 2026 | Q3 2026 |
| Revenue | $391M | $357M |
| Revenue growth, Y/Y | +21% | +43% |
| Operating margin | 31.8% | 28.6% |
| Net earnings | $52.0M | $47.3M |
| Net margin | 13.3% | 13.3% |
| Operating cash flow | $99.5M | $118M |
| Free cash flow | — | $14.2M |
| Market value | $4.0B | $3.6B |
| P/E | 50.1× | 22.7× |
| Analysts’ mean target | $79.50 | $29.80 |
Where the revenue comes from
Kodiak Gas Services
- Compression Infrastructure: $315M (81%)
- Service, Other: $43.1M (11%)
- Power Infrastructure: $32.9M (8%)
USA Compression Partners, LP
- Contract operations revenue: $326M (91%)
- Retail parts and services revenue: $31.3M (9%)
Questions
Which is bigger, Kodiak Gas Services or USA Compression Partners, LP?
Kodiak Gas Services is the larger company: $391M of revenue in its latest quarter (Q2 2026) against $357M for USA Compression Partners, LP (Q3 2026).
Is Kodiak Gas Services or USA Compression Partners, LP growing faster?
USA Compression Partners, LP is growing faster (+43% against +21% a year earlier).
Which is more profitable, Kodiak Gas Services or USA Compression Partners, LP?
Kodiak Gas Services is more profitable, with an operating margin of 31.8% against 28.6%.
More: Kodiak Gas Services earnings · how Kodiak Gas Services makes money · USA Compression Partners, LP earnings · how USA Compression Partners, LP makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 7, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.