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Kinetik Holdings vs Kodiak Gas Services: KNTK and KGS compared
Kinetik Holdings is the larger company: $569M of revenue in its latest quarter (Q3 2026) against $391M for Kodiak Gas Services (Q2 2026). Kinetik Holdings is growing faster (+23% against +21% a year earlier). Kodiak Gas Services is more profitable, with an operating margin of 31.8% against 11.2%.
Where the money goes: KNTK and KGS
Kinetik Holdings (KNTK) · Q3 2026
Kinetik Holdings, Q3 2026: revenue $569M (+23% year over year), operating margin 11.2%, net earnings $22.1M, operating cash flow $273M. The chart follows the revenue to costs, profit and cash.
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.
| Kinetik Holdings (KNTK) | Kodiak Gas Services (KGS) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 2026 |
| Revenue | $569M | $391M |
| Revenue growth, Y/Y | +23% | +21% |
| Operating margin | 11.2% | 31.8% |
| Net earnings | $22.1M | $52.0M |
| Net margin | 3.9% | 13.3% |
| Operating cash flow | $273M | $99.5M |
| Free cash flow | $139M | — |
| Market value | $4.0B | $4.0B |
| P/E | 6.7× | 50.1× |
| Analysts’ mean target | $58.62 | $79.50 |
Where the revenue comes from
Kinetik Holdings
- Product and Service: $564M (99%)
- Other revenue: $4.9M (1%)
Kodiak Gas Services
- Compression Infrastructure: $315M (81%)
- Service, Other: $43.1M (11%)
- Power Infrastructure: $32.9M (8%)
Questions
Which is bigger, Kinetik Holdings or Kodiak Gas Services?
Kinetik Holdings is the larger company: $569M of revenue in its latest quarter (Q3 2026) against $391M for Kodiak Gas Services (Q2 2026).
Is Kinetik Holdings or Kodiak Gas Services growing faster?
Kinetik Holdings is growing faster (+23% against +21% a year earlier).
Which is more profitable, Kinetik Holdings or Kodiak Gas Services?
Kodiak Gas Services is more profitable, with an operating margin of 31.8% against 11.2%.
More: Kinetik Holdings earnings · how Kinetik Holdings makes money · Kodiak Gas Services earnings · how Kodiak Gas Services makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Aug 7, 2026). Fiscal quarters can end on different dates. Not investment advice.