Kodiak Gas Services, Inc. is one of the largest contract compression services providers in the continental United States with a revenue-generating fleet of over 3.2 million horsepower. The company focuses on providing contract compression services to oil and gas producers and midstream customers in high‐volume gas gathering systems, processing facilities, multi‐well gas lift applications and natural gas transmission systems. More information is available at www.kodiakgas.com.
Company profile
Ticker
KGS
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Frontier TopCo, Inc.
SEC CIK
Corporate docs
Subsidiaries
Frontier Acquisition I, Inc. • Frontier Acquisition II, Inc. • Kodiak Gas Services, LLC • Pegasus Optimization Managers, LLC ...
IRS number
833013440
KGS stock data
Latest filings (excl ownership)
8-K
Kodiak Gas Services, Inc. Announces Completion of CSI Compressco LP Acquisition
1 Apr 24
DEF 14A
Definitive proxy
25 Mar 24
ARS
2023 FY
Annual report to shareholders
25 Mar 24
425
Business combination disclosure
8 Mar 24
8-K
Other Events
8 Mar 24
10-K
2023 FY
Annual report
7 Mar 24
8-K
Results of Operations and Financial Condition
6 Mar 24
425
Business combination disclosure
21 Feb 24
EFFECT
Notice of effectiveness
21 Feb 24
425
Business combination disclosure
20 Feb 24
Latest ownership filings
SC 13D
Spartan Energy Holdco LLC
8 Apr 24
4
Margaret C Montana
14 Mar 24
4/A
Kelly Michelle Battle
12 Mar 24
4/A
Cory Anne Roclawski
12 Mar 24
4/A
William Chad Lenamon
12 Mar 24
4/A
John Griggs
12 Mar 24
4/A
Ewan William Hamilton
12 Mar 24
4/A
Robert Michael McKee
12 Mar 24
4
Kelly Michelle Battle
12 Mar 24
4
Ewan William Hamilton
12 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | |||
---|---|---|---|---|---|---|
Cash on hand (at last report) | 6.13 mm | 6.13 mm | ||||
Cash burn (monthly) | 11.75 mm | (no burn) | ||||
Cash used (since last report) | 81.55 mm | n/a | ||||
Cash remaining | -75.42 mm | n/a | ||||
Runway (months of cash) | -6.4 | n/a |
Institutional ownership, Q3 2023
23.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 76 |
Opened positions | 45 |
Closed positions | 20 |
Increased positions | 13 |
Reduced positions | 14 |
13F shares | Current |
---|---|
Total value | 320.20 bn |
Total shares | 18.36 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Ion Asset Management | 2.04 mm | $36.39 bn |
HITE Hedge Asset Management | 1.29 mm | $23.11 bn |
Goldentree Asset Management | 1.22 mm | $21.83 bn |
BLK Blackrock | 1.07 mm | $19.19 bn |
GS Goldman Sachs | 1.06 mm | $19.03 bn |
Encompass Capital Advisors | 1.06 mm | $18.99 bn |
IVZ Invesco | 1.01 mm | $18.05 bn |
Vanguard | 967.80 k | $17.30 bn |
Aventail Capital | 910.60 k | $16.28 bn |
Zimmer Partners | 890.96 k | $15.93 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
12 Mar 24 | Margaret C Montana | Common Stock | Buy | Acquire P | No | No | 25.25 | 2,000 | 50.50 k | 16,375 |
8 Mar 24 | Robert Michael McKee | Common Stock | Grant | Acquire A | No | No | 0 | 1,600,000 | 0.00 | 1,697,500 |
8 Mar 24 | Griggs John | Common Stock | Grant | Acquire A | No | No | 0 | 500,000 | 0.00 | 540,617 |
8 Mar 24 | Kelly Michelle Battle | Common Stock | Grant | Acquire A | No | No | 0 | 400,000 | 0.00 | 426,617 |
8 Mar 24 | Ewan William Hamilton | Common Stock | Grant | Acquire A | No | No | 0 | 260,000 | 0.00 | 285,768 |
News
Raymond James Maintains Outperform on Kodiak Gas Services, Raises Price Target to $32
16 Apr 24
What Analysts Are Saying About Kodiak Gas Services Stock
10 Apr 24
Goldman Sachs Maintains Buy on Kodiak Gas Services, Raises Price Target to $31
10 Apr 24
Jim Cramer Says 'Ka-Ching' For This Airline Stock, Plus: 'Ring The Register' For Kodiak
2 Apr 24
JP Morgan Maintains Neutral on Kodiak Gas Services, Raises Price Target to $28
21 Mar 24
Press releases
Kodiak Gas Services Announces 2024 First Quarter Earnings Release and Conference Call Schedule
24 Apr 24
Kodiak Gas Services Reports Fourth Quarter and Full Year 2023 Results; Achieves Record Annual Revenues and Adjusted EBITDA; Provides Full Year 2024 Guidance
6 Mar 24
Kodiak Gas Services, Inc. Announces Receipt of Consents to the Merger Agreement from Supporting Unitholders
21 Feb 24
Kodiak Gas Services Announces 2023 Fourth Quarter and Full Year Earnings Release, Conference Call Schedule and Expected Mailing Date of Consent Statement/Prospectus
20 Feb 24
Kodiak Gas Services Announces Pricing of $750 Million Senior Unsecured Notes Offering
30 Jan 24