KGSKodiak Gas Services, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.70Beat
- vs $0.64 expected on Nov 9
- Stock move on it
- +7.20%
- one session
- Price
- $44.43
- +1.30% today · $5.55B cap
Past and upcoming reports
1
| Nov 9, 2026 | Sep 30, 2026 | Before the market opens | $0.64 | Beat$0.70 | +7.20% |
After the report
Nov 9, 2026 report
Kodiak Gas Services beat EPS estimates, but leverage and weak revenue growth remain unresolved
Kodiak reported $0.70 EPS for the quarter ended September 30, beating the $0.66 estimate by 5.38%. Shares rose 3.79% to $43.86 on November 11, yet remained below the 20-, 50-, and 200-day moving averages. The forward case depends on sustaining earnings growth while addressing 2.43 debt-to-equity and 3.99% TTM revenue growth.
Reported against expected
BeatReported EPS was $0.70 versus a $0.66 estimate, a $0.04 or 5.38% beat for the quarter ended September 30, reported November 9.
Guidance
No explicit management guidance was provided in the payload. forward EPS growth was estimated at 34.89%.
How the stock reacted
Shares gained $1.60, or 3.79%, to $43.86 on November 11, with 2.78 million shares traded. event-day and subsequent daily reactions were unavailable.
What changed
EPS reached $0.70, beating the $0.66 estimate by 5.38%.
What the price now assumes
The 3.79% rise suggests improving sentiment, but shares remain below the 20-, 50-, and 200-day averages.
What it means for the business
Keep a constructive-but-cautious bias. upgrade only if next-quarter EPS exceeds $0.70 while revenue growth improves above 3.99%.
The next one to three months, as we saw it then
Better case40%
The earnings beat becomes a trend, supporting the estimated 34.89% next-year EPS growth and improving the valuation case.
Base case35%
Earnings remain positive, but below-sector revenue growth and a 2.43 debt-to-equity ratio limit rerating despite the 5.38% EPS beat.
Worse case25%
The beat proves temporary, and weak revenue growth plus leverage undermines the projected earnings trajectory and premium valuation.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.