Kodiak Gas Services (KGS) Set to Report Q1 Results as Revenue Growth Seen Slowing

Kodiak Gas Services (NYSE: KGS) is scheduled to report first-quarter results before the market opens on May 14, 2026, with investors focused on whether the natural gas compression provider can meet slowing revenue expectations. Analysts expect revenue to rise 3.5% year over year, down from 53% growth in the same quarter a year earlier. Kodiak reported $332.9 million in revenue last quarter, up 7.5%, beating revenue estimates but missing earnings-per-share expectations. The company has missed Wall Street revenue forecasts multiple times over the past two years. Peer results in the infrastructure segment have been stronger. Kinder Morgan posted 13.8% revenue growth, beating estimates by 3.3%, while Expand Energy reported 41% growth, exceeding estimates by 48.2%. Kodiak shares have gained 15.1% over the past month, compared with flat performance across the segment. The stock recently traded at $69.94, above the average analyst price target of $66.75.