Kodiak Gas Services Zukünftiges Wachstum
Future Kriterienprüfungen 5/6
Kodiak Gas Services wird ein jährliches Gewinn- und Umsatzwachstum von 35.6% bzw. 14.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 34.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 20.7% betragen.
Wichtige Informationen
35.6%
Wachstumsrate der Gewinne
34.91%
EPS-Wachstumsrate
| Energy Services Gewinnwachstum | 21.3% |
| Wachstumsrate der Einnahmen | 14.5% |
| Zukünftige Eigenkapitalrendite | 20.66% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 08 Jun 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • Jun 05
KGS: Longer Term Contracts And Power Expansion Will Drive Future Upside
The analyst fair value estimate for Kodiak Gas Services has moved from about $79.33 to about $82.21, as analysts factor in higher projected revenue growth, a slightly lower discount rate, modestly stronger margin assumptions, and support from recent bullish Street research on compression and behind the meter power opportunities. Analyst Commentary Recent Street research on Kodiak Gas Services has been broadly constructive, with several firms updating price targets and coverage as they reassess the company’s earnings power, contract profile, and newer power-related opportunities.Seeking Alpha • May 21
Why Kodiak Gas Could Become An AI Power Winner
Summary I am rating Kodiak Gas Services (KGS) a Strong Buy because I believe the company is evolving from a high-quality compression business into a mission-critical power infrastructure platform for data-centers. My 2028 adjusted EBITDA estimate is $1.2Bn, built from compression, DPS power platform, and new power capacity additions. My price target is $130, representing 78% upside potential from current $73 price. I arrive at my PT by using 12.21x FWD EV/EBITDA multiple and $1.2Bn adjusted EBITDA. The biggest risks are execution in the power infrastructure segment, capital intensity and leverage. Still, I believe these risks are manageable. Read the full article on Seeking AlphaNarrativ-Update • May 19
KGS: Higher Contract Visibility And Equity Raise Will Shape A Measured Outlook
Analysts have raised their implied fair value estimate for Kodiak Gas Services from about $61 to about $79, citing higher modeled revenue growth, wider profit margins, and recent price target increases into the mid to high $80s. These changes follow updated guidance, longer-term contracts, and revised growth outlooks.Analyseartikel • May 18
Kodiak Gas Services' (NYSE:KGS) Solid Earnings Are Supported By Other Strong Factors
Kodiak Gas Services, Inc. ( NYSE:KGS ) recently posted some strong earnings, and the market responded positively. We...Narrativ-Update • Apr 22
KGS: Updated Earnings Assumptions And Catalyst Watch Will Shape A Measured Outlook
The analyst fair value estimate for Kodiak Gas Services has been raised from about $54.67 to $61.08. Analysts point to updated earnings assumptions, higher modeled revenue growth and margins, and recent Street price target increases clustered around the $60 to $63 range as key drivers of the change.Narrativ-Update • Apr 06
KGS: Updated Earnings Models And Catalyst Watch Will Guide A Balanced Outlook
Kodiak Gas Services' analyst price target has been revised from $53.08 to $54.67 as analysts incorporate updated earnings, commodity assumptions, and refreshed views on the company's midstream positioning and execution. Analyst Commentary Recent research updates show a cluster of higher price targets for Kodiak Gas Services, with several bullish analysts revisiting their models after incorporating updated earnings and commodity price assumptions.Narrativ-Update • Mar 23
KGS: Revised Earnings Models And Catalyst Watch Will Shape A Measured Outlook
Narrative Update on Kodiak Gas Services Analysts have lifted the average price target for Kodiak Gas Services by roughly $19, toward the low $60s, as recent research cites updated earnings models, revised commodity price assumptions, and potential 90 day catalysts tied to the base business. Analyst Commentary Bullish analysts have been lifting their price targets for Kodiak Gas Services into the low US$60s, pointing to refreshed earnings models, updated commodity assumptions, and specific company level catalysts.
Neues Narrativ • Mar 16
Long Equipment Lead Times And Power Expansion Will Threaten Compression Utilization And Future Returns
Catalysts About Kodiak Gas Services Kodiak Gas Services provides contract natural gas compression and related services, with growing exposure to distributed power generation. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Mar 07
KGS: Repriced Assumptions And Catalyst Watch Will Shape A Balanced Outlook
The analyst price target for Kodiak Gas Services has been raised from $46.27 to $53.08, as analysts factor in updated earnings models, commodity price assumptions, and expectations for slightly higher revenue growth and profit margins, while maintaining a similar outlook for the forward P/E ratio. Analyst Commentary Recent research updates on Kodiak Gas Services point to a cluster of higher price targets, with several firms lifting their views into the low to mid US$60 range.
Neues Narrativ • Mar 02
Long-Term Natural Gas Infrastructure And AI-Driven Efficiencies Will Transform Compression And Power Services
Catalysts About Kodiak Gas Services Kodiak Gas Services provides large horsepower natural gas compression and related services, along with emerging distributed power offerings in the U.S. What are the underlying business or industry changes driving this perspective? Highly visible growth in U.S. natural gas infrastructure needs, including Permian takeaway pipelines, LNG export capacity and in basin gas consumption for power generation, supports Kodiak's plan to deploy over 750,000 new large horsepower units by 2030.Narrativ-Update • Feb 21
KGS: Equity Offering And Repriced Assumptions Will Shape A Balanced Outlook
Analysts have nudged their fair value estimate for Kodiak Gas Services slightly higher to about $46 per share, supported by several recent price target raises from Citi, Barclays, and Mizuho that highlight its asset quality and execution. Analyst Commentary Recent research activity around Kodiak Gas Services has been active, with multiple price target increases clustered over a short period and one rating upgrade that brought the name into a more favorable category for at least one major firm.Narrativ-Update • Feb 07
KGS: Equity Raises And Recalibrated Assumptions Will Shape A Measured Outlook
Analysts have lifted their price target on Kodiak Gas Services by about US$2, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from several research firms. Analyst Commentary Recent research points to a more constructive tone around Kodiak Gas Services, with several firms lifting price targets and one major upgrade that highlights how analysts are recalibrating their expectations for the business.Analyseartikel • Feb 06
Earnings Tell The Story For Kodiak Gas Services, Inc. (NYSE:KGS) As Its Stock Soars 33%
Kodiak Gas Services, Inc. ( NYSE:KGS ) shares have continued their recent momentum with a 33% gain in the last month...Analyseartikel • Nov 13
Kodiak Gas Services' (NYSE:KGS) Performance Is Even Better Than Its Earnings Suggest
Even though Kodiak Gas Services, Inc. ( NYSE:KGS ) posted strong earnings, investors appeared to be underwhelmed. Our...Analyseartikel • Oct 28
Kodiak Gas Services' (NYSE:KGS) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Kodiak Gas Services, Inc. ( NYSE:KGS ) has announced that it will be paying its dividend of $0.49 on the...Analyseartikel • Jul 02
We Think Kodiak Gas Services (NYSE:KGS) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Dec 10
Kodiak Gas Services: Overvalued With High Leverage
Summary Kodiak Gas Services is overvalued with a P/E ratio of 38x TTM and 91x FWD, despite significant revenue growth not translating to GAAP earnings. High leverage and interest expenses, with debt to equity over 2x and EBIT covering interest in 1.21x, are not priced correctly. Management's adjusted EBITDA figures are overly optimistic as they exclude significant interest and depreciation expenses, overstating profitability. Shares are a sell with a price target of $35. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 2,036 | 386 | 33 | 900 | 9 |
| 12/31/2027 | 1,772 | 285 | -93 | 715 | 10 |
| 12/31/2026 | 1,528 | 196 | -270 | 553 | 10 |
| 3/31/2026 | 1,324 | 66 | 200 | 557 | N/A |
| 12/31/2025 | 1,308 | 79 | 284 | 600 | N/A |
| 9/30/2025 | 1,285 | 73 | 187 | 523 | N/A |
| 6/30/2025 | 1,287 | 81 | 127 | 447 | N/A |
| 3/31/2025 | 1,273 | 48 | 36 | 391 | N/A |
| 12/31/2024 | 1,159 | 48 | -9 | 328 | N/A |
| 9/30/2024 | 1,076 | 23 | -66 | 272 | N/A |
| 6/30/2024 | 982 | 50 | 18 | 321 | N/A |
| 3/31/2024 | 876 | 63 | 63 | 295 | N/A |
| 12/31/2023 | 850 | 20 | 47 | 266 | N/A |
| 9/30/2023 | 804 | 29 | 31 | 237 | N/A |
| 6/30/2023 | 756 | 53 | 3 | 210 | N/A |
| 3/31/2023 | 730 | 44 | -48 | 188 | N/A |
| 12/31/2022 | 708 | 106 | -40 | 220 | N/A |
| 12/31/2021 | 606 | 181 | 48 | 250 | N/A |
| 12/31/2020 | 532 | -2 | -53 | 244 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: KGSDas prognostizierte Gewinnwachstum (35.6% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: KGSDie Erträge des Unternehmens (35.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (18.5% pro Jahr).
Hohe Wachstumserträge: KGSEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: KGSDie Einnahmen des Unternehmens (14.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (12.7% pro Jahr).
Hohe Wachstumseinnahmen: KGSDie Einnahmen des Unternehmens (14.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: KGSDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (20.7%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/14 04:28 |
| Aktienkurs zum Tagesende | 2026/06/12 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Metriken für Industrie und Sektor
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Analysten-Quellen
Kodiak Gas Services, Inc. wird von 15 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Theresa Chen | Barclays |
| James Larkin | BofA Global Research |
| Jean Ann Salisbury | BofA Global Research |