SEC EDGARSEP 111 min read$KGS

Lenamon William Chad sold $63K of KGS

Lenamon William Chad (Executive Vice President & COO) sold 1,000 shares of Kodiak Gas Services, Inc. (KGS) at $63.21 on 2026-09-11 under a Rule 10b5-1 trading plan.

Original reporting

SEC EDGAR · Lenamon William Chad

Published Sep 11, 2026, 9:40 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 11, 2026, 9:55 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$KGS

Neutral

high confidence

Mentioned

$KGS

Relevance

2/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$KGSNeutralLow

Why it matters

The insider sale is modest and pre‑arranged, suggesting no immediate trading signal.

Market read

Routine insider sale with limited market relevance.

Timing

post‑market filing

Relevance 2/10Novelty 3/10Timing: post‑market filing

Background

SEC Form 4 filing discloses insider transaction for Kodiak Gas Services, Inc.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$KGSNeutralHigh confidence

Context

Executive Vice President & COO sold 1,000 shares for $63,210 via a 10b5-1 plan

Expected impact

no material impact

Evidence & confidence

Sale size is small relative to total shares outstanding and disclosed via a pre‑arranged plan

Key entities

company
Kodiak Gas Services, Inc.
Issuer of the Form 4
person
Lenamon William Chad
Executive Vice President & COO who sold shares

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Calumet (CLMT) stock rose 8.9% post-earnings, trading at $16.19. Kodiak Gas Services (KGS) reported $391.1M revenue, up 21.1% YoY, with stock up 10.5% to $62.81. Excelerate Energy (EE) saw $329.3M revenue, up 61% YoY, with stock up 3% to $39.65. DHT Holdings (DHT) reported $255.2M revenue, up 174% YoY, with stock up 13% to $20.19. Market focus has shifted from AI to geopolitics and back to fundamentals.

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Spotting Winners: Kodiak Gas Services (NYSE:KGS) And Infrastructure Stocks In Q2

Excelerate Energy (NYSE:EE) reported $329.3M revenue, up 61% YoY, beating estimates. Kinder Morgan (NYSE:KMI) reported $4.48B revenue, up 10.8% YoY, also beating estimates. Expand Energy (NASDAQ:EXE) reported $2.51B revenue, down 10.6% YoY, but beat expectations. All companies' stock prices moved post-earnings.

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Kodiak Gas (KGS) Rides Record Earnings Into A Power Buildout

Kodiak Gas Services (NYSE:KGS) reported Q2 2026 revenue of $391M (+21% Y/Y) and record adjusted EBITDA of $217M (+22%). Adjusted net income was $54M, or $0.55/share. Management outlined a shift from near-full-capacity compression to power buildout, including a Baker Hughes turbine deal for 1 GW by 2030 (option 1.8 GW). Full-year adjusted EBITDA guidance raised to $830M-$860M.

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Kodiak Gas Services (KGS) Q2 2026 Earnings Call Transcript

Kodiak Gas Services (KGS) Q2 2026 earnings call transcript highlights U.S. grid strain from rising data center demand and the need for behind-the-meter power. Kodiak said it added about 80,000 horsepower to its compression fleet in the first half of 2026 and expects ~170,000 for the year. It announced a multiyear Baker Hughes gas turbine supply agreement for 1 GW by 2030, with an option up to 1.8 GW, and discussed a West Texas data center project.

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Earnings call transcript: Kodiak Gas Services tops Q2 2026 revenue forecast

Kodiak Gas Services (KGS) reported Q2 2026 adjusted earnings of $0.55 per diluted share on revenue of $391.1 million, up 21% year over year and above a $365 million forecast, according to the company. Adjusted EBITDA rose 22% to a record $217 million. Kodiak raised full-year 2026 adjusted EBITDA guidance to $830 million-$860 million and discretionary cash flow to $570 million-$600 million.

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