$KGS

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.

Goldman Sachs increased its natural gas demand forecast due to data center growth, citing a 10-11 bcf/d increase from 2025-2030. The bank sees value in midstream gas stocks after a 12% pullback. Williams (WMB) and Kinder Morgan (KMI) were highlighted for their exposure to this trend, with both companies reporting strong Q2 results. Kodiak Gas (KGS) was also mentioned as a potential beneficiary.

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.

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.

Argus reported on Kodiak Gas Services Inc. (KGS), raising its target price to $64.00. The company operates contract compression infrastructure in the United States, with business split into Contract Services and Other Services. The update matters for traders tracking analyst price targets and sentiment toward KGS.

European stocks eased from record highs as investors weighed earnings and Middle East risks. The pan-European Stoxx 600 fell 0.16% to 659.48. LSEG estimated 22% Q2 earnings growth. Healthcare slipped, with EssilorLuxottica down 4.3%. Nokia rose 9.6% on Lumentum forecast; Vestas gained 19.7% after raising outlook; Kingspan rose on a planned €850m BMC Manufacturing acquisition.

Stifel raised its price target for Kodiak Gas Services (NYSE:KGS) to $92 from $90 and kept a Buy rating, citing results that beat estimates. The firm said revenue and adjusted EBITDA exceeded forecasts by 2.3% and 1.0%. KGS trades around $62.03. The company also slightly lifted 2026 EBITDA guidance to $830 million to $860 million.

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.

Kodiak Gas Services reported Q2 2026 revenue of $391.12M and net income of $51.97M. The board declared a $0.49 per-share cash dividend payable Aug. 27, 2026. The article says non-GAAP EPS missed expectations and free cash flow turned negative, raising questions about funding the dividend amid capital intensity and leverage. It cites 2029 targets of $2.1B revenue and $447.2M earnings.

Kodiak Gas Services (NYSE:KGS) reported Q2 CY2026 revenue of $391.1 million, up 21.1% year on year, topping Wall Street estimates by 1.9% (according to the article). Non-GAAP EPS was $0.55, missing consensus by 23.1%. The company generated an EBITDA margin of 55.4% and burned $100.7 million of cash in Q2. Shares were flat at $56.83 after results.