Kodiak Gas (KGS) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Mon, May 11, 2026 astatine 11:48 AM CDT 41 min read

Image source: The Motley Fool.

DATE

Monday, May 11, 2026 astatine 11 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer — Mickey McKee

• Executive Vice President and Chief Financial Officer — John Griggs

• Investor Relations — Graham Sones

Need a punctuation from a Motley Fool analyst? Email [email protected]

Full Conference Call Transcript

Graham Sones: Good morning, and acknowledgment for joining america for the Kodiak Gas Services, Inc. league telephone and webcast to reappraisal our archetypal 4th 2026 results. Joining maine from the institution contiguous are Mickey McKee, President and Chief Executive Officer, and John Griggs, Executive Vice President and Chief Financial Officer. After my remarks, Mickey and John volition screen caller marketplace developments, stock an update connected our powerfulness strategy, and locomotion done our results and updated 2026 outlook, including our caller powerfulness segment. Then we volition unfastened it up for Q&A. A replay of today's telephone volition beryllium disposable by webcast and telephone done May 25, 2026. Replay details are connected the Investors tab of our website astatine codietgas.com.

As a reminder, the accusation discussed contiguous speaks lone arsenic of 05/11/2026 and whitethorn nary longer beryllium close by the clip you perceive to a replay oregon work a transcript. The comments made by absorption during this telephone whitethorn incorporate forward-looking statements wrong the meaning of U.S. Federal Securities Laws. These statements bespeak management's existent views, beliefs and assumptions based connected accusation presently available. Although we judge the expectations referenced successful these forward-looking statements are reasonable, assorted risks, uncertainties and contingencies could origin the company's existent results, performance, oregon achievements to disagree materially from those expressed successful the statements made by management, and absorption tin springiness nary assurance that specified statements oregon expectations volition beryllium to beryllium correct.

The comments volition besides see definite non-GAAP fiscal measures. Details and reconciliations to the astir comparable GAAP measures are included successful our net release, which tin beryllium recovered connected our website. Now, I would similar to crook the telephone implicit to Kodiak Gas Services, Inc.'s President and CEO, Mickey McKee. Mickey?

Mickey McKee: Thanks, Graham. Thanks to everyone for joining america today. I privation to commencement similar we bash successful each meetings astatine Kodiak with safety. As we caput into the summertime driving season, it is simply a bully reminder that driving is 1 of the riskiest things galore of america bash each day. That is wherefore we person each Kodiak employees implicit a harmless driving program, and we rolled retired telematics past twelvemonth to assistance trim distractions erstwhile down the wheel. Thank you to our information and grooming teams for equipping our radical with these invaluable tools, and to everyone astatine Kodiak for surviving our safety-first mindset each day.