Kodiak Gas Services outlined growth targets for its contract compression and distributed power businesses amid tight equipment supply and rising data center demand.
Compression fleet at 4.5 million horsepower as of June 30, 2026; year-end 2030 target of about 5.2 million horsepower.
Distributed power fleet at 405 megawatts as of June 30, 2026; year-end 2030 target of about 2 gigawatts.
Multi-year agreement with Baker Hughes for 1 gigawatt of gas turbines, with a pathway to 1.8 gigawatts; includes parts and training.
Market capitalization of $6 billion; dividend yield of 3.3% based on an annualized $0.49 per-share second-quarter 2026 dividend.
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