Kodiak Gas Services sees upside to historical high single-digit EBITDA growth
KGS•Kodiak Gas Services sees upside to historical high-single-digit EBITDA growth. It targets about 2 gigawatts of distributed power capacity by year-end 2030, with more than 70% of its 413 megawatts at September 30, 2026, contracted to data centers.
1. Growth targets
Kodiak Gas Services sees upside to historical high-single-digit EBITDA growth, supported by stable contract compression cash flow. It targets about 2 gigawatts of distributed power capacity by year-end 2030, adding 300 to 500 megawatts annually. The compression fleet is expected to reach about 5.3 million horsepower by then, growing 3% to 4% annually. Distributed power capacity totaled 413 megawatts at September 30, 2026, with more than 70% contracted to data centers.
