Kodiak Gas Services Inc 2026年季度报告

FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from _____________ to _____________ Commission File Number: 001-41732Kodiak Gas Services, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware83-3013440(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reportingcompany,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). YesNo As of August3, 2026, the registrant had 101,104,031 shares of common stock, par value $0.01 per share, outstanding. Table of Contents PageCautionary Note Regarding Forward-Looking StatementsPART I.FINANCIAL INFORMATION1Item 1.Financial Statements (Unaudited)1Condensed Consolidated Balance Sheets2Condensed Consolidated Statements of Operations3Condensed Consolidated Statements of Other Comprehensive Income4Condensed Consolidated Statements of Stockholders’ Equity5Condensed Consolidated Statements of Cash Flows6Notes to Unaudited Condensed Consolidated Financial Statements7Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations27Item 3.Quantitative and Qualitative Disclosures About Market Risk42Item 4.Controls and Procedures43PART II.OTHER INFORMATION44Item 1.Legal Proceedings44Item 1A.Risk Factors44Item 2.Unregistered Sales of Equity Securities and Use of Proceeds45Item 3.Defaults Upon Senior Securities45Item 4.Mine Safety Disclosures45Item 5.Other Information45Item 6.Exhibits46Signatures47 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this “Report”) contains “forward-looking statements” within the meaning of the safe harborprovisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are neither historical facts norassurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding thefuture of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions.Forward-looking statements can be identified by words such as: “anticipate,” “intend,” “plan,” “goal,” “seek,” “believe,” “project,”“estimate,” “expect,” “strategy,” “future,” “likely,” “may,” “should,” “will” and similar references to future periods. Examples offorward-looking statements include, among others, statements we make regarding: •Expected operating results, such as revenue growth and earnings, including the integration of acquired businesses andassets into our operations, and our ability to service our indebtedness;•Anticipated levels of capital expenditures and uses of capital;•Current or future volatility in the credit markets and future market conditions;•Potential or pending acquisition transactions or other strategic transactions, the timing thereof, the receipt of necessaryapprovals to close such acquisitions, our ability to finance such acquisitions, and our ability to achieve the intendedoperational, financial, and strategic benefits from any such transactions;•Expectations of the effect on our financial condition of claims, litigation, environmental costs, contingent liabilities, andgovernmental and regulatory investigations and proceedings;•Production and capacity forecasts for the natural gas and oil industry;•Strategy for customer retention, growth, fleet maintenance, market position and