• Kodiak Gas Services outlined growth targets for compression fleet to more than 5.2 million horsepower by year-end 2030, from 4.5 million horsepower as of March 31, 2026.
• Distributed power business set a year-end 2030 capacity target of about 2 gigawatts, from about 400 megawatts as of March 31, 2026, with targeted annual growth of 300-500 MW.
• Compression footprint remained concentrated in Permian Basin at 69% of revenue-generating horsepower, with 80% of fleet classified as large horsepower units.
• Presentation highlighted tight equipment markets, citing estimated lead times exceeding 180 weeks for new Caterpillar 3600 inline compression engines.
• Shareholder returns framed around a well-covered dividend, with dividend yield shown at 2.8% based on annualized Q1 2026 dividend of USD 0.49 per share.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Kodiak Gas Services Inc. published the original content used to generate this news brief on May 11, 2026, and is solely responsible for the information contained therein.