Kodiak Gas Services [KGS]
Rule observed: no date is written here that is not sourced. Where a date is not disclosed, the entry says so rather than estimating. A fabricated catalyst date is worse than an absent calendar.
| catalyst | date | source / status | why it matters |
|---|---|---|---|
| Q2 2026 results and 10-Q | NOT YET ANNOUNCED as of 2026-07-30 | Kodiak's most recent EDGAR filing is an 8-K dated 2026-05-15; no Q2 earnings 8-K or press release is on file. The FY2025 comparable 10-Q was filed 2025-08-07, and the FY2024 comparable 2024-08-xx, so the event is imminent but the date is not disclosed | The single largest catalyst. Consensus needs $383.0m of revenue against Q1's $345.8m. Also refreshes fleet utilisation, revenue-generating HP, the maintenance/growth capex split, and — if the 10-K pattern holds — the month-to-month HP percentage |
| Q3 2026 results | not announced | FY2025 comparable filed 2025-11-05 | second observation of the price term |
| FY2026 10-K | not announced | FY2025 10-K filed 2026-02-26; FY2024 filed 2025-03-07 | annual restatement of the 9.0% month-to-month figure — the only quantified soft-backlog metric Kodiak gives |
| Permian compression asset purchases | ongoing, no scheduled date | 10-Q discloses "the acquisition of over 20,000 horsepower of large compression assets from a prominent oil and gas producer in the Permian Basin in March 2026" | producer-to-Kodiak sale-leaseback is a named, recurring channel; each one is unscheduled and material to horsepower growth |
| Debt maturities | 2030: $449.9m · 2031: $1.0bn · 2033: $770.0m | 10-Q Contractual Obligations, Q1 2026 | all beyond the thesis horizon; no refinancing wall inside 12 months. $1.5bn available under the ABL facility as of 2026-03-31 |