Kodiak Gas Services is trading 5.5% up in pre-market at $60.00 after reporting second-quarter revenue of $391.1 million and raising full-year 2026 adjusted EBITDA guidance to $830 million-$860 million.

  • Discretionary cash-flow guidance increased to $570 million-$600 million.
  • Positive guidance and the revenue beat appear to outweigh the adjusted EPS miss.
  • New data-center power opportunities support the growth outlook; the move is company-specific rather than sector-driven.