Kodiak Gas Services, Inc. Q4 2025 Earnings Call Summary

Achieved record 98% fleet utilization by divesting underutilized non-strategic small horsepower units and exiting non-core international operations to focus on large horsepower U.S. assets. Attributed margin expansion to the successful implementation of a new ERP system and AI-driven maintenance, which transitioned the fleet from time-based to condition-based servicing. Maintained the industry's largest average horsepower per unit, positioning the company to capture high-demand Permian Basin growth de ...