Kodiak Gas Services (NYSE:KGS) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsDoug Irwin - Managing DirectorEli Jossen - VP of Equity ResearchGraham Sones - VP of Investor RelationsJohn Griggs - EVP and CFOJohn Mackay - VP in Equity ResearchMickey McKee - President and CEONate Pendleton - VP of Sales and TradingConference Call ParticipantsJim Rollyson - Director and Equity Research AnalystNeal Dingmann - Equity Research Analyst in Energy and Power TechnologiesSelman Akyol - Managing ...

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Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv US tariff rate to hit 15% or more for some nations, USTR says February 25, 20261:11 PM UTCUpdated ago By Reuters Shipping containers are stacked on a cargo ship at the port of Oakland following the Supreme Court's ruling that Trump had exceeded his authority when he imposed tariffs, in Oakland,... Purchase Licensing Rights, opens new tab Read more WASHINGTON, Feb 25 (Reuters) - The U.S. tariff ...

Prediction market traders on Polymarket are nearly certain New York City’s weekend snowfall crossed the 20-inch mark. The 20+ inch outcome now sits at 56%, with over $439,000 in volume on the entire market. The 18–20 inch bracket has collapsed to 36%, and 16–18 inches is down to just 3%.A 20+ inch reading at Central Park has only been recorded six times since 1869, the last being Blizzard Jonas in January 2016, which still holds the all-time record at 27.5 inches.NYSE Expected To OpenMarkets are expected to ...

Core Insights - The U.S. is the largest private wealth market globally, prompting significant investment from firms like EQT, which began this process three years ago [1] - The private wealth channel has become a crucial source for capital raising in private markets over the last five to ten years, with many firms actively participating [2] Company Strategy - EQT acquired Coller Capital, a U.K.-based firm with approximately $50 billion in AUM, to access secondaries strategies, particularly in private credit, which is seen as an attractive opportunity [3][20] - EQT has over $319 billion in total AUM and aims to grow its private wealth division from 9-10% of managed capital to 20-25% globally in the next three to five years [4][7] - The firm offers a mix of traditional drawdown structure products and evergreen strategies in private equity, infrastructure, and real estate for U.S. investors [8][9] Market Positioning - EQT is recognized as the second-largest private equity firm globally, with a significant portion of its assets invested outside the U.S., which provides a diversification advantage [10][15] - The firm is focused on ultra-high-net-worth and mass affluent investors, indicating a broad target market within private wealth [5] Investment Vehicles - EQT's U.S. evergreen strategies include private equity and infrastructure in Opco structures, and a non-traded REIT for real estate [9] - The firm emphasizes that all investors, whether in evergreen or drawdown structures, have access to the same quality of investments, countering concerns about investment quality disparities [25] Distribution and Education - EQT collaborates with large distribution partners, wirehouses, and private banks, and utilizes platforms like CAIS and iCapital to reach a wider network of registered investment advisors (RIAs) [12][13] - The firm has educational initiatives through its ThinQ platform to help advisors understand private equity and infrastructure investments [14] Exit Strategy - EQT has returned $40 billion of capital to investors in the last 12 months, highlighting its ability to provide multiple exit opportunities across global markets [19] - The firm is optimistic about the U.S. market, aiming to double its investments in the region to approximately $250 billion over the next five years [17] Growth Potential - The private equity secondaries market is projected to grow significantly, with 2025 deal volume reaching $226 billion, up 41% from the previous year, indicating a robust growth opportunity for EQT [22] - EQT is currently focused on expanding its presence in private credit through secondaries rather than launching primary private credit strategies [23]

EQT stands to pocket $1 billion in February alone as the natural gas producer reaps the benefits of its fortuitous position ahead of one of the steepest price rallies in the history of the US gas market last month https://t.co/gD3PjuVGEd ...

Core Viewpoint - Volkswagen is advancing plans to reduce its stake in Everllence, its unit that manufactures marine engines and heat pumps, with indicative offers received from private equity firms, valuing the unit at approximately €5bn to €6bn ($5.9bn to $7.1bn) [1][2] Group 1: Volkswagen's Strategic Moves - Volkswagen is looking to sell a controlling stake in Everllence while retaining a significant minority shareholding [2] - The sale of Everllence is part of Volkswagen's broader strategy to reshape its business amid declining demand and increased competition from Chinese manufacturers [2][6] Group 2: Financial Performance and Market Context - Volkswagen reported a net cash flow of €6bn from its automotive division in 2025, indicating stronger cash generation than expected [3] - The European automotive industry is facing challenges from competition with China and a slower-than-expected transition to electric vehicles [4] Group 3: Industry Trends and Comparisons - The auction of Everllence coincides with Continental's sale of its ContiTech division, highlighting a trend among European industrial groups to streamline operations amid rising costs and regulatory pressures [6] - Private equity firms are increasingly interested in acquiring non-core assets from large industrial groups, seeing opportunities for performance improvement through further investment [6]

Group 1 - Volkswagen Group plans to sell its energy equipment division Everllence, attracting interest from top private equity firms including Blackstone, EQT, and CVC [1] - Everllence, formerly known as MAN Energy Solutions, primarily produces marine engines and heat pump equipment, with Volkswagen intending to spin off a majority stake while retaining a significant minority stake [1] - The sale of Everllence is seen as a strategy for Volkswagen to restructure its business amid weak demand and increased competition from Chinese automakers [1] Group 2 - Continental Group is also planning to sell its ContiTech division, which focuses on belts and hoses, aiming to refocus on its core tire business [2] - The timing of the sales by both Volkswagen and Continental reflects a broader trend among large European industrial groups to streamline their business structures in response to fluctuating energy costs, import pressures from China, and rising environmental regulatory costs [2] - The interest from private equity firms in such asset sales indicates a belief that further investment can significantly enhance the value of these business units [3] Group 3 - As of early November last year, the scale of private equity spin-off transactions in Europe approached €60 billion, accounting for 13.5% of total private equity deal volume [3]

Group 1 - The article discusses the analysis of oil and gas companies, specifically EQT Corporation, focusing on identifying undervalued companies in the sector [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the importance of patience and experience in navigating this market [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream companies that present compelling investment opportunities [2] Group 2 - The article mentions that the commodity business operates on very thin margins, where small improvements in management can lead to significant financial gains [2] - The group includes an active chat room for investors to discuss recent information and share investment ideas [2]

Core Insights - The article discusses the analysis of oil and gas companies, particularly EQT Corporation, focusing on identifying undervalued companies in the sector [1][2] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the importance of management's ability to capitalize on market opportunities [2] Company Analysis - EQT Corporation is highlighted as a key focus for investment analysis, with attention given to its balance sheet, competitive position, and development prospects [1] - The analysis aims to uncover under-followed oil companies and midstream companies that present compelling investment opportunities [2] Industry Overview - The commodity business is characterized by small profit margins, where slight improvements in management can lead to significant revenue increases due to volume [2] - The oil and gas industry is described as a boom-bust cycle, requiring patience and experience for successful investment [2]