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Assets by Segment
Maps the company’s assets to each segment to show where capital is tied up and how asset-heavy each line of business is. Offers insight into capital intensity, maintenance and replacement needs, potential bottlenecks, and which segments may require more investment or be candidates for divestiture.Contract Services’ asset base jumped in mid‑2024 as Kodiak aggressively invested in its compression fleet, then drifted lower through 2025 before rebounding in Q1 2026— a pattern that matches management’s recent push to add horsepower and to deploy heavy, front‑loaded capex for the new Power business. That asset-led growth underpins revenue and record margins, but also explains higher leverage and heightens timing/execution risk given multi-year equipment lead times and substantial near‑term payments; watch capex cadence and utilization for payoff.
Date | Contract Services | Other Services |
|---|---|---|
Mar 31, 2026 | $4.46B | $35.92M |
Dec 31, 2025 | $4.28B | $37.36M |
Sep 30, 2025 | $4.33B | $44.62M |
Jun 30, 2025 | $4.33B | $45.01M |
Mar 31, 2025 | $4.38B | $51.13M |
Dec 31, 2024 | $4.40B | $37.00M |
Sep 30, 2024 | $4.45B | $39.24M |
Jun 30, 2024 | $4.41B | $33.42M |
Mar 31, 2024 | $3.26B | $53.77M |
Dec 31, 2023 | $3.21B | $32.30M |