Kodiak Gas Services vs Solaris Energy Infrastructure
Kodiak Gas Services reported revenue of $1.3 billion in fiscal 2025, 2.1 times Solaris Energy Infrastructure's $622 million in fiscal 2025. Kodiak Gas Services' revenue grew 12.8% in its latest year, and Solaris Energy Infrastructure's grew 98.7%. Kodiak Gas Services had an operating margin of 26.0%, against 21.8% at Solaris Energy Infrastructure. Free cash flow was $284 million at Kodiak Gas Services and −$438 million at Solaris Energy Infrastructure.
Side by side
| Kodiak Gas Services | Solaris Energy Infrastructure | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Dec 31, 2025 |
| Revenue | $1.3B | $622M |
| Revenue growth | 12.8% | 98.7% |
| Revenue growth a year, last 5 years | — | 43.3% |
| Gross margin | — | — |
| Operating margin | 26.0% | 21.8% |
| Net margin | 6.2% | 4.8% |
| Free cash flow | $284M | −$438M |
| Free cash flow margin | 21.7% | −70.3% |
| Return on capital | 6.3% | 14.1% |
| Net debt to EBITDA | 4.2x | −0.8x |
| Dividends and buybacks | $264M | $22M |
| Change in diluted share count | 3.9% | — |
| Last close | $45.45 | $62.22 |
| P/E at the last close | 54.1× | — |
| Insider trades, last 12 months | bought $624,384, sold $674.2 million | bought $1.3 million, sold $406.6 million |
| Piotroski F-score | 5 of 8 | — |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Kodiak Gas ServicesSolaris Energy Infrastructure
Operating margin
Percent of revenue
Kodiak Gas ServicesSolaris Energy Infrastructure
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Kodiak Gas ServicesSolaris Energy Infrastructure
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Kodiak Gas Services and Solaris Energy Infrastructure pages.