Natural Gas Services Group
Rents and services compressor units for US oil and gas production.
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Profile
Rents gas-engine and electric-drive compressor units for oil and gas production, with smaller sales and aftermarket service work. Revenue is dominated by rentals, and activity is concentrated in US producing basins, especially the Permian.
Rents natural gas engine and electric motor drive compressor units for oil and gas production and processing facilities. The core fleet supports large and medium horsepower gas-lift applications, while sales and aftermarket services cover components, call-out work, commissioning, and overhauls.
Operations are concentrated in US producing regions, with the Permian Basin as the main rental market and additional exposure to Texas, New Mexico, and Ohio basins. The Flatrock acquisition added more rental compression density in the Permian and Eagle Ford.
Execution depends on matching equipment to customer applications, field service reliability, mechanical availability, and technology features such as eComp, SMART, and telemetry. The business is shaped by oil and gas activity, rental renewals, major customers, fabrication capacity, competition from larger service providers, and environmental regulation.
Company facts
Key statistics
Year to date +0.8% · Average volume (30d) 127.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 10, 2026 | Raymond James | Reiterate | Outperform | $42 | $54 | |
| Jan 13, 2026 | Raymond James | Downgrade | Strong Buy | Outperform | $42 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.40 | $0.30 | −25.0% | $50.2M | $51.4M | +2.3% | −0.51% |
| May 11, 2026Q1 FY26 | $0.45 | $0.53 | +17.8% | $47.1M | $48.5M | +2.9% | +5.88% |
| Mar 16, 2026Q4 FY25 | $0.37 | $0.32 | −13.5% | $44.1M | $46.1M | +4.6% | +0.57% |
| Nov 10, 2025Q3 FY25 | $0.33 | $0.46 | +39.4% | $43.8M | $43.4M | −0.9% | −7.18% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $41.4M | $41.4M | $43.4M | $46.1M | $48.5M | $51.4M | |
| Gross profit | $15.6M | $15.3M | $16.6M | $16.4M | $19.9M | $30.8M | |
| Operating income | $10.2M | $9.8M | $10.7M | $9.7M | $13.4M | $9.9M | |
| Net income | $4.9M | $5.2M | $5.8M | $4.1M | $6.8M | $3.8M | |
| Diluted EPS | $0.38 | $0.41 | $0.46 | $0.32 | $0.53 | $0.30 | |
| Gross margin | 37.7% | 36.9% | 38.2% | 35.6% | 41.1% | 59.9% | |
| Operating margin | 24.6% | 23.7% | 24.7% | 20.9% | 27.7% | 19.3% |
Fiscal years (4-quarter sums)FY21 $72.4M · FY22 $84.8M · FY23 $121.2M · FY24 $156.7M · FY25 $172.3M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $84.0K · Total debt $328.0M · Total assets $718.3M · Shareholders' equity $294.5M
Dividends
Last raised to $0.15 from $0.11 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 19, 2026 | Aug 19 | Sep 2 | $0.15 | |
| May 20, 2026 | May 20 | Jun 3 | $0.15 | raised from $0.11 |
| Feb 18, 2026 | Feb 18 | Mar 4 | $0.11 | |
| Nov 20, 2025 | Nov 20 | Dec 3 | $0.11 | raised from $0.10 |
| Aug 8, 2025 | Aug 8 | Aug 22 | $0.10 |
Ownership
Shares outstanding 12.63M · Float 11.64M · 92.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 843.8K | 6.68% | 13F | May 7, 2026 |
| BlackRock, Inc. | 789.8K | 6.25% | 13F | May 13, 2026 |
| Aegis Financial Corp | 587.0K | 4.65% | 13F | May 13, 2026 |
| Vanguard Capital Management LLC | 511.0K | 4.04% | 13F | May 15, 2026 |
| Weber Capital Management LLC /Adv | 481.8K | 3.81% | 13F | Apr 23, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 6, 2026 | Stephen Charles Taylor | director | −30,000 | $37.23 |
| Mar 5, 2026 | Stephen Charles Taylor | director | −70,000 | $37.58 |
| Dec 11, 2025 | Stephen Charles Taylor | director | −10,000 | $33.54 |
| Dec 10, 2025 | Stephen Charles Taylor | director | −10,000 | $33.16 |
| Dec 8, 2025 | Jean K. Holley | director | +3,125 | $32.03 |
Peers
- Kodiak Gas Services
Large-horsepower contract compression focused on the Permian
- Archrock
Premier US compression-services peer with aftermarket overlap
- USA Compression Partners
Large independent compression fleet for midstream and gas lift
- Enerflex (ADR)
Global compression and contract-infrastructure peer with US rentals
- Flowco
Adjacent production-optimization peer in gas lift and gas systems
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Natural Gas Services Group | $34.69 | +0.03% | $438.3M | 21.5 | 15.8 | 2.3 | +24.2% |
| Kodiak Gas Services | $58.00 | +0.62% | $5.82B | 67.1 | 22.4 | 4.2 | +21.2% |
| Archrock | $31.24 | −0.02% | $5.48B | 16.8 | 16.0 | 3.6 | −3.1% |
| USA Compression Partners | $26.93 | +0.19% | $3.90B | 25.4 | 18.6 | 3.3 | +36.8% |
| Enerflex (ADR) | $20.00 | −0.02% | $2.44B | 47.6 | 10.7 | 0.9 | −9.2% |
| Flowco | $21.16 | 0.00% | $1.97B | 20.7 | 13.7 | 2.4 | +22.1% |
| Median | 25.4 | 16.0 | 3.3 | +21.2% |