NGS
Natural Gas Services·NYSE
--
--(--)
--
--(--)
NGS fundamentals
Natural Gas Services (NGS) released its earnings on Mar 16, 2026: revenue was 46.15M (YoY +13.51%), beat estimates; EPS was 0.32 (YoY +39.13%), missed estimates.
Revenue / YoY
46.15M
+13.51%
EPS / YoY
0.32
+39.13%
Report date
Mar 16, 2026
NGS Earnings Call Summary for Q4,2025
- Record Growth: 2025 EBITDA of $81 million (+19% YoY), fueled by 14% hp expansion and 84.9% utilization.
- 2026 Guidance: $90.5-$95.5 million EBITDA, with $55-70 million growth CapEx for 50,000 hp deployments.
- Margin Expansion: Gross margin expected to rise from 60.6% in 2025, supported by new large hp units.
- Supply Chain Advantage: 100+ week lead times for engines constrain competitors, benefiting NGS market share.
- Midstream Opportunity: Actively pursuing midstream compression contracts, with quoting activity increasing.
- Liquidity Strength: Low leverage, $2.6 million dividend returned in 2025, with plans for consistent dividend growth.
- Structural Growth Drivers: LNG exports, AI infrastructure power demand, and long-term compression needs.
EPS
Actual | -0.06 | -0.04 | -0.1651 | -0.03 | -0.14 | -0.1 | 0.0446 | 0.0022 | 0.0471 | 0.0318 | 0.036 | 0.0816 | 0.1513 | 0.2812 | 0.5204 | 0.41 | 0.34 | 0.5629 | 0.23 | 0.38 | 0.41 | 0.46 | 0.32 | |||||||||
Forecast | -0.09 | -0.07 | -0.095 | -0.05 | -0.05 | -0.12 | -0.03 | -0.13 | -0.07 | 0 | -0.02 | -0.06 | -0.02 | 0.1 | 0.13 | 0.17 | 0.26 | 0.235 | 0.255 | 0.25 | 0.3433 | 0.36 | 0.3733 | |||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +33.33% | +42.86% | -73.79% | +40.00% | -180.00% | +16.67% | +248.67% | +101.69% | +167.29% | 0.00% | +280.00% | +236.00% | +856.50% | +181.20% | +300.31% | +141.18% | +30.77% | +139.53% | -9.80% | +52.00% | +19.43% | +27.78% | -14.28% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 17.89M | 15.77M | 17.00M | 18.40M | 17.75M | 18.25M | 18.03M | 20.34M | 19.93M | 20.74M | 22.50M | 26.62M | 26.96M | 31.37M | 36.22M | 36.91M | 38.49M | 40.69M | 40.66M | 41.38M | 41.38M | 43.40M | 46.15M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 17.25M | 14.95M | 14.95M | 16.15M | 16.20M | 16.85M | 18.05M | 18.10M | 18.75M | 19.85M | 21.35M | 22.50M | 24.80M | 28.05M | 30.30M | 34.95M | 36.73M | 38.11M | 40.84M | 40.52M | 41.87M | 43.18M | 44.10M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.71% | +5.45% | +13.68% | +13.91% | +9.56% | +8.28% | -0.12% | +12.35% | +6.27% | +4.50% | +5.39% | +18.31% | +8.70% | +11.83% | +19.54% | +5.60% | +4.80% | +6.77% | -0.44% | +2.13% | -1.16% | +0.50% | +4.64% |
Earnings Call
You can ask Aime
Did Natural Gas Services beat or miss consensus estimates last quarter?What were the key takeaways from Natural Gas Services’s earnings call?What is Natural Gas Services's gross profit margin?What is Natural Gas Services's latest dividend and current dividend yield?What is the market's earnings forecast for Natural Gas Services next quarter?What does Natural Gas Services do and what are its main business segments?What guidance did Natural Gas Services's management provide for the next earnings period?What were the key takeaways from Natural Gas Services's earnings call?
