Natural Gas Services Group (NGS)
Rents and services compressor units for US oil and gas production.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 10, 2026 | Raymond James | Reiterate | Rating: —Target: $42 | Target: $54 |
| Jan 13, 2026 | Raymond James | Downgrade | Target: — | Target: $42 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $84.0K · Total debt $328.0M · Total assets $718.3M · Shareholders' equity $294.5M
- Revenue
- $51.4M
- Operating income
- $9.9M
- Net income
- $3.8M
HistoryDividendAnnual yield
| Institutions | ≈ 84.43% | 10.89M shares | |
|---|---|---|---|
| 165 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.21% | 414.2K shares | |
| 9 holders · as of Sep 3, 2026 | |||
| Strategic holders | 5.29% | 681.7K shares | |
| 1 holder · as of Feb 7, 2017 | |||
| Other | ≈ 7.07% | 912.9K shares | |
| remainder | |||
12.90M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.46% | 961,577 | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.59% | 850,080 | as of Jun 30, 2026 |
Franklin Resources, Inc.Strategic | 5.29% | 681,700 | filed Feb 7, 2017 |
Aegis Financial CorpInstitution | 4.53% | 584,872 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.98% | 513,031 | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Natural Gas Services Group | $33.24 | −0.18% | $420.7M | 20.7 | 15.2 | 2.2 | +24.2% |
| Kodiak Gas Services | $54.02 | −1.23% | $5.52B | 63.6 | 21.1 | 4.0 | +21.2% |
| Archrock | $30.69 | +0.94% | $5.33B | 16.3 | 15.8 | 3.5 | −3.1% |
| USA Compression Partners | $25.81 | +1.02% | $3.70B | 24.1 | 17.3 | 3.1 | +36.8% |
| Enerflex (ADR) | $22.67 | +1.25% | $2.73B | 53.3 | 12.3 | 1.1 | −33.4% |
| Flowco | $19.24 | +0.81% | $1.78B | 18.7 | 12.7 | 2.2 | +22.1% |
| Median | 24.1 | 15.8 | 3.1 | +21.2% |