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Side-by-side financial comparison of Kodiak Gas Services, Inc. (KGS) and MOVADO GROUP INC (MOV). Click either name above to swap in a different company.
Kodiak Gas Services, Inc. is the larger business by last-quarter revenue ($332.9M vs $186.1M, roughly 1.8× MOVADO GROUP INC). Kodiak Gas Services, Inc. runs the higher net margin — 7.4% vs 5.1%, a 2.2% gap on every dollar of revenue. On growth, Kodiak Gas Services, Inc. posted the faster year-over-year revenue change (7.5% vs 1.9%). Kodiak Gas Services, Inc. produced more free cash flow last quarter ($142.0M vs $11.6M). Over the past eight quarters, Kodiak Gas Services, Inc.'s revenue compounded faster (24.3% CAGR vs 2.9%).
Kodiak Gas Services, Inc. is a leading natural gas compression services provider operating primarily across North America. It serves upstream and midstream energy sector clients, offering custom compression equipment, regular maintenance, and operational support to optimize natural gas gathering, processing, and transportation workflows for onshore oil and gas production operations.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
KGS vs MOV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $332.9M | $186.1M |
| Net Profit | $24.6M | $9.6M |
| Gross Margin | — | 54.3% |
| Operating Margin | 26.1% | 6.3% |
| Net Margin | 7.4% | 5.1% |
| Revenue YoY | 7.5% | 1.9% |
| Net Profit YoY | 29.0% | 89.8% |
| EPS (diluted) | $0.30 | $0.42 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $332.9M | $186.1M | ||
| Q3 25 | $322.7M | $161.8M | ||
| Q2 25 | $322.8M | $131.8M | ||
| Q1 25 | $329.6M | $181.5M | ||
| Q4 24 | $309.5M | $180.5M | ||
| Q3 24 | $324.6M | $157.0M | ||
| Q2 24 | $309.7M | $134.4M | ||
| Q1 24 | $215.5M | $175.8M |
| Q4 25 | $24.6M | $9.6M | ||
| Q3 25 | $-14.0M | $3.0M | ||
| Q2 25 | $39.5M | $1.4M | ||
| Q1 25 | $30.4M | $8.1M | ||
| Q4 24 | $19.1M | $4.8M | ||
| Q3 24 | $-5.6M | $3.5M | ||
| Q2 24 | $6.2M | $2.0M | ||
| Q1 24 | $30.2M | $9.8M |
| Q4 25 | — | 54.3% | ||
| Q3 25 | — | 54.1% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 54.2% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | 37.5% | 54.3% | ||
| Q2 24 | 36.5% | 54.3% | ||
| Q1 24 | 39.4% | 53.5% |
| Q4 25 | 26.1% | 6.3% | ||
| Q3 25 | 19.9% | 2.5% | ||
| Q2 25 | 30.9% | 0.2% | ||
| Q1 25 | 27.1% | 5.1% | ||
| Q4 24 | 22.3% | 3.3% | ||
| Q3 24 | 20.4% | 1.7% | ||
| Q2 24 | 17.5% | 1.6% | ||
| Q1 24 | 27.9% | 6.1% |
| Q4 25 | 7.4% | 5.1% | ||
| Q3 25 | -4.3% | 1.8% | ||
| Q2 25 | 12.2% | 1.1% | ||
| Q1 25 | 9.2% | 4.4% | ||
| Q4 24 | 6.2% | 2.7% | ||
| Q3 24 | -1.7% | 2.2% | ||
| Q2 24 | 2.0% | 1.5% | ||
| Q1 24 | 14.0% | 5.6% |
| Q4 25 | $0.30 | $0.42 | ||
| Q3 25 | $-0.17 | $0.13 | ||
| Q2 25 | $0.43 | $0.06 | ||
| Q1 25 | $0.33 | $0.36 | ||
| Q4 24 | $0.18 | $0.21 | ||
| Q3 24 | $-0.07 | $0.15 | ||
| Q2 24 | $0.06 | $0.09 | ||
| Q1 24 | $0.39 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.2M | $183.9M |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $1.2B | $497.5M |
| Total Assets | $4.3B | $751.9M |
| Debt / EquityLower = less leverage | 2.12× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $183.9M | ||
| Q3 25 | $724.0K | $180.5M | ||
| Q2 25 | $5.4M | $203.1M | ||
| Q1 25 | $1.9M | $208.5M | ||
| Q4 24 | $4.8M | $181.5M | ||
| Q3 24 | $7.4M | $198.3M | ||
| Q2 24 | $3.9M | $225.4M | ||
| Q1 24 | $9.3M | $262.1M |
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.2B | $497.5M | ||
| Q3 25 | $1.3B | $489.9M | ||
| Q2 25 | $1.3B | $493.2M | ||
| Q1 25 | $1.4B | $481.3M | ||
| Q4 24 | $1.4B | $491.3M | ||
| Q3 24 | $1.4B | $492.0M | ||
| Q2 24 | $1.5B | $489.6M | ||
| Q1 24 | $1.1B | $505.9M |
| Q4 25 | $4.3B | $751.9M | ||
| Q3 25 | $4.4B | $748.7M | ||
| Q2 25 | $4.4B | $747.2M | ||
| Q1 25 | $4.4B | $729.2M | ||
| Q4 24 | $4.4B | $747.2M | ||
| Q3 24 | $4.5B | $742.5M | ||
| Q2 24 | $4.4B | $736.0M | ||
| Q1 24 | $3.3B | $756.5M |
| Q4 25 | 2.12× | — | ||
| Q3 25 | 2.08× | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | 1.88× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 1.71× | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $194.9M | $12.3M |
| Free Cash FlowOCF − Capex | $142.0M | $11.6M |
| FCF MarginFCF / Revenue | 42.7% | 6.2% |
| Capex IntensityCapex / Revenue | 15.9% | 0.4% |
| Cash ConversionOCF / Net Profit | 7.91× | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | $284.3M | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $194.9M | $12.3M | ||
| Q3 25 | $113.4M | $-3.8M | ||
| Q2 25 | $177.2M | $-7.2M | ||
| Q1 25 | $114.3M | $39.1M | ||
| Q4 24 | $118.5M | $-4.7M | ||
| Q3 24 | $36.9M | $-17.8M | ||
| Q2 24 | $121.1M | $-18.1M | ||
| Q1 24 | $51.5M | $69.4M |
| Q4 25 | $142.0M | $11.6M | ||
| Q3 25 | $10.9M | $-5.1M | ||
| Q2 25 | $94.6M | $-8.7M | ||
| Q1 25 | $36.8M | $37.5M | ||
| Q4 24 | $45.2M | $-7.2M | ||
| Q3 24 | $-49.7M | $-20.1M | ||
| Q2 24 | $4.0M | $-19.7M | ||
| Q1 24 | $-8.6M | $67.8M |
| Q4 25 | 42.7% | 6.2% | ||
| Q3 25 | 3.4% | -3.1% | ||
| Q2 25 | 29.3% | -6.6% | ||
| Q1 25 | 11.2% | 20.7% | ||
| Q4 24 | 14.6% | -4.0% | ||
| Q3 24 | -15.3% | -12.8% | ||
| Q2 24 | 1.3% | -14.7% | ||
| Q1 24 | -4.0% | 38.6% |
| Q4 25 | 15.9% | 0.4% | ||
| Q3 25 | 31.7% | 0.8% | ||
| Q2 25 | 25.6% | 1.2% | ||
| Q1 25 | 23.5% | 0.9% | ||
| Q4 24 | 23.7% | 1.4% | ||
| Q3 24 | 26.7% | 1.5% | ||
| Q2 24 | 37.8% | 1.2% | ||
| Q1 24 | 27.9% | 0.9% |
| Q4 25 | 7.91× | 1.28× | ||
| Q3 25 | — | -1.27× | ||
| Q2 25 | 4.49× | -5.08× | ||
| Q1 25 | 3.76× | 4.86× | ||
| Q4 24 | 6.21× | -0.98× | ||
| Q3 24 | — | -5.14× | ||
| Q2 24 | 19.44× | -8.97× | ||
| Q1 24 | 1.70× | 7.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |