Natural Gas Services Group, Inc. (NGS)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
$36.33+1.85%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · NGS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -14.1% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 25.1% |
Growth built into the price is above our model estimate.
The price assumes 39.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
NGS — dividend update
Dated 2026-08-10
Other Events On August 10, 2026, the Company announced that its Board of Directors has declared a cash dividend of $0.15 per share of common stock. This cash dividend will be paid on September 2, 2026, to all shareholders of record as of the close of business on August 19, 2026.
Why it matters: If sector revenue growth improves, it could benefit NGS. This signals a stronger market environment.
Watch forSector revenue growth rises above 2% year over year.
Also watch forSector revenue growth remains below 2% year over year.
Why it matters: Growing net income means better profits. This matches management's focus on financial results.
Supportive ifNet income increases above $6.8 million in the next quarter.
Worry ifNet income falls below $6.8 million in the next quarter.
Why it matters: New M&A activity can signal growth opportunities. It may impact future revenue and market position.
Supportive ifThey announced more M&A deals or partnerships after the June 10 agreement.
Worry ifNo new M&A announcements or delays in planned activities.
Why it matters: The higher dividend shows confidence in cash flow and financial strength.
Supportive ifManagement confirms the dividend increase to $0.15 per share is paid as scheduled.
Worry ifThe dividend increase is delayed or canceled.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$152 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $402 loss on $10,000 · 4.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,212 loss on $10,000 · 22.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If revenue growth improves, it shows a positive change in the sector and company.
Supportive ifNatural Gas Services Group shows revenue growth above 2% year over year.
Worry ifRevenue growth remains below 2% year over year.
Why it matters: If rental revenue per horsepower grows above $28.06, it shows strong pricing and demand. This supports NGS's growth strategy.
Supportive ifRental revenue per horsepower per month exceeds $28.06 in future quarters.
Worry ifRental revenue per horsepower per month stays under $28.06 for two quarters.
Why it matters: A low Days Sales Outstanding (DSO) means good cash flow and efficiency. This helps financial health.
Supportive ifDSO remains below 40 days for the next two quarters.
Worry ifDSO exceeds 50 days, indicating potential cash flow issues.
Why it matters: A higher dividend payout shows strong cash flow. It shows management wants to return money to shareholders.
Supportive ifManagement says they will raise the dividend to over $0.15 per share.
Worry ifManagement maintains the dividend at $0.15 per share or cuts it.
Why it matters: If horsepower utilization goes over 88.3%, it shows strong demand and efficiency. This helps revenue.
Supportive ifHorsepower use goes above 88.3% in future quarters.
Worry ifHorsepower use drops below 86% for two quarters.
Why it matters: A slowdown in rental revenue growth could signal weakening demand or pricing pressure in the market.
Worry ifQ3 rental revenue growth prints below 20% year-over-year.
Less concerning ifQ3 rental revenue grew over 20% compared to last year.
Why it matters: If the integration goes well, it shows the Flatrock deal is valuable.
Supportive ifManagement says they hit key integration goals in 6 months.
Worry ifIntegration problems can lead to delays. They may also cause unexpected costs.
Why it matters: Keeping the dividend shows trust in cash flow and financial health.
Supportive ifThe company maintains the dividend payout at $0.15 per share in the next quarter.
Worry ifThe company reduces the dividend payout below $0.15 per share.
Why it matters: A lower DSO shows better cash flow management and efficiency.
Supportive ifDSO improves to below 30 days in the next quarter.
Worry ifDSO remains above 33 days.