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Archrock, Inc.

NYSE•AROC
CEO: Mr. D. Bradley Childers J.D.
Sector: Energy
Industry: Oil & Gas Equipment & Services
Listing Date: 2007-08-21
Archrock, Inc., together with its subsidiaries, operates as an energy infrastructure company in the United States. The company operates in two segments, Contract Operations and Aftermarket Services. It engages in the designing, sourcing, owning, installing, operating, servicing, repairing, and maintaining of its owned fleet of natural gas compression equipment to provide natural gas compression services. The company also sells over-the-counter parts and components; and provides operations, major and routine maintenance, overhaul, and reconfiguration services to customers who own compression equipment. It serves integrated and independent oil and natural gas processors, gatherers, and transporters. The company was formerly known as Exterran Holdings, Inc. and changed its name to Archrock, Inc. in November 2015. Archrock, Inc. was founded in 1990 and is headquartered in Houston, Texas.
Contact Information
9807 Katy Freeway, Suite 100, Houston, TX, 77024, United States
281-836-8000
www.archrock.com
Market Cap
$6.07B
P/E (TTM)
18.7
26.2
Dividend Yield
2.4%
52W High
$37.26
52W Low
$20.12
52W Range
85%
Rank53Top 76.1%
2.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$377.07M+0.00%
4-Quarter Trend

EPS

$0.67+0.00%
4-Quarter Trend

FCF

$126.68M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Contract Operations Revenue Surge Contract operations revenue reached $1.272 B, marking a strong 30% increase driven by recent acquisitions.
Adjusted Margin Expansion Adjusted gross margin grew to $980.4 M, increasing 41% as revenue growth outpaced cost increases.
Fleet Expansion Post-Acquisition Operating horsepower grew 8% in 2025, supported by integrating the NGCS acquisition fleet assets.
Debt Structure Optimization Redeemed $300.0 M of 2027 Notes in Q4 2025; subsequently issued $800.0 M in 2034 Notes.

Risk Factors

Inflation and Cost Pressures Elevated inflation increases labor and parts costs, potentially hurting profitability if higher costs cannot be passed to customers.
Significant Customer Concentration Top five customers represent 35% of 2025 revenue; loss of any major customer severely impacts financial condition.
Evolving Climate Regulation Risk New federal and state climate regulations regarding GHG emissions could increase compliance costs and reduce demand.
Debt Covenant Compliance Risk Substantial $2.411 B debt level subjects operations to restrictive covenants; non-compliance could accelerate repayment obligations.

Outlook

Positive Gas Production Outlook U.S. dry gas production expected to rise 1% in 2026; strong LNG export growth supports long-term compression demand.
Technology for Profit Improvement Strategy focuses on technology deployment, automation, and remote monitoring to drive operational efficiencies and improve profitability.
Planned 2026 Capital Spending Projected 2026 capital expenditures range from $400.0 M to $445.0 M, focusing on growth capital needs.
Aftermarket Services Growth Aftermarket services revenue grew 23% in 2025; increased owned compression base supports sustained long-term aftermarket business.

Peer Comparison

Revenue (TTM)

UGP stock ticker logoUGP
$25.57B
+7.1%
NOV stock ticker logoNOV
$8.74B
-1.4%
WFRD stock ticker logoWFRD
$4.92B
-10.8%

Gross Margin (Latest Quarter)

MUR stock ticker logoMUR
171.1%
+144.1pp
AROC stock ticker logoAROC
53.0%
+5.1pp
TGS stock ticker logoTGS
51.6%
+2.2pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
NE$7.37B33.94.7%26.2%
NOV$6.72B46.32.3%20.7%
VAL$6.49B6.638.7%22.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.8%
Moderate Growth
4Q Net Income CAGR
18.1%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 4, 2026
|
EPS:$0.48
|
Revenue:$379.58M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data