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Archrock, Inc.

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
$4.64B
P/E (TTM)
17.4
21
Dividend Yield
3.0%
52W High
$30.44
52W Low
$20.12
52W Range
62%
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

Q3 2025 Data

Revenue

$382.43M+30.90%
4-Quarter Trend

EPS

$0.40+81.82%
4-Quarter Trend

FCF

$29.47M+9.61%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Contract Operations Revenue Surge Contract Operations Revenue reached $945.0M, increasing 36% for nine months driven by TOPS and NGCS acquisitions.
Net Income Nearly Doubles Net Income $205.5M for nine months, showing 83% growth versus $112.5M reported in the prior year period.
Adjusted Margin Expansion Adjusted Gross Margin $711.8M, expanding 47% for nine months, driven by strong contract operations performance.
Total Assets Growth Total Assets reached $4.41B as of September 30, 2025, reflecting growth from recent major business acquisitions.

Risk Factors

NGCS Integration Challenges Failure to integrate NGCS effectively could restrict full realization of anticipated benefits and negatively impact stock price.
High Capital Expenditure Needs Capital expenditures planned between $490M and $510M for 2025, requiring continued access to credit markets.
Variable Rate Debt Exposure A 1% rate change impacts annual interest expense by $7.7M on the outstanding variable rate Credit Facility balance.
Industry Condition Sensitivity Operational risks persist due to oil and natural gas industry conditions, including price volatility and production demand.

Outlook

2025 Capital Spending Guidance Currently planning capital expenditures of $490M to $510M for 2025, focused heavily on growth investments.
Shareholder Return Expansion Board declared $0.21 quarterly dividend and approved a $100.0M increase to the Share Repurchase Program.
2027 Notes Redemption Planned Initiated repurchase of 2027 Notes expected to redeem $300.0M in principal amount during Q4 2025.
Finalizing NGCS Valuation Management is finalizing NGCS asset valuations, which could impact future depreciation and amortization schedules.

Peer Comparison

Revenue (TTM)

Ultrapar Participações S.A.UGP
$24.52B
+6.3%
NOV Inc.NOV
$8.77B
-1.5%
Weatherford International plcWFRD
$4.97B
-10.2%

Gross Margin (Latest Quarter)

Weatherford International plcWFRD
100.0%
+65.1pp
Archrock, Inc.AROC
66.1%
+5.1pp
Murphy Oil CorporationMUR
66.0%
+31.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
NOV$6.57B17.45.9%20.8%
WFRD$6.01B14.928.4%33.1%
NE$5.19B22.94.9%25.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.4%
Steady Growth
4Q Net Income CAGR
6.0%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 23, 2026
|
EPS:$0.40
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 29, 2025|
    Revenue: $382.43M+30.9%
    |
    EPS: $0.40+81.8%
    Meet

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: $383.15M+41.6%
    |
    EPS: $0.36+63.6%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $347.16M+29.3%
    |
    EPS: $0.40+53.8%
    Beat

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 25, 2025|
    Revenue: $1.16B+16.9%
    |
    EPS: $1.05+56.7%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $292.16M+15.3%
    |
    EPS: $0.22+10.0%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Jul 31, 2024|
    Revenue: $270.53M+9.3%
    |
    EPS: $0.22+37.5%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 1, 2024|
    Revenue: $268.49M+16.8%
    |
    EPS: $0.26+160.0%
    Beat

  • Form 10-K/A - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 26, 2024|
    Revenue: $990.34M+17.1%
    |
    EPS: $0.67+139.3%
    Beat