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AROC Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
38.130
Open
38.130
VWAP
37.28
Vol
2.01M
Mkt Cap
6.48B
Low
36.740
Amount
74.78M
EV/EBITDA(TTM)
10.42
Total Shares
175.26M
EV
8.85B
EV/OCF(TTM)
12.79
P/S(TTM)
4.26
Archrock, Inc. is an energy infrastructure company with a primary focus on midstream natural gas compression. The Company is a provider of natural gas compression services to customers in the energy industry throughout the United States. It is a supplier of aftermarket services to customers that own compression equipment. Its segments include Contract Operations and Aftermarket Services. The Contract Operations business is comprised of its owned fleet of natural gas compression equipment that it uses to provide operations services to its customers. The Aftermarket Services business provides a full range of services to support the compression needs of its customers that own compression equipment, including operations, maintenance, overhaul and reconfiguration services and sales of parts and components. The Company provides comprehensive contract operations services, such as personnel, equipment, tools, materials and supplies to meet its customer's natural gas compression needs.
Show More

Events Timeline

(ET)
2026-05-05
16:50:00
Archrock Q1 Revenue at $373.8M, Below Consensus
select
2026-03-25 (ET)
2026-03-25
21:10:00
Archrock CFO Douglas Aron Plans to Retire by 2026
select

News

seekingalpha
9.5
05-06seekingalpha
Archrock Q1 2026 Earnings Call Highlights
  • Strong Quarterly Performance: Archrock reported an adjusted EPS of $0.42 and adjusted EBITDA of $221 million for Q1 2026, reflecting the company's ability to enhance profitability and capital returns amid strong customer demand.
  • Asset Sales and Capital Allocation: The company generated $21 million in asset sale proceeds year-to-date by selling approximately 40,000 horsepower of non-strategic compression units, which will help fund newbuild projects and optimize its asset portfolio.
  • High Utilization and Market Demand: Archrock's fleet maintained a high utilization rate of 95% during the quarter, particularly driven by increased demand for large horsepower and electric motor drive units, indicating sustained competitive strength in the market.
  • Leadership Transition and Outlook: CFO Douglas Aron plans to retire by year-end, and management emphasized that despite a strong Q1 performance, they are keeping the 2026 adjusted EBITDA guidance range of $865 million to $915 million unchanged, reflecting uncertainty in future market conditions.
seekingalpha
9.5
05-06seekingalpha
Archrock Q1 Earnings Report Exceeds Expectations
  • Performance Metrics: Archrock reported a Q1 non-GAAP EPS of $0.42, missing expectations by $0.06, while revenue reached $373.8 million, a 7.7% year-over-year increase, indicating heightened market competition pressures.
  • Adjusted EBITDA Growth: The adjusted EBITDA for Q1 2026 was $221 million, reflecting a 12.3% increase from $197.8 million in Q1 2025, showcasing the company's ongoing improvements in operational efficiency and cost management.
  • Dividend Increase: The company declared a quarterly dividend of $0.22 per share for Q1 2026, approximately 16% higher than the same period in 2025, resulting in a dividend coverage ratio of 3.5x, underscoring its commitment to shareholder returns and financial health.
  • Future Outlook: Despite higher SG&A expenses, Archrock remains on track to achieve its full-year 2026 adjusted EBITDA guidance of between $865 million and $915 million, indicating strong cash flow generation capabilities amid rising natural gas demand and growth projections.
seekingalpha
9.5
05-05seekingalpha
Archrock Q1 Earnings Announcement Scheduled
  • Earnings Announcement Schedule: Archrock (AROC) is set to announce its Q1 earnings on May 6 before market open, with a consensus EPS estimate of $0.48, reflecting a 14.3% year-over-year increase, indicating ongoing improvement in profitability.
  • Revenue Expectations: The anticipated revenue for Q1 is $378.53 million, representing a 9.0% year-over-year growth, which underscores the company's stable growth potential amid rising natural gas demand, further solidifying its market position.
  • Historical Performance Review: Over the past two years, Archrock has beaten EPS estimates 63% of the time and revenue estimates 75% of the time, demonstrating reliability in financial performance and fostering market confidence.
  • Forecast Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have experienced three downward revisions, indicating a cautious market outlook on the company's future performance.
Newsfilter
8.0
04-30Newsfilter
Archrock Declares 16% Increase in Quarterly Dividend
  • Quarterly Dividend Announcement: Archrock has declared a quarterly dividend of $0.22 per share of common stock, translating to an annualized dividend of $0.88, demonstrating the company's ongoing commitment to shareholder returns.
  • Dividend Payment Timeline: The first quarter 2026 dividend will be paid on May 19, 2026, to all stockholders of record on May 12, 2026, ensuring timely benefits for all shareholders.
  • Dividend Growth Overview: This dividend level is consistent with the fourth quarter of 2025 and represents a 16% increase over the first quarter of 2025, reflecting the company's robust earnings growth.
  • Company Background: Archrock focuses on midstream natural gas compression services, committed to safe and environmentally responsible natural gas production, compression, and transportation, solidifying its leading position in the U.S. energy sector.
Fool
2.0
04-17Fool
Temporary Ceasefire in Iran War Causes Oil Price Fluctuations
  • Natural Gas Market Dependence: The Iran war highlighted the global energy system's heavy reliance on U.S. liquefied natural gas (LNG) exports, with projections indicating U.S. LNG exports will rise from 15.1 billion cubic feet per day in 2025 to 18.1 billion by 2027; Archrock has 85% of its 2026 production capacity contracted, underscoring its critical role in infrastructure.
  • Shareholder Return Strategy: Ovintiv introduced a new shareholder return framework in 2026, committing to return at least 75% of free cash flow to shareholders and initiating a $3 billion share repurchase program; despite oil prices retreating due to the ceasefire, its high-margin operations in the Permian and Montney basins continue to generate substantial free cash flow.
  • Refining Profit Margins: HF Sinclair, as a refiner, profits from both rising and falling oil prices, and with current oil prices dropping towards $90, refining profit margins are improving; its acquisition of Industrial Oils Unlimited has further strengthened its higher-margin specialty segment, demonstrating resilience amid market fluctuations.
  • Market Reaction and Investor Sentiment: Following a more than 15% drop in oil prices post-ceasefire, investors began panic-selling oil stocks; while short-term market sentiment is volatile, long-term investors should focus on companies that were already well-positioned before the conflict to capitalize on future market opportunities.
NASDAQ.COM
8.5
04-17NASDAQ.COM
Energy Companies Seize New Opportunities Post-Iran Conflict
  • U.S. LNG Export Growth: The EIA projects U.S. LNG exports will rise from 15.1 billion cubic feet per day in 2025 to 18.1 billion by 2027, with Archrock securing 85% of its 2026 production capacity contracted, ensuring a long-term revenue stream insulated from commodity price swings.
  • Ovintiv's Shareholder Return Plan: Ovintiv announced a commitment to return at least 75% of free cash flow to shareholders in 2026, backed by a $3 billion share repurchase program, demonstrating its focus on enhancing shareholder value amid market uncertainties.
  • HF Sinclair's Profit Model: HF Sinclair profits from refining operations with a capacity of 678,000 barrels per day, and as oil prices retreat to $90, refining margins are expected to improve, ensuring the company's competitiveness across varying market conditions.
  • Shift in Market Focus on Energy Companies: The Iran conflict has deepened global reliance on U.S. LNG, prompting investors to focus on companies like Archrock, Ovintiv, and HF Sinclair, which are structurally positioned to benefit from the disruptions revealed by the conflict.
Wall Street analysts forecast AROC stock price to rise
2 Analyst Rating
Wall Street analysts forecast AROC stock price to rise
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
30.00
Averages
31.00
High
32.00
Current: 0.000
sliders
Low
30.00
Averages
31.00
High
32.00
Raymond James
James Rollyson
Outperform
maintain
$40 -> $46
AI Analysis
2026-05-07
New
Reason
Raymond James
James Rollyson
Price Target
$40 -> $46
AI Analysis
2026-05-07
New
maintain
Outperform
Reason
Raymond James analyst James Rollyson raised the firm's price target on Archrock to $46 from $40 and keeps an Outperform rating on the shares. The quarter was broadly positive with compression contract operations outperforming expectations despite asset sales, AMS revenue coming in slightly below estimates due to seasonal variability, and consolidated adjusted EBITDA finishing about 2% ahead of consensus, alongside continued strong free cash flow generation and ongoing shareholder returns through an increased dividend and share repurchases exceeding half of quarterly free cash flow, the analyst tells investors in a research note.
Stifel
Selman Akyol
Buy
maintain
$40 -> $41
2026-05-07
New
Reason
Stifel
Selman Akyol
Price Target
$40 -> $41
2026-05-07
New
maintain
Buy
Reason
Stifel analyst Selman Akyol raised the firm's price target on Archrock to $41 from $40 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for AROC
Unlock Now

Valuation Metrics

The current forward P/E ratio for Archrock Inc (AROC.N) is 20.16, compared to its 5-year average forward P/E of 18.88. For a more detailed relative valuation and DCF analysis to assess Archrock Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
18.88
Current PE
20.16
Overvalued PE
24.33
Undervalued PE
13.43

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
8.18
Current EV/EBITDA
10.55
Overvalued EV/EBITDA
8.93
Undervalued EV/EBITDA
7.43

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.99
Current PS
4.04
Overvalued PS
3.08
Undervalued PS
0.90

Financials

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Annual
Quarterly

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Whales Holding AROC

E
Energy Income Partners LLC
Holding
AROC
+6.25%
3M Return
K
Kayne Anderson Capital Advisors, L.P.
Holding
AROC
+6.02%
3M Return
E
EARNEST Partners, LLC
Holding
AROC
+2.82%
3M Return

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Frequently Asked Questions

What is Archrock Inc (AROC) stock price today?

The current price of AROC is 36.96 USD — it has decreased -2.99

What is Archrock Inc (AROC)'s business?

Archrock, Inc. is an energy infrastructure company with a primary focus on midstream natural gas compression. The Company is a provider of natural gas compression services to customers in the energy industry throughout the United States. It is a supplier of aftermarket services to customers that own compression equipment. Its segments include Contract Operations and Aftermarket Services. The Contract Operations business is comprised of its owned fleet of natural gas compression equipment that it uses to provide operations services to its customers. The Aftermarket Services business provides a full range of services to support the compression needs of its customers that own compression equipment, including operations, maintenance, overhaul and reconfiguration services and sales of parts and components. The Company provides comprehensive contract operations services, such as personnel, equipment, tools, materials and supplies to meet its customer's natural gas compression needs.

What is the price predicton of AROC Stock?

Wall Street analysts forecast AROC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AROC is31.00 USD with a low forecast of 30.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Archrock Inc (AROC)'s revenue for the last quarter?

Archrock Inc revenue for the last quarter amounts to 373.77M USD, increased 7.66

What is Archrock Inc (AROC)'s earnings per share (EPS) for the last quarter?

Archrock Inc. EPS for the last quarter amounts to 0.42 USD, increased 5.00

How many employees does Archrock Inc (AROC). have?

Archrock Inc (AROC) has 1350 emplpoyees as of May 11 2026.

What is Archrock Inc (AROC) market cap?

Today AROC has the market capitalization of 6.48B USD.